20 Best Account Management Software Reviewed In 2024
Best Account Management Software Shortlist
Here’s my pick of the 10 best software from the 20 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Account management software is a valuable asset for any company. With the right software, teams can improve client relationships and enhance team collaboration. However, finding the right account management software can be challenging, especially with so many available options.
Using my experience with Revenue Operations software, I tested and compared several of the top account management software programs available. Then, I compiled my results into detailed reviews to help you find the best software for your needs.
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Best Account Management Software Summary
This comparison chart summarizes pricing details for my top account management software selections, helping you find the best one for your budget and business needs.
| Tools | Price | |
|---|---|---|
| Planhat | Pricing upon request | Website |
| Canopy | From $150/month (billed annually) | Website |
| Bitrix24 | From $49/month (max of 5 users) | Website |
| Revamp CRM | From $9/user/month | Website |
| EngageBay CRM | From $14.99/user/month (billed annually) | Website |
| Freshworks | From $9/user/month | Website |
| Workbooks | From $43/user/month (billed annually) | Website |
| Mango | From $35/month (billed annually) | Website |
| Kapta | From $1,000/month (max of 5 users) | Website |
| ClientShare | Pricing upon request | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose Account Management Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to remember.
| Factor | What to Consider |
| Scalability | Will the software grow with your business needs? |
| Integrations | Does it integrate with your existing tools? |
| Customizability | Can you tailor the software to fit your workflows? |
| Ease of Use | Is the software intuitive for your team to use? |
| Budget | Does it fit within your financial constraints? |
| Security Safeguards | Are your data and information secure? |
Best Account Management Software Reviews
Below are my detailed summaries of the best account management software on my shortlist. My reviews offer a thorough look at each tool’s key features, pros and cons, integrations, and ideal use cases to help you find the best one.
Planhat helps businesses manage client relationships and drive growth. Its interface offers tools for tracking customer health, managing renewals, automating workflows, and delivering insights into customer behavior and engagement.
Why I picked Planhat: Planhat provides detailed analytics and customizable dashboards to help you visualize customer health and satisfaction. It offers workflow automation and task management and is suitable for customer success teams seeking to optimize client interactions and retention strategies. Planhat focuses on customer success and supports proactive engagement and strategic decision-making.
Standout features & integrations:
Features include customizable dashboards for customer health insights, and workflow automation tools to manage tasks and interactions. It also offers analytics capabilities to track client engagement and retention metrics in real time.
Integrations include Salesforce, HubSpot, Zendesk, Slack, Intercom, Pipedrive, Microsoft Dynamics 365, Gainsight, Totango, and Freshdesk.
Pros and cons
Pros:
- Multi-account dashboard
- Segmented account tracking
- Customizable customer health scoring
Cons:
- Limited account planning tools
- No built-in client portal
Canopy simplifies communication between accounting professionals and their clients. It simplifies client interactions, improves workflow efficiency, and offers tools for document management and tax resolution.
Why I picked Canopy: Canopy lets your team handle client tax matters in one place, from gathering documents to managing client requests. You can securely store and share sensitive tax documents with clients, reducing back-and-forth emails. The task management tools help keep your team on top of deadlines, and the built-in client portal simplifies client communication. It’s tailored specifically for the needs of tax professionals, making it a good fit for firms that need secure, organized client management.
Standout features & integrations:
Features include a client portal for document sharing, communication, task management tools for organization, and progress tracking on various projects. The software also offers a tax resolution module for simplifying complex tax issues.
Integrations include QuickBooks, Xero, Microsoft Outlook, Google Calendar, Dropbox, Zapier, Slack, Stripe, Lacerte, and ProConnect Tax Online.
Pros and cons
Pros:
- Automated client reminders
- IRS transcript integration
- File storage with access controls
Cons:
- No client feedback mechanism
- No strategic account planning features
Bitrix24 combines CRM, project management, and team collaboration tools for managing client relationships across multiple channels. It tracks customer interactions, automates sales pipelines, and manages workflows.
Why I picked Bitrix24: Bitrix24 gives your team a shared workspace where you can collaborate on tasks, track deadlines, and communicate in real time. It includes project management tools that let you assign tasks, set priorities, and monitor progress. You can also manage client relationships through the ability to capture leads to track interactions.
Standout features & integrations:
Features include project management tools that help your team track tasks and deadlines. CRM functionalities support customer relationship management and sales tracking. The platform also offers communication tools, like chats and video calls, to keep your team connected and productive.
Integrations include Salesforce, Mailchimp, Dropbox, Google Drive, Microsoft Office 365, Slack, QuickBooks, Shopify, Zoom, and Asana.
