--- 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 October 26, 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. ### [Claritysoft CRM](/crm/claritysoft-profile/) - Overall rating: 4.5/5 - Reviews: 256 - Starting price: $29.00/month - Best for: Customer support - Free trial: Not available - Free demo: Not available #### Overview 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, [Read more](/crm/claritysoft-profile/) #### Features ##### Best rated features - For Startups: 5/5 - Activity Dashboard: 5/5 - Campaign Management: 5/5 - Configurable Workflow: 5/5 [See all features](/crm/claritysoft-profile/#key-features) --- ### [SalesNOW](/marketing/salesnow-profile/) - Overall rating: 4.6/5 - Reviews: 81 - Starting price: $19.95 - Free trial: Available - Free demo: Not available #### Overview SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and [Read more](/marketing/salesnow-profile/) #### Features ##### Best rated features - Forecasting: 5/5 - Email Marketing: 5/5 - Segmentation: 5/5 - Workflow Management: 5/5 ##### Worst rated features - Quotes/Estimates: 4/5 [See all features](/marketing/salesnow-profile/#key-features) #### Pricing ##### Basic - Price: $19.95 [See full pricing details](/marketing/salesnow-profile/#pricing-and-plans) --- ### [LeadSquared](/crm/leadsquared-profile/) - Overall rating: 4.3/5 - Reviews: 167 - Best for: Ease of use - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/leadsquared-profile/) #### Features ##### Best rated features - Engagement Tracking: 5/5 - Multi-Channel Marketing: 5/5 - SMS Marketing: 5/5 - Sales Analytics: 5/5 ##### Worst rated features - Activity Dashboard: 1/5 - Social Media Integration: 1/5 - Reminders: 1/5 [See all features](/crm/leadsquared-profile/#key-features) --- ### [HubSpot Sales Hub](/crm/hubspot-sales-profile/) - Overall rating: 4.5/5 - Reviews: 506 - Starting price: $0.00 - Best for: Small businesses - Free trial: Available - Free demo: Available #### Overview HubSpot Sales Hub helps sales teams spend more time selling. It brings your pipeline, your deals, and the work to move them forward onto one platform, all running from the same [Read more](/crm/hubspot-sales-profile/) ##### What users love - Comprehensive sales process management - Responsive and helpful support team - User-friendly and intuitive design ##### To take in mind - Clunky and overwhelming navigation - Expensive for growing teams #### Features ##### Best rated features - Automatic Call Distribution: 5/5 - Content Delivery: 5/5 - Mobile App: 5/5 - Prioritization: 5/5 ##### Worst rated features - Field Sales Management: 3/5 - Channel Management: 3/5 - Task Progress Tracking: 3/5 - Real-Time Reporting: 3.5/5 [See all features](/crm/hubspot-sales-profile/#key-features) #### Pricing ##### Free - Price: $0.00 ##### Starter - Price: $15.00/month ##### Professional - Price: $90.00/month [See full pricing details](/crm/hubspot-sales-profile/#pricing-and-plans) --- ### [Salesforce Sales Cloud](/product/2764-Salesforce/) - Overall rating: 4.4/5 - Reviews: 18,816 - Starting price: $25.00/month - Best for: Mid-size businesses - Free trial: Available - Free demo: Not available #### Overview Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It [Read more](/product/2764-Salesforce/) ##### What users love - Enhanced customer relationship management - Comprehensive sales process control - Highly adaptable platform configuration ##### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools #### Features ##### Best rated features - Proposal Generation: 5/5 - Campaign Analytics: 5/5 - Drag & Drop: 5/5 - Job Scheduling: 5/5 [See all features](/product/2764-Salesforce/#key-features) #### Pricing ##### Starter Suite - Price: $25.00/month - For up to 5 users ##### Pro Suite - Price: $100.00/month - This plan is designed for any size team and is billed annually. ##### Enterprise - Price: $165.00/month - This plan is designed for any size team and is billed annually. [See full pricing details](/product/2764-Salesforce/#pricing-and-plans) --- ### [Clio](/legal/clio-legal-profile/) - Overall rating: 4.7/5 - Reviews: 1,751 - Starting price: $49.