# 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 --- [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 June 11, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide Filter products 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 - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### 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. [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing au...[Read more about Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** ([18785 reviews](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)) **143** recommendations Free trial Free version Integrations Integrations Google Drive Slack +35 more +34 more +33 more Salesforce Sales Cloud's Best Rated Features 4.88AI/Machine Learning See All Salesforce Sales Cloud's Worst Rated Features 3.71For AEC Industry See All [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesse...[Read more about Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** ([243 reviews](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/)) **138** recommendations Free trial Free version Integrations Integrations Microsoft 365 Gmail +5 more +4 more +3 more Claritysoft CRM's Best Rated Features 4.80Client Management See All Claritysoft CRM's Worst Rated Features 2.67Marketing Automation See All [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, config...[Read more about HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** ([501 reviews](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/)) **95** recommendations Free trial Free version Integrations Integrations Google Workspace Microsoft 365 +5 more +4 more +3 more HubSpot Sales Hub's Best Rated Features 4.84CRM See All HubSpot Sales Hub's Worst Rated Features 3.50Real-Time Reporting See All [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with lea...[Read more about LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** ([36 reviews](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/reviews/)) **80** recommendations Free trial Free version Integrations Integrations Google Docs PayPal +207 more +206 more +205 more [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortga...[Read more about BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) **4.5** ([97 reviews](https://www.softwareadvice.com/crm/bntouch-profile/reviews/)) **72** recommendations Free trial Free version Integrations Integrations Google Calendar Zapier +6 more +5 more +4 more BNTouch Mortgage CRM's Best Rated Features 4.50Marketing Automation See All BNTouch Mortgage CRM's Worst Rated Features 3.83Client Management See All [Thryv](https://www.softwareadvice.com/crm/thryv-profile/) Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell mo...[Read more about Thryv](https://www.softwareadvice.com/crm/thryv-profile/) **4.2** ([526 reviews](https://www.softwareadvice.com/crm/thryv-profile/reviews/)) **59** recommendations Free trial Free version Integrations Integrations Google Docs PayPal +56 more +55 more +54 more Thryv's Best Rated Features 4.94Booking Management See All Thryv's Worst Rated Features 3.0Landing Pages/Web Forms See All [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) Clio provides a cloud-based solution designed to streamline various aspects of law firm operations. Its platform supports essent...[Read more about Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) **4.7** ([1737 reviews](https://www.softwareadvice.com/legal/clio-legal-profile/reviews/)) **56** recommendations Free trial Free version Integrations Integrations Google Drive PayPal +28 more +27 more +26 more Clio's Best Rated Features 4.89Hourly Billing See All Clio's Worst Rated Features 3.0Data Import/Export See All [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive out...[Read more about LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** ([167 reviews](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/)) **55** recommendations Free trial Free version Integrations Integrations Salesforce Sales Cloud WordPress +20 more +19 more +18 more LeadSquared's Best Rated Features 5.0Lead Distribution See All LeadSquared's Worst Rated Features 3.36Reporting & Statistics See All [Coevera](https://www.softwareadvice.com/crm/pipeliner-crm-profile/) Coevera is the AI-native CRM built on a radical idea: your software should make your salespeople better, not just track what the...[Read more about Coevera](https://www.softwareadvice.com/crm/pipeliner-crm-profile/) **4.6** ([216 reviews](https://www.softwareadvice.com/crm/pipeliner-crm-profile/reviews/)) **48** recommendations Free trial Free version Integrations Integrations Google Drive Dropbox Business +38 more +37 more +36 more Coevera's Best Rated Features 4.83Interaction Tracking See All Coevera's Worst Rated Features 3.33Data Import/Export See All [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mo...[Read more about MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) **4.4** ([48 reviews](https://www.softwareadvice.com/product/54657-MortgageHalo/reviews/)) **44** recommendations Free trial Free version Integrations Integrations LendingPad Calyx Point +4 more +3 more +2 more [Rock Solid](https://www.softwareadvice.com/crm/rock-solid-profile/) Rock Solid OneView is a Microsoft Dynamics-based citizen engagement platform that helps citizens and local governments work as o...