10 Best Account Management Software [Free & Paid]

Account management tools are essential software for managing client relationships, monitoring sales activities, tracking performance, and maintaining organized communication.

The right platform can streamline tasks, improve client satisfaction, and optimize workflows.

Here’s a detailed look at some of the best account management software available, with each software offering a unique mix of features designed to meet various account management needs.

10 Best Account Management Software Tools [Free & Paid]

1. GoHighLevel – Best All-in-One CRM for Account Management

GoHighLevel has carved a niche for itself as an all-encompassing CRM, particularly beneficial for account managers who want everything in one place.

Known for its "snapshot" feature, GoHighLevel provides industry-specific templates to accelerate setup and streamline customization, making it exceptionally adaptable for any business model.

This CRM is especially valuable for agencies and small businesses thanks to its white-label capabilities, allowing branding and reselling of the platform.

GoHighLevel is also a favorite among service-based businesses due to its client engagement tools like text, email, and voicemail, which help streamline communication and engagement.

Key Features

• Pre-Built Industry Snapshots: Jumpstart your CRM setup with templates designed for specific industries.
• White Label Options: Allows agencies to rebrand and market GoHighLevel as their product.
• Automated Marketing Campaigns: Use SMS, email, and calls to keep clients engaged without extra effort.
• Pipeline & Deal Management: Customizable pipelines to track client relationships and projects.
• Advanced Reporting & Analytics: Provides insights on client behavior, conversion rates, and team productivity.
• Appointment & Calendar Management: Built-in calendar for scheduling and automated reminders.
• API Access & Integrations: Connect GoHighLevel with other essential business tools, streamlining workflow further.

• QuickBooks Integration: Syncs invoices, sales receipts, and client payment data directly with QuickBooks for enhanced financial tracking and streamlined account management.

Learn More About GoHighLevel

Pros:

• All-in-one platform
• QuickBooks integration
• Highly customizable snapshots
• Excellent client communication suite
• White label options for agencies
• Powerful automation tools

Cons:

• Requires initial setup time
• Pricing is on the higher side for small businesses

Pricing

• Starter: $97/month. Provides all the core features of GoHighLevel and allows you to manage 3 sub-accounts.
• Agency Unlimited: $297/month. This plan is for agencies that want to create and manage unlimited sub-accounts
• Agency Pro: $497/month. Designed for agencies that intend to rebrand and resell GoHighLevel as SaaS to their customers.

Get Started With GoHighLevel CRM For Free

2. Monday.com – Best for Workflow Customization

Monday.com provides account managers with an intuitive, fully customizable CRM solution. It’s based on a visual, board-style workflow system that allows teams to tailor processes specifically to their client and project needs.

Its flexible structure is ideal for businesses managing complex client relationships that require specialized workflows, with extensive options to create task lists, track sales stages, and collaborate on customer accounts seamlessly.

Monday.com stands out with its automation capabilities that reduce repetitive tasks, helping teams save valuable time on client communications, reminders, and updates.

Its user-friendly interface, combined with a powerful set of integrations, makes it a great choice for account managers looking for a flexible, adaptable solution that fosters collaboration and boosts productivity.

Key Features

• Customizable Workflow Boards: Create custom boards to match specific account management workflows.
• Automated Alerts and Reminders: Keeps the team on schedule with follow-ups and deadlines.
• Sales Pipeline Templates: Pre-designed templates for quick pipeline setup.
• Real-Time Collaboration Tools: Share documents and assign tasks for streamlined teamwork.
• Custom Reporting & Analytics: Generate detailed reports to track client interactions and performance.
• Integration with Popular Apps: Compatible with Google Workspace, Slack, and other essential tools.
• Resource Management: Visualize workload distribution to optimize resource allocation.

Pros:

• Highly customizable
• Intuitive user interface
• Strong collaboration tools
• Extensive integration options
• Visual project management

Cons:

• Learning curve for new users
• Limited CRM functionalities

Pricing

• Basic: $10/seat/month
• Standard: $12/seat/month
• Pro: $20/seat/month
• Enterprise: Custom pricing available

3. HubSpot – Best Free Account Management Software

HubSpot is one of the most popular CRM platforms, offering robust and scalable solutions that grow with businesses. HubSpot's scalable nature and free CRM option make it the best free account management software.

Its account management features cover a wide range of needs, from client segmentation to automated workflows, making it versatile for small startups as well as larger enterprises.

HubSpot's CRM is particularly valuable for businesses needing an integrated platform that combines sales, marketing, and customer service efforts in one streamlined ecosystem.

One of the key strengths of HubSpot is its robust automation features that allow account managers to streamline client communications and nurture relationships efficiently.

Its seamless integration with HubSpot’s broader suite of tools (Marketing Hub, Sales Hub, and Service Hub) provides a fully aligned system that brings customer data, interactions, and insights into one cohesive view.

