Best Business Account Management CRM Software for 2022

As the Internet of Things continues to grow, so does our need for a platform that can keep up with it. Here are some great CRM software options on the market today and how they compare in terms of value.

The “zoho crm” is a CRM software that allows businesses to manage their accounts. It has been around for over 40 years and has many features that make it the best business account management CRM software for 2022.

After a sale is concluded, account management software allows organizations to continue to give solutions and create connections with their customers. It’s critical to have tools to categorize current customers by market segment, resolve customer problems, and quickly locate and engage with account contacts to expedite some of your account management duties. We looked at a number of account management software options to find which one is the best.

Here are the six top account management software programs, according to our evaluation:

• Freshsales is the best overall customer relationship manager (CRM) for small firms searching for all-around account management functionality at an affordable price.
• Zoho CRM: For firms who wish to leverage artificial intelligence (AI) solutions for account management, Zoho CRM is a great option.
• Apptivo’s inventory, order, payment, and shipping management capabilities make it a great alternative for new retail or online firms.
• Sell with Zendesk: A good CRM for sales teams who need to handle accounts remotely or on the go.
• Essentials of Salesforce is the best option for customer service teams who need case management capabilities.
• Bitrix24 is a fantastic solution for companies searching for free account management software.

Comparison of the Best Account Management Software

Freshsales is the best CRM for overall account management.

Freshsales

4.07 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• There is a free plan available.
• Phone system built-in
• Using an activity timeline, you may keep track of all of your interactions with account contacts in the past.

What Isn’t There

• On lower-cost subscriptions, data deduplication is not accessible.
• Only the Enterprise package has auto-profile enrichment.
• For invoicing, contracts, or quotation papers, an add-on is necessary.

A Quick Look at Freshsales Pricing*

• The plan is completely free.
• $15 per month per user growth
• Pro: $39 per month, per user
• Enterprise: $69 per month for each user
• 21-day free trial

Add-ons:

• $5 per flow for additional workflows
• Credits for phones start at $25.
• Configuration, Pricing, and Quotes: $19 per month, per user

*Pricing is based on a yearly billing cycle. Monthly billing is also possible for an additional fee.

Freshsales is a great CRM for maintaining deal prospects as well as accounts after they’ve been closed. The built-in voice-over-internet-protocol (VoIP) phone system and customized product catalog make it simple to contact customers directly from the CRM to discuss their requirements and locate further options. Account administrators may also use the account tagging and profile avatar capabilities to make finding account data easier.

Freshsales stands out for its deduplication capabilities, which integrate account information so that there are no duplicates in the system. Sales team grouping is another option for organizing sales teams by a segment such as product line or area. As new transactions are finalized, these teams may be automatically given accounts.

Freshsales doesn’t allow invoicing unless a user purchases their add-on, which is a critical and common action of account management. Bitrix24 is a CRM solution that enables you to produce and send invoices as part of its low-cost CRM subscription.

Summary of the Freshsales Plan

Freshsales Highlights

• Phone system built-in: Allows users to make calls directly to contacts in account profiles
• Insights from Freddy AI: Deduplicates account data across numerous records.
• Reps may be arranged into groups depending on region or market sector, and accounts can be auto-assigned as they come in.
• Account profile avatar: Provides a visual representation of each account record, making it simpler to find in a cluttered account list.
• Inbox for the team: Any sales representative may evaluate and react to an account’s requirements.

Freshsales is forming a sales force (Source: Freshsales)

Freshsales Phone system built-in in contact record (Source: Freshsales)

Want to learn more about how Freshsales can assist you with tasks other than account management? Our Freshsales review includes all of the details you’ll need to make an informed purchase, such as CRM features, plan comparisons, and product usability.

Freshsales is a great place to start.

Zoho CRM: The Best AI Account Management Software

Zoho CRM

4.49 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• Free plan for up to three people that is very cost-effective.
• Other features such as invoicing, customer support, social media management, project management, and accounting have native connectors.
• Capabilities for inventory management

What Isn’t There

• Only the Enterprise and Ultimate plans provide account data enrichment.
• There isn’t a free plan for more than three people.
• On the free or Standard plan, there are no quotations or bills.

A Quick Look at Zoho CRM Pricing*

• Up to three users are free.
• Standard: $14 per month per user
• Professional: $23 per month for each user
• Enterprise: $40 per month for each user
• Ultimate: $52 per month per user
• 30 day free trial

Native Software and Add-ons:

• Bigin: It’s free or $7 per month per user.
• Zoho CRM Plus costs $57 per month per user.

