12 Best Customer Account Management Software in 2024

Do you know what makes a great customer account manager?  The ability to think on your feet and provide creative solutions. 

But that’s not all. 

While researching further to understand the qualities or tools that can help a customer account manager succeed, I stumbled upon this Reddit thread*. It makes total sense to me.

Think about it: The most important thing is to provide value to your customers or give them the perception that they are getting more value than their investment. This means you must go beyond their immediate needs and consider the bigger picture. 

That is only possible if you understand your client’s business inside out, anticipate issues before they arise, and provide insights contributing to their long-term success.

I know it’s easier said than done, especially when multiple stakeholders are involved.  But that’s where excellent customer account management software can make a difference.

It will give you and your team a centralized view of customer data, interactions, and history, enabling easier access, management, and collaboration. Gain insights into client accounts to identify upselling and cross-selling opportunities and mitigate churn risks.

But which customer account management software should you choose? What features should you look at? 

In this guide, I’ll discuss 10 popular customer account management software tools and provide tips on deciding which suits your business.

Table of Contents

• What is a customer account management software?
• Benefits of using customer account management software
• 12 best customer account management software tools in 2024
  • 1. Hiver
  • 2. HubSpot CRM
  • 3. Salesforce
  • 4. Zoho CRM
  • 5. Microsoft Dynamics 365
  • 6. Freshsales
  • 7. Pipedrive
  • 8. Monday Sales CRM
  • 8. Flowlu
  • 9. Apptivo
  • 10. Kapta
  • 11. Engagebay
• Conclusion

What is a customer account management software?

Customer Account Management (CAM) software is designed to help businesses manage their relationships with clients by streamlining interactions, tracking customer data, and enhancing overall customer service. It is a central hub where account managers can view all client-related information, making it easier to maintain, nurture, and grow customer relationships.

Key features of account management software typically include:

• Client data management: Storing and organizing customer contact information, account history, documents, and communication records in a unified database.

• Sales pipeline management: Tracking leads, opportunities, and deals through customizable sales stages to streamline the sales process.

• Workflow automation: Automating routine tasks like lead assignments, email follow-ups, and reporting to save time and improve efficiency.

• Analytics and reporting: Providing insights into sales performance, customer behavior, and revenue forecasting to help make data-driven decisions.

• Collaboration tools: Enabling teams to work together on accounts, share information, and stay aligned on customer interactions.

Benefits of using customer account management software

Every interaction with your customers—whether resolving an issue, tracking a purchase, or providing assistance post-purchase—is a defining moment of your relationship with them. 

With the right customer account management software, you can turn these interactions into growth and loyalty. But that’s not all; intelligent customer account management software also helps you:

1. Improve customer service

Account management software keeps all customer data and interaction history in one place. This helps account managers quickly find information about customer preferences, purchase history, and interactions. This information lets them give personalized recommendations, answer questions better, and provide great customer service.

For example, If a client asks a question, the account managers can quickly access their account details to see recent interactions, offer helpful tips, or suggest related items based on their purchase history and preferences.

2. Increase customer engagement

Account management software helps engage customers proactively through personalized email campaigns and special offers based on buying behavior. This helps build stronger customer relationships and boost brand loyalty.

For example, when a customer buys a product more than once, you can email them to offer a discount on their next purchase or suggest other products they might like based on what they bought. This process can be automated using a customer account management tool.

3. Increase efficiency

Many account management solutions provide workflow automation to streamline repetitive tasks such as follow-up emails, task assignments, and reporting. With automated workflows, account managers can minimize administrative tasks, allowing them to focus more on building and managing client relationships.

Suppose you receive an inquiry from a client about upgrading their subscription plan. If no response is received, the automation system can trigger a follow-up reminder in two days. Additionally, if the client hasn’t taken action after a week, the software can automatically send a personalized email offering more details while flagging the account manager to intervene if necessary.

4. Data-driven insights

Account management software helps track key KPIs like revenue per account, customer satisfaction rate(CSAT),account growth, and customer lifetime value (CLV). It analyzes customer data to identify trends in purchasing patterns, popular products, and customer demographics. This information helps make decisions regarding inventory management, marketing strategies, and product promotions.

