What are the best Account Management Tools?

asked by Anonymous
115 contributors
13 solutions
  1. 14


    Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.


    Benito Caballero
    Written on May 27, 2017
    "Capsule helped me keep track of what was done for each of my clients, and really saved the day. Instead of managing multiple spreadsheets, Capsule organized everything nice and easy. Honestly, I don't know what I would have done without it."
  2. 13


    Bitrix24 is a popular project management tool. Bitrix24 offers tools such as a CRM, project management, time management, document management, and tasking in a social-style environment that includes content sharing, instant messaging, commenting, liking, and user profiles.


    William Brooks
    Written on January 19, 2017
    "The best part of this is the ability to combine the management in the same platform. The software is user friendly and you can start using it quickly (free until 12 active users). Mobile App is as a great complimentary feature too... The best about Bitrix24 is the way it combines the CRm with the telephony, by giving the necessary tools of a contact-center for an average company with a really user friendly online platform. "
  3. 12


    Insightly provides small and midsized businesses with a way to manage your contacts and related organisations, partners, vendors and suppliers. Insightly has a project management system built right in.


    Howard Holmes
    Written on April 5, 2017
    "Honestly, all previous CRM's I've used have been terrible....I had basically given up till a friend suggested I try out Insightly and I couldn't be more pleased with the choice I made to use them. They are perfect for a small to mid-sized business that isn't looking for a company to come in and break the bank. For their price point you receive Insightly might offer the best bang for your buck when it comes to CRMs. The ease of use is great and the layout/design is very clean. "
  1. 11



    monday.com is a tool that transforms the way teams work together. Their mission is to help teams build a culture of transparency, empowering everyone to achieve more and be happier at work.

    Online Tools

    $25- per month. Free trial available

    Daniel Mills
    Written on November 27, 2017
    "Monday.com seems to offer a lot of features in their packages, and it seems like some would definitely help in terms of being useful for account management. It is difficult to describe exactly what kind of services they offer, but I suppose I'd characterize their services at being more relevant to inter-team communications. They're a little expensive, for some of their services, so maybe it would be best to ensure that you really understand your needs and what they provide to make sure there's a good fit."
  2. 11


    Synap helps Account Management and Success teams build long-term value relationships. Synap is designed for post-sales engagement, helping teams to build, collaborate, and execute their plans to grow customer relationships.


    Free- trial version

    Justin Aguilar
    Written on March 6, 2017
    "Oh Synap! This program is fantastic! I didn't realize that the real work really happened after I got the sale until I started using this program. It helped me focus on keeping the customers I had worked so hard to gain. I definitely recommend this to anyone trying to grow their business."
  3. 9


    With ConnectWise you can strengthen Client Relationships with Outstanding Support.


    Free- trial version

    Daniel Greene
    Written on February 12, 2017
    "This is the go-to tool for managing a business more efficiently. I don't know how our company was able to manage before using ConnectWise. We are able to bill our clients more accurately, as well as ensure they are happy with our services. It streamlines everything one needs in one program. I would definitely recommend this tool for any business."
  4. 8

    #7Deskera CRM

    Deskera CRM
    With Deskera CRM you will get all the information related to different accounts at your fingertips to effectively convert customers into profitable long-term relationships.


    Free- trial version

    Song Zhou
    Written on January 8, 2017
    "When I first started my company I didn't even know what a customer service was. I was renting payphones, my product was cheap, and if I ran across a customer with a problem I'd tell them to blow it out their butt. Then I'd crack wise and ask them if they wanted their lousy dime back, with interest. That usually shut 'em up. Next thing I knew, thanks to the Fiji DEA, I found myself on a fifteen-year vacation. And when I got home my no-good son told me he'd flipped the biz and gone wireless on me! People were strutting around with phones smaller than bricks in their dang pockets, and that meant they could call me up to complain any time they wanted. Enter Deskera. Now I can keep precise track of every time I offer one of my customers a knuckle sandwich. You never can be too safe these days."
  5. 7

    #8HubSpot CRM

    HubSpot CRM

    HubSpot CRM is an easy to use CRM system for companies with 10-200 employees. It allows you to keep all your contacts in one centralized, customizable database, automatically logs every interaction for you, and crawls the internet for you. 


    Web, Windows

    Varies by plan

    Keith Garza
    Written on April 5, 2017
    "HubSpot CRM does a great job at managing my projects and it's very easy to learn all the tools needed for me to succeed, in which enabled me to concentrate on other things because I had to do less data entry. "
  6. 6

    #9Zoho CRM

    Zoho CRM

    Zoho CRM is a web-based CRM which empowers small to large-sized organizations with a complete customer relationship lifecycle management solution to manage organization-wide sales, marketing, customer support, and service. 

    Online Tools

    Free- Free trial available

    David Romero
    Written on March 4, 2017
    "I think zoho crm would be a good tool to use for account management. It appears to be modern and have a robust set of features, including business email, and mobile forms (a feature i think could be especially useful). It appears to cover almost all aspects of a business from accounting to tech support to marketing to internal communications. the pricing structure also looks to be relatively affordable compared to a lot of similar systems. I can even build a custom app within their system which seems great "
  7. 5

    #10Dynamics CRM

    Dynamics CRM
    Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence.


    $115- per user/month varies by plan

    Dorothy Wallace
    Written on October 4, 2017
    "Microsoft Dynamics is a great business management tool for me! It helps me keep my small business organized and helps me track all kinds of data that's essential to my organization. I'm glad I started using Dynamics rather than just trying to struggle through without it. "
  8. 3



    Close.io is a cloud-based customer relationship management (CRM) system which helps small and midsize business to Increase productivity with all their sales communication in one place.

    Online Tools


    Brian Nelson
    Written on November 8, 2017
    "I'm not sure if this is the solution i'm looking for. The interface and layout of the home page is pretty uninspiring , and it doesn't really showcase many tools that might be useful to me for what i'm looking for. Most of things looks pretty generic and basic. Nothing really stands out to me . I think i can get this stuff in many other places."
  9. 2


    Jobscience provides staffing and recruiting software that helps you build a pipeline of strong candidates, recruit and onboard exceptional talent, & cultivate a powerful employee network.

    Free- Price upon request

    Douglas Bishop
    Written on November 13, 2017
    "Jobscience has been very useful for manages the accounts of staffing. It's super customizable, user friendly, and easy to transfer from different tools."
  10. 1



    *NO LONGER AVAILABLE* dapulse is a project management tool that makes it fun and easy for everyone to collaborate, focus on what's important, and get more done at work. It's the first visual tool of its kind and shows you exactly where things stand at a single glance.


    Richard Bates
    Written on March 7, 2017
    "I didn't realize how complicated making our own app for our architecture company would be until we started actually working on it. dapulse really helped us to keep everything organized from beginning to end. "


Best What are the best Account Management Tools
1CapsuleWebsites 14 Free
2BitrixWebsites 13 Free
3InsightlyWebsites 12 Free
4monday.comOnline Tools 11 Paid
5SynapSoftware 11 Free
6ConnectWiseSoftware 9 Free
7Deskera CRMSoftware 8 Free
8HubSpot CRMSoftware 7 Free
9Zoho CRMOnline Tools 6 Free
10Dynamics CRMSoftware 5 Paid

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