Pros and cons
Pros:
- Document sharing with version control
- Multiple sales pipeline
- Integrated team communication
Cons:
- Limited third-party integrations
- No client feedback feature
Revamp CRM is a data-driven platform that helps ecommerce businesses simplify client management and increase sales. It offers segmentation tools and automation features that simplify follow-ups, email campaigns, and marketing efforts.
Why I picked Revamp CRM: Revamp CRM’s segmentation feature lets you categorize customers based on their behavior and purchasing history, helping your team tailor marketing efforts effectively. The CRM also provides detailed sales analytics for insights into sales trends and customer preferences. Additionally, it offers smart automation features for personalized email campaigns.
Standout features & integrations:
Features include advanced customer segmentation, intelligent email marketing automation, and detailed sales analytics to help your team better understand customer behavior. You can also create targeted campaigns and customize your dashboard for sales trends and access to key performance metrics.
Integrations include Shopify, Magento, WooCommerce, BigCommerce, Mailchimp, Zapier, Xero, QuickBooks, Google Workspace, and Microsoft Office 365.
Pros and cons
Pros:
- Visual sales pipeline
- Email engagement tracking
- Advanced account filtering
Cons:
- Limited role-based access
- No account health scoring
EngageBay CRM combines sales, marketing, and customer support for small to mid-sized businesses. It provides tools for tracking leads, automating workflow, managing customer interactions, and integrating email marketing, social media tracking, and customer service in one platform.
Why I picked EngageBay CRM: EngageBay lets you automate your marketing and sales tasks, saving time for your team to focus on building relationships. You can track your deals in a visual pipeline and send personalized messages based on customer behavior with its built-in email marketing. For small businesses, EngageBay is an affordable way to manage an entire customer lifecycle without needing a lot of different tools.
Standout features & integrations:
Features include marketing automation tools for streamlining email campaigns and customer segmentation. It also provides sales pipeline management to track your team's progress and solid customer support features for enhancing customer interactions.
Integrations include Mailchimp, Zapier, Stripe, HubSpot, Salesforce, Shopify, WooCommerce, Twilio, Xero, and QuickBooks.
Pros and cons
Pros:
- Lead scoring systems
- Behavior-based automation
- Built-in email marketing tools
Cons:
- Reported issues with account syncing
- No built-in collaboration tools
Freshworks simplifies sales and enhances client engagement. It tracks deals, manages contacts, nurtures leads through personalized interaction, and automates routine tasks, allowing sales teams to focus on building deeper client relationships.
Why I picked Freshworks: Freshworks CRM easily integrates with other tools you already use. Its drag-and-drop deal pipeline helps your team visualize and manage sales stages, making it easier to track progress. It provides email syncing, call logging, and scheduling to keep all your communications in one place. You’ll also appreciate the ability to customize the dashboard to show relevant data and tasks, ensuring that your team has what they need at a glance.
Standout features & integrations:
Features include automation tools to simplify sales workflows and reduce manual tasks. The intuitive interface makes it easy for your team to get up and running quickly. Freshworks also offers advanced analytics to track performance and gain insights into customer interactions.
Integrations include Google Workspace, Microsoft Office 365, Slack, Mailchimp, Shopify, QuickBooks, Zapier, HubSpot, and Trello.
Pros and cons
Pros:
- AI-powered deal insights
- Engagement-based lead scoring
- Behavior-based segmentation
Cons:
- Limited lead conversion
- Restricted account-specific reporting
Workbooks is a CRM platform that offers tools to manage sales, marketing, and customer service for mid-sized businesses. It provides customer data visibility, interaction tracking, process automation, and workflow optimization to help account managers drive client success.
Why I picked Workbooks: Workbooks is a flexible solution that provides customizable dashboards for tracking metrics and detailed reporting capabilities for analyzing team performance and identifying opportunities. It also has end-to-end sales management tools for overseeing customer interactions and efficient account handling. It is designed for mid-sized organizations and scales well with your team’s growing needs.
Standout features & integrations:
Features include sales forecasting tools that help your team plan and track future sales. Marketing automation capabilities allow you to simplify campaigns and target customers. The platform provides in-depth analytics, offering insights into your business performance and customer interactions.
Integrations include Microsoft Outlook, Mailchimp, QuickBooks, Xero, Sage, Zapier, Google Workspace, Microsoft Teams, Slack, and DocuSign.
Pros and cons
Pros:
- Detailed account health reporting
- Custom account management workflows
- Advanced KPI dashboards
Cons:
- No contract management
- Complex reporting setup
Mango is an all-in-one software for accounting and tax firms. It simplifies client management and firm operations and integrates tools like time tracking, billing, document management, and client portals into one platform.
