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June 16, 2020
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The 7 Best Account Management Software Tools

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By Calendly

Account management software is an important tool for businesses that manage sales processes across multiple divisions, locations and touch points. Most companies handle account management as part of their customer relationship management (CRM), but not all CRM software tools have robust account management functions.

Among those that do, these stand out. The seven CRM tools described below all pull their weight as account management software (and then some). They help you keep accounts in order, and run sales processes more smoothly, making it easy to both onboard more clients and maintain existing relationships.

Qualities of great account management software

To work as account management software, a CRM must handle multiple contacts, define accounts and territories and calculate the potential value of different accounts. A high-quality account management CRM needs to rank highly in all of the following domains.

  • Contact management. Many large deals have multiple decision makers. To work as account management software, a CRM needs to reliably associate contacts with accounts and deals. It needs to be able to manage multiple departments, divisions and companies within a single account, especially when more than one rep is involved on your side.

  • Segmentation. It’s not enough to match the right account with the right territory. Account management software needs to organize your accounts based on sales rep territories and, ideally, match a new account to the right rep accordingly.

  • Deal management. Every company structures its sales pipeline differently. For a CRM to work as account management software, it has to let you customize your pipeline and adjust that structure based on your strategy.

  • Reporting and analytics. Sales teams depend on goals to drive them forward. To work well as account management software, a CRM needs to be able to compare your analytics to those goals and report on progress.

  • Usability. Sales move fast. An account management software needs to give you the information you need when you need it, so you can make decisions and pursue accounts without spending time tinkering with your CRM or calling for IT. 

  • Value. Account management software is an investment, and you want to make sure you’re getting a strong feature set for the price. You don’t want it priced so low that it doesn’t do what you need it to do, but you also don’t want to overbuy.

  • Integration. A CRM isn’t the only tool that a sales team needs. Most also have accounting software, file-sharing platforms and more. Ideally, an account managing software will integrate with most of what you already have running.

  • Considering all of these factors, here are the seven account management software tools that stand out in 2020.

Top 7 account management software tools for 2020

  1. Freshsales by Freshworks: best all-around tool with powerful account management functionality for all B2B sales teams

  2. Salesforce Sales Cloud: best for businesses that use account management software for sales and customer service

  3. Zendesk Sell: best for businesses that manage accounts in the field using mobile devices

  4. Zoho CRM: best for businesses that sell standard products

  5. Bitrix 24: best for businesses that need their account management software also to manage communications, projects and invoicing

  6. Apptivo: best for eCommerce and retail businesses that need account management software and payment processing

  7. Calendly: best for businesses that need a seamless event and meeting scheduling system

Best all-round account management software for B2B: Freshsales

Freshsales is a robustly featured CRM from customer experience company Freshworks. It has powerful lead management and account management features, and it’s easy to customize based on the needs of your organization.

Through an intuitive interface, Freshsales lets you track your deals and the people associated with them. There’s a free tier for more basic users and four paid plans, all of which include pipeline management and lead scoring. At those higher levels, you can manage deals of varying structure and complexity.

Freshsales makes account management easier by allowing you to quickly find the information associated with each lead and potential deal. 

Freshsales Reviews

On G2, Freshsales has 4.5 out of five stars and 786 reviews. Users comment on how easy it is to use for people who don’t have a lot of technical expertise. They say it’s great for tracking and managing a lot of customer information. 

PC Magazine gives Freshsales a rating of Excellent with 4.5 out of five stars, naming its broad customization capabilities and streamlined user interface among its best features.

Freshsales Pricing

Freshsales has five pricing plans, from its starter plan to its enterprise strategy. All prices listed are for annual billing. There is an additional charge for monthly billing. The plans are:

  • Sprout: free forever

  • Blossom: $12 per user per month ($19 if billed monthly)

  • Garden: $25 per user per month ($35 if billed monthly)

  • Estate: $49 per user per month ($65 if billed annually)

  • Forest: $79 per user per month, annual commitment only

The Sprout Plan

The Sprout plan supports an unlimited number of users and lets you manage contacts, leads, accounts and deals. It provides you with lead scoring insights based on basic account data—such as whether a contact has authority to make decisions—so you can identify sales opportunities and allocate your resources appropriately.