[Read more about Rock Solid](https://www.softwareadvice.com/crm/rock-solid-profile/) No reviews yet **40** recommendations Free trial Free version Integrations Integrations Trimble Cityworks +0 more +0 more +0 more [SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation soluti...[Read more about SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) **4.6** ([81 reviews](https://www.softwareadvice.com/marketing/salesnow-profile/reviews/)) **35** recommendations Free trial Free version Integrations Integrations Mailchimp Gmail +3 more +2 more +1 more SalesNOW's Best Rated Features 4.83Lead Management See All SalesNOW's Worst Rated Features 4.50Interaction Tracking See All [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing aut...[Read more about Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) **4.3** ([6977 reviews](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)) **33** recommendations Free trial Free version Integrations Integrations Google Drive PayPal +68 more +67 more +66 more Zoho CRM's Best Rated Features 4.93Real-Time Notifications See All Zoho CRM's Worst Rated Features 3.0Social Marketing See All [Symphony](https://www.softwareadvice.com/accounting/integratouch-symphony-profile/) An Inc. 5000 fastest growing private company, recognized by Gartner as a top viable vendor for Integrated Revenue and Customer M...[Read more about Symphony](https://www.softwareadvice.com/accounting/integratouch-symphony-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/accounting/integratouch-symphony-profile/#reviews)) **28** recommendations Free trial Free version [SalesOutlook CRM](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/) SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft...[Read more about SalesOutlook CRM](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/) **4.3** ([71 reviews](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/reviews/)) **28** recommendations Free trial Free version Integrations Integrations Microsoft Excel Mailchimp +8 more +7 more +6 more SalesOutlook CRM's Best Rated Features 4.75Sales Pipeline Management See All SalesOutlook CRM's Worst Rated Features 4.22Quotes/Estimates See All [Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/) Quickbase is a work management and application platform designed to help organizations centralize and manage complex projects an...[Read more about Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/) **4.4** ([329 reviews](https://www.softwareadvice.com/crm/quick-base-profile/reviews/)) **25** recommendations Free trial Free version Integrations Integrations Google Drive Slack +46 more +45 more +44 more Quickbase's Best Rated Features 4.88Contact Database See All Quickbase's Worst Rated Features 3.29Mobile Access See All [SAP Customer Experience](https://www.softwareadvice.com/crm/sap-customer-experience-profile/) SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses mana...[Read more about SAP Customer Experience](https://www.softwareadvice.com/crm/sap-customer-experience-profile/) **4.3** ([245 reviews](https://www.softwareadvice.com/crm/sap-customer-experience-profile/reviews/)) **20** recommendations Free trial Free version SAP Customer Experience's Best Rated Features 4.79Customer Database See All SAP Customer Experience's Worst Rated Features 4.25Sales Pipeline Management See All [CharityEngine](https://www.softwareadvice.com/crm/charity-engine-profile/) CharityEngine's nonprofit CRM software simplifies the fundraising process, so you spend more time on your campaigns and less tim...[Read more about CharityEngine](https://www.softwareadvice.com/crm/charity-engine-profile/) **4.2** ([32 reviews](https://www.softwareadvice.com/crm/charity-engine-profile/reviews/)) **17** recommendations Free trial Free version Integrations Integrations PayPal Microsoft Excel +23 more +22 more +21 more CharityEngine's Best Rated Features 4.86For Nonprofits See All CharityEngine's Worst Rated Features 4.50Fundraising Management See All [Workbooks](https://www.softwareadvice.com/crm/workbooks-crm-profile/) Workbooks is the 'No-BS' CRM. Workbooks designs, develops and implements its own software, which is targeted specifically at m...[Read more about Workbooks](https://www.softwareadvice.com/crm/workbooks-crm-profile/) **4.3** ([112 reviews](https://www.softwareadvice.com/crm/workbooks-crm-profile/reviews/)) **17** recommendations Free trial Free version Integrations Integrations Google Docs Mailchimp +8 more +7 more +6 more Workbooks's Best Rated Features 4.0Contact Management See All Workbooks's Worst Rated Features 4.0Contact Management See All [RealEstateHalo](https://www.softwareadvice.com/crm/myleaddashboard-profile/) RealEstateHalo from Halo Programs is a cloud-based solution for the residential real estate industry. The platform offers built...[Read more about RealEstateHalo](https://www.softwareadvice.com/crm/myleaddashboard-profile/) **4.5** ([78 reviews](https://www.softwareadvice.com/crm/myleaddashboard-profile/#reviews)) **12** recommendations Free trial Free version Integrations Integrations SkySlope Paperless Pipeline +2 more +1 more +0 more [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge b...