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview 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. [Read more](/legal/clio-legal-profile/) ##### What users love - Intuitive and user-friendly interface - Responsive and helpful support team - Comprehensive law practice oversight ##### To take in mind - Payment processing and fee frustrations - Clunky and inefficient document handling - Cumbersome and limited invoicing tools #### Features ##### Best rated features - Timer: 5/5 - Archiving & Retention: 5/5 - Multi-Location: 5/5 - Version Control: 5/5 [See all features](/legal/clio-legal-profile/#key-features) #### Pricing ##### Clio Pricing - Price: $49.00/month - The pricing plans offered by Clio range from an entry-level plan called EasyStart at $49 per user [See full pricing details](/legal/clio-legal-profile/#pricing-and-plans) --- ### [LeadMaster](/landing-page/leadmaster-crm-profile/) - Overall rating: 4.1/5 - Reviews: 36 - Starting price: $10.00 - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/landing-page/leadmaster-crm-profile/) #### Features ##### Best rated features - Search/Filter: 5/5 - Sales Pipeline Management: 5/5 - CRM: 5/5 - Interaction Tracking: 5/5 ##### Worst rated features - Reporting/Analytics: 4/5 - Lead Management: 4/5 [See all features](/landing-page/leadmaster-crm-profile/#key-features) #### Pricing ##### Basic - Price: $10.00 [See full pricing details](/landing-page/leadmaster-crm-profile/#pricing-and-plans) --- ### [BNTouch Mortgage CRM](/crm/bntouch-profile/) - Overall rating: 4.5/5 - Reviews: 98 - Starting price: $95.00/month - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/bntouch-profile/) #### Features ##### Best rated features - Task Management: 5/5 - Client Portal: 5/5 - Customizable Templates: 5/5 - Marketing Automation: 4.5/5 ##### Worst rated features - Pre-Qualification: 3.5/5 - Loan Processing: 3.5/5 - Reporting/Analytics: 3.5/5 - Client Management: 3.8/5 [See all features](/crm/bntouch-profile/#key-features) --- ### [MortgageHalo](/product/54657-MortgageHalo/) - Overall rating: 4.4/5 - Reviews: 49 - Starting price: $417.00/month - Free trial: Available - Free demo: Not available #### Overview MortgageHalo by Halo Programs is a cloud-based mortgage CRM and marketing automation solution with loan origination system (LOS) integration. Built for banks, credit unions, [Read more](/product/54657-MortgageHalo/) #### Features ##### Best rated features - CRM: 5/5 - Activity Dashboard: 5/5 - Client Database: 5/5 - Reporting & Statistics: 5/5 [See all features](/product/54657-MortgageHalo/#key-features) #### Pricing ##### Starter - Price: $417.00/month - Up to 3 users - Up to 4,500 contacts - Billed annually ##### Growth - Price: $625.00/month - Uo to 6 users - Up to 9,000 contacts - Billed annually ##### Pro - Price: $833.00/month - Up to 10 users - 15,000 contacts - Billed annually [See full pricing details](/product/54657-MortgageHalo/#pricing-and-plans) --- ### [Quickbase](/crm/quick-base-profile/) - Overall rating: 4.4/5 - Reviews: 334 - Starting price: $35.00/month - Best for: Customer support - Free trial: Available - Free demo: Available #### Overview Quickbase is a no-code/low-code operations platform that helps small businesses, mid-market companies, and enterprise organizations across industries such as construction, [Read more](/crm/quick-base-profile/) ##### What users love - Responsive and knowledgeable support - Highly flexible customization options - Automates complex business workflows ##### To take in mind - Expensive for growing teams #### Features ##### Best rated features - Territory Management: 5/5 - Status Tracking: 5/5 - Compliance Tracking: 5/5 - Accounting: 5/5 [See all features](/crm/quick-base-profile/#key-features) #### Pricing ##### Free trial - Price: Custom - Pricing available upon request ##### Team - Price: $35.00/month - Minimum of 20 users ##### Business - Price: $55.00/month - Minimum of 40 users [See full pricing details](/crm/quick-base-profile/#pricing-and-plans) --- ### [Symphony](/accounting/integratouch-symphony-profile/) - Overall rating: 5/5 - Reviews: 1 - Starting price: $1,000.00 - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/accounting/integratouch-symphony-profile/) --- ### [Coevera](/product/113892-Coevera/) - Overall rating: 4.6/5 - Reviews: 216 - Starting price: $85.