Account Management Software

to acquire customers strategically

Create, edit, and manage company records. Empowers businesses to collaborate, stay organized, and manage sales effectively by storing, accessing, and managing leads, contacts, and deals associated with an entity.

Account Management Software

Track Companies with Account Management

Organize the customer data, Keep track of companies, and quickly sort the data using filters

account management leave note
account creation

Account Creation

Create a company record by manually adding the basic details or automatically uploading 50,000 company records in CSV, XLS, and XLSX formats.

manage multiple accounts

Manage Multiple Accounts

Provides sales teams with the ability to manage multiple accounts by adding notes, tags, and tasks, and updating or deleting the account.

bulk actions

Bulk Actions

Choose the list you wish to apply bulk options in order to execute the flow, export the list, or amend any necessary action according to your requirements.

saved filters

Saved Filters

Filter the records you need from vast amounts of data by entering the required fields and saving them to "Saved Filters" for subsequent viewing.

custom fields

Custom Fields

Capture the additional information needed by adding extra fields or updating the existing ones as per your business needs.

activity tracking

Activity Tracking

Assist sales teams in logging and tracking all business-related actions, including updates, phone calls, and emails.

What is Account Management Software?

Account Management feature helps businesses manage their clients, prospects, and leads. It also helps the customer service teams with service requests. This feature is used to track prospects and accounts throughout the lifetime of a product or service. Skyrocket your sales using Account Management feature of this CRM Software.

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