--- title: "Best Account Management Software - 2026 Reviews & Pricing" description: "Find the best Account Management Software for your organization. Compare top Account Management Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/crm/account-management-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / Account Management Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Account Management Software of 2026 Updated August 21, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide Filter products 376 results ### Compare Products Showing 1 - 25 of 376 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Claritysoft CRM [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) 4.50 [(255)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Claritysoft CRM is a simple yet powerful cloud-based CRM and marketing automation platform built for growing businesses. It brings together sales, marketing, project management, and customer service tools into one easy to use system without the complexity or high costs of larger platforms. Claritysoft stands out for its focus on simplicity paired with exceptional support. Teams get up and running quickly with guided implementation and ongoing free phone support from real people. The platform is highly customizable so you can tailor screens, fields, workflows, and layouts to match your unique processes and team roles. Manage your entire customer journey in one place: generate leads with built-in marketing automation, move prospects efficiently through your sales pipeline, deliver projects consistently, and keep customers happy with strong service tools. A native mobile app keeps everything accessible on the go, while integrated email marketing helps you stay connected and drive more opportunities. With affordable pricing, clean interfaces, and automation that eliminates repetitive work, Claritysoft helps teams get organized, close more deals, and scale without the usual CRM headaches. Trusted by thousands of customers who value clarity and real results over complexity.... [Read more](https://www.softwareadvice.com/crm/claritysoft-profile/) ### Best rated features: For Startups 5.0 Activity Dashboard 5.0 Campaign Management 5.0 Configurable Workflow 5.0 [See all features](https://www.softwareadvice.com/crm/claritysoft-profile/#key-features) ### Product: Salesforce Sales Cloud [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.40 [(18804)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Best for:Mid-size businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/) ### What users love - Enhanced customer relationship management - Comprehensive sales process control - Extensive platform customization options ### To take in mind - Significant costs and add-on fees - Steep learning curve for users - Complex and limited reporting tools ### Best rated features: Proposal Generation 5.0 Drag & Drop 5.0 Campaign Analytics 5.0 Job Scheduling 5.0 [See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features) ### Starter Suite $25.00/month For up to 5 users ### Pro Suite $100.00/month This plan is designed for any size team and is billed annually. ### Enterprise $165.00/month This plan is designed for any size team and is billed annually. [See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans) ### Product: LeadMaster [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) 4.13 [(36)](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, marketing automation, business analytics and more. Available on a monthly subscription basis, the solution is used across a wide range of large and midsize industry verticals including advertising, banking, real estate, retail and more. LeadMaster offers multiple features integrated into one full package. Email marketing, lead nurturing, marketing analytics, a virtual call center and workflow automation are just a few of the features offered. The intuitive CRM system offers real-time lead capture, lead distribution, nurturing, tracking and customer reporting. Leads can be qualified and converted from almost any source - webinar, call center, landing page, sales lead suppliers and more. LeadMaster also integrates with a variety of useful tools, like Outlook, Google Calendar and click-to-dial VOIP. Field names, dashboard charts, forms and various other functions can be tailored according to business' unique needs. The monthly subscription covers installation, upgrades, maintenance, and software licensing. LeadMaster also offers personal guidance from their LeadMaster Partners.... [Read more](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) ### Best rated features: Search/Filter 5.0 Sales Pipeline Management 5.0 CRM 5.0 Interaction Tracking 5.0 ### Worst rated features: Reporting/Analytics 4.0 Lead Management 4.0 [See all features](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#key-features) ### Basic $10.00 [See full pricing details](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#pricing-and-plans) ### Product: BNTouch Mortgage CRM [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) 4.52 [(98)](https://www.softwareadvice.com/crm/bntouch-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. BNTouch Mortgage CRM includes an extensive suite of features such as email and SMS marketing automation, lead distribution and management, 35+ proprietary mortgage tools, digital 1003 application, pre-built marketing content, customized video marketing, curated social media content, plus more. This solution can integrate with LOS, Outlook, Zapier, and other existing systems.... [Read more](https://www.softwareadvice.com/crm/bntouch-profile/) ### Best rated features: Task Management 5.0 Client Portal 5.0 Customizable Templates 5.0 Marketing Automation 4.5 ### Worst rated features: Pre-Qualification 3.5 Loan Processing 3.5 Reporting/Analytics 3.5 Client Management 3.8 [See all features](https://www.softwareadvice.com/crm/bntouch-profile/#key-features) ### Product: Clio [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) 4.65 [(1743)](https://www.softwareadvice.com/legal/clio-legal-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Ranked #1 and with the most 5-star reviews on Gartner, G2 & Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research. Enterprise-grade infrastructure: SOC 2 Type II, ISO 27001, HIPAA. Clio uses AI to connect your firm’s work, surface what might otherwise be missed, and drive the right next task, decision, and outcome. 