For instance, if the data indicates that a specific product sells best during summer, the company can adapt inventory levels accordingly and strategize targeted promotions to boost sales. Additionally, these insights can guide the creation of new products that match customer preferences.

5. Increased selling opportunities

With a comprehensive view of customer information, your team can identify opportunities to sell more products based on customer preferences and past purchases. It can suggest related items or upgrades, increasing the chances of additional sales.

For instance, when a customer buys a particular product, the account management system can suggest additional items or accessories commonly purchased together with that product. This helps sales representatives identify and take advantage of cross-selling and upselling opportunities more quickly.

12 best customer account management software tools in 2024

Here’s a quick overview of the 10 best customer account management tools.

Now let’s see each tool’s features, pros, and cons in a little more depth:-

1. Hiver

Hiver is a collaborative helpdesk solution that transforms your Gmail and Outlook inbox into an efficient customer support platform. 

Though it primarily focuses on customer service, Hiver also serves as a powerful customer account management tool by leveraging shared inboxes, automation, and analytics.

Here’s how Hiver helps:

• Increased transparency and improved collaboration:

With a shared inbox, all team members have visibility into customer communications, which improves collaboration. This ensures customer issues are handled seamlessly, even when passed from one manager to another.

• Improved collaboration:

Hiver focuses heavily on email-based collaboration, where teams can assign conversations, add internal notes to emails, and track customer communications within Gmail and Outlook. This collaborative feature makes it easier for account managers to collaborate on client communications and ensure no critical emails are missed.

• Efficient task management:

Account managers can easily assign emails and tasks to team members, track deadlines, and prioritize critical customer requests, leading to better task management and higher accountability.

• Boosts response time:

Automated email assignments and workflows reduce response time, enabling account managers to engage more quickly with clients and handle more accounts.

• Customer feedback management:

Hiver enables customer feedback collection directly within the email thread, allowing account managers to gain insights into client satisfaction and identify areas of improvement.

• Analytics and reporting:

Hiver provides detailed analytics, such as response times, customer satisfaction metrics, and workload distribution. Account managers can leverage these insights to measure performance and make data-driven decisions to improve customer engagement and satisfaction.

• AI Summarizer:

The Hiver AI Summarizer automatically condenses lengthy email threads into concise summaries. This helps account managers grasp key information without sifting through long conversations, saving time and improving efficiency when managing multiple accounts.

Pricing:

• Lite plan: $19 per user per month (Up to 10 users)
• Growth plan: $29 per user per month (Unlimited)
• Pro plan:  $49 per user per month (Unlimited)
• Elite plan: Custom pricing

Positive reviews:

• Users report that Hiver enhances their ability to manage customer communications. It allows for assigning emails to team members, tracking responses, and ensuring no inquiries are overlooked. This has led to increased accountability and organization within teams.
• Some users find the analytics features helpful in tracking performance and understanding customer interactions better. They appreciate the insights that help in improving service delivery. 

Recommended Reading: 12 Ways Businesses Can Use AI in Customer Service

2. HubSpot CRM

HubSpot CRM is a powerful customer relationship management platform designed for businesses of all sizes. It provides comprehensive tools for managing customer accounts, sales, marketing, and customer service in one centralized system. 

Its ease of use, extensive features, and scalability make it a popular choice for customer account management.

Here’s how HubSpot CRM helps:

• A comprehensive view of customer data:

HubSpot CRM provides a unified view of all customer interactions across sales, marketing, and support channels. Account managers can track emails, calls, meetings, and notes in one place, making monitoring customer relationships and providing personalized service easier.

• Pipeline and deal management:

With HubSpot’s deal management feature, account managers can create, track, and manage deals efficiently. The visual sales pipeline gives managers a clear picture of where customers are in the sales process, enabling proactive account management.

• Automation and workflows:

HubSpot’s automation tools allow account managers to set up workflows that automate repetitive tasks, such as follow-up emails and reminders. This helps reduce manual effort and ensures no customer communication is missed.

• Task management:

Account managers can assign tasks to themselves or other team members, set deadlines, and prioritize activities. This feature helps them monitor ongoing client interactions and ensures timely customer follow-up.