Key Features

• Pipeline Management: Track client progress through a visual sales pipeline.
• Client Segmentation: Segment clients based on behavior, demographics, and engagement.
• Automated Workflows: Design automated workflows to engage clients at the right time.
• Customizable Dashboards: Tailor reporting to track metrics that matter most to your business.
• Contact and Lead Management: Organize client information and interactions efficiently.
• Sales & Marketing Integration: Aligns sales and marketing teams for better client engagement.
• Email Tracking & Notifications: Real-time updates on client engagement with email communications.

Pros:

• Scalable for different business sizes
• Free CRM option available
• Strong automation capabilities
• Easy integration with marketing tools
• Comprehensive reporting options

Cons:

• Add-ons can increase costs
• Some advanced features are restricted to higher tiers

Pricing

• Free CRM: Includes core features
• Starter: $50/month
• Professional: $800/month
• Enterprise: $3,200/month

Get Started With HubSpot CRM For Free

4. Freshworks – Best for AI-Driven Insights

Freshworks CRM integrates artificial intelligence to provide actionable insights into client interactions, enhancing the quality of account management.

This platform is designed for teams that rely on data-driven decision-making to nurture client relationships and close deals effectively.

With features like AI-powered lead scoring, Freshworks is invaluable for account managers who need to prioritize high-value clients and focus their efforts on converting warm leads.

Freshworks’ interface is intuitive and user-friendly, enabling teams to adopt it with minimal training, which is especially beneficial for growing businesses.

The CRM offers built-in communication channels, allowing account managers to stay in touch with clients across multiple platforms, from email to chat and phone.

Key Features

• AI-Powered Lead Scoring: Prioritize leads based on predictive analysis and past interactions.
• Pipeline Management: Visualize client journeys and sales progression.
• Unified Messaging Channels: Email, chat, and calls in a single view for efficient client communication.
• Custom Workflows: Set up workflows that trigger automated tasks and reminders.
• Data Analytics & Reports: Monitor client engagement, task completion, and overall productivity.
• Task Management & Reminders: Automated follow-ups to ensure timely client engagement.
• Mobile Access: Access Freshworks on-the-go to stay connected with clients anytime.

Pros:

• Strong AI capabilities
• Customizable workflows
• Effective lead scoring system
• All-in-one communication
• Mobile-friendly

Cons:

• Limited integrations
• May require customization for complex needs

Pricing

• Growth: $29/month
• Pro: $69/month
• Enterprise: $125/month

5. Keap – Best for Small Businesses Needing CRM and Automation

Keap (formerly Infusionsoft) is widely regarded as a CRM designed specifically for small businesses seeking streamlined account management with robust automation features.

This platform combines CRM and automation in a single, intuitive interface, allowing small teams to manage client relationships, capture leads, and automate marketing efforts without needing separate tools.

Keap simplifies client communications, from email sequences to invoicing, and offers integrations with various popular business tools, making it an ideal choice for small businesses focused on efficiency.

Keap’s focus on combining CRM with payment processing, email marketing, and sales tracking makes it especially beneficial for businesses aiming to handle customer data, engagement, and transactions from a single platform.

Key Features

• Email and Text Automation: Create and send automated follow-ups for efficient client communication.
• Lead Capture and Scoring: Capture leads via forms and score them based on their engagement.
• Pipeline Management: Visual pipelines to track client journey from initial contact to sale.
• Built-In Payment Processing: Accept payments directly, track invoices, and automate reminders.
• Segmented Client Lists: Organize contacts based on behavior or demographics for more personalized outreach.
• Sales Funnel Templates: Pre-built templates to streamline lead nurturing and conversions.
• Appointment Scheduling: Integrated calendar for easy scheduling and client reminders.

Pros:

• Excellent automation capabilities
• Ideal for small teams and businesses
• Built-in payment and invoicing system
• Comprehensive lead scoring
• Easy integration with email marketing tools

Cons:

• Limited customization options
• Advanced features come with higher-tier plans

Pricing

• Keap pricing starts at $249/month

Get Started With Keap For Free

6. Bitrix24 – Best for Collaborative Client Management

Bitrix24 is a versatile CRM platform offering a suite of tools for collaborative client and account management. Its all-in-one setup includes CRM, project management, and internal communications, making it particularly effective for teams that need to work closely on client accounts.

Known for its flexibility, Bitrix24 allows companies to adapt the platform to their workflows, offering customizable CRM boards and kanban views for pipeline tracking.

Additionally, Bitrix24’s client management features integrate with its project management and task assignment tools, ensuring that teams can coordinate on tasks seamlessly.

The platform supports a broad range of collaboration tools, including file sharing, video calls, and live chat, making it ideal for businesses that prioritize team-based account management.