100+ Bar approvals and approvals in all 50 US states. Clio is proudly used by 400,000+ lawyers from large, small & solo firms. Work the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more. Manage your work in one central system - with matters, legal research, contacts, billing, payments, and everything you need in one place. Also, new to Clio is Clio Accounting which simplifies your billing, payments, and accounting tasks in one connected system, ensuring you stay on top of trust accounting rules with ease. The software suite caters to diverse needs within legal practice, offering features like legal research, AI features for lawyers, legal drafting, law practice management, client intake, customer relationship management (CRM), document automation, docketing, legal billing & accounting, and access to a wide array of third-party apps. With over 250 integrations available, firms can connect Clio’s core system to external tools to enhance workflow and efficiency. Specific functionalities include scheduling, case management, task tracking, collaboration tools, and contact management, enabling legal teams to organize and monitor everything from deadlines to client communications. Financial management is also a focus, with features that support accounting, billing, financial reporting, online payments, and trust account management. Users can track billable hours, create and manage detailed billing plans, initiate payments directly into trust or operating accounts, and customize fee structures to suit firm needs. Document-related features include automation, electronic signature capture, and customized field creation, addressing both organization and compliance requirements. The Clio platform emphasizes accessibility, offering a mobile app for iOS and Android that enables users to handle client interactions, document management, case-related tasks, and billable hour tracking on the go. Push notifications and messaging tools within the app help maintain timely communication, ensuring that critical updates are not overlooked. Security plays a significant role in Clio’s design, as the platform stores data securely in the cloud and adheres to stringent industry compliance standards such as HIPAA, SOC2, and PCI. Continuous vulnerability monitoring is implemented to safeguard sensitive information, and the software meets the requirements for handling protected health information. Additionally, comprehensive training resources and support are also available to assist users in getting the most out of the system. Pricing is based on monthly or annual subscriptions.... [Read more](https://www.softwareadvice.com/legal/clio-legal-profile/) ### What users love - Intuitive and accessible interface - Responsive and helpful assistance - Comprehensive law practice oversight ### To take in mind - Complex and costly payment processing - Limited and awkward document handling - Cumbersome and inflexible invoicing ### Best rated features: Archiving & Retention 5.0 Accounting Integration 5.0 Timer 5.0 Multi-Location 5.0 [See all features](https://www.softwareadvice.com/legal/clio-legal-profile/#key-features) ### Clio Pricing $49.00/month The pricing plans offered by Clio range from an entry-level plan called EasyStart at $49 per user per month, offering basic features like time tracking and online payments, to more advanced plans like Essentials and Advanced, providing additional features such as client collaboration tools and document automation. The highest tier plan, Expand, includes comprehensive features like workflow automation, unlimited e-signatures and financial reporting. Customers also have the option to customize their plans with add-ons such as Clio Grow and Clio Work for enhanced client intake and artificial intelligence functionality, respectively. Overall, Clio's pricing structure caters to law firms of various sizes and needs, offering flexibility and scalability.... [Read more](https://www.softwareadvice.com/legal/clio-legal-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/legal/clio-legal-profile/#pricing-and-plans) ### Product: SalesNOW [SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) 4.64 [(81)](https://www.softwareadvice.com/marketing/salesnow-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact, deal, case and lead management, company tracking and sales reporting. It is also available for on-premise deployment. SalesNOW allows users to take sales notes, log their calls, and capture emails automatically; train new employees by keeping corporate account histories of clients; gain a dashboard view of activities of sales representatives; and view various sales data, including next steps on leads, deals, and cases.SalesNOW also allows users to customize tabs, reports, and data fields and provides visual, graphical representations of sales forecasts, funnels, and activity reports. The solution offers a mobile application for Android, iPhone, iPad, and Blackberry devices. SalesNOW is available on a monthly subscription basis that includes support via phone, email and through product tutorials and manuals.... [Read more](https://www.softwareadvice.com/marketing/salesnow-profile/) ### Best rated features: Forecasting 5.0 Email Marketing 5.0 Segmentation 5.0 Workflow Management 5.0 ### Worst rated features: Quotes/Estimates 4.0 [See all features](https://www.softwareadvice.com/marketing/salesnow-profile/#key-features) ### Basic $19.95 [See full pricing details](https://www.softwareadvice.com/marketing/salesnow-profile/#pricing-and-plans) ### Product: HubSpot Sales Hub [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.53 [(506)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Optimize your sales process with HubSpot CRM. Achieve total visibility with sales analytics and reporting. Streamline your outreach with sales engagement tools. Close more deals faster with configure-price-quote (CPQ) functionality. Sales Hub is built on the HubSpot Growth Platform, where you can bring your customer data, tools, and teams together in one central system of record. You can connect the tools you use with Sales Hub with over 500 apps in the HubSpot App Marketplace, APIs, and solutions partners. Sales Hub is made for growing teams and offers four editions to help those looking to get started or who are growing rapidly. Get started with Sales Hub Free, Sales Hub Starter, Sales Hub Professional, or Sales Hub Enterprise. You shouldn’t have to outgrow your CRM -- HubSpot has got you covered every step of the way.... [Read more](https://www.softwareadvice.com/crm/hubspot-sales-profile/) ### What users love - Comprehensive sales process management - Responsive and helpful support team - User-friendly and intuitive platform ### To take in mind - Clunky and complex navigation - Expensive for growing teams ### Best rated features: Automatic Call Distribution 5.0 Content Delivery 5.0 Mobile App 5.0 Prioritization 5.0 ### Worst rated features: Field Sales Management 3.0 Channel Management 3.0 Task Progress Tracking 3.0 Real-Time Reporting 3.5 [See all features](https://www.softwareadvice.com/crm/hubspot-sales-profile/#key-features) ### Free $0.00 ### Starter $15.00/month ### Professional $90.00/month [See full pricing details](https://www.softwareadvice.com/crm/hubspot-sales-profile/#pricing-and-plans) ### Product: MortgageHalo [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) 4.39 [(49)](https://www.softwareadvice.com/product/54657-MortgageHalo/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO. The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media. The online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features. The ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.... [Read more](https://www.softwareadvice.com/product/54657-MortgageHalo/) ### Best rated features: CRM 5.0 Activity Dashboard 5.0 Client Database 5.0 Reporting & Statistics 5.0 [See all features](https://www.softwareadvice.com/product/54657-MortgageHalo/#key-features) ### Starter $417.00/month Up to 3 users - Up to 4,500 contacts - Billed annually ### Growth $625.00/month Uo to 6 users - Up to 9,000 contacts - Billed annually ### Pro $833.00/month Up to 10 users - 15,000 contacts - Billed annually [See full pricing details](https://www.softwareadvice.com/product/54657-MortgageHalo/#pricing-and-plans) ### Product: Coevera [Coevera](https://www.softwareadvice.com/product/113892-Coevera/) 4.60 [(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Coevera is the AI-native CRM built on a radical idea: your software should make your salespeople better, not just track what they do. Formerly Pipeliner CRM, the platform relaunched as Coevera in 2026 after 15 years of pioneering visual pipeline management. The name says it all — Collaboration, Evolution, and a new Era of selling, rooted in "coe" (together) and "vera" (truth): together toward the truth. See your entire sales process at a glance. Coevera is visual-first by design, replacing endless data entry with dynamic pipelines, drag-and-drop deal management, and interactive dashboards that turn raw activity into instant insight. The no-code Automatizer puts powerful, multi-step workflow automation in the hands of everyday users — no developers, no IT bottleneck. And Voyager AI, the platform's intelligent engine, learns from your team's unique sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The payoff: a CRM your reps actually want to open, one that points to the next best move instead of piling on busywork. Coevera is also future-proofing your stack. Through its new Coevera MCP Server, the platform adopts the Model Context Protocol — the emerging universal standard for AI connectivity — letting assistants like Claude, ChatGPT, and Microsoft Copilot securely tap live CRM data in real time, fully respecting every user's role-based permissions, with zero custom middleware. And it all runs on a promise the company calls "Win Together" — because Coevera only succeeds when its customers do. That means transparent, fair pricing with no lock-in contracts, no hidden fees, and no forced implementation consulting. It means support from real humans, not a chatbot maze. It means technology built to empower users, not trap them in admin dependency. And critically, your data is never used to train AI.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/) ### Best rated features: Reminders 5.0 Forecasting 5.0 Source Tracking 5.0 Lead Nurturing 5.0 ### Worst rated features: Collaboration Tools 3.0 Prospecting Tools 3.0 [See all features](https://www.softwareadvice.com/product/113892-Coevera/#key-features) ### Basic $65.00/month [See full pricing details](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans) ### Product: Rock Solid [Rock Solid](https://www.softwareadvice.com/crm/rock-solid-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Rock Solid OneView is a Microsoft Dynamics-based citizen engagement platform that helps citizens and local governments work as one. Rock Solid tracks citizen interaction and unifies departments to address their needs. It offers case management, reporting and analytics, workflow automation, and customer self-service. Rock Solid enables businesses to manage requests and ensure resolution of issues across all citizen-facing departments. The platform includes reporting dashboards with report building capabilities. Users can design workflows, automate processes, and integrate the platform with existing systems to ensure seamless implementation. Rock Solid includes a customizable mobile app that delivers self-service capabilities to citizens. Citizens can communicate promptly with their government through a variety of methods.... [Read more](https://www.softwareadvice.com/crm/rock-solid-profile/) ### Product: LeadSquared [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) 4.26 [(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/) ### Best rated features: Engagement Tracking 5.0 Multi-Channel Marketing 5.0 SMS Marketing 5.0 Sales Analytics 5.0 ### Worst rated features: Activity Dashboard 1.0 Social Media Integration 1.0 Reminders 1.0 [See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features) ### Product: Symphony [Symphony](https://www.softwareadvice.com/accounting/integratouch-symphony-profile/) 5.0 [(1)](https://www.softwareadvice.com/accounting/integratouch-symphony-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary An Inc. 5000 fastest growing private company, recognized by Gartner as a top viable vendor for Integrated Revenue and Customer Management solutions via its Symphony suite. Carriers and Service Providers must be Agile in launching new services and distribution channels. A transformative and differentiated customer experience is critical in retaining and winning new customers. Eliminating disparate systems through a single-stack architecture will deliver the Costs Leadership position required to win. IntegraTouch and Symphony deliver all these benefits. Symphony is a Retail and Wholesale solution encapsulated in a single architecture. Deployment via SaaS or On-Premise with SaaS-like pricing. Symphony scales horizontally, allowing a low entry price point for Startups through Carriers/MNOs, supporting millions of customers. Carriers may want to leverage Symphony for new LOBs such as OTT and IOT services for the complete customer life-cycle. Symphony is an open-architecture which can be integrated with any legacy software. Eliminate swivel-chair interactions with your customers’ from Configure, Price, Quote, to Automated Account Creation, Service Assignment, Provisioning, Rating, Billing, Payment Processing, & Commissioning. Customers’ self-administer their user-access/roles. Help you and your Customers’ win through Data Visualization/Analytics! Direct your company like a maestro conducts an orchestra with IntegraTouch and its Symphony suite! WIN!... [Read more](https://www.softwareadvice.com/accounting/integratouch-symphony-profile/) ### Product: Quickbase [Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/) 4.43 [(333)](https://www.softwareadvice.com/crm/quick-base-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Quickbase is a work management and application platform designed to help organizations centralize and manage complex projects and processes. It is used across industries such as construction, manufacturing, government, and solar to coordinate workflows and stakeholders. The platform addresses challenges in project management, resource allocation, field service coordination, compliance tracking, and workflow automation. It features a low-code development environment that allows users to create custom applications without requiring traditional coding skills. Quickbase includes automation tools to reduce manual tasks, mobile applications for field and remote work, and administrative controls for governance and security. It also provides analytics tools for data visualization and extensions for additional functionality. An artificial intelligence assistant, Quincy, is available