Every business wants to provide the best experience for its customers and clients. This results in high-quality product and service delivery, prompt responses, and excellent client support across all brand touchpoints. It might seem easy to manage a small number of customers with minimal or no outside help. If you want to grow your business, however, account management software and tools are essential.
A quick Google search will reveal many key account management software options with different features. But how can you choose the right one for your company? We’ve highlighted the top account management software for small businesses to help you make the right choice.
What is Account Management Software?
Account management software enables companies to nurture multiple sales contacts and turn them into business opportunities. It also helps build strong client relationships.
These tools allow you to see the entire organization from complex sales processes to individual milestones and sales accounts. This gives you greater control over your business’s operations. You can automate and define accounts, track actions, and interact seamlessly.
Also read: What are the Types of Accounting?
Top Features of Account Management Software
You should make sure that the account management software you choose caters to your business needs before you start pitching your tent.
First, you will need an easy-to-use tool so that you don’t have to spend too much time decoding complicated processes.
These features are a must-have in any management software:
- Use this key contact management feature to manage interactions and data from existing and new sales contacts
- Seamless market segmentation allows you to organize your contacts and match sales
- Representatives with the right accounts at the right time.
- Easy deal management with a customized sales pipeline
- Sales and Marketing Automation
- Integrations from third-party software to your business software
Top 9 Account Management Software and Tools
Formerly known as Freshsales, Freshworks is a 360-degree platform that offers an interactive user interface. This tool allows business owners to manage multiple sales, customer service, and marketing processes. The AI-based deal insights allow reps to identify high-potential customers who are most likely to become paying clients. Its robust lead engagement and account administration features allow you to create customized customer experiences.
- Analytics and reports
- Marketing Automation
- Optimization of Conversion Rate
- Web forms
- Smart customer segmentation
- Zoom and Slack Support
Pricing: Starting at $29/user/month and ending at $125/user/month. Billed annually
2. Sales Cloud
Salesforce created Sales Cloud, which is a great tool for businesses that want to develop deeper relationships with customers and monitor every aspect of their sales operation. This software can be described as the all-in-one support and sales tool that you need to automate and increase revenue, close more deals, and boost your productivity.
- Dashboards and reports tracking your performance more quickly
- For precise decision-making, real-time business intelligence
- Management and forecast accuracy improved
- Automation of process and salesforce
- Contact and account management
- Sales Pipeline Management
Pricing: Starts from $25/user/month to $300/user/month
3. Zoho CRM
Zoho CRM is a great option if you want to automate all aspects of your small business and eliminate repetitive tasks. You can track your sales and marketing performance easily with Zoho CRM. You can also communicate with customers and work with your sales team remotely with Zoho CRM.
- AI-Powered Sales Assistant (Zia).
- SalesForce Automation
- Facilitated lead nurturing
- Customizable Sales Pipelines
- Real-time reports, and insights Analytics
Pricing: Free and paid plans are $12 per user per month
Bitrix24 offers basic client relationship management as well as project management, client support and advanced internal collaboration for all clients-facing teams. Its features include pipeline management and sales funnel automation.
Video conferencing is a way for sales staff to communicate with each other via the platform. You can also create Kanban boards or Gantt charts for different project types and share documents from the platform.
- Kanban’s user interface for project management
- Automation of sales and workflow
- Document sharing and time management
- Chat support and video conference
- 360-degree account personalization
- Built-in lead scoring tool
Pricing: Free plan and paid plans start at $19 per month
Apptivo is a cloud-based business management software that supports customer relationship management, sales management, and invoicing for small and large businesses. Through several integrations, such as Stripe, PayPal, and Authorize.net, you can send and receive online payments from the CRM. You can convert leads into opportunities with the help of several lead capture tools.
- Automated email-to-lead creation
- Sales tracking
- Analytics and reports
- Easily generate work orders
- Email marketing integration
- Drag-and-drop PDF templates
Pricing: Free plan and paid plans start at $8 per user per month
Also read: 10 Best Invoicing Software for Small Businesses
Kapta is the software that you need to increase your top clients‘ engagement and growth. Kapta is a sales tool that allows you to create stellar relationships with existing clients and turn them into repeat customers.
Kapta allows your sales and marketing team to automate repetitive tasks and streamline their work processes. It also captures all client information in one click.
- Hierarchy Tree
- For top clients, a detailed organizational tree and relationship map
- A robust account planning tool
- Analytics and Reporting
Pricing: From $1,000 per month
7. Capsule CRM
Capsule CRM will be your best choice if you are looking for a CRM system that does the job right and doesn’t require any extra complexities. Capsule CRM is a simple but powerful tool that allows businesses to track their sales progress, from the moment they receive a lead to the time they convert them or close the deal. It can be integrated with FreshBooks as well as other applications such as Mailchimp and Zapier. Capsule CRM is best for small sales teams who need to be efficient.
- Pipeline dashboard
- Kanban board and Calendar View
- Mobile version for Android users and IOS users
- Reporting and analytics for sales
- Two-factor authentication
- Contact management
- Marketing automation and analytics
Pricing: Free plans and paid plans start from $18 a month per user
8. Zendesk Sell
Zendesk Sell brings together the strengths of sales and customer-facing teams to increase productivity, account management, and visibility. It also facilitates seamless collaboration between customer-facing and sales teams. Support agents, for example, can access tickets directly from the app.
Zendesk Sell also offers a “notify sales” button. Support agents can quickly hand over potential opportunities and set up customer records automatically. Smart Lists allow you to filter leads into specific segments based on their current information.
- Create leads with a single click
- Mobile application
- Voice Call
- Drag-and-drop functionality
Pricing: Starts from $19 per month
9. Revamp CRM
Like Capsule CRM, Revamp CRM is a powerful tool for small businesses with small sales teams. You can convert existing clients into repeat customers by using Revamp CRM. It does this through timely sales follow-up, market segmentation, and real-time analysis. You can create 360-degree profiles which capture all previous purchases for your customers. You can automate nurture drips or campaigns with email marketing functionality.
- Dashboards for analytics and reports
- Tracking Ad-campaigns
- Calendar synchronisation
- Sales automation and workflow
- Gmail Extension and Email Integration
Pricing: Starts from $19 per month
Accounting Software vs. Account Manager Software: The Key Difference
Accounting and account management are two different kinds of fish. Despite their similar names, accounting and account management have distinct functions. Small business owners need to understand how they work. What’s the difference?
Accounting software allows you to manage your project accounting in real-time (if FreshBooks is what you are thinking, then you are absolutely right!) FreshBooks automates bookkeeping, can track revenue, manage cash flow, and update tax records.
Account management tools, on the other hand, automate sales processes and track client activities so you can make the most of integrated customer relationships. These tools automate sales and marketing processes, as well as other tasks that you need to provide the best customer experience.
Each tool should be used in conjunction to ensure that you can manage your business effectively. It is best to select an account management software that can support the core tools of your company’s operations.
Many account management software can be integrated with standard accounting tools. FreshBooks, for example, connect to Hubspot Sales Hub or Capsule CRM.
Adopting the right account management software is an important step for your business. These tools are not only useful for automating essential processes but also help you build long-term relationships with your most important customers.