July 20th, 2020 | Updated on April 13th, 2021
Another aspect of customer relationship management is Account management. It is used so that businesses can organize their sales efforts using separate divisions, locations, and points of contact.
We analyzed multiple CRM software options to find the best account management software.
Evaluation of account management software
Account management software has different CRM tools in them. To find which are the best we saw how these CRM’s managed to handle multiple contacts, which reporting features they use and how they provide control for the users to demarcate their accounts and territories. Pricing and convenience of use were also important for us.
Following the features which we analyzed the software’s on:
- Convenience of use
- Contact and deal management
- Reporting of data
- Segmenting and territories
- Business app integration
- Customer support
Though there is multiple software with similar capabilities we would like to recommend Freshsales as the best account management software.
Highly cost-effective it offers the perfect combination of features, price, and the ability to sync accounts and contacts.
1. HubSpot CRM
HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including accounting, marketing, sales, construction, retail, real estate and more.
It offers features including outbound and inbound marketing, sales automation, sales pipeline management, customer relations management, email tracking, lead management, contact management and more.
A Complete No Brainer Just took the time to do a little research on the Free CRM on places Like YouTube and was pleasantly surprised at all that so many people were saying about it all So signed up on the free entry-level programme, that has all that I need, messed about with for a bit and took the time to see what is possible to implement and execute using it and fell in love with all that the the FREE CRM solution had to offer.
2. Zoho CRM
Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time.
Zia, Zoho CRM’s AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for urgency and can display relevant statistics or documents when performing searches.
Overall, I would strongly recommend ANY business to try it out. Check out the free version and you’ll still get a lot of value out of it. Their Paid versions are absolutely worth it. We started off with a Free version and then graduated into 3 Pro Users and it was a great experience.
Kapta Performance Management Systems allows users to manage the entire review process from one location. The solution defines goals for the year (or half year, quarter, etc.) and then aligns and tracks individual activities throughout the period. Tracking is in real-time, so managers and employees have visibility into their progress.
It brings accounts plans to life by breaking them down into what we owe and how we are going to build and expand. It also allows one to create sales stages, see pipeline, and analyze progress.
Bitrix24’s is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The software allows users to log and manage client interactions, capture and store lead data, generate sales reports and perform segmentation of target audiences.
With its dizzying array of functions, Bitrix24 CRM has the ability to centralize all communications and collaboration for an organization of any size. Our main concern with this service is that its massive array of functions can be overwhelming. An option to add and remove features would be a big improvement.
amoCRM is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own chatbots with the code-free chatbot builder, and make sure your business is online 24/7, at any capacity. Sales managers love amoCRM for in-depth analytics, reporting, and automation capabilities
amoCRM balances functionality and usability which makes it a reliable CRM solution. Behind the app’s easy-to-use interface is a collection of robust tools that handles task assignments, customer reports, and detailed pipelines, among others. Furthermore, you can leverage the system’s capability by integrating it with third-party apps and your existing systems for a wide range of functionalities.
NetSuite Manufacturing Edition offers an integrated inventory, warehouse management, accounting and financial management, order management, customer relationship management (CRM), and e-commerce platform. Offered as a cloud-based solution and delivered over the web, NetSuite can be used by manufacturing businesses to manage production orders, ensure base inventory level restocking, and ensure the success and quality of special orders.
User friendly software!!! Great for custom reporting and searches, able to import payroll in a few minutes, drill down feature, web-based you can use anywhere and open multiple windows at the same time. The ability to scan in AP backup which saves space and time on billing and audits, recent activity allows you to find what you did last quickly.
Apptivo’s customer relationship management (CRM) applications provide modules for contact management, lead management, opportunity management and customer service ticket management. Marketing applications include campaign management, lead segmentation and loyalty management. Businesses can select necessary applications and omit applications they do not need.
The Apptivo software platform is well suited to small businesses but also offers customizable and scalable tools for niche or large scale project management. The wide scope of services offered by Apptivo, combined with its reputation for high-quality customer service, makes this CRM well worth considering.
Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features and integration with applications like Salesforce and Google Analytics. Zendesk is used across a wide range of vertical markets including technology, government, media and retail, from small to large.
Zendesk is used by several departments at my company: customer service, IT improvements and international inquiries. It helps us manage globally and stay on top of different projects and improvements. It also helped us set up a good workflow on processing warranty claims for our company globally.
Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers.
Key features include one-click phone, sales lead tracking, sales management, event tracking and more. Users can also send personalized bulk emails from the solution, and then monitor activities on these emails.
We are using Freshsales for our sales department and for client management through projects at my web design company in Nashville. It allows us to automate communication so we can send personalized messages to get people to set up calls. Then we have integrations with other apps to move leads and existing customers through a pipeline so it only sends them the relevant notifications and follows up when appropriate.
FreshBooks is a web-based accounting solution that caters to small businesses. FreshBooks serves various industries, such as marketing, legal services and business consulting, trades and home services and information technology (IT).
This is, by far, the most common point of praise. Users like that FreshBooks is simple to use and saves them time on expense tracking, invoicing, and billing. Users also like that they don’t have to be accountants to learn how to use the software successfully.
QuickBooks Online Advanced is a cloud-based accounting solution that helps small to large enterprises manage expenses, projects, invoices and more. It comes with a centralized dashboard, which enables users to gain insights into business trends and organizational performance using key performance indicators (KPIs).
Great, would recommend! Any sort of business needs accounting software, and your business should use Quickbooks. If given the choice, we would use this again.
As a web-based solution, Xero can be accessed from any device with an active Internet connection. With Xero’s robust accounting features, small businesses can view their cash flows, transactions and account details from any location. Bank transactions are all automatically imported and coded. Online bill pay helps keep track of spending and stay on top of bills due, improving relationships with the vendors that provide critical business materials.
Xero has transformed our financial management and provides us with all the real time data we could imagine, and where it lacks, integrations take over. While more “accountancy” friendly than some of the more simple products, once you work with your accountants to get this right, you won’t regret it.
13. Thryv Software
Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and streamline payment processing. Features include an integrated CRM system, appointment scheduling, billing and invoicing, contact management, marketing automation, reputation management, social media management, automated reminders, and more.
I really have had a great experience. [SENSITIVE CONTENT HIDDEN] has been so helpful and he gets back to me quickly. It’s a good feeling to have someone like this to help me.
14. Sage Business Cloud Accounting
Sage One manages all the documentation and processes required in business payments such as price quotes, estimates, statements and invoices. The solution offers integration with major banks across the US, allowing users to import all payment transactions automatically. All information is available in a single dashboard, which allows users to stay up to date on their cash flow and pending payments.
I see the payment updates, Age of Receivables per account view, able to downloas in EXCEL file which is very helpful in balancing my data entries with the souce document. I regulary enter a transactions for medical billing and I can balance this right away after all records were entered.
Kashoo is simple online accounting software for small businesses that makes it easy to track the money coming into your business as well as your bills and expenses.
You can use it to create and email invoices to your customers, accept online invoice payments, and generate reports, such as an income statement, balance sheet and general ledger.
My organization migrated from an on-premises based accounting software to Sage Cloud accounting. The gains were immense and immediately measurable.
Being a service-based IT consulting business where time is money and mobility is an absolute requirement, the cloud-based solution made collaboration with our internal team and audits by our external accountants a breeze as no travelling is required. No more updates and long support calls.