*Pricing is based on a yearly billing cycle. Monthly billing is also possible for an additional fee.

In its platform, Zoho CRM has features for organizing account information. It allows users to divide accounts into groups based on behaviors, geography, product or service line, or any other characteristic of a customer. Users may also manage their inventory from the CRM system in order to handle incoming orders and notify clients about order statuses or if anything is out of stock.

The artificial intelligence (AI) component Zia is responsible for a lot of Zoho’s distinctive account management features. Account managers may use Zia to automatically augment account data with information discovered on internet web sites or through email. AI may also advise who should be allocated to particular accounts and when the optimum time is to contact an account’s individual based on their availability history.

There is a free version of Zoho CRM, however it is limited to three users. Bitrix24 is an account management CRM that is free for an infinite number of users.

Summary of the Zoho CRM Plan

Key Features of Zoho CRM

• When is the best time to contact this feature? The optimum times to contact an account contact, as determined by AI.
• Feature for data enrichment: Uses Zia AI to update information in an online record.
• Customer and client segmentation: divides accounts into groups based on characteristics such as area, size, or product line.
• Integration with Zoho Invoice gives you the ability to send invoices.
• Features for inventory management include the ability to monitor inventory levels, purchase orders, and order statuses.

When is the best time to contact feature? (Photo courtesy of Zoho)

Data enrichment using Zoho (Source: Zoho)

Customer Segmentation in Zoho Create an Account. (Photo courtesy of Zoho)

Zoho CRM connection with Zoho invoices (Photo courtesy of Zoho)

Our Zoho CRM review includes more details on the software’s features, plans, usability, and connectors to help you decide whether it’s the best match for your company.

Go to the Zoho CRM website.

Apptivo: Best Account Management Software for Ecommerce & Retail Startups

Apptivo

4.36 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• Catalogue of products that may be customized
• Subscriptions are reasonably priced, even for the Ultimate plan.
• A CRM, contract management tools, invoicing capabilities, a contact center, and marketing and project management functions are all included in this company management system.

What Isn’t There

• Options for integration are limited.
• Customer phone service and 24/7 live chat help are not included in the free plan.
• Only high-tiered plans have the ability to configure, price, and quote.

Apptivo’s Pricing in a Nutshell*

• Starter: One user is free.
• Lite: $8 per month per user
• Premium: $12 per month, per user
• Ultimate: $20 per month per user
• For estimates, contact the company.
• 30 day free trial

*Pricing is based on a yearly billing cycle. Monthly billing is also possible for an additional fee.

Apptivo is a sophisticated CRM software with account management features that is well-suited for ecommerce and retail startups. All of its options are reasonably priced, with the most expensive plan costing just $20 per user per month and including a free option to assist a new firm in getting started.

Inventory management capabilities to check inventory count, track shipment statuses, and see purchase orders are among the account management services important for a retail organization. Apptivo users may issue invoices and take payments while also quickly segmenting clients into regions and determining which account managers are accountable for them.

When it comes to the number of integration possibilities available, Apptivo lags behind the other CRMs on our list. We suggest Essentials of Salesforce or Zoho CRM to organizations who need a CRM that interacts with most of their preferred apps.

Summary of the Apptivo Plan

Key Features of Apptivo

• Integrates with RingCentral: Provides a phone solution for dialing account contacts from inside the CRM.
• Invoicing possibilities: PayPal, Stripe, and Authorize.net connectors provide invoicing alternatives.
• Inventory management software: Users may manage both inventory and purchase orders using this software.
• Account list filtering: Account lists may be filtered by account name, contact name, contract type, and contact title.

Contact screening using Apptivo (Source: Apptivo)

Apptivo has a function that allows you to create invoices (Source: Apptivo)

Inventory management using Apptivo (Source: Apptivo)

Apptivo’s procedures for assigning territories (Source: Apptivo)

Check out our in-depth Apptivo review to discover more about its features, price, and general usefulness.

Go to Apptivo to learn more.

Sell with Zendesk: Best for Managing Mobile Accounts

Sell with Zendesk

3.63 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• Excellent account management tools for mobile devices
• Features for managing accounts with several entities in the form of a company hierarchy
• For working on projects or receiving answers to queries, solid team communication tools are essential.