[Read more about Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) **4.4** ([4080 reviews](https://www.softwareadvice.com/product/26892-Zendesk/reviews/)) **9** recommendations Free trial Free version Integrations Integrations Slack Trello +205 more +204 more +203 more Zendesk Suite's Best Rated Features 4.76Customer History See All Zendesk Suite's Worst Rated Features 3.71Contract/License Management See All [Lofty](https://www.softwareadvice.com/crm/chime-profile/) Lofty is an award-winning, all-in-one marketing, lead generation, and customer relationship management (CRM) platform built spec...[Read more about Lofty](https://www.softwareadvice.com/crm/chime-profile/) **3.9** ([127 reviews](https://www.softwareadvice.com/crm/chime-profile/reviews/)) **10** recommendations Free trial Free version Integrations Integrations Mailchimp Gmail +13 more +12 more +11 more Lofty's Best Rated Features 4.67Access Controls/Permissions See All Lofty's Worst Rated Features 2.50Campaign Management See All [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce f...[Read more about NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) **4.2** ([2044 reviews](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/)) **3** recommendations Free trial Free version Integrations Integrations Salesforce Sales Cloud Docusign +18 more +17 more +16 more NetSuite's Best Rated Features 4.75Check Writing See All NetSuite's Worst Rated Features 2.71Dashboard See All [Five9](https://www.softwareadvice.com/call-center/five9-profile/) Five9 is an all-in-one cloud contact center solution for inbound, outbound, blended and omnichannel contact centers world-wide. ...[Read more about Five9](https://www.softwareadvice.com/call-center/five9-profile/) **4.2** ([483 reviews](https://www.softwareadvice.com/call-center/five9-profile/reviews/)) **1** recommendations Free trial Free version Integrations Integrations Salesforce Sales Cloud Microsoft Teams +15 more +14 more +13 more Five9's Best Rated Features 5.0Call Tracking See All Five9's Worst Rated Features 3.71Automated Routing See All [DealerCenter](https://www.softwareadvice.com/accounting/dealercenter-profile/) DealerCenter is a cloud-based dealer management system designed to help small to large businesses manage processes related to ac...[Read more about DealerCenter](https://www.softwareadvice.com/accounting/dealercenter-profile/) **4.9** ([1481 reviews](https://www.softwareadvice.com/accounting/dealercenter-profile/reviews/)) Free trial Free version Integrations Integrations QuickBooks Online Advanced +0 more +0 more +0 more DealerCenter's Best Rated Features 4.86For Automotive Dealerships See All DealerCenter's Worst Rated Features 3.50Sales Floor Management See All 1 [2](https://www.softwareadvice.com/crm/account-management-comparison/?page=2)[3](https://www.softwareadvice.com/crm/account-management-comparison/?page=3)[4](https://www.softwareadvice.com/crm/account-management-comparison/?page=4)[5](https://www.softwareadvice.com/crm/account-management-comparison/?page=5) ... [16](https://www.softwareadvice.com/crm/account-management-comparison/?page=16) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ ActiveCampaign vs Mailchimp ](https://www.softwareadvice.com/crm/activecampaign-profile/vs/mailchimp/)[ Dynamics 365 vs Zoho CRM ](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/392464-zoho-crm/)[ LiveAgent vs Zendesk Suite ](https://www.softwareadvice.com/compare/26892-Zendesk/vs/109980-liveagent/)[ Odoo vs Pipedrive ](https://www.softwareadvice.com/crm/odoo-profile/vs/pipedrive/)[ DealerCenter vs Carsforsale.com ](https://www.softwareadvice.com/crm/carsforsale-profile/vs/dealercenter/)[ monday.com vs Bitrix24 ](https://www.softwareadvice.com/nonprofit/bitrix24-profile/vs/monday-com/) ## Your Guide to Top Account Management Software, November 2022 Software Advice uses reviews from real software users to highlight the top-rated Account Management products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) - [Flowlu](https://www.softwareadvice.com/project-management/flowlu-profile/) - [HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/) - [Lead Gen & CRM (formerly SharpSpring)](https://www.softwareadvice.com/crm/sharpspring-profile/) - [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) - [eWay-CRM](https://www.softwareadvice.com/crm/eway-profile/) - [SendPulse](https://www.softwareadvice.com/crm/sendpulse-profile/) - [VipeCloud](https://www.softwareadvice.com/crm/vipecloud-profile/) - [noCRM.io](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/) - [Gold-Vision CRM](https://www.softwareadvice.com/crm/gold-vision-crm-profile/) - [Capsule](https://www.softwareadvice.com/product/27508-Capsule/) - [Spotler CRM](https://www.softwareadvice.com/crm/really-simple-systems-profile/) - [ChurnZero](https://www.softwareadvice.com/crm/churnzero-profile/) - [FollowUp CRM](https://www.softwareadvice.com/crm/cloud-power-profile/) - [servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) - [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) - [Nutshell](https://www.softwareadvice.com/crm/nutshell-profile/) - [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) - [ActiveCampaign](https://www.softwareadvice.com/crm/activecampaign-profile/) - [Thryv](https://www.softwareadvice.com/crm/thryv-profile/) - [vcita](https://www.softwareadvice.com/crm/vcita-profile/) - [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) - [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) - [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) - [Pipeliner