# Best Account Management Software - 2026 Reviews & Pricing

> Find the best Account Management Software for your organization. Compare top Account Management Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/crm/account-management-comparison/

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Account Management Software

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# Best Account Management Software of 2026

Updated July 21, 2026

On this page

1.  FrontRunners
2.  Popular Comparisons
3.  Buyers Guide

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377 results

### Compare Products

Showing 1 - 25 of 377 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

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-   $$$$$
    
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### Compare Products

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**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: Salesforce Sales Cloud

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.40

[(18794)](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

-   360-degree customer relationship management
-   Comprehensive sales process control
-   Tailored workflows and flexibility

### To take in mind

-   Significant costs and add-on fees
-   Steep learning and onboarding demands
-   Complex and limited reporting tools

### Best rated features:

Proposal Generation

5.0

Drag & Drop

5.0

For Real Estate

5.0

Client Portal

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: 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 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 features include account management, activity management, calendar management and pipeline management. Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives. The email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences. Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.... [Read more](https://www.softwareadvice.com/crm/claritysoft-profile/)

### Best rated features:

Campaign Management

5.0

Real-Time Notifications

5.0

Activity Dashboard

5.0

Calendar Management

5.0

[See all features](https://www.softwareadvice.com/crm/claritysoft-profile/#key-features)

### Product: HubSpot Sales Hub

[HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/)

4.54

[(502)](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 tracking
-   Responsive and helpful support team
-   User-friendly and accessible platform

### To take in mind

-   Clunky and complex navigation
-   Expensive for growing teams

### Best rated features:

Conversation Intelligence

5.0

Automatic Call Distribution

5.0

Mobile App

5.0

Sales Reports

5.0

### Worst rated features:

Channel Management

3.0

Field Sales Management

3.0

Real-Time Reporting

3.5

Document Management

3.6

[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: 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: 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: 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: Clio

[Clio](https://www.softwareadvice.com/legal/clio-legal-profile/)

4.66

[(1738)](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 user-friendly interface
-   Responsive and helpful support team
-   Comprehensive law practice oversight

### To take in mind

-   Complex and costly payment processing
-   Limited and clunky document handling
-   Cumbersome and inflexible invoicing

### Best rated features:

Timer

5.0

Archiving & Retention

5.0

Multi-Location

5.0

Version Control

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: 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: 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: MortgageHalo

[MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/)

4.38

[(48)](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:

Client Database

5.0

Loan Origination

5.0

Activity Dashboard

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: Quickbase

[Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/)

4.42

[(332)](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 team
-   Highly flexible customization options
-   Automates complex business workflows

### 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: 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: Zoho CRM

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.31

[(6983)](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

-   Flexible and intuitive usability
-   Affordable plans and value
-   Comprehensive feature-rich platform

### To take in mind

-   Slow and inconsistent support response
-   Cluttered and overwhelming interface
-   Complex and limited email tools

### Best rated features:

Client/Property Matching

5.0

Remote Access/Control

5.0

For Financial Institutions

5.0

Widgets

5.0

### Worst rated features:

Chatbot

2.0

Sales Forecasting

3.0

Social Marketing

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: 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: 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: Not available

Software Advice Summary

SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as 'opportunity' or 'customer inquiry' directly from the email interface. By right-clicking on a customer name, users can access contact information, providing instant visibility into all the necessary information related to any particular buyer. The Outlook CRM is a specialized system that builds upon a frequently used email medium to create a CRM that will optimize user efficiency and boost customer satisfaction.... [Read more](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/)

### Best rated features:

Mobile App

5.0

Segmentation

5.0

Contact Database

5.0

Forecasting

5.0

### Worst rated features:

Referral Tracking

3.5

Territory Management

3.7

Internal Chat Integration

4.0

Email Marketing

4.0

[See all features](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#key-features)

### Basic

$40.00/month

[See full pricing details](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#pricing-and-plans)

### Product: Workbooks

[Workbooks](https://www.softwareadvice.com/crm/workbooks-crm-profile/)

4.33

[(112)](https://www.softwareadvice.com/crm/workbooks-crm-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Workbooks is the 'No-BS' CRM. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations. The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel. Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency. Finally, Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.... [Read more](https://www.softwareadvice.com/crm/workbooks-crm-profile/)

### Best rated features:

Search/Filter

5.0

Access Controls/Permissions

5.0

Calendar/Reminder System

5.0

Interaction Tracking

5.0

### Worst rated features:

Activity Tracking

2.0

Lead Capture

3.0

Reporting/Analytics

4.0

[See all features](https://www.softwareadvice.com/crm/workbooks-crm-profile/#key-features)

### CRM

$45.00/month

The plan is billed annually.