What Isn’t There

• To use the features, you’ll need technical knowledge.
• When compared to rivals, it’s rather pricey.
• Only the most expensive plan includes the product and pricing book functionality.

Sell with Zendesk Pricing at a Glance*

• Sell Team for $19 per month per user
• Sell Professional for $49 per month per user
• Sell Enterprise for $99 per month per user.
• Sell Elite for $199 per month per user.
• 14-day free trial

Add-ons:

• Zendesk Reach: Automated lead creation and nurturing costs between $27 to 81 per user per month.

*Pricing is based on a 12-month billing cycle. Monthly billing is also possible for an additional fee.

Sell with Zendesk is a sales-focused CRM system with prospecting and lead management features, such as email tools, SMS texting, and voice call communications. Users can also manage their accounts by storing data that also has duplication detections as well as a product and price book for managing your catalogs.

Businesses who need their account managers to operate in the field or in a mobile setting would benefit the most from Zendesk’s services. The mobile application allows teams to manage their accounts. The mobile software also includes functionality for finding contacts on a map and logging customer visits by monitoring the account manager’s position.

Though Zendesk is a great solution for managing client and customer accounts, the platform is notoriously difficult when it comes to operating the features, especially for those new to using a CRM. Freshsales is an alternative to Sell with Zendesk that offers useful features and is easy to use.

Sell with Zendesk Plan Summary

Sell with Zendesk Key Features

• Allows you to manage and view accounts based on parent-subsidiary connections using the Companies Hierarchy feature.
• Account auto-assignment: Assigns new accounts to account managers in a round-robin fashion.
• GeoVerification and mobile visit tracking: Tracks the whereabouts of salespeople and account managers during client visits.
• Customers may utilize the geolocation function in the mobile app to receive directions to their locations.

Sell with Zendesk geolocation of leads and contacts (Source: Zendesk)

Sell with Zendesk mobile visit tracking (Source: Zendesk)

Sell with Zendesk company hierarchy sample (Source: Zendesk)

Want to learn more about everything Sell with Zendesk can offer your business? Check out our full review of Sell with Zendesk to see if it’s right for you.

Visit Sell with Zendesk

The Best Account Management Software for Customer Support Operations is Essentials of Salesforce.

Essentials of Salesforce

3.55 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• Features for customer case management queues and case routing
• Resources for learning how to use the platform that are of high quality.
• Over 2,500 software applications are compatible with our integration capabilities.

What Isn’t There

• The Essentials plan does not include estimates, sales orders, or product catalogs.
• There is no free plan available.
• Essentials does not provide 24/7 support.

Essentials of Salesforce Pricing at a Glance

• Essentials: $25 per month for each user (billed annually)
• 14-day free trial

Add-ons:

• Configure, price, and get an estimate for $75 per month per user.
• Einstein AI costs $50 per month per user.
• Starts at $1,250 per month with Pardot Marketing Automation.

Essentials of Salesforce is a small business-focused CRM that combines features from its sales and service clouds into one platform. Within each account record is the ability to store contact information, view previous communications, track activity history, and communicate with other members of your organization on a particular account.

Arguably, the most valuable account management feature Essentials of Salesforce offers is the built-in system for managing customer cases that are submitted. Users can view the cases in the queue then select which ones they want to assist next. Account managers can engage these customers through multiple channels, including phone, live chat, email, and even social media.

Even though Essentials of Salesforce is great for managing customer case inquiries, it does not include features for managing sales orders, quotes, or catalogs without purchasing an add-on. As this type of function is important to many account managers, we suggest considering Bitrix24, which has catalogs on its free plan as well as quotes and sales order management on the paid plans.

Essentials of Salesforce Plan Summary

Essentials of Salesforce Key Features

• Account data organization with data duplication avoidance measures are among the data management aspects.
• Account history tracking: Keeps track of prior account conversations as well as internal discussions between sales and account management teams.
• Customer case management and routing: Customer service requests may be controlled and directed to account managers.
• Ability to reply to consumer queries through email, phone, chat, or social media across several channels.

Essentials of Salesforce case queue (Source: Salesforce)

Read our in-depth review of Essentials of Salesforce learn more about its features, pricing, and best-for scenarios.

Visit Essentials of Salesforce

Bitrix24 is the best free account management software on the market.

Bitrix24

3.34 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE

What We Enjoy

• For an infinite number of users, it’s free.
• All options include an unlimited number of contact records.
• Renewal firms have the option of recurring bills and subscription arrangements.

