account management software

8 Account Management Software to Consider in 2024

In this blog, we deep dive into the top 8 account management software that you can use to nurture customer relationships in 2023.

You have a great product that fits the market needs and your sales team is giving their all for bringing customers into the funnel. Yet after a brief period of time, they start to churn. Chances are they feel neglected and end up with unresolved issues resulting in the scary outcome of dwindling revenue.

Reason? Your customers are not getting the much-needed TLC (tender loving care) probably because of ineffective account management. 

40% of B2B customers who are very satisfied with their account are fully engaged which drops to a mere 13% if they’re not. 

Are you willing to risk it all? 

In this blog, we explore why investing in account management software is important, the features of good account management software, and the 8 best account management software in the modern business landscape.

8 Account Management Software to Consider in 2024

1. Zendesk

2. Freshsales

3. Salesforce

4. Zoho CRM

5. Bitrix24

6. Maximizer

7. Apptivo

8. Capsule CRM

What is Account Management Software?

Companies should focus on the current state of account strategy implementation and next steps, as well as any needed adjustments of the strategic account plan.

Tamara Schenk, research director of CSO

And you can’t make this happen without account management software. 

Account management software is designed to help businesses efficiently handle and nurture customer relationships. It simplifies the process of managing accounts by organizing important information and streamlining communication. 

It’s like a centralized hub where you can store contact information, notes, and interactions with each account. This makes it easy to access the most up-to-date information.

account management software

Account management software also helps you gain valuable insights into customer behavior, preferences, and trends. By analyzing this data, you can make informed decisions, identify areas for improvement, and turn the tables upside down.

But, there’s more to it. Keep reading!

Overview of 8 Account Management Software to Consider in 2024

We will now evaluate the best account management software available in the market. 

1. Zendesk

Zendesk is a versatile customer service and engagement platform. It empowers businesses to provide exceptional customer support through its ticketing system, live chat functionality, and knowledge base. 

With robust features for managing customer interactions, Zendesk enables teams to deliver seamless experiences and build strong customer relationships.

Key features of the platform are: 

  • Ticketing system for customer support
  • Multichannel communication
  • Knowledge base and self-service portal
  • Reporting and analytics
  • Automation and workflow management

2. Freshsales

Freshsales is a user-friendly CRM solution designed for sales teams. It offers a comprehensive set of tools, including contact management, lead scoring, email tracking, and sales pipeline management. 

By streamlining sales processes and providing valuable insights, Freshsales helps businesses optimize their sales efforts and expedite revenue generation.

Key features of the platform are: 

  • Contact and lead management
  • Sales pipeline and deal tracking
  • Email and phone integration
  • Sales forecasting and analytics
  • AI-based lead scoring and routing

3. Salesforce

Salesforce is a comprehensive CRM platform that offers a wide range of tools for sales, marketing, and customer service. 

It enables businesses to manage customer data, track leads and opportunities, automate marketing campaigns, and provide personalized customer experiences, making it a powerful solution for end-to-end account management.

Key features of the platform are: 

  • Cloud-based CRM platform
  • Sales and marketing automation
  • Customer service and support
  • Customizable dashboards and reports
  • AppExchange for extending functionality

Learn more about how you can blend Nektar with Salesforce for maximum efficiency.

4. Zoho CRM

Zoho CRM is a cloud-based customer relationship management software that helps businesses automate and streamline their sales, marketing, and support processes. 

It helps businesses in lead and contact management, sales forecasting, workflow automation, and analytics capabilities, enabling efficient account management and a healthier bottom line.

Key features of the platform are: 

  • Lead and contact management
  • Sales process automation
  • Email marketing and campaign management
  • Customer support and ticketing
  • Reporting and analytics

5. Bitrix24

Bitrix24 is a collaborative platform that combines CRM, project management, and communication tools. It offers a unified workspace for managing customer relationships, tracking leads and deals, and coordinating team activities. 

With features like the social intranet, document management, and task tracking, Bitrix24 promotes efficient collaboration and enhances overall business productivity.

Key features of the platform are: 

  • CRM and project management
  • Intranet and document management
  • Time tracking and task management
  • Team chat, video conferencing, and file sharing
  • Sales funnel management and customer support ticketing system.

