10 Client Management Software Success Stories [2024]
Keeping track of client interactions and data can be overwhelming. That's where client management software comes in. This business idea revolves around developing a software solution designed to help businesses organize, track, and manage client information effortlessly.
Imagine a centralized platform where users can store client contacts, schedule follow-ups, track interactions, and even automate reminders. For businesses, this means enhanced efficiency and improved relationships with their clients, all while reducing manual administrative work.
The potential for customization is immense. You could tailor the software to various industries, offer cloud-based access, and incorporate analytics for insight into client behavior. Starting this business will involve thorough market research, software development skills, and a strong understanding of customer relationship management principles.
If you have a knack for solving complex problems with elegant software solutions, creating a client management software system offers a promising venture to streamline business operations for countless companies.
In this list, you'll find real-world client management software success stories and very profitable examples of starting a client management software that makes money.
1. Efficy ($25.2M/year)
Cédric Pierrard, founder of Efficy, came up with the idea for his European CRM company after realizing the limitations of the software he was working with at his previous company. He and his colleague, Robert Houdart, decided to create a highly customizable, easily upgradable, and 100% SaaS-based CRM solution. After launching with existing customers and offering a special migration offer, Efficy has grown to nearly 200 employees and achieved a turnover of €22.4M in 2019. Their ambitious goal is to be 5 times bigger and represent 5% of the European CRM market in the next 5 years.
How much money it makes: $25.2M/year
How many people on the team: 200
Efficy, a European CRM software publisher founded 15 years ago by Cédric Pierrard, has seen €24M in revenue in 2019 and seeks to be 5 times bigger within five years, representing 5% of the European CRM market, having experienced success through organic growth and external mergers while maintaining a strong focus on core business.
2. Resource Guru ($2.12M/year)
Andrew Rogoff, one of the founders of Resource Guru, came up with the idea for their online team calendar while working in marketing agencies and experiencing the frustrations of resource scheduling. They realized there was a need for a better solution than using ugly spreadsheets, and decided to create Resource Guru to help teams manage their time efficiently. Today, Resource Guru is used by around 20,000 people in 88 countries, including high-profile customers such as Apple, NASA, and Uber.
How much money it makes: $2.12M/year
How many people on the team: 12
Resource Guru is an online team calendar software, used by around 20,000 people in 88 countries around the world to help them manage their team's time, and has a current ARR of $2.1m.
3. Salonist Software ($1M/year)
Neeraj Gupta, the Managing Director of Shrivra and founder of Salonist, came up with the idea for his business after a salon owner approached his IT services company for help with selling services and booking appointments online. Recognizing the challenges faced by the beauty and wellness industry, Neeraj decided to create a comprehensive software solution that would streamline scheduling processes and improve the customer experience. Since its launch in 2017, Salonist has attracted over 10,000 customers worldwide and continues to grow.
How much money it makes: $1M/year
How much did it cost to start: $149
How many people on the team: 100
Salonist.io is a one-stop software solution for businesses in the health, beauty, and wellness industries, with around 10,000 customers worldwide, offering everything from customer management to Point of Sale, online bookings, multi-location management, marketing, and much more.
4. CallPage ($780K/year)
Ross Knap, CEO and co-founder of CallPage, came up with the idea for the business while working as a consultant and optimizing website conversions. He noticed that promising faster contact with users resulted in more leads, leading him to develop CallPage's smart widget that allows for instant callbacks, driving more sales leads and faster deal closures. Today, CallPage is a leading callback solution in Poland and is rapidly expanding internationally, with plans to develop new AI solutions for conversation analysis.
How much money it makes: $780K/year
How many people on the team: 30
CallPage, an inside sales platform that facilitates converting website visitors into customers, has expanded tools to become a full-fledged platform with artificial intelligence, voice-to-text services and emotion recognition, and is rapidly growing in international markets.
5. Join It ($480K/year)
Mitch Colleran bootstrapped Join It, a SaaS platform that helps organizations sell and track memberships, after leaving his role at Eventbrite. He spent three months in Spain, teaching himself to code and building the initial product. Since launching, Join It has gained 700 paying organizations and is still focused on refining its business model and market fit.
How much money it makes: $480K/year
How many people on the team: 3
Join It, a bootstrapped SaaS platform that helps organizations sell and track memberships, has been making $20,000 per month and is attracting customers through Google Ads, Organic Search, and Word of Mouth, despite being turned down multiple times by incumbent membership platforms.
6. SearchTap ($120K/year)
Lakshdeep Rajput, co-founder and CEO of SearchTap, came up with the idea for the business while running an IT consulting company. After realizing that existing search solutions for eCommerce stores were not a good fit in terms of features, functionality, and budget, Rajput decided to build a personalized search technology product himself. Today, SearchTap works with over 400 eCommerce stores globally and plans to continue expanding its offering.
How much money it makes: $120K/year
How many people on the team: 30
SearchTap, a search technology product for websites and mobile applications that provides fast and relevant search solutions, shared how they developed a $10K/month SaaS search tool for eCommerce stores.
7. Arranged by Amber ($96K/year)
In 2018, Amber Barrett started her own professional organizing business after feeling burnt out from her 9-5 job. During her time as an organizer, she discovered Dubsado CRM and realized how much time and enjoyment it brought to her business. After setting up the system for multiple people, she decided to pivot and offer Dubsado setups full-time, which now averages $8,000/month in revenue, helping professional organizers implement business strategies and systems.
How much money it makes: $96K/year
How much did it cost to start: $2.5K
How many people on the team: 1
Professional organizer turned system strategist boosts monthly sales to $8,000 by helping others in the industry implement business systems and through successful niche marketing on Instagram for Dubsado CRM setups.
8. ALTR Project ($84K/year)
Aimee Tawhai came up with the idea for ALTR Project, a SaaS tool for gym owners and coaches, while working a full-time job and training for the Crossfit Games. After a year of planning and using her statistical background to create algorithms, she launched the product and began attracting customers through social media outreach and personalized demo calls.
How much money it makes: $84K/year
How many people on the team: 5
Aimee Tawhai founded ALTR, an online SaaS tool for gym owners and coaches, that is currently averaging $7-8k USD/month and is being used in 26 different countries, saving HOURS of admin time and the use of mind-numbing spreadsheets.
9. Workee ($12K/year)
Workee, the user-friendly business management software for freelancers, was born out of the founder's personal experience. When his therapist mom lost her job due to COVID, he realized the need for a simple tool to automate work routines for professionals with online appointments. After conducting interviews and receiving feedback, they launched an MVP and have since attracted customers through paid channels and organic growth. Their future plans include expanding their user base and launching a fully free package to drive growth and retention.
How much money it makes: $12K/year
How many people on the team: 6
Workee is a user-friendly business management software for freelancers who do private appointments, created by a team of experienced software developers after conducting 20 interviews and seeing a huge need for a tool that can autopilot work routines and an all-in-one approach to avoid high marketplace fees.
10. Citationsy ($6K/year)
Cenk Özbakır founded Citationsy in 2017 after the online citation generator he had been using, RefMe, was shut down. With over 200,000 users as of February 2020, Citationsy has grown through word-of-mouth and SEO, offering users a simple, fast, and privacy-focused way to create bibliographies and references.
How much money it makes: $6K/year
How many people on the team: 1
Citationsy is an online referencing generator launched in 2017 that grew from nothing to over 200,000 users as of February 2020, all through word-of-mouth and SEO, and is making a profit every month without spending any money on marketing or Google ads with a customer acquisition cost that is essentially zero.
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Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
Download the report and join our email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.
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