• Reporting and Analytics:

HubSpot provides in-depth analytics and reporting on customer accounts, sales performance, and team activity. These insights help account managers evaluate performance, track customer satisfaction, and make data-driven decisions to improve engagement and retention.

Pricing:

• Free plan
• Starter Customer Platform: Starts at $45/mo
• Professional Customer Platform: Starts at $1,800/mo
• Enterprise Customer Platform: Starts at $8,610/mo

Positive reviews:

• HubSpot CRM offers the most feature-packed free plan compared to other CRMs, allowing users to manage up to 1 million contacts without paying. This generous free version is a major draw for businesses seeking a robust CRM solution.
• Many users praise HubSpot CRM for its user-friendly interface and intuitive navigation, which make it accessible even to non-sales personnel. The platform’s simplicity and logical design contribute to high team adoption rates.”

Drawbacks

• Users note that additional costs may arise for certain features, such as onboarding, API usage, and increasing contact limits beyond the free plan’s threshold. 

3. Salesforce

Salesforce is one of the most widely recognized and powerful Customer Relationship Management (CRM) platforms, known for its versatility and scalability. 

It is designed to help businesses of all sizes manage customer relationships across sales, service, marketing, and commerce. Salesforce’s deep customization, integrations, and automation capabilities make it an ideal solution for customer account management.

How Salesforce Helps Customer Account Managers:

• Sales Cloud and Account Management Tools: Salesforce’s Sales Cloud includes advanced features for tracking leads, managing pipelines, and closing deals. Account managers can create detailed customer profiles, monitor customer engagement, and precisely manage account health.

• Automation & AI (Einstein AI): Salesforce includes robust automation tools like workflows and processes, enabling account managers to automate routine tasks like follow-ups, alerts, and updates. Additionally, Einstein AI helps account managers predict customer behavior, identify high-value opportunities, and provide insights for better account management.

• Customizable Dashboards & Reports: Account managers can create custom dashboards to track key performance indicators (KPIs) such as account health, customer satisfaction, or pipeline status. These insights can be used to make data-driven decisions, monitor performance, and optimize account strategies.

Salesforce pricing:

• Essentials: $25 per user/month
• Professional: $75 per user/month
• Enterprise: $150 per user/month
• Unlimited: $300 per user/month

Positive reviews:

• Users often mention the powerful reporting features that Salesforce offers. Creating customized reports and dashboards allows businesses to gain valuable insights into customer behavior and sales performance, aiding decision-making.

Drawbacks:

• A common complaint among users is the outdated and complex user interface. Many find navigating unintuitive and challenging compared to more modern CRM solutions.
• This sentiment is echoed in several Reddit threads, where users express frustration with the platform’s design and usability.

Recommended Reading: How to Integrate Salesforce with Gmail?

4. Zoho CRM

Zoho CRM is comprehensive customer relationship management software designed to manage sales, marketing, and support in a single system. 

It’s known for its affordability, extensive features, and integration capabilities, making it a popular choice for small—to medium-sized businesses and enterprises.

Here’s how Zoho helps:

• Comprehensive contact management:

Zoho CRM provides a unified view of customer information, enabling account managers to track customer interactions, deal stages, and communication history. This 360-degree view helps in better understanding customer needs and preferences.

• Sales automation: 

Zoho CRM automates repetitive sales tasks such as follow-ups, task assignments, and email alerts. This automation frees up time for account managers to focus on building relationships and closing deals.

• Customizable dashboards and reports:

The software offers highly customizable dashboards and reporting tools. Account managers can track KPIs, sales performance, and customer interactions in real-time, enabling data-driven decision-making.

• AI-Powered Zia:

Zoho’s AI assistant, Zia, provides predictive sales analytics, sentiment analysis, and sales forecasting. Zia can suggest the best times to contact customers and identify potential issues before they escalate.

• Integration capabilities:

Zoho CRM integrates with numerous third-party applications and other Zoho products, such as Zoho Books, Zoho Desk, and Zoho Campaigns. This integration allows seamless data flow across different functions, enhancing overall efficiency.