### Business

$92.00/month

The plan is billed annually.

[See full pricing details](https://www.softwareadvice.com/crm/workbooks-crm-profile/#pricing-and-plans)

### Product: RealEstateHalo

[RealEstateHalo](https://www.softwareadvice.com/crm/myleaddashboard-profile/)

4.53

[(78)](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: 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 features

### 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: 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: CharityEngine

[CharityEngine](https://www.softwareadvice.com/crm/charity-engine-profile/)

4.18

[(33)](https://www.softwareadvice.com/crm/charity-engine-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

CharityEngine's nonprofit CRM software simplifies the fundraising process, so you spend more time on your campaigns and less time struggling with technology. It has the tools for managing donors, receiving donations, processing payments, and more. CharityEngine is a mission-driven software built specifically for nonprofits looking to change the world. Book your demo today to see how CharityEngine can help you achieve your fundraising goals.... [Read more](https://www.softwareadvice.com/crm/charity-engine-profile/)

### Best rated features:

Activity Dashboard

5.0

Reporting/Analytics

5.0

Task Management

5.0

Customer Database

5.0

### Worst rated features:

Reporting & Statistics

3.8

Grant Management

4.0

Customizable Reports

4.0

Online Forms

4.0

[See all features](https://www.softwareadvice.com/crm/charity-engine-profile/#key-features)

### Product: Zendesk Suite

[Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/)

4.41

[(4086)](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

-   Efficient multichannel support operations
-   Centralized and customizable ticketing
-   Intuitive and user-friendly interface

### To take in mind

-   Escalating costs and limited value
-   Email handling and notification issues
-   Missing and complex feature set

### Best rated features:

Configuration Management

5.0

Batch Communications

5.0

Online Forums

5.0

Account Management

5.0

### Worst rated features:

Widgets

2.7

Account Alerts

3.0

Interactive Content

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: NetSuite

[NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

4.23

[(2054)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises. NetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights. NetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management. The platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics. NetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.... [Read more](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

### What users love

-   Flexible system tailored to needs
-   Comprehensive and scalable functionality
-   Centralized financial process management

### To take in mind

-   Steep learning curve and complexity
-   Complex and rigid reporting tools
-   Slow and inconsistent support experience

### Best rated features:

"What If" Scenarios

5.0

Aging Tracking

5.0

Vendor Master Data Management

5.0

Project Tracking

5.0

[See all features](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/#key-features)

### Product: Five9

[Five9](https://www.softwareadvice.com/call-center/five9-profile/)

4.22

[(484)](https://www.softwareadvice.com/call-center/five9-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Five9 is an all-in-one cloud contact center solution for inbound, outbound, blended and omnichannel contact centers world-wide. Powered by Practical AI, Five9 enables agents to provide customer experiences across phone, email, chat, mobile, social and more. The AI-driven Five9 Engagement Workflow uses NLP and intelligent routing to get customers to the right agent while Five9 Genius derives customer intent data to provide agents with next step guidance before they pick up the phone. Four adjustable dialing modes skip no-answers and busy signals to triple agent talk time. Five9’s IVR with speech recognition can be used for common customer inquiries to free up agents for high-value interactions. Monitor, analyze and report on the contact center’s performance with real-time metrics and dashboards, and automatically sync all interactions with CRM. The contact center can be up and running in a matter of days and can be scaled up or down based on business needs.... [Read more](https://www.softwareadvice.com/call-center/five9-profile/)

### What users love

-   User-friendly and accessible interface
-   Responsive and helpful support team
-   Robust call center functionality

### To take in mind

-   Challenging call handling features
-   Frequent call drops and outages

### Best rated features:

Performance Metrics

5.0

Online Voice Transmission

5.0

Dashboard

5.0

Lead Generation

5.0

### Worst rated features:

Progressive Dialer

1.0

Integrations Management

1.0

Quality Management

1.0

[See all features](https://www.softwareadvice.com/call-center/five9-profile/#key-features)

### Digital

$119.00/month

### Core

$159.00/month

### Premium

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/call-center/five9-profile/#pricing-and-plans)

### Product: JobNimbus

[JobNimbus](https://www.softwareadvice.com/construction/jobnimbus-profile/)