to answer system-related questions. The platform’s architecture supports various use cases, enabling organizations to manage projects, optimize resources, automate workflows, and coordinate field operations. It includes pre-built applications for tasks such as contract management, compliance management, and hazard identification. Quickbase offers real-time visibility into operations, helping teams track progress, manage budgets and equipment, and maintain communication between office and field personnel.... [Read more](https://www.softwareadvice.com/crm/quick-base-profile/) ### What users love - Responsive and knowledgeable support - Flexible platform for customization - Automating business processes easily ### To take in mind - Expensive for growing teams ### Best rated features: Territory Management 5.0 Status Tracking 5.0 Compliance Tracking 5.0 Accounting 5.0 [See all features](https://www.softwareadvice.com/crm/quick-base-profile/#key-features) ### Free trial Custom Pricing available upon request ### Team $35.00/month Minimum of 20 users ### Business $55.00/month Minimum of 40 users [See full pricing details](https://www.softwareadvice.com/crm/quick-base-profile/#pricing-and-plans) ### Product: Zoho CRM [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.31 [(6993)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary 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 emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/) ### What users love - User-friendly and adaptable platform - Affordable plans and strong value - Comprehensive and customizable feature set ### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Fragmented and limited email tools ### Best rated features: Client/Property Matching 5.0 For Financial Institutions 5.0 For Mac Devices 5.0 eCommerce Management 5.0 ### Worst rated features: Chatbot 2.0 Social Marketing 3.0 Sales Forecasting 3.0 [See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features) ### Free Custom Pricing available upon request Up to 3 Users ### Standard $14.00/month ### Professional $23.00/month [See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans) ### Product: SAP Customer Experience [SAP Customer Experience](https://www.softwareadvice.com/crm/sap-customer-experience-profile/) 4.25 [(245)](https://www.softwareadvice.com/crm/sap-customer-experience-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage the sales pipeline, customers and marketing operations. SAP Customer Experience features built-in sales automation, marketing automation, customer support, help desk and channel management capabilities. The solution can also be deployed on-premise. The sales module helps organizations acquire and retain new business by effectively managing the sales pipeline. The marketing module is designed to develop, execute and manage effective marketing campaigns, and to score and nurture leads. The service module aids organizations in improving client satisfaction and retention rates by providing superior levels of customer support. Other modules include channel management, interaction center, web channel, and business communications management. SAP Customer Experience offers support through an online knowledge base, support portal and via phone.... [Read more](https://www.softwareadvice.com/crm/sap-customer-experience-profile/) ### What users love - Comprehensive client management tools - Robust customer service capabilities ### To take in mind - Complex and unintuitive interface ### Best rated features: Customer Complaint Tracking 5.0 Client Management 4.8 Customer Database 4.8 Interaction Tracking 4.8 ### Worst rated features: Campaign Planning 3.0 Pipeline Management 3.8 Forecasting 3.8 Campaign Management 4.0 [See all features](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#key-features) ### Basic $58.00/month [See full pricing details](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#pricing-and-plans) ### Product: SalesOutlook CRM [SalesOutlook CRM](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/) 4.25 [(71)](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary SalesOutlook is the best CRM for Outlook, Teams and Microsoft 365. SalesOutlook is the No-Login CRM that runs anywhere you can run Outlook or Teams including PC, Mac, Web and Mobile. The CRM was designed to be as easy to use as your Inbox. Organize items using categories, folders and flags. Use our CRM to create Microsoft Outlook tasks and appointments. Complete your Microsoft 365 experience by including a workgroup solution to track Contacts, Companies, Deals and Activities. Use email templates to send emails and campaigns. SalesOutlook CRM is ideal for small business. Easy to deploy via the Office365 admin panel. Deploy once and if users get a new pc the app is already available, no client installation or login.... [Read more](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/) ### Best rated features: Workflow Automation 5.0 Data Security 5.0 Template Management 5.0 Contact Database 5.0 ### Worst rated features: Referral Tracking 3.5 Territory Management 3.7 Email Marketing 4.0 Internal Chat Integration 4.0 [See all features](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#key-features) ### Basic $40.00/month Monthly ### Annual Subscription $360.00/year Save $120 year by selecting an annual pricing plan. [See full pricing details](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#pricing-and-plans) ### Product: Zendesk Suite [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) 4.41 [(4090)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/) Best for:On the rise ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary 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’s online customer portal helps support agents to keep track of tickets raised and their status. Customers can go through existing tickets to find answers from queries similar to their question and if not satisfied, customers can raise their own tickets in the portal. Zendesk also offers branding of support pages with business logos, themes and brand images. Zendesk allows businesses to build a knowledge base to address some of the most prominent and repetitive questions, so that customers can go through the basic set of queries asked in general. Using Zendesk, businesses can also set up an online community where their customers can post queries and reply to ongoing discussion threads.... [Read more](https://www.softwareadvice.com/product/26892-Zendesk/) ### What users love - Centralized multichannel support platform - Customizable and organized ticketing - Intuitive and user-friendly interface ### To take in mind - Escalating costs and limited value - Email handling and notification issues - Missing or complex feature set ### Best rated features: Predictive Dialer 5.0 Batch Communications 5.0 Tagging 5.0 Online Forums 5.0 ### Worst rated features: Widgets 2.7 Interactive Content 3.0 Account Alerts 3.0 [See all features](https://www.softwareadvice.com/product/26892-Zendesk/#key-features) ### Suite Team $55.00/month ### Suite Growth $89.00/month ### Suite Professional $115.00/month [See full pricing