Pricing:

• Standard: ₹800 /user/month billed annually
• Professional: ₹1400 /user/month billed annually
• Enterprise : ₹2400 /user/month billed annually
• Ultimate: ₹2600 /user/month billed annually

Positive reviews

• Users frequently praise Zoho CRM’s extensive customization capabilities, allowing them to tailor the platform to their business needs. They particularly appreciate the ability to create custom fields, views, and modules.

• Some users mention that the tool helps retain clients and maintain fast communication, enhancing the customer experience. For instance, integrating multiple features like lead and contact management and workflow automation was highly appreciated, as it helps streamline account management processes.

Drawbacks

• On the downside, some users expressed dissatisfaction with Zoho’s email marketing capabilities, highlighting that it isn’t ideal for personalized cold emailing at scale.

5. Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based suite of applications designed to unify CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) capabilities. 

In one integrated platform, it is tailored to help businesses manage various operations, including sales, marketing, customer service, and finance. Dynamics 365’s flexibility and scalability suit businesses of all sizes, from small startups to large enterprises.

Here’s how Microsoft Dynamics 365 helps:

• Unified Customer Data:

Dynamics 365 provides a complete view of customer interactions across various touchpoints, allowing account managers to track customer history, preferences, and behaviors. This 360-degree view enables more personalized and effective account management.

• Sales and Marketing Automation:

Account managers can automate repetitive tasks such as follow-ups, emails, and lead nurturing. Dynamics 365’s built-in AI helps predict customer needs and behaviors, allowing account managers to be proactive rather than reactive.

• AI-Powered Insights:

Microsoft Dynamics 365’s AI-driven insights help account managers make data-driven decisions. Features like lead scoring, sales forecasting, and customer sentiment analysis enable managers to prioritize key accounts and optimize their strategies.

• Customizable dashboards and reporting:

Dynamics 365 offers customizable dashboards that allow account managers to track KPIs such as customer lifetime value, engagement metrics, and revenue performance. The platform also supports advanced reporting for in-depth analysis.

• Customer engagement tools:

With tools for customer feedback, social listening, and case management, account managers can engage with customers more effectively and resolve issues quickly, improving overall satisfaction and retention.

Pricing for Microsoft Dynamics 365 CRM

• Sales Professional: $65 per user/month
• Sales Enterprise: $95 per user/month
• Customer Service Professional: $50 per user/month
• Customer Service Enterprise: $95 per user/month
• Marketing: $1,500 per month for 10,000 contacts

Positive feedback:

• Users appreciate its integration capabilities, especially with other Microsoft tools like Outlook, which allows for seamless customer data and communication management.
• ​Microsoft Dynamics 365 integrates customer account management with ERP, enabling businesses to manage customer relationships, finance, supply chain, and operations.

Drawbacks:

• Users noted areas for improvement, including the complexity of sharing data across teams, which can be challenging, especially for larger organizations. 

• Some users have also pointed out that setting up the platform requires a learning curve, and they would like to see better user documentation and faster implementation of new features to keep up with competitors like Salesforce.​

6. Freshsales

Freshsales, part of the Freshworks suite, is a customer relationship management (CRM) platform designed to assist businesses with managing customer accounts, sales, and relationships more effectively. 

Here’s how Freshsales helps:

• Unified customer view: Freshsales gives account managers a 360-degree view of each customer. This includes customer communication history, interaction timelines, and sales-related data. 

• Automation and AI: Freshsales integrates AI-powered tools like Freddy AI, which helps automate repetitive tasks such as follow-up emails, lead scoring, and pipeline management. This enables customer account managers to focus more on building relationships and less on administrative tasks.

• Lead and deal management: The software enables easy lead capturing, nurturing, and deal tracking. Using AI insights, managers can create pipelines, assign tasks, and prioritize leads, helping them close deals more efficiently. The ability to set up workflows and custom automation further streamlines processes.

• Email and phone integration: With built-in telephony and email capabilities, Freshsales allows account managers to communicate directly with clients within the platform. This feature simplifies communication and ensures that all interactions are logged and accessible in one place.