The Sprout plan doesn’t have robust enough features to qualify it as a real account management software, but it works well for teams that need some help managing their contact lists and prioritizing sales opportunities. 

The Blossom Plan

Price-wise, Blossom is similar to other lower-tier plans. It offers a variety of benefits over the free tier, including visually compelling Conversations and Pipeline views. The Pipeline feature is presented as a board with accounts for each card, so it’s easy to move an account through the stages of your company’s sales process.

At the Blossom level, users can score leads based on properties like persona, location and level of interest. With this information, Freshsales places a lead on a continuum of sales-readiness. The default language is hot, warm and cold; with hot being sales-ready. You can change the terminology to match the language your company uses. 

Blossom subscribers also get more automation features, including custom views and a weighted pipeline, plus a team inbox and the ability to send emails straight from the CRM.

The Garden Plan

Garden lets teams do more to manage complex sales strategies and account hierarchies. The Garden plan supports multiple sales pipelines and has an Assignment Rules feature, which automatically assigns new lead chats to particular agents or teams based on conditions you specify. With a Garden plan, you can have up to 10 sales teams integrated with the system.

The Garden plan also makes account management easier with a rich CRM email integration including up to five customized sales sequences. These personalized campaigns broaden your reach and allow you to more effectively manage account hierarchies by reaching out at the right time, to the right people. Also, because the Garden plan adds email-based lead scoring to your toolbox, you can qualify leads based on their responses to your messages.

The Garden Plan is ideal for small and mid-sized teams with multiple teams and account hierarchies. It provides powerful support for managing those accounts and gives you plenty of tools for managing existing accounts.

The Estate Plan

The Estate plan, Freshsales’s most popular plan, offers more complex lead scoring and sales workflow management than the Garden plan. It lets you score leads not just by property and email activity but also by web and application activity, so you have all the information you need to accurately qualify leads.

The Estate Plan has full automation features including advanced customization for your sales pipelines and customer relationship pathways. Automatic profile enrichment gives you context for each lead based on the person’s email address, a helpful feature when you’re juggling accounts with multiple contacts on both ends.

Advanced CRM customization makes account management easier by allowing you to create and organize unique information fields. That way, you can organize your account information based on what’s most important to your team.

The Forest Plan

Designed for enterprises, the Forest plan includes all of the features of the Estate plan with added features, most notably audit logs that let you track the actions of all users in your account. You also get a dedicated account manager to help you get the most out of your Freshsales software.

Best for sales and customer service: Salesforce Sales Cloud

Salesforce Sales Cloud is the richly featured CRM that works within the overall Salesforce system of marketing and eCommerce apps. Its best features are ease of use and adaptability. You get separate tabs for accounts, leads and opportunities, and the interface is consistent across all of them. 

Salesforce Sales Cloud also shines in terms of analytics. Sales Cloud Einstein Lead Scoring uses advanced AI to qualify each lead and give you actionable insights based on your sales and account data. 

Salesforce Sales Cloud reviews

PC Magazine has given Salesforce Sales Cloud an Excellent rating, the PC Editors’ Choice designation and 4.5 out of five stars. The magazine commented on the high quality of the platform’s workflows and its broad range of advanced customization and automation features.

SoftwareAdvice names Salesforce Sales Cloud as one of its FrontRunners with 4.36 out of five stars. Its 14,000 reviewers say things like “This CRM can do anything” and “It’s been a dream come true.” Reviews praise Sales Cloud’s ease of use, customization capacity and intuitive functionalities.

Salesforce Sales Cloud Pricing

Salesforce Sales Cloud has four price tiers. The prices listed below are applicable for accounts with annual billing. There’s also the option to pay monthly, but it will cost you more.

  • Salesforce Essentials: $25 per user per month

  • Lightning Professional: $75 per user per month

  • Lightning Enterprise: $150 per user per month

  • Lightning Unlimited: $300 per user per month

Salesforce Sales Cloud offers a 90-day free trial for new customers.

The Salesforce Essentials Plan

Salesforce Essentials provides you with sales, marketing and account management functionality for up to 10 users. It includes lead assignment, opportunity monitoring and customizable reports, and email integration for ease of communication. You also get access to the Salesforce mobile app so you can manage sales opportunities on the go.

The Essentials plan won’t give you many advanced account management tools. That said, if your portfolio isn’t too intricate and you’re mostly looking to handle sales, Essentials will serve you well.