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers [Read more](/product/113892-Coevera/) #### Features ##### Best rated features - Activity Dashboard: 5/5 - Reminders: 5/5 - Forecasting: 5/5 - Lead Nurturing: 5/5 ##### Worst rated features - Collaboration Tools: 3/5 - Prospecting Tools: 3/5 [See all features](/product/113892-Coevera/#key-features) #### Pricing ##### Business Edition, Enterprise Edition, Unlimited Edition - Price: $85.00/month - The Business Edition is one of three different versions of Coevera that are available. Each version [See full pricing details](/product/113892-Coevera/#pricing-and-plans) --- ### [SalesOutlook CRM](/crm/salesoutlook-crm-profile/) - Overall rating: 4.3/5 - Reviews: 71 - Starting price: $40.00/month - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/crm/salesoutlook-crm-profile/) #### Features ##### Best rated features - Workflow Automation: 5/5 - Data Security: 5/5 - Template Management: 5/5 - Contact Database: 5/5 ##### Worst rated features - Referral Tracking: 3.5/5 - Territory Management: 3.7/5 - Email Marketing: 4/5 - Internal Chat Integration: 4/5 [See all features](/crm/salesoutlook-crm-profile/#key-features) #### Pricing ##### Basic - Price: $40.00/month - Monthly ##### Annual Subscription - Price: $360.00/year - Save $120 year by selecting an annual pricing plan. [See full pricing details](/crm/salesoutlook-crm-profile/#pricing-and-plans) --- ### [SPOTIO](/crm/spotio-profile/) - Overall rating: 4.3/5 - Reviews: 78 - Free trial: Not available - Free demo: Not available #### Overview SPOTIO is the field sales execution platform for revenue-driven teams — turning field activity into reliable forecasts, lower cost of sales, and predictable revenue growth. Where [Read more](/crm/spotio-profile/) #### Features ##### Best rated features - Email Templates: 5/5 - Real-Time Updates: 5/5 - For Sales Teams/Organizations: 5/5 - Content Management: 5/5 ##### Worst rated features - API: 1/5 - Sales Reports: 1/5 - Lead Nurturing: 1/5 - CRM: 1/5 [See all features](/crm/spotio-profile/#key-features) --- ### [Zoho CRM](/crm/zoho-crm-profile/) - Overall rating: 4.3/5 - Reviews: 7,008 - Starting price: $14.00/month - Best for: Enterprise businesses - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/crm/zoho-crm-profile/) ##### What users love - User-friendly and adaptable design - Affordable plans and good value - Comprehensive feature-rich platform ##### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools #### Features ##### Best rated features - Remote Access/Control: 5/5 - Client/Property Matching: 5/5 - Widgets: 5/5 - Customer Activity Tracking: 5/5 ##### Worst rated features - Chatbot: 2/5 - Sales Forecasting: 3/5 - Social Marketing: 3/5 [See all features](/crm/zoho-crm-profile/#key-features) #### Pricing ##### Standard - Price: $14.00/month ##### Professional - Price: $23.00/month ##### Enterprise - Price: $40.00/month [See full pricing details](/crm/zoho-crm-profile/#pricing-and-plans) --- ### [Lofty](/crm/chime-profile/) - Overall rating: 3.8/5 - Reviews: 128 - Best for: Popular - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/chime-profile/) ##### What users love - Intuitive and accessible interface ##### To take in mind - Slow and unhelpful support experience #### Features ##### Best rated features - Marketing Automation: 5/5 - Property Management: 5/5 - Commenting/Notes: 5/5 - Data Visualization: 4.8/5 ##### Worst rated features - Activity Tracking: 1/5 - Customizable Fields: 1.3/5 - Lead Qualification: 2/5 - Campaign Management: 2.5/5 [See all features](/crm/chime-profile/#key-features) --- ### [RealEstateHalo](/crm/myleaddashboard-profile/) - Overall rating: 4.5/5 - Reviews: 82 - Starting price: $48.00/month - Free trial: Available - Free demo: Not available #### Overview 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, [Read more](/crm/myleaddashboard-profile/) #### Features ##### Best rated features - Data