• Reporting and analytics: Freshsales provides detailed reports and dashboards, giving insights into sales performance, customer engagement, and revenue trends. Account managers can use this data to improve their strategy, identify opportunities, and better serve their customers.

Pricing:

• Free
• Growth: $15/user/month (billed annually)
• Pro: $39/user/month (billed annually)
• Enterprise: $69/user/month (billed annually)

Positive reviews

• Freshsales’ mobile capabilities and integration with telephony tools are highly praised. Users can manage customer accounts from various devices and benefit from integrated communication channels like email, WhatsApp, and phone calls. This functionality helps businesses streamline their communication and customer management processes.​

• Many users appreciate Freshsales’s ease of use and the ability to customize records for customer accounts. The interface allows users to track account history, demographics, and billing information. 

Drawbacks

• Certain users feel that Freshsales may lack some advanced features competitors offer or require third-party integrations like Zapier to unlock full functionality.

7. Pipedrive

Pipedrive is known for its easy-to-use visual interface, which focuses on sales pipeline management. The platform is designed to help businesses organize and manage customer relationships, track progress, and close deals more effectively. 

It integrates customer data, activity tracking, and communication into one cohesive platform.

Here’s how pipedrive helps:

• Visual sales pipeline: The visual pipeline allows account managers to see where each customer stands, from first contact to deal closure. This visualization ensures nothing falls through the cracks, enabling account managers to prioritize tasks.

• Customizable fields: Pipedrive allows users to customize fields for customer accounts, ensuring that data relevant to their specific industry or customer base is easily accessible.

• Activity and communication tracking: Pipedrive tracks all customer interactions, including emails, calls, and notes, ensuring that account managers always have context on previous interactions. This centralized data improves customer relationship management by ensuring no touchpoint is missed.

• Automation features: Pipedrive offers automation features to streamline repetitive tasks like follow-up emails or reminders, enabling account managers to focus on high-value tasks, such as building stronger customer relationships.

• Reports and insights: The CRM provides reporting features that allow account managers to assess their performance, customer behavior, and sales cycle. These insights can help account managers optimize their workflow and spot areas for improvement.

• Integrations: Pipedrive integrates with various tools, including Google Workspace, Microsoft 365, Slack, and marketing automation software. This helps customer account managers integrate sales, marketing, and communication efforts.

Pricing:

• Essential Plan:  $12 per seat per month
• Advanced Plan: $24 per seat per month 
• Professional Plan: $49 per seat per month 
• Enterprise Plan:$59 per seat per month 

Positive reviews:

• Pipedrive excels in pipeline management, allowing users to visualize their sales processes effectively. Users find it helpful to customize pipelines for different sales campaigns, which aids in tracking deal progress and managing customer interactions.

• The platform integrates well with various third-party applications, such as Google Workspace, MailChimp, and Zapier, which enhances its functionality. 

Drawbacks:

• Users have expressed concerns that Pipedrive may not be the best fit for comprehensive account management. 
• Some feedback indicates that while it excels at managing sales pipelines, it may fall short when managing existing customer relationships and long-term account management.

8. Monday Sales CRM

Monday Sales CRM is a cloud-based customer relationship management platform developed by Monday.com. It is built with customization, automation, and visual tools to manage sales pipelines, customer accounts, and communications, making it a versatile CRM for sales teams. 

Source: Monday.com

The software stands out for its flexible interface, collaborative features, and the ability to tailor workflows to fit specific business needs.

Here’s how Monday Sales CRM helps:

• Customizable dashboards: Monday Sales CRM allows users to create fully customizable dashboards, making it easy for customer account managers to visualize their pipelines, track deals, and manage customer interactions.

• Sales pipeline management: The software simplifies tracking leads and deals through a visual, drag-and-drop pipeline, which enables customer account managers to see where each client is in the sales process and to take necessary actions quickly.

• Automation: Monday Sales CRM offers workflow automation, reducing the need for manual updates. Automated reminders, follow-ups, and task assignments help customer account managers stay on top of tasks and ensure no missed opportunities.

• Collaboration: Teams can collaborate within the platform by sharing updates, leaving comments, and assigning tasks, making it a good tool for customer account managers who need to work closely with other departments, such as sales and support.