The Lightning Professional Plan

PC Magazine calls this the best Sales Cloud version for small businesses. It’s got a slightly heftier price tag than some comparable account management programs but has the feature set to justify the extra cost. It gives you everything you’d get with the Essentials plan plus collaborative forecasting, so you and your team can manage and plan your entire pipeline.

The Lighting Professional plan also lets you capture leads from online and score them automatically using rules that you generate based on your account management strategy. With this feature, you can spend more time pursuing your leads instead of organizing them.

Also, with the Person Accounts feature included in your Lightning Professional plan, you can access a complete view of each customer with details about engagement. 

The Lightning Enterprise Plan

The Lighting Enterprise plan offers everything included in the Professional version with additional automation and analytics. With Custom Opportunity fields as part of your sales forecasting functionality, you can manage and prioritize accounts based on qualifications that matter to your business.

Enterprise is the way to go if you want advanced territory management as a key feature of your account management software. With Lightning Enterprise, you can easily organize territories and track sales rep participation, an important account feature when you have complex structures on your end and the prospect’s. You also get workflow and approval automation so your people can focus on closing deals.

The Lightning Unlimited Plan

The Unlimited plan is Sales Cloud’s heavy hitter and it has the price tag to match. It’s best for the biggest businesses because it includes unlimited customizations as well as customized support for your account.

Best for teams in the field: Zendesk Sell

Zendesk Sell is designed as an intuitive CRM and account management software for teams on the go. Two of its main standout features are its mobile app and voice call functionality, both of which make it easier for distributed teams to manage accounts.

With Zendesk Sell, reps have access to all available information about an account, including who has made inquiries about products or product types. Drag-and-drop functionality lets you easily move a deal to the next stage, and account syncing means that everyone can see whose deal is where. 

Another key feature of Zendesk Sell is Smart Lists, which let you filter and segment leads using the most current information available. Reps can also find important data on their individual sales dashboards, which provide insights like revenue by pipeline and monthly goal attainment. 

Zendesk Sell Reviews 

Zendesk Sell has 4.3 out of five stars on Capterra, where it ranks highest for ease of use. More than 100 Capterra users have reviewed Zendesk Sell, commenting on features like the ease of creating deals, checking metrics and communicating with fellow team members all from inside the platform.

TrustRadius reviewers give Zendesk Sell a combined rating of 8.3 out of 10. They comment on the ability of Zendesk Sell to manage multiple pipelines and track deals as they develop in real-time. Users appreciate the mobile focus because it allows their sales reps to do everything necessary to take notes and move deals forward—capture contacts, link contacts to deals, make notes on interaction and so on—all from mobile devices. 

Zendesk Sell Pricing

Zendesk Sell has four price tiers. These prices reflect annual billing. There’s also a monthly subscription option, but there’s a cost differential that rises with each price tier. 

  • Team: from $19 per seat per month

  • Professional: from $49 per seat per month

  • Enterprise: from $99 per seat per month

  • Elite: from $199 per seat per month

Zendesk offers a 30-day free trial for all plans. According to Finances Online, trials are plan-specific and include all features you’d get with the paid version.

The Team Plan

Zendesk Sell’s Team plan provides more account management functionality than many competitors’ lower-level plans. The advantage is largely due to Smart Lists and Smart List Templates, which allow Team plan users to prioritize opportunities on the go. It’s tough to find this level of account management in a mobile-optimized software, especially at the software’s basic level.

Team plan subscribers also get customizable sales pipelines and custom data fields—features that many competitors only offer at higher price levels. All of this means that it’s easier for sales reps to manage and close deals, even when they’re nowhere near their desks.

The Team plan is a particularly strong choice if your team closes a lot of deals over the phone. At any level with Zendesk Sell, you can track and record all calls and even place calls from within the platform using built-in voice over internet protocol, more commonly known as VoIP.

The Professional Plan

Zendesk Sell’s $49-per-user Professional plan has a high price tag considering it’s a mid-level plan, but like the Team plan, it has a strong enough feature set to make it worthwhile. 

You get advanced sales forecasting with goals tracking and a call analytics suite to go with the call recording and tracking feature. These features tell you which accounts are most promising and help you to prioritize your account management strategy.