What Isn’t There

• There are no low-cost subscription options available.
• Setup and operation might be challenging.
• Capabilities for territorial management and segmentation are limited.

A Quick Look at Bitrix24 Pricing*

• Free: For an infinite number of users, it’s free.
• Basic: $39 for up to five users per month
• For up to 50 users, the standard price is $79 per month.
• Professional: $159/month for an unlimited number of users
• 30 day free trial

*Pricing is based on yearly payment; monthly billing is possible at a greater cost, or pay every two years to save money.

Because the free subscription is accessible to an infinite number of users, Bitrix24 is the finest free CRM solution on our list. It includes crucial account management features including data deduplication, product catalog modification, and the ability to monitor account activity history and contact information.

If a company pays for a premium plan, they may use video calling to communicate with customers and share their screen to offer information. There’s also a built-in phone for calling customers, as well as contact routing for live chat and phone calls from clients to agents or other account managers.

Bitrix24, in comparison to some of the other CRM programs on our list, is often regarded to be difficult to set up and run without some previous CRM experience. Apptivo is a competitor on our list that offers some of Bitrix24’s attractive invoicing and inventory management capabilities without the product’s usability issues.

Summary of the Bitrix24 Plan

Features of Bitrix24

• Contact center feature: Allows you to communicate with contacts by phone, email, live chat, and social network messengers.
• Data storage and deduplication: Find records that need to be purged or merged using lead, contact, business, deal, and duplicate detection.
• Invoices and quotations may be created and configured as recurring from a contract or opportunity.
• Product catalog: This feature is included within the CRM system and may be customized.
• After a live chat query is handled, customers may grade their account manager or customer support representative on their efficacy.

Creating recurring invoices in Bitrix24 (Source: Bitrix24)

Bitrix24 is a catalog product (Source: Bitrix24)

Contact center Bitrix24 (Image courtesy of Bitrix24)

Learn about the features, price, usability, and what other Bitrix24 users have to say about the platform in our Bitrix24 CRM review.

Bitrix24 is a website that you should check out.

How We Decided Which Account Management Software Was the Best

We assessed CRM product aspects such as cost, usability, and customer service to find the best customer relationship management (CRM) software for account management duties. We also looked at features like invoicing, contact management, and account data management, such as the ability to deduplicate account information, which are all helpful for managing customer accounts.

We found that Freshsales is the best overall CRM for account management because of the value it provides to its users with the availability of a free plan and scalable subscription options. In terms of features, Freshsales provides account managers a Phone system built-in to easily call clients, a customizable catalog to help organize potential solutions to offer customers, and tools for tracking activity history with each account.

Freshsales is a great place to start.

The headings below provide an overview of our criteria for selecting the best account management software:

40% of the overall score

Because cost is one of the most significant factors for every organization, it was given the highest weight while assessing the best account management CRM systems. We considered the availability of a free plan, scalable price choices, and the possibility to pay monthly.

20% of the overall score

We looked at integration possibilities, reporting and analytics tools, and a mobile app as well as typical CRM feature capability. We also looked at account data deduplication, the ability to categorize accounts by market sector, and document management capabilities for quickly delivering bills or proposals to existing customers.

15% of the overall score

The usability of the platforms used by the finest account management software was also considered. The knowledge necessary to set up an account, the learning curve for usage, the ease with which the CRM can be integrated with third-party apps, the competence required to operate the features, and the intuitiveness with which the system’s interface can be navigated were all considered.

15% of the overall score

Users may avoid problems by taking advantage of extensive support and service while utilizing any of these CRM packages. Customer service hours and the availability of assistance by phone, live chat, and email were considered while evaluating help and support.

10% of the overall score

In addition to firsthand experiences with these account management software products, we evaluated what other users are saying about each CRM. These criteria consider how customers feel based on their reviews to gain insight on platform popularity, User-Friendliness, and overall value for the price.

*Percentages based on total score

The “best crm for small business” is a CRM software that can be used by businesses of any size. It has many features, such as accounting and billing management.

Frequently Asked Questions

What is the best CRM software for my business?

A: The best CRM software for your business is the one that you have. It all depends on what features and functionality your company needs in order to run efficiently.

What is the most commonly used CRM software right now?

A: Microsoft Dynamics CRM is the most commonly used customer relationship management software. It is used by over 50% of organizations in this industry, according to research done on behalf of Standish Group.

What is the future of CRM and CRM platforms?

A: I dont know what you mean by CRM.

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