• Integrations: The software integrates with various third-party tools, such as Gmail, Slack, Zoom, and more, enabling a seamless experience for managing customer communications and interactions.

Pricing:

• Individual Plan: Free
• Basic: CRM $12 seat/month
• Standard:  $17 seat/month
• Pro CRM: $28 seat/month

Positive reviews:

• The ability to customize dashboards and workflows to specific needs is a significant advantage for businesses. Tracking customer journeys from lead generation to post-sale activities is helpful for ensuring nothing slips through the cracks.
• Monday Sales CRM’s collaborative features also stand out. They enable teams to share boards, files, and updates in real-time.

Drawbacks:

• While praised for its customization and ease of use, some users mention limitations with its lead scoring (available only on higher tiers) and HIPAA compliance, making it less suited for highly regulated industries.​

8. Flowlu

Flowlu is an all-in-one business management software that combines CRM (customer relationship management),project management, and financial tools, making it a comprehensive platform for customer account management. 

Source: Flowlu.com

It is designed to help small—and medium-sized businesses manage various aspects of their operations, including sales, projects, invoicing, and customer relationships, from a single interface.

Here’s how Flowlu helps:

• Integrated CRM and Project Management: Flowlu’s CRM integrates with its project management features, allowing account managers to track sales and post-sales project progress within the same platform. This integration ensures that the entire customer journey, from the initial interaction to project delivery, is managed seamlessly.

• Automation and Custom Workflows: The platform provides workflow automation to streamline repetitive tasks such as follow-up emails, task assignments, and reporting. This allows account managers to focus more on strategic tasks rather than spending time on administrative duties.

• Financial Tools: Flowlu offers built-in financial tools for invoicing, billing, and expense tracking. Account managers can handle customer billing directly from the platform, which makes it easier to manage ongoing financial interactions with clients and track revenue.

• Client Portal: Flowlu offers a portal where customers can view their project status, invoices, and other important details. This feature improves communication and transparency between account managers and clients, fostering better relationships.

• Analytics and Reporting: Flowlu’s analytics and reporting features provide insights into customer behavior, sales performance, and project success. Account managers can use these insights to optimize strategies, identify improvement areas, and provide clients with personalized support.

Pricing:

• Free Plan
• Team Plan: $29/month (billed annually) 
• Business Plan: $59/month (billed annually) 
• Professional Plan: $119/month (billed annually) 
• Enterprise Plan: $239/month (billed annually) 

Positive reviews:

• Users note that the ability to give customers access to their project and billing information through a client portal is a feature not commonly found in many other CRMs, making Flowlu a strong choice for businesses that prioritize customer transparency.

• Flowlu is also praised as an all-in-one business management tool that integrates CRM, project management, and financial management. Users appreciate that they can manage customer relationships, projects, and finances from a single platform, which enhances workflow efficiency.

Drawbacks:

• Some users have noted that the user interface could benefit from updates and further customization options in invoicing. 

9. Apptivo

Apptivo is a versatile cloud-based CRM that offers a comprehensive set of customer account management features. It’s designed for small and medium-sized businesses, providing a range of integrated applications for managing clients, projects, sales, and invoicing. 

Apptivo provides tools to organize and manage contacts efficiently, allowing account managers to categorize, track leads, and assign tasks. This leads to better client relationship management and more organized workflows​

Here’s how Apptivo helps:

• 360-degree customer view: Apptivo provides customer account managers with a full view of each customer, tracking their history, interactions, and critical details in one place. This helps manage relationships more effectively and improves customer satisfaction.

• Task automation: It automates many tasks, such as follow-up reminders, email campaigns, and task assignments, reducing manual workload and allowing managers to focus on higher-value tasks.

• Customization: Apptivo is highly customizable, allowing users to tailor their CRM experience. Customer account managers can create custom fields, workflows, and templates, which helps them adapt the software to unique business processes.

• Comprehensive suite: It combines a range of applications into one platform, including CRM, project management, invoicing, and task management, giving customer account managers all the tools they need in one place.

