Managing a client/customer portfolio is not always something easy for businesses. Whether you are a craftsman, a service provider or a e-commerce manager, a…
Managing a client/customer portfolio is not always something easy for businesses. Whether you are a craftsman, a service provider or a e-commerce manager, a good use of your portfolio database is essential for any brand to remain successful. Fortunately, building, developing and managing customer portfolios is becoming easier thanks to tools and softwares. Let's see which are the best digital tools to improve your portfolio management.
Update, 2026: this piece is from 2020 and several tools here have changed hands or pricing since. For the current thinking on the commercial stack, start with choosing a CRM and designing the pipeline it holds.