The Professional plan also gives you enhanced account management functionality in the form of round-robin style distribution. It automates lead assignment as well, so you can spend less time choosing reps to pursue each lead and more time working on accounts.

Even with all of these additional functions, Zendesk Sell’s Professional plan is easy to use and configure. Its design is intuitive, allowing reps to use it in the field without needing to lean heavily on tech support.

The Enterprise Plan

The Enterprise plan has even more clout as account management software. It offers lead and deal scoring, activity reporting and two sales pipelines rather than the one included for Professional and Team users. The plan also includes a Companies Hierarchy feature, an important component for sales teams that handle more complex structures. 

Communication features are richer too. Enterprise subscribers get email sentiment analysis, call scripts and a product and price book to simplify the selling process, no matter how it happens. Task automation provides additional streamlining.

The Elite Plan

Intended for the heaviest users, the Elite plan features an unlimited number of customizable sales pipelines. Elite users also get a rep performance dashboard as well as advanced sales insight and success insight reports to keep large teams on track. Premium customer support is included so you can make the most out of the many account management software features available.

Best for selling standard products: Zoho CRM

Zoho CRM is an account management software chosen by more than 150,000 companies in 180 countries worldwide. First and foremost a relationship manager for sales teams, Zoho CRM is customizable and fully-featured account management software.

Zoho CRM features an intuitive and customizable module-style interface. You can add and reorganize fields and sections in all of your client and account views so that all of your important features are prominent. There’s even a feature that lets you create a standard sales process blueprint, an important tool for when you need to follow the same steps across all accounts. 

There’s less pipeline customization capacity than you’d get with some other account management software tools, but the client communications side of things is richly featured. There’s plenty of automation for steps like sending follow-up emails, updating records and assigning tasks, and conversation tracking is streamlined. 

Analytics are equally strong thanks to sales performance metrics, trend analytics and more. Advanced AI shows your predictions based on patterns and lets you manage your accounts with all of the information at your disposal.

If you need an account management tool to help you build relationships, especially if you’re less concerned with building custom solution packages, Zoho CRM is a great choice.

Zoho CRM Reviews

Zoho CRM appears on G2’s Top 50 Sales Products list for 2020. It has four out of five stars and more than 1,600 reviews that comment on the value you get for your money. Reviewers talk about the rich feature set that you get for the affordable cost, as well as the intuitive user interface. Multiple reviewers note that the feature set always reflects up-to-date sales practices.

On Capterra, Zoho CRM has 4.2 out of five stars and was featured in the site’s Top 20 Contact Management Software list for 2020 and Top 20 Customer Relationship Management Software for 2019. The software’s 4,000 reviewers comment on its ease of use, affordability and value. Users say that it helps them easily keep track of deals and customer contacts and that the tracking features save a lot of time.

Zoho CRM Pricing

Zoho CRM has a free forever version and four paid versions. Paid options include:

  • Standard: $12 per user per month

  • Professional: $20 per user per month

  • Enterprise: $35 per user per month

  • Ultimate: $45 per user per month

As is the norm with this type of software, the prices above reflect annual billing. Annual pay prices save you 20% off the cost of monthly billing. There is a free trial option if you’re interested in testing the software.

The Free Plan

Zoho CRM’s free plan supports up to three users and includes 1 GB of document storage. You get full contact management functionality including notes, event records and a call log. 

Social media integration makes it easy and convenient to find those leads. This is a great feature for sole proprietors and freelancers who do their own marketing, as are the email templates that come included with your free service.

With Zoho CRM’s free version, you may not get enough account management functionality to handle hierarchical accounts, but you can create a single workflow automation so you have more time to focus on your accounts. The free tool will do the job just fine if you’re flying solo or have a tiny startup team.

The Standard Plan

Zoho CRM’s basic paid plan includes all of the contact management features of the free plan as well as web forms that automatically capture visitor information. You also get website visitor tracking, sales forecasting and email insight. These provide you with valuable information on how to engage your leads and how people are responding to your sales process, both of which are important when you’re managing hierarchical accounts from a single source.

Zoho CRM’s Standard plan also gives you lead scoring. You tell the system what makes a qualified lead for your company and Zoho will prioritize incoming leads accordingly. You can view all of your important lead information on your customized CRM dashboard and store up to 100,000 contact records.