6. Maximizer

Maximizer is a comprehensive CRM software designed to optimize sales, marketing, and customer service functions. 

It provides tools for contact and lead management, opportunity tracking, campaign automation, and customer support. With its focus on building long-lasting customer relationships, Maximizer allows businesses to deliver delightful customer experiences.

Key features of the platform are: 

  • Contact management and lead tracking
  • Sales automation and forecasting
  • Customer service and case management
  • Email marketing and campaign management
  • Reporting and analytics capabilities

7. Apptivo

Apptivo is a cloud-based CRM platform that offers a suite of integrated business apps for various functions like CRM, project management, invoicing, and HR management.

It offers functionalities for lead and contact management, sales tracking, and customer support. These assist businesses to streamline operations and improve efficiency across different departments.

Key features of the platform are: 

  • CRM and contact management
  • Project management and collaboration
  • Invoicing and financials
  • Inventory and supply chain management
  • HR and employee management

8. Capsule CRM

Capsule CRM is a user-friendly, web-based CRM system that simplifies the management of customer relationships. It offers features for contact and lead management, sales pipeline tracking, task management, and email integration. 

With its intuitive interface and focus on simplicity, Capsule CRM helps businesses organize their customer data and streamline their sales processes effectively.

Key features of the platform are:

  • Contact and lead management
  • Sales pipeline tracking
  • Email integration and communication history
  • Task and activity management
  • Customizable sales processes

Why Should You Invest in Account Management Software?

Investing in account management software comes with benefits more than just one or two. Here are some convincing reasons why you should invest in one:

account management software

1. Better operational efficiency

Streamline and automate various tasks, such as data entry, contact management, and task tracking saving valuable time for your team.

2. Improved organization

Have a centralized repository for customer information, communication history, and important documents to access whenever needed.

3. Strong customer relationships

Have a holistic view of each customer, including their preferences, purchase history, & interactions allowing personalized experiences. 

4. Growth in sales

A comprehensive overview of customer accounts can help identify upselling and cross-selling opportunities leading to increased revenue growth.

5. Proactive customer support

Track customer issues, assign tasks, and ensure timely resolution by setting reminders for follow-ups and monitoring satisfaction levels. 

6. Data-driven decision-making

Reporting, and analytics provide insights into customer behavior, trends, and performance metrics to optimize processes. 

7. Scalability & growth

Scale with ease and handle a larger customer base efficiently and support your business’s growth trajectory.

We would all agree that’s a huge ROI from a single software. Now what? How do you choose the right one for your business? We got you. 

Must-haves in an Account Management Software 

Here are some features you must evaluate while choosing an account management software. 

  1. Look for features that facilitate communication and collaboration among team members, allowing them to share notes, messages, and updates related to customer accounts and their issues.
  1. The software should also enable tracking and management of tasks, activities, and follow-ups associated with customer accounts, ensuring nothing falls through the cracks.
  1. It should offer reporting capabilities to generate insights and metrics about customer accounts, allowing you to measure performance, track progress, and identify trends.
  1. The software should be able to integrate with other tools and systems your business uses, such as CRM software, email platforms, or project management tools, to streamline workflows and data synchronization.
  1. It should provide flexibility to tailor the software to your specific account management processes, allowing customization of fields, workflows, and user permissions.
  1. Consider whether the software offers mobile accessibility, allowing your account managers to access and manage customer accounts on the go through smartphones or tablets.
  1. Ensure that the software provides robust security measures to protect sensitive customer data and complies with relevant data privacy regulations.
  1. The software should have an intuitive and user-friendly interface, making it easy for your team to navigate, adopt, and use effectively.

Choose Data-Driven Account Management

Congratulations! You are now in a position to make an informed decision. 

But, wait! 

No matter which account management software you choose, you need the right data in your systems, so that you can use that intelligence to drive insights. 

And Nektar helps with just that. Clean & complete data in the CRM means all tools in your tech stack work in harmony and give insights that can enable you to supercharge your revenue engine. 

Book a call with one of our experts to know more. 


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