# Client Management Software > For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record. **URL:** https://cubecrm.co.uk/software/client-management-software Consultancies, agencies, training providers and other service businesses do not usually talk about customers and pipeline - they talk about clients, engagements, retainers and renewals. The need underneath is the same: know everything about the client, keep every commitment, and make sure the relationship does not depend on one person. CubeCRM holds each client with its contacts, engagements, proposals, documents, notes and correspondence on one record, with renewal dates, review meetings and follow-ups raising themselves. New work is tracked from enquiry to signed proposal, and existing clients get as much attention as prospects. ## Details - **Solution:** Client Management Software - **Group:** Keeping customers - **Platform:** CubeCRM (https://cubecrm.co.uk/platform) - **Coverage:** Nationwide, set up in person - **Also known as:** Client management system, Client relationship management, Client database software, Client tracking software, CRM for service businesses ## What is included - **Engagements on the client:** Projects, retainers and one-off pieces of work recorded against the client with dates, value, owner and status, so everybody can see what is live. - **Proposals and letters of engagement:** Branded proposals built from your service catalogue, with revisions tracked and online acceptance recorded against the client. - **Documents where they belong:** Briefs, contracts, reports and correspondence attached to the client or engagement they relate to, not scattered across a shared drive. - **Reviews and renewals:** Retainer renewals, annual reviews and contract end dates with reminders well ahead, so renewals are planned conversations. - **Correspondence in one thread:** Emails and meetings with the client filed automatically from Microsoft 365 or Google Workspace, so the whole team sees the relationship. - **Confidential where it needs to be:** Restrict sensitive clients or documents to named people, with every access and change logged. ## Real-world use cases ### A consultancy that lived in the partners’ inboxes **Scenario:** A 25-person consultancy managed its clients through the partners’ email. Associates had little visibility of client history and new partners inherited clients with almost no context. **Outcome:** Client correspondence, proposals and engagements now sit on shared records with sensitive clients restricted. New team members pick up a client with the full history in front of them. ### Retainers that lapsed without a conversation **Scenario:** A marketing agency’s retainers ran on annual terms, but renewals were only noticed when a client stopped paying. Two lapsed that could probably have been saved. **Outcome:** Renewal dates are tracked with a review meeting scheduled three months ahead. Renewals are now discussed in good time, and the agency has a clear view of recurring income. ### Proposals rebuilt from scratch **Scenario:** A training provider rewrote its proposals for each client, reusing old documents where somebody remembered one existed. **Outcome:** A service catalogue and proposal templates mean most proposals are assembled in minutes, with the price list current and every revision kept against the client. ## Figures - **1 record** Per client, with every engagement - **Ahead** Reminders for renewals and reviews - **Private** Restrictions on sensitive clients ## Frequently asked questions **Is this suitable for professional services firms?** Yes. Consultancies, agencies, surveyors, architects, training providers and similar firms all use client management in much the same way. If you are regulated and need a specialist practice management system for compliance, CubeCRM can sit alongside it for business development and client relationships. **Does it do time recording or billing?** CubeCRM tracks engagements, proposals and values. Detailed time recording and billing usually live in your practice management or accounts package, and won work can be passed to Xero, Sage or QuickBooks. **Can we keep some clients confidential?** Yes. Individual clients, engagements or documents can be restricted to named people, and every access is logged. **Can clients see anything?** Clients can accept proposals online. A full client portal is not part of CubeCRM as standard; if you need one, it can be built against the API. ## Related solutions - **Account Management Software** - Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record. https://cubecrm.co.uk/software/account-management-software - **Contact Management Software** - Every customer, supplier and prospect contact in one shared, searchable place - with companies, roles, history and consent attached. https://cubecrm.co.uk/software/contact-management-software - **Quoting & Proposal Software** - Branded quotes and proposals built from your own price list, with every revision kept, automatic chasing and online acceptance that closes the deal. https://cubecrm.co.uk/software/quoting-software - **B2B CRM Software** - A CRM built around companies, sites and buying groups rather than individual consumers - for long sales cycles, repeat business and accounts with many people in them. https://cubecrm.co.uk/software/b2b-crm-software ## Contact - **Product:** CubeCRM - **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972) - **Email:** hello@cubecrm.co.uk - **Sales:** sales@cubecrm.co.uk - **Support:** support@cubecrm.co.uk - **Telephone:** 01234 672 617 (+441234672617) - **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP - **Opening hours:** Monday to Friday, 9am to 5.30pm - **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)