10+ Best Account Management Software 2023

Calendly is known to be the #1 scheduling platform that is used by 10 million users and 50,000 companies worldwide. It was founded in 2013 by Tope Awatona through his personal savings account. Moreover, it increases your team’s capacity to manage accounts, up-sell, and offer outstanding quality of customer support.

This serves as a platform that removes friction from deal updates in order for teams to access, analyze, and collaborate towards relevant deal data. Moreover, it enables you to have a holistic view on available accounts and contacts that are arranged into respective sections and categories in order to easily find the information when necessary.

This is a platform that allows you to customize products that provide customer information. The company also aims to assist their clients by improving the management in terms of their customer database through efficient and effective procedures. It directs you on how to approach customers and generate effective leads in order to improve sales.

Freshworks is an account management software that has been highly recommended by experts, and has been highly rated within leading marketplaces. Relatively, it has received awards, such as: Garner Magic Quadrant 2021 -- Sales Force Automation, G2 Crowd CRM Software Leader 2021, GetApp CRM Software Leaders 2021, and Software Advice CRM Front Runners 2021.

Technically, Apptivo is an integrated suite of more than 65 business applications that are combined into a single interface. It also aims to increase productivity and boost business interactions. Moreover, the company has received awards such as Editor’s Choice, Best Support, Front Runners, Get App Leader, Shortlist, and Front Runner.

Apparently, this software is the first CRM made for salespeople that’s proven to be effective in scheduling, completing, and tracking activities. Moreover, the company is currently operating in 10 offices from 8 different countries, having more than 800 employees, and is trusted by 95,000 companies from 175 different countries.

This platform is powered by a particular foundation, which is customer relationship management. Relatively, Hubspot’s CRM focuses on 4 standard objects, which are: contacts, companies, deals, and tickets. Moreover, the system aims to help you to understand and manage objects, records and properties, and to create, import, view, edit, segment and associate records.

Insightly was founded in 2009 in San Francisco. Moreover, this serves as a software that provides customer relationship management software for all types and sizes of businesses -- across industries dealing with manufacturing, consulting, professional services, and more. Furthermore, the company is funded by capital firms such as Emergence Capital Partners, and more.

This is known to be the number 1 free account management software that is highly intended for small businesses. It offers a quote and invoice system that aims to support retainers and invoicing. Moreover, it has features that can help account managers with routine tasks. Additionally, it can help alert supervisors whenever there are unsatisfied clients.

This is a platform that guides users on doing specific procedures to convert client relationships. Relatively, this is a proven methodology designed for brands who want to establish and develop their key account management function. The company is based in Boulder, Colorado and a member of the Entrepreneurs Foundation of Colorado.