7 Best Account Management Software

• You need robust free account management and email marketing features: HubSpot is our best overall free CRM system. Its free plan includes tools needed for top-quality account management activities. Account executives can easily track client interactions and activities and schedule appointments for seamless client management.

Moreover, HubSpot CRM’s free marketing tools, such as mass emailing, can help account managers in customer acquisition. In fact, email marketing provides a 261% return on investment (ROI) on a three-year average. With organic channel advertising, leads have a higher lifetime value than paid advertising.

• You want a CRM with a minimal learning curve: Aside from powerful tools and an excellent free plan, HubSpot is one of the simplest CRM systems. Newly hired account executives will find the interface intuitive to navigate and the features easy to operate. With HubSpot’s modern-looking interface, understandable icons, and menu options, you can quickly get to the tools you need to serve account prospects better.

• You need low-cost advanced account management tools: CRM data linking lets account managers easily associate contact, company, deal, or ticket records with one another. With its data duplicate management and an account overview, you can quickly monitor account-level activities and deal progress. However, you only get these tools starting in the Professional plan ($1,170 for five users monthly).
• • Alternatives: Zoho CRM’s Enterprise plan associates accounts, customer support, deals, and contact management modules for only $40 per user monthly. monday CRM offers unlimited contacts, boards, viewers, email templates, and templates for account management, like tracking clients and account data.
• You want free automation tools for managing accounts: Data management should be the last thing you want to worry about as an account manager. HubSpot CRM eliminates this repetitive task by automating workflows for CRM record updates, new data entries, and lead or account assignments. However, you must be subscribed to the Starter plan ($15 per user monthly).
• • Alternative: Zoho CRM offers workflow automation, including data management tasks and record updates, starting on its freemium plan. Account management teams can easily handle sales and generate and maintain accounts to track and autoescalate client cases with the customer support module.

• You need intuitive account management software: monday CRM uses a spreadsheet format, one familiar to most users, for data entry and process tracking. You can then easily convert the table data into a Kanban board, timeline, chart, map, and other views. It also uses a no-code automation design system that makes it easy to create simple and complex CRM automation.
• You want a dedicated account management module: Similar to other CRM systems, monday CRM has built-in tools designed for account management and post-sales activities. These include tracking client onboarding progress, overseeing client renewals, and monitoring revenue collection. There are even project management tools specifically for handling client deliverables.

• You need a free CRM system: monday CRM does not offer a free-forever plan. It only offers a 14-day free trial. If you have a new team or business and want to use a free CRM system, you have options.
• • Alternatives: HubSpot CRM is our pick for the best free account management system for managing contacts. Zoho CRM, Bitrix24, and Capsule CRM are excellent alternatives with freemium plans.
• You want more affordable lead and sales management tools: monday CRM is equipped with lead and sales management features like assisting users on how to score leads and setting up related automation rules. These functionalities offer a tremendous upside to account managers, but they come at a hefty price that requires custom quotes on the Enterprise plan.
• • Alternative: HubSpot CRM has the most affordable lead and sales management capabilities on its free plan, suitable for account management teams that bootstrap sales.This customer account management software includes contact and company management tools, document attachments on records, mass email marketing with automation, and a prospects tool for lead monitoring.

• You want to leverage automation: Account managers must regularly review account performance and plan strategies to meet company and client goals. Zoho offers trigger-based or one-click CRM features on free or low-tiered plans that can help.

With Zoho CRM, account managers can autoexecute data updates and other repetitive tasks. This saves you plenty of time, and you become more productive in managing the account assigned to you by spending more time engaging with the client.

• You need case management in your CRM: Zoho CRM includes a customer support module in its Professional Plan for only $23 per user monthly.This module lets teams manage sales to generate and maintain accounts in the same software they use to oversee client cases. In addition, Zoho is equipped with automation tools that autoescalate cases to the next level of support based on case type or urgency.