details](https://www.softwareadvice.com/product/26892-Zendesk/#pricing-and-plans) ### Product: Lofty [Lofty](https://www.softwareadvice.com/crm/chime-profile/) 3.86 [(127)](https://www.softwareadvice.com/crm/chime-profile/reviews/) Best for:Popular ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Lofty is an award-winning, all-in-one marketing, lead generation, and customer relationship management (CRM) platform built specifically for real estate professionals — from solo agents and growing teams to large brokerages. Designed to automate marketing, boost productivity, and streamline sales workflows, Lofty empowers users to capture, nurture, and convert leads into closed transactions more efficiently. Powered by advanced AI, Lofty's AI Workforce delivers intelligent automation, predictive insights, and virtual assistant capabilities, ensuring that agents never miss an opportunity. With more than 33 built-in lead generation methods, cross-platform 360° marketing, brand advertising, and hyper-local automation tools like Lofty Bloom, the platform helps real estate businesses scale their client base and maximize ROI. A key differentiator is Lofty’s IDX-integrated, SEO-optimized websites, which seamlessly sync with the CRM. This integration ensures that lead data flows directly into your pipeline, enabling personalized follow-ups, automated nurturing, and real-time engagement tracking — all from one central platform. Combined with tools like AI Copilot, social media automation, Dynamic CMA presentations, a power dialer, and complete transaction management, Lofty simplifies every step of the sales cycle. Trusted by top agents, teams, and brokerages nationwide, Lofty brings marketing, lead generation, client engagement, and deal management together in a single, mobile-friendly solution built to accelerate growth and close more transactions.... [Read more](https://www.softwareadvice.com/crm/chime-profile/) ### What users love - Intuitive and accessible interface ### To take in mind - Slow and unhelpful support experience ### Best rated features: Commenting/Notes 5.0 Marketing Automation 5.0 Property Management 5.0 Data Visualization 4.8 ### Worst rated features: Customizable Fields 1.5 Lead Qualification 2.0 Campaign Management 2.5 Client/Property Matching 2.8 [See all features](https://www.softwareadvice.com/crm/chime-profile/#key-features) ### Product: RealEstateHalo [RealEstateHalo](https://www.softwareadvice.com/crm/myleaddashboard-profile/) 4.54 [(80)](https://www.softwareadvice.com/crm/myleaddashboard-profile/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary RealEstateHalo from Halo Programs is a cloud-based solution for the residential real estate industry. The platform offers built-in customer relationship management (CRM) tools, real-time reporting and lead generation. It includes automated client follow-up and prospecting programs. A secure data feed can be set up to manage agent data entry. Agents have the ability to opt-out any client from the follow-up program. Print and email touch points include personalized URLs for lead generation. Agents can also sign up to have their company’s approved Just Listed and Just Sold mailings sent automatically. Repeat business, referrals, reviews and testimonials can be generated through marketing campaign features. MyLeadDashboard also measures client satisfaction and the company’s net promoter score. MyLeadDashboard comes with a configurable online storefront, and approved postcards, flyers and emails can be set up for agents to send. MyLeadDashboard is available with monthly subscription-based pricing (plus price per client enrolled) and provides support via phone, email and live chat.... [Read more](https://www.softwareadvice.com/crm/myleaddashboard-profile/) ### Best rated features: Activity Dashboard 5.0 Campaign Management 5.0 Agent Management 5.0 CRM 5.0 [See all features](https://www.softwareadvice.com/crm/myleaddashboard-profile/#key-features) ### Starter $48.00/month 1 user or team - Starting at 500 contacts - Billed annually ### Growth $415.00/month Up to 3 users - Up to 3,000 contacts - Billed annually ### Pro $665.00/month Up to 10 users - Up to 10,000 contacts - Billed annually [See full pricing details](https://www.softwareadvice.com/crm/myleaddashboard-profile/#pricing-and-plans) ### Product: DealerCenter [DealerCenter](https://www.softwareadvice.com/accounting/dealercenter-profile/) 4.85 [(1485)](https://www.softwareadvice.com/accounting/dealercenter-profile/reviews/) Best for:For Automotive Dealerships ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary DealerCenter is a cloud-based dealer management system designed to help small to large businesses manage processes related to accounting, customer relationships, auctions, inventory, digital marketing and more. The centralized platform allows users to integrate the system with various accounting applications, simplifying receiving and submission of credit applications and lender decisions. Features of DealerCenter include deal management, electronic licensing, e-contracts and forms, lead management, email/SMS campaigns, call recording, automated messaging and more. It comes with Android and iOS mobile applications, which enable users to handle license scanning, customer check-ins and check-outs, appointments and alert notifications. Additionally, businesses can create customizable dashboards per requirements to gain insight into operations across all levels. DealerCenter facilitates integration with several third-party dealer websites and applications such as QuickBooks, Experian, Equifax, Carfax, TransUnion, Kelley Blue Book, AutoCheck, NADA, Black Book, Manheim, Craiglist and more. Pricing is available through monthly subscriptions.... [Read more](https://www.softwareadvice.com/accounting/dealercenter-profile/) ### What users love - Responsive and knowledgeable support team - Intuitive and accessible user experience - All-in-one dealership operations hub ### To take in mind - Slowdowns and frequent glitches - Complex fees and billing frustrations ### Best rated features: Contact Management 5.0 Remote Access/Control 5.0 Invoice Processing 5.0 Reminders 5.0 ### Worst rated features: Sales Floor Management 3.5 [See all features](https://www.softwareadvice.com/accounting/dealercenter-profile/#key-features) ### DMS $99.00/month ### Buy Here Pay Here (BHPH) $50.00/month ### QuickBooks $40.00/month [See full pricing details](https://www.softwareadvice.com/accounting/dealercenter-profile/#pricing-and-plans) ### Product: Less Annoying CRM [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) 4.80 [(654)](https://www.softwareadvice.com/crm/less-annoying-crm-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. Start your no-hassle, 30-day free trial today -- no credit card needed.... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) ### Best rated features: Activity Tracking 5.0 For Mac Devices 5.0 For Real Estate 5.0 Client/Property Matching 5.0 ### Worst rated features: Prospecting Tools 3.5 Data Security 4.0 [See all features](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#key-features) ### Core $15.00/month Get all our features at our single price tier. No more having to choose between complicated pricing models!... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) ### Product: AutoManager [AutoManager](https://www.softwareadvice.com/crm/automotive-crm-profile/) 4.88 [(239)](https://www.softwareadvice.com/crm/automotive-crm-profile/reviews/) Best for:Lead Management ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Automotive CRM is a comprehensive solution for independent car dealers. It is built to help dealerships manage existing and prospective customers, track sales team activities, monitor appointments, see customer status, plus more. Automotive CRM uses a lead analytics dashboard, which tells sales managers the number of leads that have been engaged/worked. Auto-response emails can be used to assure leads know they will be contacted soon. Automotive CRM offers a mobile application that allows dealers to manage appointments and tasks. Users can upload docs/images of income information and ID cards from the app. Additionally, a VIN scanner feature allows dealers to add inventory from mobile devices. The Automotive CRM app is compatible with iOS and Android devices. Pricing is billed monthly with a quarterly commitment and based on the number of users. Support is available via email, phone, and online documentation.... [Read more](https://www.softwareadvice.com/crm/automotive-crm-profile/) ### Best rated features: Lead Capture 5.0 Buy Here, Pay Here 5.0 Lead Management 5.0 Customizable Forms 5.0 ### Worst rated features: Lease Tracking 3.0 [See all features](https://www.softwareadvice.com/crm/automotive-crm-profile/#key-features) ### Basic $50.00/month [See full pricing details](https://www.softwareadvice.com/crm/automotive-crm-profile/#pricing-and-plans) ### Product: Flowlu [Flowlu](https://www.softwareadvice.com/project-management/flowlu-profile/) 4.81 [(387)](https://www.softwareadvice.com/project-management/flowlu-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whether you're managing projects, tracking sales, or handling finances, Flowlu brings everything together in a single, intuitive platform. Powerful CRM & Sales Automation Flowlu simplifies lead management, contact tracking, and sales pipeline visualization. Easily organize prospects, log interactions, and automate follow-ups to close deals faster. With color-coded sales funnels and real-time reporting, businesses gain clear insights into every stage of the sales process. Seamless Project & Task Management Keep projects on track with Kanban boards, Gantt charts, and task lists. Assign tasks, set deadlines, track time, and collaborate effortlessly. Custom workflows and automation help eliminate manual work, ensuring teams stay focused and productive. Integrated Invoicing & Financial Tools Flowlu’s built-in financial tools make it easy to send invoices, track payments, and manage expenses. Generate professional invoices using client data, automate recurring billing, and accept payments through PayPal, Stripe, Skrill, and more. Collaboration & Knowledge Sharing Enhance teamwork with built-in chat, shared workspaces, and file storage. Keep important documents, meeting notes, and project updates organized in a centralized knowledge base for both internal teams and external customer support. Customization & Integrations Flowlu adapts to your unique business needs with custom fields, lists, and dashboards. Integrate seamlessly with Google Drive, Zendesk, and other essential tools to streamline workflows and improve efficiency. Mobile Access & Support Stay connected with Flowlu’s mobile apps for Android and iOS, ensuring you can manage work on the go. Support is available via email, knowledge base, and community forums, providing the assistance you need whenever you need it. From sales to project execution, Flowlu helps businesses streamline operations, automate workflows, and improve team collaboration—all in one powerful platform.... [Read more](https://www.softwareadvice.com/project-management/flowlu-profile/) ### Best rated features: Time Tracking 5.0 Decision Support 5.0 Segmentation 5.0 Customizable Invoices 5.0 [See all features](https://www.softwareadvice.com/project-management/flowlu-profile/#key-features) ### Free $0.00/year This is a forever free plan with up to 2 users and 100 MB of storage space. ### Essential $9.00/month For growing teams: move beyond basic task tracking to manage client work confidently. ### Advanced $17.00/month For mid-sized companies: handle complex projects and finances with more control. [See full pricing details](https://www.softwareadvice.com/project-management/flowlu-profile/#pricing-and-plans) ### Product: Google Contacts [Google Contacts](https://www.softwareadvice.com/crm/google-contacts-profile/) 4.71 [(707)](https://www.softwareadvice.com/crm/google-contacts-profile/reviews/) Best for:Contact Database ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details such as mailing address, phone number or directory profile and categorize them using labels. Google Contacts offers integration with Gmail, which helps businesses send emails to specific individuals or multiple groups. The solution enables users to manually merge duplicate contacts, star important profiles and delete or restore phone numbers as per individual requirements. Additionally, managers can utilize the search functionality to retrieve specific information from the directory. Google Contacts enables organizations to print profiles and export contacts in vCard or CSV format. The product is available for free and support is extended via documentation.... [Read more](https://www.softwareadvice.com/crm/google-contacts-profile/) ### Best rated features: Contact Database 4.7 Search/Filter 4.7 Shared Contacts 4.6 Data Import/Export 4.6 ### Worst rated features: For iPad Devices 4.0 [See all features](https://www.softwareadvice.com/crm/google-contacts-profile/#key-features) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/crm/google-contacts-profile/#pricing-and-plans) ### Product: LiveAgent [LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/) 4.67 [(1787)](https://www.softwareadvice.com/crm/liveagent-profile/reviews/) Best for:Mid-size businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary LiveAgent is a multichannel help desk solution with advanced AI features, live chat, ticketing, and call center capabilities. Streamline all business communication channels and manage customer interactions from a single shared team inbox. It offers 200+ native integrations including all popular social media, a customizable chat widget, chat routing, chat history, canned responses, reliable ticketing, and more advanced features. With multiple pricing tiers, LiveAgent suits businesses of any size or industry. A flexible, all-in-one solution for handling customer support across different use cases. Start with a 1-month free trial, no credit credit card needed.... [Read more](https://www.softwareadvice.com/crm/liveagent-profile/) ### What users love - Unified customer support management - Real-time chat for support - Intuitive and simple navigation ### To take in mind - Cumbersome