4.59

[(482)](https://www.softwareadvice.com/construction/jobnimbus-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

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 siding industries. It helps users streamline various aspects of contractors' business operations, offering a suite of tools designed to enhance productivity and efficiency. It serves as an all-in-one digital platform that centralizes essential functions, from lead management to project completion.  One of the key features of JobNimbus is its marketing capabilities, which enable contractors to generate and manage leads by offering services such as local search engine optimization (SEO), custom website design and tailored paid advertising campaigns. Additionally, the solution provides sales teams with one-click estimates, proposal generation and other tools designed to optimize the sales process and enhance client engagement for better conversion rates. JobNimbus helps businesses ensure effective client communication through its integrated text messaging, email capabilities and caller ID functionalities. The platform enables contractors to interact with clients, fostering better customer relationships. Additionally, it provides the flexibility to integrate with various tools, allowing contractors to consolidate resources into a unified platform. Key features of the production solution include production planning and scheduling, communication and coordination, material ordering, task and activity management, reporting and analytics as well as a streamlined production workflow. Additionally, JobNimbus facilitates effective communication, material management and task coordination. JobNimbus allows users to schedule installs, crews, subcontractors and more using a calendar feature. It offers automation capabilities to notify homeowners via SMS when a job is scheduled. The material ordering functionality allows for the conversion of estimates to material orders in just one click, along with direct sending of material orders to suppliers. The platform allows collaboration with crews and subcontractors, providing the ability to add subcontractors to the account, assign work orders and share live job folders with homeowners, crews and subcontractors. Additionally, production boards, tasks, notes and form features facilitate efficient organization and tracking of project details. JobNimbus allows integration with various third-party applications to enhance its functionality and offer additional features to users. Some of the featured integrations include JobNimbus Payments, which enables users to accept credit card, debit card and ACH e-check payments. The platform integrates with SumoQuote, providing users with the ability to build custom quotes. Another featured integration is with ABC Supply, streamlining material ordering processes with live pricing, direct ordering and delivery updates. Additionally, it integrates with Beacon Pro for building estimates using Beacon materials and pricing, as well as with Google Calendar for managing appointments and events.... [Read more](https://www.softwareadvice.com/construction/jobnimbus-profile/)

### What users love

-   Intuitive interface for all users
-   Responsive and helpful assistance
-   Flexible workflows and settings

### To take in mind

-   Limited and unreliable mobile experience

### Best rated features:

Work Order Management

5.0

Communication Management

5.0

Task Progress Tracking

5.0

Contractor Management

5.0

[See all features](https://www.softwareadvice.com/construction/jobnimbus-profile/#key-features)

### Basic

$300.00/month

[See full pricing details](https://www.softwareadvice.com/construction/jobnimbus-profile/#pricing-and-plans)

### Product: Dynamics 365

[Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/)

4.37

[(5837)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

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 integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel & Word. The Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IOT, customer service, mixed reality and project service automation all allowing for a more frictionless engagement with your customers. Microsoft Dynamics CRM is available for software-as-a-service (SaaS) deployment as well as on-premises complete with a nice user interface for mobile and desktop as well as a technology stack that ensure database security. Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.... [Read more](https://www.softwareadvice.com/product/106335-Dynamics-365/)

### What users love

-   User-friendly interface and workflow
-   Seamless Microsoft ecosystem connectivity
-   Centralized workforce and operations control

### To take in mind

-   Expensive licensing and add-ons
-   Complex and limited customization options
-   Steep learning curve for users

### Best rated features:

Financial Analysis

5.0

Trend Analysis

5.0

Commission Management

5.0

Monitoring

5.0

### Worst rated features:

Lead Scoring

3.5

Sales Trend Analysis

3.8

Prospecting Tools

3.9

API

3.9

[See all features](https://www.softwareadvice.com/product/106335-Dynamics-365/#key-features)

### Professional

$50.00/month

### Enterprise

$105.00/month

### Premium

$195.00/month

[See full pricing details](https://www.softwareadvice.com/product/106335-Dynamics-365/#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

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HubSpot CRM vs Salesforce Sales Cloud

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Dynamics 365 vs Zoho CRM

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LiveAgent vs Zendesk Suite

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DealerCenter vs Carsforsale.com

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Odoo vs NetSuite

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Pipedrive vs Keap

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monday.com AI Work Platform vs Bitrix24

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## 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](https://www.softwareadvice.com/voip/) 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.