• You want a more intuitive CRM system: Zoho CRM has many advanced features that first-time CRM users find overwhelming. Its user interface has clunky buttons and menus that make it fairly difficult for newbies to navigate and feel comfortable using.
• • Alternatives: HubSpot CRM and monday CRM are among the simplest CRM systems ranking high in terms of product ease of use. Pipedrive is also a great alternative because of its easy-to-follow navigational interface.
• You need more affordable data enrichment tools: In account management, profile enrichment is essential for keeping data up-to-date. Zoho CRM is equipped with this tool through Zia, an AI assistant, but you must have the Enterprise plan ($40 per user monthly).
• • Alternative: Pipedrive offers the most affordable data enrichment starting in the Advanced plan ($34 per user monthly). With Pipedrive’s data enrichment feature, you can generate more prospect data that you can use to engage with clients to land more deals and accounts. Plus, Pipedrive is one of the top AI CRM systems that can help improve how you manage key sales accounts.

• You want to store and manage client profiles: Some of Bitrix24’s most convenient tools include client management features. Subscribers can use these tools to store point-of-contact data, track activity history, and plan out tasks associated with an account. They can also manage deals within a client record and create Zoom calls and automated invites directly from those deals.
• You need robust account management software: Bitrix24 offers several modules or CRM functions for sales, marketing, customer support, etc.You can store unlimited contact and client records, manage product catalogs, and create sales documents to get signatures for seamless account management. Track progress and assign tasks for seamless delivery of client deliverables with its project management capabilities.

• You need simpler account management software: Bitrix 24 has robust and advanced modules that help account management teams close more deals and acquire more clients. However, this also makes setting up and using the CRM time-consuming.
• • Alternative: monday CRM is an excellent alternative that offers a tremendous user experience while setting up, operating, and navigating the CRM system.
• You’re looking for low-priced analytical reporting tools: Bitrix24 customer analytics reports start in the Professional plan ($199 per organization monthly). The cost can be pricey for new businesses or account management teams. Other providers offer reporting tools for lead management, performance tracking, and sales monitoring at a lower price.
• • Alternative: With HubSpot CRM, account executives can automatically track customer interactions and activities via accurate reports for more meaningful and profit-generating client communication across platforms.

• You need cost-effective project management tools: About 37% of project portfolio managers said digital transformation was their most significant business initiative in 2024. And those who use project management software and portfolio management software are twice as likely to be more aligned with business priorities.
  Account managers who handle project management tasks, such as launching marketing and engagement campaigns to nurture client relationships can benefit from Capsule CRM’s daily task reminders. Create, assign, and automate various tasks for seamless account management. Plus, customizable project boards are available as you upgrade your plan.
• You want to leverage an AI-powered CRM for client management: AI plays a vital role in the sales process and building customer trust. In fact, 76% of senior executives expect AI to help organizations understand customer behavior more effectively.

Capsule CRM’s AI Content Assistant starts at $18 per user monthly. It helps account managers automatically draft sales emails and other content forms for engagement, marketing, and sales purposes.

• You are a Google user and want to sync data with a CRM system: Capsule CRM can be integrated with Google Contacts. However, you can only sync your contacts one way—from Capsule CRM to Google.
• • Alternatives: If you want a two-way sync of your contacts between your CRM and Google, Zoho CRM and Pipedrive are great options. Zoho CRM offers this capability on its Standard plan at $14 per user monthly, whereas Pipedrive provides this function in the Advanced plan at $29 per user monthly.
• You need more robust email features for prospecting and managing accounts: Account executives track emails to ensure clients don’t miss important information that could be the turning point for the client to say “yes” to an upsell or sales offer. Monitoring email metrics like open rates helps determine viable accounts. Unfortunately, Capsule CRM does not have this capability.
• • Alternatives: HubSpot CRM’s free plan has mass email and email tracking tools. Account executives can use this feature to analyze sales and marketing data and determine which messages and offers resonate best with customers.