Its customer portal also enables clients to access specific information, which can improve transparency and build stronger client relationships.

Key Features

• Task and Project Management: Assign, track, and manage tasks within the CRM.
• Client Collaboration Portal: Allows clients to access updates and relevant account information.
• Customizable CRM Boards: Use kanban and other visual tools to manage the client journey.
• Automated Lead Capture: Capture leads through various channels and automatically organize them.
• Communication Tools: Video calls, messaging, and file sharing within the CRM.
• Sales and Marketing Automation: Schedule follow-ups, automate reminders, and track client interactions.
• Reporting and Analytics: Custom reports to measure account performance and engagement.

Pros

• Strong collaboration features
• Highly customizable for team needs
• Provides a customer portal for transparency
• Integrates project management tools
• Offers a generous free plan

Cons:

• Complex interface for new users
• Limited third-party integrations

Pricing

• Free: Basic CRM features for unlimited users
• Basic: $39/month for 5 users
• Standard: $79/month for 50 users
• Professional: $159/month for unlimited users

7. Calendly – Best for Appointment and Meeting Management

While not a traditional CRM, Calendly is an essential tool for account managers focusing on appointment scheduling and time management. Calendly integrates seamlessly with most CRM platforms, enabling teams to schedule meetings with clients without the hassle of back-and-forth emails.

This platform is designed to automate the scheduling process, syncing directly with calendars and ensuring clients have a smooth experience when booking meetings, consultations, or check-ins.

Calendly’s integration with CRM tools like HubSpot, Salesforce, and Zoho allows account managers to streamline their client meeting schedules, avoid scheduling conflicts, and increase productivity.

Calendly offers customization options for scheduling preferences, allowing account managers to control availability and meeting types based on client needs. With automated reminders and follow-ups, Calendly is a time-saver for account management teams prioritizing client engagement and efficient communication.

Key Features

• Automated Scheduling: Eliminates the need for back-and-forth communication by allowing clients to self-book.
• Calendar Sync: Syncs with Google Calendar, Microsoft Outlook, and Apple Calendar for seamless management.
• CRM Integrations: Connects with CRMs like Salesforce, HubSpot, and Zoho.
• Customizable Meeting Types: Set up various meeting types, such as consultations, follow-ups, and demos.
• Automated Reminders and Notifications: Sends clients reminders to reduce no-shows.
• Buffer Time Between Meetings: Ensures adequate time between meetings to prevent scheduling conflicts.
• Group Scheduling Options: Allows scheduling for group meetings, events, or webinars.

Pros:

• Streamlined scheduling reduces email communication
• Integrates well with major CRMs
• Automated reminders improve attendance
• Customizable meeting types
• User-friendly interface

Cons:

• Limited CRM functionalities
• Advanced features in paid versions

Pricing

• Basic: Free
• Essentials: $10/month per user
• Professional: $15/month per user
• Teams: $20/month per user

8. EngageBay – Best for Growing Businesses with Limited Budget

EngageBay is a CRM platform designed for growing businesses looking for an affordable, all-in-one account management solution.

With a focus on ease of use and integration, EngageBay combines CRM, marketing automation, and customer support tools in one platform, making it a versatile choice for smaller teams on a budget.

It offers a straightforward, easy-to-navigate interface, making it an excellent choice for businesses that want to focus on nurturing client relationships without investing in overly complex software.

EngageBay is particularly useful for account managers who want robust marketing and customer support features in addition to traditional CRM capabilities.

EngageBay also offers seamless integration with third-party apps, extending its functionality to suit various business needs.

Key Features

• Lead Scoring and Segmentation: Score leads based on engagement for better prioritization and conversion.
• Email Marketing and Automation: Automate email campaigns with customizable templates and tracking.
• Pipeline and Deal Management: Visualize and track deals through every stage of the pipeline.
• Landing Page Builder: Create custom landing pages to capture leads directly in the CRM.
• Live Chat and Helpdesk Integration: Provide customer support with integrated live chat and ticketing systems.
• Comprehensive Analytics and Reporting: Detailed reports on campaign performance, client interactions, and deal progress.
• Third-Party Integrations: Integrate with tools like Zapier, Stripe, and QuickBooks for extended functionality.

Pros:

• Cost-effective for smaller teams
• Unified marketing, CRM, and support features
• Easy to set up and use
• Strong lead scoring and segmentation
• Versatile integration options

Cons:

• Limited advanced features
• Support and customization options could be improved

Pricing

• Free: Limited access for basic CRM functions
• Basic: $14.99/month per user
• Growth: $49.99/month per user
• Pro: $99.99/month per user

9. Flowlu – Best for Financial and Project Management

Flowlu is an all-in-one CRM platform that combines project management, financial management, and CRM capabilities, making it ideal for account managers who handle complex client relationships and financial transactions.