email handling experience - Outdated and cluttered interface design - Limited mobile functionality and usability ### Best rated features: Corrective and Preventive Actions (CAPA) 5.0 Drag & Drop 5.0 Transfers/Routing 5.0 Issue Tracking 5.0 ### Worst rated features: Audit Trail 1.0 Multi-Channel Management 2.0 [See all features](https://www.softwareadvice.com/crm/liveagent-profile/#key-features) ### Small $15.00/month $15 agent/month (billed annually) — $19 agent/month (billed monthly) ### Medium $29.00/month $29 agent/month (billed annually) — $35 agent/month (billed monthly) ### Large $49.00/month $49 agent/month (billed annually) — $59 agent/month (billed monthly) [See full pricing details](https://www.softwareadvice.com/crm/liveagent-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/crm/account-management-comparison/?page=2)[3](https://www.softwareadvice.com/crm/account-management-comparison/?page=3)[4](https://www.softwareadvice.com/crm/account-management-comparison/?page=4)[5](https://www.softwareadvice.com/crm/account-management-comparison/?page=5) ... [16](https://www.softwareadvice.com/crm/account-management-comparison/?page=16) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ ActiveCampaign vs Mailchimp ](https://www.softwareadvice.com/crm/activecampaign-profile/vs/mailchimp/)[ Dynamics 365 vs Zoho CRM ](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/392464-zoho-crm/)[ LiveAgent vs Zendesk Suite ](https://www.softwareadvice.com/compare/26892-Zendesk/vs/109980-liveagent/)[ DealerCenter vs Carsforsale.com ](https://www.softwareadvice.com/crm/carsforsale-profile/vs/dealercenter/)[ Odoo vs NetSuite ](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/vs/odoo/)[ Pipedrive vs Keap ](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/vs/pipedrive/)[ monday.com AI Work Platform vs Bitrix24 ](https://www.softwareadvice.com/nonprofit/bitrix24-profile/vs/monday-com/) ## Your Guide to Top Account Management Software, November 2022 Software Advice uses reviews from real software users to highlight the top-rated Account Management products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) - [Flowlu](https://www.softwareadvice.com/project-management/flowlu-profile/) - [HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/) - [Lead Gen & CRM (formerly SharpSpring)](https://www.softwareadvice.com/crm/sharpspring-profile/) - [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) - [eWay-CRM](https://www.softwareadvice.com/crm/eway-profile/) - [SendPulse](https://www.softwareadvice.com/crm/sendpulse-profile/) - [VipeCloud](https://www.softwareadvice.com/crm/vipecloud-profile/) - [noCRM.io](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/) - [Gold-Vision CRM](https://www.softwareadvice.com/crm/gold-vision-crm-profile/) - [Capsule](https://www.softwareadvice.com/product/27508-Capsule/) - [Spotler CRM](https://www.softwareadvice.com/crm/really-simple-systems-profile/) - [ChurnZero](https://www.softwareadvice.com/crm/churnzero-profile/) - [FollowUp CRM](https://www.softwareadvice.com/crm/cloud-power-profile/) - [servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) - [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) - [Nutshell](https://www.softwareadvice.com/crm/nutshell-profile/) - [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) - [ActiveCampaign](https://www.softwareadvice.com/crm/activecampaign-profile/) - [Thryv](https://www.softwareadvice.com/crm/thryv-profile/) - [vcita](https://www.softwareadvice.com/crm/vcita-profile/) - [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) - [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) - [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) - [Pipeliner CRM](https://www.softwareadvice.com/crm/pipeliner-crm-profile/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. [Customer Relationship Management (CRM) software](https://www.softwareadvice.com/crm/) is a core information management platform for both B2B and B2C businesses. Unfortunately, many options serve a general purpose, which means some companies find basic CRM software to be too generic for their needs. Thankfully, there's no shortage of purpose-built applications to take its place or just fill the gaps. Account management software is one such purpose-built type of CRM software. It's designed from the ground up to be the best possible CRM solution for managing sales accounts, from the simple to complex. It's best and most often used in B2B contexts and can be a must-have application for companies engaged in cyclical and enterprise sales. Since CRM plays such an important role in your organization, it's essential to find an account management software that supports both your sales team's workflows and your company's strategic goals. **Poorly aligned account management software can hinder operations just as much as well-matched software improves them. This account management software Buyer's Guide will help you make the right choice.** Here's what we'll cover: \[What Is Account Management Software? \](#definition)\[Common Features of Account Management Software \](#features)[Market Trends to Understand](#MarketTrendstoUnderstand) ## What Is Account Management Software? Account management software excels when individual accounts become complicated. For example, you might choose to create separate accounts for: - Individual employees within the same department, - Individual departments within the same large company, - Separate branches of the same company, or - Any combination of the above. Keeping tabs on these numerous definitions of “an account" is one of the main functions of account management software. It ensures your sales staff stays on the same page with regards to each account's status and expectations. Your team can interact more efficiently, preventing crosstalk and avoiding missed opportunities. _Account opportunity dashboard in_ [bpm'online](https://www.softwareadvice.com/crm/bpmonline-profile/) _showing overview of an individual account's status_ From a management perspective, account management software helps monitor progress. It can be used to set individual account milestones, helping verify that tasks are completed and completed on time. It can also be used to set triggers, flagging accounts when deadlines are missed or when special attention may be needed. Lastly, it helps improve the customer experience. It does this by a combination of the above improvements and also by improving communication. Account management software can be configured to automatically: - Send follow-up communications to clients, - Request client feedback at predetermined touchpoints, and - Send marketing and customer service materials as needed. ## Common Features of Account Management Software The following table lists features common to account management software platforms, but understand that many overlap with features common to general CRM software and [sales enablement tools.](https://www.softwareadvice.com/crm/sales-enablement-comparison/) You should begin your search with a list of existing business challenges and goals and identifying the gaps in your current software toolset.