Import/Export: 5/5 - Client Management: 5/5 - Interaction Tracking: 5/5 - Lead Management: 5/5 ##### Worst rated features - Segmentation: 3/5 [See all features](/crm/myleaddashboard-profile/#key-features) #### Pricing ##### Starter - Price: $48.00/month - 1 user or team - Starting at 500 contacts - Billed annually ##### Growth - Price: $415.00/month - Up to 3 users - Up to 3,000 contacts - Billed annually ##### Pro - Price: $665.00/month - Up to 10 users - Up to 10,000 contacts - Billed annually [See full pricing details](/crm/myleaddashboard-profile/#pricing-and-plans) --- ### [Zendesk Suite](/product/26892-Zendesk/) - Overall rating: 4.4/5 - Reviews: 4,094 - Starting price: $55.00/month - Best for: Features - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/product/26892-Zendesk/) ##### What users love - Centralized multichannel support platform - Robust and flexible ticketing - Intuitive and user-friendly interface ##### To take in mind - Escalating costs and limited value - Clunky and limited email handling - Missing and complex feature set #### Features ##### Best rated features - Tagging: 5/5 - Batch Communications: 5/5 - Account Management: 5/5 - Configuration Management: 5/5 ##### Worst rated features - Widgets: 2.7/5 - Interactive Content: 3/5 - Account Alerts: 3/5 [See all features](/product/26892-Zendesk/#key-features) #### Pricing ##### Suite Team - Price: $55.00/month ##### Suite Growth - Price: $89.00/month ##### Suite Professional - Price: $115.00/month [See full pricing details](/product/26892-Zendesk/#pricing-and-plans) --- ### [JobNimbus](/construction/jobnimbus-profile/) - Overall rating: 4.6/5 - Reviews: 482 - Starting price: $300.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview JobNimbus is a customer relationship management (CRM) and project management solution tailored to meet the needs of contractors, with a primary focus on the roofing, gutter and [Read more](/construction/jobnimbus-profile/) ##### What users love - Intuitive interface and navigation - Responsive and helpful support team - Flexible workflows and personalization ##### To take in mind - Limited and unreliable mobile experience #### Features ##### Best rated features - Work Order Management: 5/5 - Communication Management: 5/5 - Task Progress Tracking: 5/5 - Contractor Management: 5/5 [See all features](/construction/jobnimbus-profile/#key-features) #### Pricing ##### Basic - Price: $300.00/month [See full pricing details](/construction/jobnimbus-profile/#pricing-and-plans) --- ### [Dynamics 365](/product/106335-Dynamics-365/) - Overall rating: 4.4/5 - Reviews: 5,864 - Starting price: $50.00/month - Best for: On the rise - Free trial: Available - Free demo: Available #### Overview Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong [Read more](/product/106335-Dynamics-365/) ##### What users love - User-friendly and intuitive interface - Deep Microsoft ecosystem integration - Centralized workforce and operations control ##### To take in mind - Expensive licensing and add-ons - Limited and complex customization options - Steep learning and onboarding process #### Features ##### Best rated features - Commission Management: 5/5 - Financial Analysis: 5/5 - Monitoring: 5/5 - For Real Estate: 5/5 ##### Worst rated features - Lead Scoring: 3.5/5 - Sales Trend Analysis: 3.8/5 - Prospecting Tools: 3.9/5 - API: 3.9/5 [See all features](/product/106335-Dynamics-365/#key-features) #### Pricing ##### Professional - Price: $50.00/month ##### Enterprise - Price: $105.00/month ##### Premium - Price: $195.00/month [See full pricing details](/product/106335-Dynamics-365/#pricing-and-plans) --- ### [NetSuite](/accounting/netsuite-financials-accounting-software-profile/) - Overall rating: 4.2/5 - Reviews: 2,082 - Best for: Enterprise businesses - Free trial: Not available - Free demo: Not available #### Overview NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping [Read more](/accounting/netsuite-financials-accounting-software-profile/) ##### What users love - Deep system tailoring options - Comprehensive and scalable functionality - Centralized financial operations platform ##### To