If you lean heavily on your email marketing, you’ll be happy to learn that Zoho CRM’s Standard plan also lets you send bulk emails to as many as 250 recipients per user, per day.

The Professional Plan

Zoho CRM’s Professional plan takes many of the Standard features to the next level. You get unlimited contact record storage and can set as many lead assignment rules as you want, so it’s easier to manage large numbers of leads as they come in.

The Professional tier also introduces a feature called Sales Signals, which gives you a real-time notification when people interact with your brand. This is a particularly important feature if you’re juggling many leads at one time. Validation rules help you to make sure that the information you take in is accurate, so you don’t have to worry about following up based on inaccurate data.

Order and inventory functionality is another addition on the Professional plan. You get support for product catalogs, sales quotes, order management and invoicing, as well as integration with Zoho Books so you can keep all of your records in one place. When you’re managing sales from multiple hierarchical accounts, that kind of convenience matters.

The Enterprise Plan

This is Zoho CRM’s most popular plan, and it’s easy to see why. You get everything in the Professional tier plus advanced customization features, including page layouts and modules. The Enterprise plan also gives you Canvas, a visual CRM view that makes it easier for everyone on your team to keep track of accounts.

You get customer, vendor and partner portals so that conversations and interactions stay centralized. On your end, the SalesInbox feature shows you all of your lead and customer messages, automatically prioritized by deal stage and value.

Then there’s Zia AI, a voice assistant that generates charts and reports based on data. It’s voice-activated, so you don’t need to remember commands. Zia also tags support tickets based on contact and sentiment, notices trends, and can alert you if something seems wrong with an account. If you’re dealing with multiple hierarchical accounts, you definitely want Zia on your side.

Enterprise is most likely the plan you want if you’re dealing with multiple hierarchical accounts.

The Ultimate Plan

The Ultimate plan gives you everything from the Essential plan plus more advanced business intelligence. Ultimate plan subscribers also get Zoho Analytics, a richly featured analytics tool that lets you make easy-to-digest visuals and dashboard presentations out of your data. This add-on gives you a huge amount of value for the $10 more a month you’ll pay.

With Ultimate, you also get a maxed-out feature set across all aspects of the CRM. No matter how complex your territories and accounts, Ultimate can handle it. 

Best for communications and project management: Bitrix24

Bitrix24 is more than just a CRM. It takes account management beyond sales and integrates it with internal collaboration, project management and client support. 

Bitrix24 is a true communications hub. For your internal team, it provides chat, videoconferencing, document sharing and more, all in one place. It also gives you a one-stop client contact center for real-time support and features robust project management with Kanban boards and Gantt charts. 

Its CRM functions are similarly rich with features like visual pipeline management, custom deal stages and sales funnel automation. You’ll receive lead qualification tools and advanced reporting to help you manage your accounts. You’ll also get a 360-degree of all clients, including a full profile and timeline view so you can more easily personalize hierarchical accounts.

Bitrix24 Reviews

Bitrix24 has an Excellent rating and 4.5 out of five stars from PC Magazine, which named Bitrix24 one of its top 10 free lead management CRMs for 2019. In its review of Bitrix24, PCMag refers to the platform’s dizzying array of functions and mentions that Bitrix24 is a powerful and richly featured CRM for the price. They do note that Bitrix24 offers fewer customization options than you might get with some other tools.

On G2, Bitrix is a leader in its category for spring 2020. It has four out of five stars and more than 320 reviews. Reviewers comment on the variety of the tools, the comprehensive nature of the solution and its ease of use. 

Bitrix also stands out as TechRadar’s best CRM software of 2019 and one of Forbes magazine’s top seven web productivity tools. 

Bitrix24 Pricing

Bitrix24 has a lot going on, so it’s no surprise that its pricing system is intricate too. In addition to a free plan and two paid business plans, there are three special plans. Options for paid plans are:

  • Start Plus: $19 per month

  • CRM Plus: $55 per month

  • Project Plus: $55 per month

  • Standard: $79 per month

  • Professional: $159 per month

This pricing is for annual subscribers, who save 21% compared to those who pay monthly. You can get a detailed breakdown of all plans on Bitrix24’s website, but in terms of account management, here are the options you’ll want to know the most about.