CRM](https://www.softwareadvice.com/crm/pipeliner-crm-profile/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. [Customer Relationship Management (CRM) software](https://www.softwareadvice.com/crm/) is a core information management platform for both B2B and B2C businesses. Unfortunately, many options serve a general purpose, which means some companies find basic CRM software to be too generic for their needs. Thankfully, there's no shortage of purpose-built applications to take its place or just fill the gaps. Account management software is one such purpose-built type of CRM software. It's designed from the ground up to be the best possible CRM solution for managing sales accounts, from the simple to complex. It's best and most often used in B2B contexts and can be a must-have application for companies engaged in cyclical and enterprise sales. Since CRM plays such an important role in your organization, it's essential to find an account management software that supports both your sales team's workflows and your company's strategic goals. **Poorly aligned account management software can hinder operations just as much as well-matched software improves them. This account management software Buyer's Guide will help you make the right choice.** Here's what we'll cover: \[What Is Account Management Software? \](#definition)\[Common Features of Account Management Software \](#features)[Market Trends to Understand](#MarketTrendstoUnderstand) ## What Is Account Management Software? Account management software excels when individual accounts become complicated. For example, you might choose to create separate accounts for: - Individual employees within the same department, - Individual departments within the same large company, - Separate branches of the same company, or - Any combination of the above. Keeping tabs on these numerous definitions of “an account" is one of the main functions of account management software. It ensures your sales staff stays on the same page with regards to each account's status and expectations. Your team can interact more efficiently, preventing crosstalk and avoiding missed opportunities. _Account opportunity dashboard in_ [bpm'online](https://www.softwareadvice.com/crm/bpmonline-profile/) _showing overview of an individual account's status_ From a management perspective, account management software helps monitor progress. It can be used to set individual account milestones, helping verify that tasks are completed and completed on time. It can also be used to set triggers, flagging accounts when deadlines are missed or when special attention may be needed. Lastly, it helps improve the customer experience. It does this by a combination of the above improvements and also by improving communication. Account management software can be configured to automatically: - Send follow-up communications to clients, - Request client feedback at predetermined touchpoints, and - Send marketing and customer service materials as needed. ## Common Features of Account Management Software The following table lists features common to account management software platforms, but understand that many overlap with features common to general CRM software and [sales enablement tools.](https://www.softwareadvice.com/crm/sales-enablement-comparison/) You should begin your search with a list of existing business challenges and goals and identifying the gaps in your current software toolset. **Account management** Allows for more granular groupings of separate sales accounts, each with its own customer information files and settings. **Parent, nested accounts** Provides more control for the separation and management of individual accounts, breaking them down by individual, team, department, branch office, account status or other variable. **Milestones and goals** Helps predetermine points of progress for sales processes and sales cycles, ensuring nothing is overlooked and providing oversight to team leads and management. **Platform and app integrations** Allows account management software to work in tandem with other platforms, like CRM and sales enablement tools. App integration requirements should always be considered and demonstrated prior to purchase. **Account scoring** Provides a single numerical value to gauge the health of an account, calculated from a selection of variables, including current deals, purchase history, expected lifetime value and open invoices. **Life cycle management** Setup and manage step-by-step procedures for individual account management, leading each from sales prospect to active lead to new customer onboarding and post sales follow-up. **Renewal cycle management** Helps manage (often larger) enterprise accounts and accounts that have cyclical sales and renewal processes. These tools are increasingly used for subscription-based products, like cloud-deployed software (SaaS). **Customer portal** Adds an online portal to your company's website, letting customers securely log in and check their account status, including pending and past purchases, add-on products and support materials. **Intelligent call routing** Connects with your [business phone system](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.