Why I picked Mango: Mango simplifies the core tasks that accounting firms face. You can use it to track billable hours, manage your billing process, handle document storage, and use the client portal to communicate and share important files with your clients. Plus, it helps your team keep track of deadlines and improve productivity by automating routine tasks like invoicing.
Standout features & integrations:
Features include time and billing management, project management, and secure file sharing. The platform also supports electronic signatures and engagement letter management.
Integrations include QuickBooks, Xero, Microsoft Outlook, Microsoft Excel, Google Calendar, Google Drive, Dropbox, Zapier, Slack, and Asana.
Pros and cons
Pros:
- Deadline tracking for compliance
- Client communication log
- White-label branding
Cons:
- No CRM software capabilities
- Limited customization for non-accounting use
Kapta is an AI-enabled software that focuses on key account management (KAM) practices. It offers tools to track client goals, identify potential risks, and create action plans that align with customer success.
Why I picked Kapta: Kapta delivers tools for strategic client management, like customer health tracking and real-time action planning. You can create and monitor client-specific goals, helping ensure your team meets client expectations. It also offers performance metrics for risks and opportunities, enabling informed decision-making. Kapta emphasizes the alignment of client and team objectives.
Standout features & integrations:
Features include real-time customer data dashboards, tools for upsell and cross-sell opportunities, and improved team coordination. The focus is on providing strategic insights for account managers, helping you identify key business growth areas.
Integrations include Salesforce, HubSpot, Slack, Microsoft Teams, Google Workspace, Trello, Asana, Zendesk, QuickBooks, and Jira.
Pros and cons
Pros:
- Collaborative feedback loop
- Business review automation
- Built-in action plans
Cons:
- Limited pipeline management
- No lead management features
ClientShare is a collaborative platform with a focus on strengthening client relationships through transparent communication and shared goals. It’s where account managers and clients can engage, track performance metrics, and share real-time insights and feedback.
Why I picked ClientShare: ClientShare lets your team and clients work together in a shared environment. You can track performance metrics in real-time, making it easy to stay on top of account health. The built-in feedback tools allow you to listen to your clients and improve the relationship. It also provides a secure space for sharing documents and updates, keeping everything organized in one place.
Standout features & integrations:
Features include a shared portal for you and your clients to collaborate, performance tracking tools to monitor key metrics, and built-in feedback features to ensure continuous client engagement. You can easily share documents and updates securely, keeping communication organized.
Integrations include Microsoft Teams, Slack, Google Drive, SharePoint, Dropbox, Box, OneDrive, HubSpot, Salesforce, and Trello.
Pros and cons
Pros:
- Performance tracking transparency
- Real-time feedback mechanism
- Centralized client communication
Cons:
- Limited reporting customization
- No sales or pipeline management
Other Account Management Software
Here are some additional account management software options that didn’t make it onto my shortlist but are still worth checking out.
- Zoho CRM
For customization options
- Pipedrive
For sales pipeline management
- Nimble
For social media integration
- ClientSuccess
For customer retention tracking
- Gainsight
For product experience insights
- Totango
For customer success teams
- monday CRM
For visual project management
- Salesforce Sales Cloud
For enterprise sales teams
- HubSpot Sales Hub
For inbound sales strategies
- NetSuite CRM
For ERP integration
Account Management Software Selection Criteria
When selecting the best account management software for this list, I considered common buyer needs and pain points, such as improving client communication and managing sales pipelines. I also used the following framework to keep my evaluation structured and fair.
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Manage customer accounts
- Track sales pipelines
- Automate routine tasks
- Store customer data securely
- Generate sales cycle reports
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Customizable dashboards
- AI-driven insights
- Mobile application support
- Integration with social media platforms
- Advanced workflow automation
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface design
- Minimal learning curve
- Quick access to key features
- Responsive design across devices
- Ability to customize user settings
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to templates and guides
- Supportive chatbots and webinars
- Ease of data migration
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 availability
- Multichannel support options
- Quick response times
- Availability of help documentation
- Personalized assistance for complex issues
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- No hidden fees
- Discounts for annual subscriptions
- Access to premium features
- Flexible pricing tiers
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Feedback on core features
- Comments on ease of use
- Insights into customer service experiences
- Opinions on value for money
Trends In Account Management Software
In my research, I sourced countless product updates, press releases, and release logs from different account management software vendors. Here are some of the emerging trends I’m keeping an eye on.
- AI-driven analytics: AI enhances how businesses understand customer data, offering insights and analytics to help predict customer behavior and personalize interactions.
- Enhanced data privacy features: With increasing data regulations, vendors focus on advanced privacy controls. Tools are prioritizing data encryption and user consent management for compliance and building customer trust.