Account management

Allows for more granular groupings of separate sales accounts, each with its own customer information files and settings.

Parent, nested accounts

Provides more control for the separation and management of individual accounts, breaking them down by individual, team, department, branch office, account status or other variable.

Milestones and goals

Helps predetermine points of progress for sales processes and sales cycles, ensuring nothing is overlooked and providing oversight to team leads and management.

Platform and app integrations

Allows account management software to work in tandem with other platforms, like CRM and sales enablement tools. App integration requirements should always be considered and demonstrated prior to purchase.

Account scoring

Provides a single numerical value to gauge the health of an account, calculated from a selection of variables, including current deals, purchase history, expected lifetime value and open invoices.

Life cycle management

Setup and manage step-by-step procedures for individual account management, leading each from sales prospect to active lead to new customer onboarding and post sales follow-up.

Renewal cycle management

Helps manage (often larger) enterprise accounts and accounts that have cyclical sales and renewal processes. These tools are increasingly used for subscription-based products, like cloud-deployed software (SaaS).

Customer portal

Adds an online portal to your company's website, letting customers securely log in and check their account status, including pending and past purchases, add-on products and support materials.

Intelligent call routing

Connects with your business phone system and helps automatically route calls to the correct sales staff (or department) depending on their status as a sales prospect or customer.

Insights and analytics

Helps management and executives oversee operations by identifying trends, common pain points and areas for improvement. They're often presented in dashboard form, with options for tracking a variety of metrics and KPIs.

## Market Trends to Understand The overarching trend in account management software, and with CRM in general, is improved user experience (UX) and improved customer experience (CX). The two are closely intertwined and are best understood in relation to one another. **Improved UX:** Essentially, this means the software makes it easier for sales staff to do their jobs. Improving the employee's UX is largely a matter of streamlining workflows by _reducing_ the number of manual tasks needed to accomplish any given task. Make sure that a new sales tool won't actually increase the number of steps for a given workflow. This pitfall is commonly encountered when a standalone application is added on top of an existing sales platform, forcing staff to check the same boxes twice. IT purchases should be considered strategically and holistically; piecemeal solutions should only be considered as a last resort. **Improved CX:** In a sales context, a better customer experience equates to simpler interactions and interactions that have already anticipated (and prepared for) the customer's expectations and needs. Account management tools have many applications that help improve CX, including customer portals and intelligent call routing. But the best way to improve CX is to start by improving UX. When staff has the right selection of tools and intelligently designed workflows, they're more able to focus their attention on customer needs.