![]() Ranked the best overall account management software, Zendesk Sell supplements its communications, data management, and sales features with a simple interface that's easy to navigate. On the data management side, Zendesk Sell teams monitor client information and activity history, store account documents, and keep their database clean with automated duplicate detection. There are also communications capabilities for users to engage account points-of-contact through direct email, mass email, text, or phone through the CRM. ![]() Users, for instance, can reference product and price books from the CRM system to help clients navigate products and services. Zendesk Sell equips account managers with everything they need to assist, upsell, and communicate with their clients. Best free account management software: Bitrix24īest Account Management Software Compared.Best case management features: Salesforce Essentials.Best for overseeing account management teams: Maximizer CRM.Based on our evaluation, the seven CRMs for account management include: We evaluated dozens of account management software products to oversee, support, and upsell current business clients. It also needs to store product catalogs, be able to manage invoices, and track previous account activity. Commonly used in business-to-business (B2B) sales, the best account management software offers features that allow users to communicate with contacts through phone or email and set up appointments. Account management customer relationship management (CRM) software lets businesses assist and engage clients after they've undergone the sales process and become closed business deals.
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