Account management is an organized framework businesses use to govern and strengthen customer relationships. This approach identifies and meets the demands of potential clients. While gaining a new customer is exciting, keeping them engaged for the long run is equally important. Hereof, using account management software is like having an extra pair of hands for handling customer relationships.
Therefore, whether you’re a business or an account manager, using these account management tools will help automate marketing, generate reports, and track financial activities.
What is Account Management Software?
Account management software is a virtual resource that helps sales teams and account managers unify and optimize the handling of client accounts. This single program lets businesses seamlessly monitor client data from past purchases, records of previous interactions, and user priorities.
Thus, companies can easily optimize customer retention and profits by fostering long-term relationships with clients. Most firms keep account management and CRM under the same umbrella. However, not every CRM tool comes with all the bells and whistles for account management. Salesforce Sales Cloud, Kapta, Pipedrive, Bitrix24, and Zoho CRM are prominent account management software.
What is the difference between CRM and Account Management?
Customer relationship management (CRM) is an organized approach mainly designed for sales. Companies utilize this strategy to handle, evaluate and upgrade business-client relationships. On the other hand, account management, often regarded as a component of CRM, emphasizes developing relationships with customers and gaining insight into their concerns.
7 Essential Account Management Software Businesses Must Try
Choosing the right account management program is crucial for companies, but after interviewing several account personnel, we decided to share these leading tools of 2026:
1. Pipedrive
Free Trial: 14 days
Essential Plan Pricing: Begins at $14/month per seat
Pipedrive is a sales-driven CRM that 100k companies employ in 179 countries across the globe. With its account management features, Pipedrive is considered a household name among salespeople. It allows sales teams and account managers to craft a revenue funnel from scratch or use a built-in template.
Similarly, it enables you to monitor the entire account activity in one place. This means businesses can access all data on sales, client accounts, and progress through a tailored dashboard. You can begin using this account management program with its 14-day free trial. Here, you can get full access to this CRM without entering your credit card details.
Features
Pipeline Visibility – Pipedrive offers a 360-degree view of your CRM and a client’s relationship with your business. It also authorizes you to conduct comprehensive client-business interactions.
AI Tools – Using Pipedrive AI, it is simple to leverage AI sales assistants, write emails with artificial intelligence, and integrate with third-party tools. Pulse and AI Agents are beta offerings of this software.
Docs Add-on – The Smart Docs Add-on is an inclusive feature of Pipedrive that authorizes you to know when a user opens your document. Furthermore, smooth integration with Google Docs and the ability to obtain eSignatures are key highlights.
Email Tracking – You receive real-time alerts when prospects open your emails and engage with links so that you can act fast.
2. Bitrix24
Free Trial: 15 days
Basic Plan Pricing: Begins at $49/month per organization
Bitrix24 is a free account management software known for its efficient, automated workflows, AI-powered sales, and custom deal phases. It takes only 1 minute to begin using this beyond CRM. Besides, Bitrix24 eliminates the need for multiple SaaS solutions, offering everything from collaboration tools to CRM and AI Copilot.
That is why Bitrix24 has won the trust of 15 million firms worldwide. Its availability as a mobile application and 18 widely spoken languages also make it popular among international enterprises. Conversely, Bitrix24’s forever-free program has some limitations. Likewise, you can use features such as Telephony in the free version.
Features
Free & Open-Source – Bitrix24 is considered an open-source, free account management tool for small businesses. It offers 5GB online storage, unmetered users, and CRM records for free.
Cloud CRM – Alongside on-premises capabilities, firms can also leverage Bitrix24’s cloud CRM. Cost efficiency, high scalability and effortless configuration are its further pros.
Mobile CRM – This software vendor also offers a zero-cost mobile CRM. Your mobile app lets you access complete insights on transactions, sales opportunities, billing, phone communications, and messages.
Kanban – The Kanban system is a diagrammatic workflow visualization tool. It confers real-time communication and a clear view of project progress on sales teams.
3. Salesforce Sales Cloud
Free Trial: 30 days
Starter Suite Pricing for SMBs: Begins at $25/month per user
Enterprise Pricing: Begins at $165/month per user
Sales Cloud is a highly productive, revenue-driven customer relationship management (CRM) system that includes account management among its features. It gives the sales team a seamless experience with a user-friendly and customizable interface. Here, you receive dedicated tabs to overview user experiences and deal with accounts and leads.
Correspondingly, Sales Cloud is popular among enterprises and SMEs for its granular data insights, backed by Sales Analytics. You can also get a 30-day free trial without providing your financial credentials and enjoy ready-made workflows, dashboards, and reports.
Features
Agentforce – From boardrooms to sales floors, AI is making its mark, and Agentforce is an example of this. Businesses can empower their marketing teams with these AI agents to engage with potential customers 24/7.
Sales Automation – This feature minimizes the manual effort and time needed to close deals. Better lead generation, efficiency and cost savings are further perks of automation.
Revenue Intelligence – Account managers can supercharge their revenues by using AI-based revenue insights. These details appear as graphical insights with historical data.
Easy Integrations – You can also quickly integrate your Sales Cloud account with third-party applications like Adobe Sign, Zapier and Conga to double the benefits.