Known for its financial management tools, Flowlu enables users to track expenses, manage invoices, and monitor budgets alongside client data, providing a holistic view of each account.

Flowlu’s project management features make it particularly useful for businesses that need to coordinate client tasks and track project timelines.

With features like Gantt charts and task boards, teams can organize client projects efficiently, keeping everyone aligned and informed.

Its robust financial tools also make Flowlu a standout choice for account managers working with larger accounts or agencies, as it helps manage billing and budgeting alongside client interactions seamlessly.

Key Features

• Project and Task Management: Use Gantt charts and task boards to manage projects and deadlines.
• Financial Tracking and Invoicing: Track expenses, manage invoices, and handle budgeting within the CRM.
• Lead and Deal Tracking: Visual pipelines for monitoring client interactions and closing deals.
• Client and Contact Management: Organize client information, history, and notes in one place.
• Customizable Workflows: Design workflows to automate tasks and reduce repetitive work.
• Knowledge Base: Create a knowledge base to assist clients or team members with FAQs.
• Detailed Reporting and Analytics: Generate reports on project progress, financials, and account performance.

Pros:

• Strong project management tools
• Integrates financial tracking with CRM
• Customizable workflows
• Ideal for managing larger accounts and budgets
• Useful knowledge base feature

Cons:

• Steeper learning curve
• Limited third-party integrations

Pricing

• Free: Basic CRM features for small teams
• Team: $29/month for up to 8 users
• Business: $59/month for up to 16 users
• Professional: $119/month for up to 25 users

10. Insightly – Best for Growing Teams with Complex Client Needs

Insightly offers a robust and scalable CRM tailored for growing businesses and larger teams managing intricate client relationships.

Known for its relationship linking feature, Insightly allows users to connect and map relationships between contacts, accounts, and deals, making it easy to understand and manage complex client structures.

Insightly’s project management tools and workflow automation options help streamline processes, making it suitable for account managers with multiple client interactions and project-based tasks.

With an intuitive interface and built-in project management, Insightly allows teams to track client progress from initial contact to project completion, creating a clear, cohesive workflow.

Key Features

• Relationship Linking: Connect contacts and map relationships for better client insights.
• Workflow Automation: Automate repetitive tasks and set up triggers for more efficient processes.
• Project and Task Management: Manage client-related projects directly within the CRM.
• Lead Routing and Assignment: Automatically assign leads based on predefined criteria.
• Customizable Dashboards: Track key metrics and generate reports to monitor client engagement.
• Sales Pipeline Management: Visual pipelines to track client stages and deal progress.
• Third-Party Integrations: Connect with G Suite, Microsoft Office, QuickBooks, and more.

Pros:

• Strong relationship mapping feature
• Comprehensive project management tools
• Intuitive and easy-to-use interface
• Automated lead assignment
• Extensive integration options

Cons:

• Limited customization for small teams
• Advanced features come with higher plans

Pricing

• Plus: $29/month per user
• Professional: $49/month per user
• Enterprise: $99/month per user

Key Features of Account Management Software

• Centralized Client Database: A core repository for client data, accessible by the entire team.
• Task and Activity Management: Task scheduling, follow-up reminders, and activity logs.
• Sales Pipeline Visualization: Visual tools for tracking the status of deals or client progress.
• Reporting and Analytics: Data-driven insights to optimize strategies.
• Team Collaboration: Tools for coordinating tasks and sharing client information across departments.
• Integration Capabilities: Sync with other tools like email, calendar, and project management software.
• Automation: Automates repetitive tasks to improve efficiency.

How to Choose the Right Account Management Software

Factors to Consider

• Integration: How well it works with your existing tools.
• Customization: The ability to tailor workflows to your specific needs.
• Scalability: The software’s capacity to grow with your business.
• Pricing: Whether it aligns with your budget, especially for premium features.
• Support: Availability of responsive customer support.

Frequently Asked Questions

What Is an Account Management Software?

Account management software is a digital tool that helps businesses manage client relationships, track customer interactions, and streamline communication to boost customer satisfaction and retention. It typically includes features for tracking sales pipelines, organizing contact information, automating follow-ups, and analyzing client data, all of which aid account managers in nurturing and growing client relationships more effectively.

What are the 5 key account management processes?

The core processes include account planning, relationship mapping, opportunity management, value creation, and performance measurement. Together, these help account managers build strong client relationships, identify growth opportunities, deliver value, and ensure client satisfaction.

What software does an account manager use?

Account managers often use CRMs like GoHighLevel, HubSpot, and Pipedrive for managing customer relationships. GoHighLevel also comes with project management tools for organizing tasks and timelines.

What is the best CRM for account executives?

For account executives, GoHighLevel and HubSpot CRM are top choices, known for their robust features, customizability, and analytics, all of which support client relationship building and data-driven decision-making effectively.