take in mind - Steep learning curve and complexity - Complex and rigid reporting tools - Slow and inconsistent support experience #### Features ##### Best rated features - Aging Tracking: 5/5 - "What If" Scenarios: 5/5 - Vendor Master Data Management: 5/5 - For B2B: 5/5 [See all features](/accounting/netsuite-financials-accounting-software-profile/#key-features) --- ### [DealerCenter](/accounting/dealercenter-profile/) - Overall rating: 4.9/5 - Reviews: 1,486 - Starting price: $40.00/month - Best for: For Automotive Dealerships - Free trial: Available - Free demo: Not available #### Overview DealerCenter is a cloud-based dealer management system designed to help small to large businesses manage processes related to accounting, customer relationships, auctions, [Read more](/accounting/dealercenter-profile/) ##### What users love - Responsive and knowledgeable support team - User-friendly and intuitive interface - Comprehensive dealership operations suite ##### To take in mind - Lag and frequent software glitches - Complex fees and billing frustrations #### Features ##### Best rated features - Contact Management: 5/5 - Remote Access/Control: 5/5 - Invoice Processing: 5/5 - Reminders: 5/5 ##### Worst rated features - Sales Floor Management: 3.5/5 [See all features](/accounting/dealercenter-profile/#key-features) #### Pricing ##### DMS - Price: $99.00/month ##### Buy Here Pay Here (BHPH) - Price: $50.00/month ##### QuickBooks - Price: $40.00/month [See full pricing details](/accounting/dealercenter-profile/#pricing-and-plans) --- ### [Less Annoying CRM](/crm/less-annoying-crm-profile/) - Overall rating: 4.8/5 - Reviews: 660 - Starting price: $15.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/crm/less-annoying-crm-profile/) #### Features ##### Best rated features - Activity Tracking: 5/5 - For Mac Devices: 5/5 - For Real Estate: 5/5 - Commission Management: 5/5 ##### Worst rated features - Prospecting Tools: 3.5/5 - Data Security: 4/5 [See all features](/crm/less-annoying-crm-profile/#key-features) #### Pricing ##### Core - Price: $15.00/month - Get all our features at our single price tier. No more having to choose between complicated pricing [See full pricing details](/crm/less-annoying-crm-profile/#pricing-and-plans) --- ### [Flowlu](/project-management/flowlu-profile/) - Overall rating: 4.8/5 - Reviews: 387 - Starting price: $0.00/year - Best for: Ease of use - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/project-management/flowlu-profile/) #### Features ##### Best rated features - Time Tracking: 5/5 - Decision Support: 5/5 - Segmentation: 5/5 - Customizable Invoices: 5/5 [See all features](/project-management/flowlu-profile/#key-features) #### Pricing ##### Free - Price: $0.00/year - This is a forever free plan with up to 2 users and 100 MB of storage space. ##### Essential - Price: $9.00/month - For growing teams: move beyond basic task tracking to manage client work confidently. ##### Advanced - Price: $17.00/month - For mid-sized companies: handle complex projects and finances with more control. [See full pricing details](/project-management/flowlu-profile/#pricing-and-plans) --- 1 [2](https://www.softwareadvice.com/crm/account-management-comparison/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/crm/account-management-comparison/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/crm/account-management-comparison/?__ai_markdown=true&page=4)[5](https://www.softwareadvice.com/crm/account-management-comparison/?__ai_markdown=true&page=5) ... [16](https://www.softwareadvice.com/crm/account-management-comparison/?__ai_markdown=true&page=16) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ 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/)[ EngageBay CRM vs Pipedrive ](https://www.softwareadvice.com/crm/engagebay-profile/vs/pipedrive/)[ 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/)[ ActiveCampaign vs Nimble ](https://www.softwareadvice.com/crm/activecampaign-profile/vs/nimble/) ## 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. | Feature | Description | | --- | --- | | 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.