• You want to manage upselling initiatives: Pipedrive is a great sales CRM that account executives can use to initiate, track, and complete upselling or cross-selling. As an account executive, you want to track contact activity in the CRM records visually.With Pipedrive, you can see exactly what customers purchased, their engagement history, and interactions as a result of email outreach—all crucial for identifying upsell potential.
• You send many client proposals: Account executives need to constantly send new business proposals to clients. If the business you represent operates on a per-project or periodic basis and sends new contracts for each deliverable, Pipedrive is the right choice. Its Smart Docs tool autopopulates CRM data onto documents to send, track opened emails, and get digital signatures.

• You want a more affordable contact timeline feature: A contacts timeline visually represents prior lead or customer interactions. It outlines the time and descriptions for calls made, emails sent and opened, proposals sent, meetings held, and other sales activities. Pipedrive offers this feature in the Advanced plan for $34 per user monthly.
• • Alternatives: HubSpot CRM lets you view the activity history (e.g., notes, tasks, emails, calls, and meetings) on a record timeline across all plans. Account executives can edit these logged activities to ensure accurate record updates. Insightly CRM’s Plus plan ($29 per user) has contact and organization management features that give a clear picture of every contact’s activities.
• You need free CRM software for account management: Though not necessarily an expensive option, Pipedrive does not offer any freemium plan to its users. It only offers a 14-day free trial.
• • Alternatives: HubSpot CRM is our pick for the best free customer account management software that supports unlimited users. It includes company data storage with activity tracking, appointment scheduling, and ticketing tools for seamless client management.

Capsule CRM is best for its free task and calendar tools with project management and email integrations (like Gmail).

• You need robust pipeline management capabilities: Insightly CRM offers several pipeline management features, like web-to-lead capture, to identify scenarios that delay or slow down conversions.With lead qualification, customized emails, and record association, account managers ensure proper follow-up and standardize sales processes to move leads through the sales funnel.
• You need project management features: Insightly CRM’s plans offer robust project management and delivery capabilities. Account managers can use these tools to quickly categorize contacts, leads, and accounts for various projects. Collaborate with your clients on specific projects, track project milestones, and build CRM workflows for more efficient and effective account management.

• You need customer tracking software and marketing capabilities: While Insightly CRM has robust project management features, it lacks built-in marketing and customer service tools. Some account managers needing to help clients with their marketing and customer engagement strategies may find this as a drawback.
• • Alternatives: We highly recommend HubSpot CRM and Zoho CRM if you need to use a CRM for customer service. These providers offer comprehensive features for marketing automation like setting rules for newsletters or mass email sends in a single platform.
• You’re looking for a CRM with solid social media capabilities: The number of social media users in 2023 was around 5 billion globally. Account management teams can leverage social media for lead generation and client management. Unfortunately, Insightly CRM does not offer tools for social media management, social engagement, and social profile enrichment.
• • Alternatives: Bitrix24 and Zoho CRM are great alternatives. These providers allow you to interact with customers and generate leads on social media without having to leave your CRM.

Account management software covers a range of features commonly found in CRM systems that help account managers, service agents, and customer success managers maintain and maximize value for current clients.

It’s primarily used in B2B sales and includes features like company and contact profile storage, activity tracking, document storage, and extensive communication channels through telephone, video conferencing, email, and live chat.

The main features of the best account management software include customizable boards and data fields, file storage, documentation, and project and email tracking. Account management teams should not miss the advanced capabilities, such as AI, automation, reporting, and analytics for a 360-degree record view and efficient management of key sales accounts.

The top three best CRM systems for account executives are HubSpot, monday CRM, and Zoho CRM. Aside from contact and lead management capabilities for managing accounts, these providers offer advanced features for sales, marketing, and customer service operations. All of these CRM programs offer scalable paid plans that suit any account management team’s budget. HubSpot and Zoho CRM offer free-forever tools.