Free

The Free plan is extremely well-featured compared to other free options. You get unlimited leads, deals, contacts and client companies. You create and send quotes and invoices from inside the CRM. 

The customization options are impressive too. You can formulate custom stages and statuses for your deals and keep a chronological log of all activity for a particular record. There’s single-click conversion from a lead to a contact, company or deal and from a deal to quote and invoice. 

The primary downside to the Free plan is that you only get one sales pipeline to work with. This may not be a limitation for smaller companies, but those with complex hierarchical account systems may need to go to a higher level of service.

CRM Plus

Bitrix24’s CRM Plus plan is the most relevant of the company’s special plans in terms of account management. You get 10 sales pipelines instead of the one included in the free plan. There’s also the Start Plus plan in between with two pipelines, if you don’t need to make the jump to 10. You can learn more about Start Plus on the Bitrix24 website.

Because CRM Plus specifically addresses customer relationships, there are plenty of features that will appeal to businesses seeking account management tools. You can send up to 35,000 emails and schedule up to 24 appointments from the CRM every month. There's also a robust suite of automations so you can move deals smoothly along your pipeline.

Standard and Professional

The Standard and Professional offer similar services, but the level and depth of those services are different in some areas.  Standard customers get 10 sales pipelines, for example, while Professional customers get an unlimited number. Professional users can send 1 million emails a month while standard users can send 50,000.

Either way, if you’re looking to manage hierarchical accounts and keep your complex sales organization connected, a Standard or Professional plan from Bitrix24 will get you there. 

You'll get activity stream workflows and the ability to set rules for closing deals, an important function when you have reps and leads in many different departments and positions. The plans also include high-level professional sales team functions, including an in-messenger sales center and a document generator that can process and close deals in-chat. 

Best for payment processing: Apptivo

Apptivo is a fully-featured account management software with lead, deal and contact management. It includes lead capture tools like a web-to-lead form and automatic email-to-lead creation, plus it lets you convert leads directly to opportunities, contacts or customers. You’ll also get sales tracking in the form of a performance dashboard, analysis reports and, at some levels, territory management.

These are all helpful features for account management, but the most unique element of Apptivo is its integrations with PayPal, Stripe and Authorize.net. Using these tools, you can invoice and collect payments from inside the CRM. 

Apptivo Reviews   

On G2, Apptivo is a leader in its category for spring 2020. It has 4.5 out of five stars and 86 reviews on G2, where users comment on its value as an all-in-one CRM particularly for small and medium-sized businesses.

Apptivo is also well-rated on Capterra, where it has 4.3 out of five stars and 322 reviews. Like Zoho CRM, it appeared on Capterra’s Top 20 Contact Management Software list for 2020 and the Top 20 Customer Relationship Management Software for 2019. Users appreciate the customization involved in the sales pipeline, as well as the value for the price.

Apptivo Pricing

Apptivo has a free forever plan and three paid plans. For consistency’s sake, these plans are presented with monthly fees for annual subscribers. 

  • Starter: Free

  • Premium: $8 per user per month

  • Ultimate: $20 per user per month

  • Enterprise: Custom 

Free trials are available for Premium and Ultimate plans. Enterprise clients need to contact the company for options.

The Starter Plan

Apptivo’s Starter plan, available for up to three users, is one of the best in the business in terms of account management. It lets users set up company hierarchies, which help to organize complex client accounts and identify new sales opportunities among current customers. There’s also a customer loyalty tool that can help you to prioritize your accounts based on past spending patterns.

With the Starter plan, you get sales opportunity management in addition to contact and lead management. Proposals, purchase orders and invoicing are available, but the free plan doesn’t include the payment processing that you’d get with a paid plan. 

The Premium Plan

The Premium plan supports unlimited users and adds customization options as well as payment processing. It’s also possible to connect Apptivo directly to your company’s bank account so it’s easy to accept payments. Beyond that, there are many more integrations including Slack, Quickbooks, Dropbox, G Suite and individual Google tools.

Premium plan subscribers get contract management and advanced analytics including a win/loss/lead analysis, Kanban view and intelligence chart. These tools help you to manage complex account structures.

The Ultimate Plan

The Ultimate plan adds territory management to the mix. Not many other account management software tools offer this service at a price point of $20 per user. If you have a portfolio of complex hierarchical accounts, you’ll want to seriously consider Apptivo’s Ultimate plan.