Pricing:

• Lite Plan: $20/MO Per user/Billed Monthly

• Premium: $30/MO Per user/Billed Monthly

• Ultimate: $50/MO Per user/Billed Monthly

• Enterprise: custom pricing

Positive reviews:

• Users highlight its ease of use and customization features, which allow teams to manage diverse client accounts seamlessly.

• Apptivo offers mobile-friendly access, which helps account managers stay updated on client interactions while on the go.

Drawbacks:

• Some users have pointed out limitations in integrations and minor difficulties with the interface, particularly regarding deployment.

10. Kapta

Kapta is customer account management software designed to help businesses manage and grow their relationships with key accounts.

Source: Kapta.com

Unlike some CRM tools that cater to a broad audience, Kapta is specifically designed to manage key accounts, making it particularly valuable for businesses prioritizing high-value clients. 

Here’s how Kapta helps:

• Account planning and strategy: Kapta allows managers to create detailed account plans, set goals, and track progress. This helps align strategy with business objectives and ensure that account plans are actionable.

• Customer Insights: It provides in-depth insights into customer behavior, preferences, and needs, which helps in personalizing interactions and anticipating customer needs.

• Collaboration tools: Kapta includes tools for team collaboration, enabling account managers to work closely with internal teams and share insights and updates on key accounts.

• Performance Tracking: The software includes performance tracking and reporting features, allowing account managers to monitor the success of their strategies and adjust as needed.

• Customizable Dashboards: Kapta offers customizable dashboards that provide a visual overview of account health, progress, and key metrics, making it easier to manage and prioritize tasks.

Pricing:

• KAM Basics: $1000 / month
• KAM plus: $2000/ month
• Enterprise: $ 5000/  month

Positive reviews:

• According to one user, Kapta’s Account Health score has proven crucial for customer retention and has financially benefitted their business.
• Users appreciate Kapta’s all-in-one approach, which integrates critical account management with customer engagement tools. This allows account teams to manage strategic customer relationships from a single platform.

Drawbacks:

• Kapta’s pricing, starting at $1000/month, may be cost-prohibitive for some businesses, especially smaller ones.

11. Engagebay

EngageBay is a comprehensive customer account management software that combines marketing, sales, and support functionalities into a unified platform. It’s built to help businesses manage their customer relationships effectively and streamline various aspects of their customer interactions.

EngageBay offers a comprehensive suite of features at a competitive price point. Its pricing structure is designed to be budget-friendly, especially for small to medium-sized businesses, making it accessible to companies that might find other all-in-one solutions too costly.

Here’s how Engagebay helps:

• Contact Management: Store detailed contact information, including interaction history, preferences, and communication details.

• Pipeline Management: Track and manage sales pipelines, helping account managers oversee the progress of deals and customer interactions.

• Lead Scoring: Prioritize leads based on their engagement and likelihood to convert.
• Task Automation: Automate repetitive sales tasks such as follow-ups and reminders to improve efficiency.

• Reports and analytics: Account managers can track performance, identify trends, and make informed decisions to optimize strategies and improve account management.

Pricing

• Free plan
• Basic plan: $12.74 per user/month
• Growth plan: $55.24 per user/month
• Pro plan: $101.99 per user/month

Positive reviews:

• Users appreciate the visual deal pipeline that allows them to track the status of deals at a glance. 

• EngageBay is recognized for its cost-effectiveness, especially for startups and small to medium-sized businesses.

Drawbacks:

• Some users report that EngageBay lacks advanced reporting capabilities compared to other CRM platforms.
• A few users mention that the onboarding process can be slow, requiring additional time and effort to configure the system properly.

Conclusion

So, that was a long list.

But after reading this article, I hope you will realize what features you must prioritize to better manage your customer accounts.

Investing in the right customer account management software streamlines your processes and enhances your ability to build and maintain strong customer relationships.

As you evaluate the options above, consider your specific requirements, budget, features, user-friendliness, and software’s scalability to ensure they align with your long-term goals.

If you and your team rely heavily on email to communicate with your customers and each other, consider Hiver. It sits on top of your inbox and makes it easy to manage customer communications. Take this interactive tour to learn how it will fit into your workflow.

What makes a great Account Manager?
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