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8 Best Accounts Management Software You Must Try

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A B2B tool that helps businesses in storing client documents, customer support, and tracking account activity in a single interface is what we call Accounts management software.

It acts as a grease for the management team and improves their productivity. Along with enhancing productivity, it reduces the chances of silly errors.

Often, companies allocate account management tasks to their Customer Relationship Management (CRM) software, and not all CRM software is well-versed in account management.

Different types of accounts management software are required for different purposes. For example, Quickbooks is a great accounts management software for a SaaS company.

You have to consider many factors like UX, UI, company size, and other needs before selecting an accounts management software for your business.

In this article, we are going to answer all your questions, so keep reading and by the end of this article, you’ll find the best accounts management software for your business.

What is Accounts Management Software?

Accounts management software allows you to manage your sales contacts, nurture them into leads and establish client relationships.

This is a tool where you can manage sales, process, and sales accounts and at the same time track your activity.

It defines accounts, tracks your insights, automates processes, and makes your interactions flawless.

It also helps you in creating customized sales pipelines for deal management. You can also integrate your accounts management software with other software for your business.

How to select the right accounts management software for your business?

Here is a list of factors you should consider before finalizing an accounts management software for your business:


While buying homeware, do you consider whether it is offering value for money or not?
Then why should you not consider the same point while buying accounts management software for your business?

Multiple Accounts Handling

If you are a company that needs to handle a lot of data, then you should consider the capacity of accounts management software. Make sure it is able to work with enough smoothness with multiple hierarchies, departments, and repetitions too.

User Experience

I don’t know why I forgot to place it at the top of the list. It is the most important factor that is to be considered when buying accounts management software.

Contact Management

It should be able to manage leads as well as sales staff without affecting the flow of the work.

Ease of use

Every sales team or management team member should learn to operate a management tool. And this is possible if you’re getting an easy-to-use tool for your business.

What are the benefits of using Accounts Management Software?

Using accounts management software is a great way to benefit your revenue as well as the management team. Look how!

Delivers impeccable customer experience

A good customer experience can make or break the mind of your buyers. By providing seamless support to your customers by automating the required tasks, you can win the game.

Why let your competitors steal your competitors when you can have such great tools?

Helps you get better opportunities faster

Accounts management software helps you in getting revenue-focus metrics. It acquaints you with tactics that work for better results so that you can grab the right opportunities at the right time.

Keep track of your customer base

By using the right accounts management software, you can avoid every possible error in managing your growing customer base. Is it possible for you to manage tons of data without an organized tool?

Managing a small amount of data is not a big deal but as your customer base keeps growing, you need to find a tool that manages your data in a single place.

You don’t have to face the hassle of moving across apps for different data.

Now we had enough idea of what is accounts management software and how you should find the right one for your business.

Let’s have a glance at some of the most amazing account management software tools that we have shortlisted for you.

Best Account Management Software

Microsoft Dynamics 365

If you are ready to spend a little extra for offering an unmatchable customer experience, then you should not think twice before buying its subscription.

If your company already uses other Microsoft products, you will not have a feeling fresher. It also integrates with other tools and allows your team to use the familiar tools in the best possible manner.

It allows your team to access customer data and sales insights within the tool. Now you don’t have to move from one app to another in search of data as Microsoft Dynamics 365 is here.


$65 per month

HubSpot Sales Hub



If your work is scattered and you are looking for a platform where you can manage sales, and customers account then HubSpot is the one for you. It has five products: marketing hub, sales hub, CRM hub, operations hub, and services hub.

You can use both sales and service hub as accounts management software. It is one of the most commonly used accounts management software and enjoys high user ratings.

It has multiple features that offer email sequencing, sales document management, support ticket pipelines, and much more.

It does not offer free trials.


$45 per month

Zendesk Sell

Are you looking for affordable accounts management software that has a big no to poor customer experience?

This isn’t even a question! We all want the best at the lowest possible price.

Zendesk Sell is an accounts management software as well as a CRM software that allows users to talk about matters on voice calls.

You can enjoy a seamless user experience as it has drag-and-drop functionality and also provides you with the entire information in one place.

It has some amazing features like smart lists for lead filtering, sales engagement tools, call analysis, account syncing, and much more.

You can also get a mobile app. It also offers a 14-day free trial for its users.


Starts at $19 per month

Bitrix 24


Bitrix is one of the most amazing accounts management software as it provides features like chatting, video conferencing, and document sharing for your internal team.

It is a platform where you can manage your projects smoothly, enjoy easy reporting, workflow automation, and manage the sales pipeline.

You’ll also get lead qualification tools and sales funnel automation features.

They don’t offer free trials, so you have to buy to know the taste of this software.


Starts at $49 per month


It is a CRM tool that has certain AI-powered features that allow you to grab opportunities that otherwise you would have missed. It allows you to create a sales funnel from scratch or by using pre-designed templates.

It offers features like custom sales pipeline automation, Email tracking, real-time reporting, performance analysis, forecasting, segmentation, and a CRM dashboard.

It is an easy-to-use software that offers a 14-day free trial for its users.


$14.90 per month


Apptivo has everything you are looking for in accounts management software. It allows you to manage leads, contacts, and sales. It has some lead capture tools that offer email to lead creation and offer you an excellent opportunity to convert leads into loyal customers.

It has certain features like territory management, Email sequencing, workflow automation, and a longer free-trial period.

Most accounts management software offers a 10-15 days trial period, it offers a 30-day free trial for its users.


Starts at $10 per month

Salesforce Sales Cloud

It is expensive software but is worth every penny. It is a CRM tool that offers features like lead management, territory management, opportunity monitoring, and much more.

It allows you to have a bird-eye view of your growth metrics which in turn supports customer retention. It also offers sales planning templates, AI insights and integrates with other Salesforce products.

It does not offer a free trial and is the most expensive accounts management software on the list.


Starts at $75 per month

Zoho CRM

Don’t get confused with the name. It is not just a CRM tool, it is also an accounts management software that is super affordable. It contains templates, customizable reports and has drag and drop functionality.

It allows you to automate repetitive tasks and aids in contact management. It offers other features like AI predictions, territory management, and real-time reporting.

It offers a 15-day free trial for its users.


Starts at $23 per month


Finding the right accounts management software business for your business is not as easy as it looks. This is why we have compiled a list of the top-rated accounts management software.

All you need to do is consider certain factors like price, UX, business size, and learning curve and find the best accounts management software.

One thing you should be very clear in your mind is that these tools can smoothen your work but customer success is not possible without human intervention. You cannot automate the entire task and make sure you’re relying wisely on accounts management software.

Which tool did you like the most?

If you want to read about another software, click here.


What is accounting management software?

Accounts management software is a tool that helps businesses in organizing their sales by dividing them into different sectors. It also helps businesses in storing account details and tracking their activity.

Which is the best accounts management software that can be used for free?

Here is a list of accounts management software that can be used for free Zoho books, Sunrise, ZipBooks, and Odoo.

Which is the best AI accounts management tool?

There are some amazing AI-powered accounts management tools that you should try: Docyt, Blue Dot, Booke AI, and Gridlex Sky.

What is an AI accounts management tool?

Accounts management software that not just organizes but automates the work of tracking account activity, and managing customer relationships, powered by AI in turn is called AI accounts management software.

What are some factors that should be considered before selecting accounts management software for my business?

You should analyze the following before selecting accounts management tools for your business: user experience, customizability, free trials, price, of course.


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