4. Kapta
Free Trial: N/A
KAM Basics Pricing: Begins at $1000/month
KAM Plus Pricing: Begins at $2000/month
Enterprise Pricing: Begins at $5000/month
Kapta is a US-based specialized account management software that is more than a CRM. It could be a great choice if you are an enterprise looking for a program to fulfil your long-term needs. Unlike traditional CRM solutions, Kapta emphasizes getting inside your customer’s mind and creating the best account plans.
In the same way, it allows you to prioritize your most valuable clients through a key account management (KAM) strategy. On the other hand, Kapta sounds like an expensive solution for small businesses and teams. Nonetheless, you can speak with a sales agent to clarify pricing.
Features
Account Planning Templates – Kapta comes with ready-to-use account planning templates to help you track account health and showcase your dedication to clients.
Real-time Metrics – An account manager must be aware of their customers’ real-time insights. That is why Kapta grants you up-to-the-minute user data to optimize sales and minimize risks.
Robust Integrations – Kapta syncs effortlessly with your workflow platforms, such as Zoho, Slack, MailChimp, Teams, Salesforce, and HubSpot CRM.
GRDP Compliant – This KAM software is GRDP-compliant. Thus, you can effortlessly use it for confidential data initiatives, including the medical and telecom sectors.
5. Zendesk Sell
Free Trial: 14 days
Sell Team Pricing: Begins at $19/month
Sell Growth Pricing: Begins at $55/month
Do you need a mobile application for account management in addition to the web version of the CRM software? If so, Zendesk Sell is an ultramodern platform available on the Google Play Store and the App Store. The drag-and-drop elements improve customization, and the voice call attribute lets remote teams efficiently handle customer portfolios.
Equipped with these capabilities, most organizations roll out this sales platform in fewer than eight weeks. In addition, over 50% of companies double their revenues with Sell. You can get started with this account management app with complete access. Accordingly, a 14-day free trial will help the sales team evaluate its strengths and weaknesses.
Features
Smart List & Templates – Smart List helps you filter data across deal tabs, contacts, and leads. It is also simple to edit, delete, and generate these Smart Lists for marketers.
API Access – Zendesk Sell comes with multiple open-source APIs. Thus, you can develop tailored solutions and sync your existing toolkit with Sell on the fly.
Pipeline Visibility – This CRM gives marketing teams a complete overview of user engagement insights. With well-calibrated forecasting, it is easy to steer the ship wisely.
Tailored Dashboards – Sell offers more than 10 drag-and-drop functionalities, so you can fully customize the sales goals and performances.
6. Zoho CRM
Free Trial: 15 days
Standard Pricing: Begins at $14/user/month
Zoho is a household name in the SaaS industry that needs no introduction. Indeed, if you’re searching for trusted inventory management software, an accounting tool, or a cloud-based scheduling assistant, Zoho meets your needs. Zoho CRM is a specialised software that helps a community of 100+ million people build lasting client relationships.
Real-time reporting, analytics, and in-depth AI & BI functionalities, along with gamification, keep Zoho CRM ahead of the pack. Conversely, setting up Zoho is also 50% more agile than other platforms. Furthermore, a 15-day trial period provides you with the chance to experiment with the system.
Features
Sales Force Automation – Sales force automation boosts workplace productivity. It lets account managers avoid time-consuming tasks such as scheduling meetings and following up via email.
Omnichannel – Zoho CRM provides many communication tools to keep your potential customers engaged. Some of these tools are Telephony, social media, and web conferencing.
Canvas Design Studio – You can select prebuilt designs and setups to customize your CRM dashboard. This makes it seamless to have sales, leads, inventory, and other information in one place.
Mobile – Zoho is not a mobile CRM; it is not available as a smartphone application. However, it provides a clear roadmap to identify the quickest path to connect with a lead. Additionally, its mobile analytics empower data-driven decision-making.
7. Apptivo
Free Trial: 14 days
Lite Pricing: Begins at $20/month per user
Apptivo is another powerful CRM solution, packed with features such as lead management, contact management, quotes, and invoice generation. With 200k clients across 194 countries, Apptivo demonstrates a strong commitment to protecting your and your clients’ privacy. This platform has SSAE 18 SOC 2 Type II certification.
Similarly, this account management program can transform raw data into actionable information and give you a 360-degree view of the dashboard. In this scenario, you can effortlessly boost lead engagement by 70% and improve customer retention by 90%.
Features
Round Robin Assignment – This structured approach establishes predefined rules for distributing leads according to source, team, and location. Thus, it keeps the playing field level when assigning leads.
Contact Management – Apptivo simplifies contact management with custom mapping and innovative research. A centralized view of contacts with Microsoft 365 and G Suite is also possible here.
Secure Invoicing – Secure invoicing has become crucial for businesses and their clients. Unlike other CRMs, Apptive lets you quickly integrate with payment gateways like PayPal, Authorize.Net, and Stripe.
Opportunity – This feature simplifies resource distribution, accurately forecasts revenues and optimizes the sales process.
Stay Ahead of the Competition using the Right Account Management Software
There is no one-size-fits-all account management program. This is why choosing software that aligns with the specific needs of your account managers and sales teams is crucial. In light of this, if you are a startup or SME seeking a free account management program, it’s worth exploring Bitrix24. Similarly, If you’re drawn to big names in SaaS, don’t miss out on Zoho CRM, Zendesk Sell, and Salesforce Sales Cloud.
