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  2. FrontRunners
  3. Buyers Guide

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Showing 1 - 25 of 432 products

HubSpot Sales Hub
HubSpot Sales Hub

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 wit...Read more about HubSpot Sales Hub

66

recommendations

Claritysoft CRM
Claritysoft CRM

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key f...Read more about Claritysoft CRM

52

recommendations

Salesforce Sales Cloud
Salesforce Sales Cloud

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, execut...Read more about Salesforce Sales Cloud

51

recommendations

Shape
Shape

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries su...Read more about Shape

26

recommendations

Insightly
Insightly

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase prod...Read more about Insightly

21

recommendations

TOP PRODUCER
TOP PRODUCER

Top Producer is an all-in-one business management platform designed specifically for real estate agents and teams. Grow your database and convert more leads with cutting-edge lead generation and marketing automation. Smart follow-up technology helps to gen...Read more about TOP PRODUCER

14

recommendations

SalesNOW
SalesNOW

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 ma...Read more about SalesNOW

9

recommendations

LeadSquared
LeadSquared

LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all sizes. It serves clients in industries such as finance, e-commerce, education, health and wellness, marketing, real estate, software...Read more about LeadSquared

7

recommendations

BNTouch Mortgage CRM
BNTouch Mortgage CRM

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 f...Read more about BNTouch Mortgage CRM

6

recommendations

Creatio CRM
Creatio CRM

Creatio CRM is an all-in-one platform that helps businesses manage the customer and revenue processes. It serves a variety of industries such as banking, credit unions, insurance, and telecommunications. The platform provides a unified CRM experience, enab...Read more about Creatio CRM

5

recommendations

Workbooks
Workbooks

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations. ...Read more about Workbooks

5

recommendations

BoomTown
BoomTown

Boomtown provides marketing and sales automation solutions for the REAL ESTATE industry. Through Boomtown, brokers can select and customize a lead generation website, track and nurture leads, and monitor team success and sales. The application is SaaS base...Read more about BoomTown

4

recommendations

FunnelMaker
FunnelMaker

FunnelMaker is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes. The solution offers a user dashboard and helps in automatic sales tracking, email tracking and opportunity management. FunnelMaker offer...Read more about FunnelMaker

4

recommendations

Pipeliner CRM
Pipeliner CRM

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.

 This CRM provides both salespeople and sales management with many ways of displaying and analyzing sales ...Read more about Pipeliner CRM

2

recommendations

SugarCRM
SugarCRM

SugarCRM is a Customer Relationship Management (CRM) platform, expertly crafted to enhance interactions with prospects and customers while accelerating sales success. Renowned for its cost-effectiveness, this potent solution enables users to reduce the tot...Read more about SugarCRM

2

recommendations

Clio
Clio

With Clio, legal professionals can simplify every aspect of their law firm operations, from billing to communication, document management, client intake, and beyond. The software aims to provide everything a law firm needs in one centralized platform, ensu...Read more about Clio

1

recommendations

Akero
Akero

Designed and developed exclusively for student-specialist marketers and recruiters, Akero, built by Net Natives, helps you improve marketing performance and increase student enrollments. It’s an easy-to-use platform that sits as an end-to-end solution or...Read more about Akero

1

recommendations

MortgageHalo
MortgageHalo

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....Read more about MortgageHalo

1

recommendations

LeadMaster
LeadMaster

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 automat...Read more about LeadMaster

1

recommendations

DealerCenter
DealerCenter

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 inte...Read more about DealerCenter

Less Annoying CRM
Less Annoying CRM

Less Annoying CRM is a contact management solution designed for small businesses. It helps them manage contacts, track leads, and stay on top of follow-ups. The platform offers several key features to help small businesses stay organized and productive. It...Read more about Less Annoying CRM

AutoManager
AutoManager

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...Read more about AutoManager

Flowlu
Flowlu

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. Pow...Read more about Flowlu

LiveAgent
LiveAgent

LiveAgent is an online Help Desk solution for eCommerce businesses at the small and midsize levels. The platform offers live chat application, ticket management, online self-service portals and change and license management, all as either in-suite or stand...Read more about LiveAgent

Google Contacts
Google Contacts

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...Read more about Google Contacts

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FrontRunners Logo

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

Explore FrontRunners

“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.

Buyers Guide

This detailed guide will help you find and buy the right account management software for you and your business.

Last Updated on January 27, 2025

Customer Relationship Management (CRM) software 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

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 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. 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.