This plan also includes email sequencing and up to 3,000 bulk email sends per month. Your teams can send personalized drip campaigns geared to individual territories, and that’s hugely helpful for finding new business opportunities within existing accounts. 

Another thing you’ll get with the Ultimate plan is sales quota management. It’s not the heaviest-hitting feature in the plan, but it’s important for keeping track of team activity

The Enterprise Plan

Apptivo’s Enterprise plan is much like the Ultimate plan feature-wise. The primary difference is that Enterprise customers get a higher level of support including a dedicated account manager and full client branding. Enterprise plan customization also includes custom app integrations so you can manage your accounts using tools you already have.

Best for meeting scheduling: Calendly

Calendly is a different type of account management software than others you’ve learned about here. It’s not the place where you go to manage your territories and sales teams or analyze your pipeline. Calendly focuses on doing one thing and, if we do say so ourselves, doing it very well.

Calendly helps you manage your accounts by making it easier to connect with others. Scheduling meetings can be the most stressful part of account management, especially when you have complex hierarchies and multiple contacts on your end and the prospect’s. Calendly gets rid of that stress by making it easy for your leads and contacts to schedule time with you.

The process is straightforward. You start by setting your availability preferences including when you want to be available, how far in advance you need people to schedule and how many meetings you’re willing to have in a day. You can also set an automatic buffer between meetings, so you don’t overload yourself.

From that information, Calendly creates an availability calendar that you can send out using a personalized link. Your prospect, client, team member or another contact can click on that link, pick a time that works for them, and automatically schedule the meeting. Everyone in the meeting gets an email and if your calendar is connected, the meeting automatically gets added so you don’t forget.

Calendly Reviews

Calendly is a Spring 2020 Leader on G2, where it has 4.5 out of five stars and more than 680 reviews. Reviewers comment on how convenient Calendly is for contacts to use and how organized it keeps their appointment processes. Many comments touch on how much time it saves and how much smoother it makes communication, and that’s an important element for managing relationships.

On Capterra, Calendly has 4.6 out of five stars and more than 1,000 reviews. As on G2, reviewers say a lot about how Calendly makes scheduling easier on both sides. Users enjoy the fact that it’s easy to share and improves the quality of interactions.

Calendly Pricing

Calendly has a free-forever plan as well as two paid plans. Annual subscriptions cost 20% less per month than monthly subscriptions. Your cost options for annual plans are:

  • Basic: Free

  • Premium: $8 per user per month

  • Pro: $12 per user per month

There is a free trial available.

The Basic Plan

Calendly’s Basic plan is ideal for solopreneurs, freelancers and others who handle their own account management. You can schedule an unlimited number of events to a single calendar. 

You can connect your Calendly account to most calendar apps including Google calendar, iCloud and Office 365, so you don’t have to worry about copying over your events. You also get automated notifications of meetings and cancellations.

The Premium Plan

Calendly’s Premium plan gives you two calendars per user, as well as more options for team scheduling and additional reminder functionality and integrations. Two of those integrations are Zoom and GoToMeeting, which let you put the login details for your videoconference inside your Calendly event.

Premium subscribers get customizable email notifications with information about the meeting, in addition to the automatic confirmation sent out whenever a meeting gets scheduled. You can also add links to your confirmation pages, a useful feature in case you need to accept payment for an appointment or give a prospect more information before a sales call.

The Premium plan is ideal for sales teams. It lets you pool availability and schedule a group meeting or assign a client meeting to a particular team member. No matter how many teams or accounts you have, all of your billing is in one place.

The Pro Plan

Calendly’s Pro plan gives you six calendars per user and offers everything you get with the Premium plan, plus additional notification and integration functions. Pro plan subscribers get text notifications in addition to email and can automatically redirect invitees to another page after the meeting is scheduled.

The Pro plan lets you integrate with tools like Salesforce, Zoho CRM and Freshsales. All connect to Calendly through Zapier and all let you create an even richer account management experience. 

A Final Word

No account management software works perfectly for every user. As you review the options presented here, think about what needs you have and which features can help you meet them. 

Remember that you can integrate different tools for a richer experience. Connect Calendly to Zoho CRM or Freshsales, for example, and you have a rich account management and communications experience.  Get started today and find out how much more you can accomplish.

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