- Customer journey mapping: This trend visualizes the customer experience to identify areas for improvement. It helps businesses enhance the user experience and identify potential bottlenecks.
- Integration of IoT data: Some vendors are beginning to integrate Internet of Things (IoT) data into their platforms. This data provides richer context and helps in creating more personalized customer experiences.
- Collaborative features for remote teams: With remote work becoming more common, vendors are introducing features that support team collaboration across distances. These include shared workspaces and real-time collaboration tools.
What Is Account Management Software?
Account management software is a tool for managing customer relationships and sales activities. It's commonly used by sales teams, account management teams, and customer success professionals to enhance client interactions and improve business processes and outcomes.
Automation, data analytics, and customer journey mapping features support personalized communication and efficient workflows. These tools help team members build strong customer relationships and drive growth.
Features Of Account Management Software
When selecting account management tools, look for the following key features.
- Customer segmentation: This feature allows you to categorize customers based on behavior and preferences, helping tailor marketing efforts and communication.
- Sales pipeline management: It helps you track deals and sales progress, ensuring no missed opportunities.
- Sales automation tools: These tools reduce manual tasks, allowing stakeholders to focus on strategic activities and improve efficiency.
- Data analytics: Provides insights into customer interactions and sales performance, aiding in data-driven decision-making.
- Customizable dashboards: This lets you design interfaces that fit your workflow, making it easier to access important information quickly.
- Client portals: Offers a shared space for document exchange and communication, enhancing client trust and transparency.
- AI-driven insights: Uses artificial intelligence to predict customer behavior and suggest personalized actions.
- Collaborative workspaces: Supports remote teams by providing real-time collaboration and communication tools.
- Customer journey mapping: Visualizes the customer experience to identify improvement areas and optimize interactions.
- Enhanced data privacy: Ensures compliance with data regulations and builds customer trust through advanced privacy controls.
Benefits Of Account Management Software
Implementing account management software provides several benefits for your team and your business. Here are a few you can look forward to.
- Improved customer relationships: Automation and personalized communication features help maintain consistent and meaningful client interactions.
- Increased efficiency: Workflow automation reduces manual tasks, allowing your team to focus on strategic activities and achieve more in less time.
- Better decision-making: Data analytics provide insights into sales performance and customer behavior, supporting informed decisions.
- Enhanced collaboration: Collaborative workspaces and client portals enable your team and clients to work together effectively, regardless of location.
- Streamlined sales processes: Sales pipeline management helps track deals and ensure opportunities are pursued efficiently.
- Increased transparency: Client portals and customizable dashboards offer visibility into processes and performance, building client trust.
- Compliance and security: Enhanced data privacy features ensure compliance with regulations, safeguard customer information, and build trust.
Costs & Pricing Of Account Management Software
Selecting account management software requires understanding the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more.
The table below summarizes standard plans, average prices, and typical features in account management software solutions.
Plan Comparison Table for Account Management Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic contact management, task tracking, and limited storage. |
| Personal Plan | $5-$25/user/month | Contact management, email integration, task automation, and basic analytics. |
| Business Plan | $30-$60/user/month | Advanced reporting, sales pipeline management, team collaboration tools, and customer segmentation. |
| Enterprise Plan | $75-$150/user/month | Customizable dashboards, AI-driven insights, enhanced security features, and dedicated support. |
Account Management Software FAQs
Here are some answers to commonly asked questions about account management software.
How do you manage account management software effectively?
To manage accounts effectively, build strong relationships with clients, and understand their needs. Use tools to track interactions and progress, ensuring you stay updated on all client activities. Being proactive, reliable, and having clear action plans can significantly improve your account management process.
What are the 5 key account management software processes?
The five key account management processes include profiling your accounts to better understand them, identifying the decision-making group within each account, targeting opportunities with the greatest return, creating action plans, and executing against these plans. These steps help simplify your account management strategy and improve client relationships.
How does account management software support customer retention?
Account management software supports customer retention by organizing and automating tasks that help maintain strong customer relationships. It provides insights into customer behavior and preferences, allowing you to personalize interactions and address issues. This helps increase satisfaction and loyalty among your clients.
How can account management software improve sales processes?
Account management software improves sales processes by providing tools to track deals, automate routine tasks, and analyze sales data. This allows teams to focus on strategic activities and close deals more efficiently. The software also helps identify trends and opportunities, supporting informed decision-making and sales growth.
How does account management software handle large volumes of client data?
Account management software efficiently handles large datasets. It organizes client information into structured categories and provides powerful search and filtering tools so your team can quickly find what they need. Some platforms offer advanced reporting and data visualization to help manage big accounts and multiple customers.
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