11 of the Best Account Planning Software for 2025

Efficiently managing customer accounts is crucial for business success. Yet many businesses struggle to maintain strong client relationships, streamline communication, and keep track of important account details.

Account management software overcomes these challenges and elevates account management processes.

In this comprehensive guide, we'll explore the top 11 account management software solutions that can revolutionize the way you handle your valuable customer accounts. From industry giants like Salesforce and HubSpot to innovative options like Copy.ai and Chili Piper, we'll dive into the key features, pros, cons, and pricing of each tool. This article will give you a clear understanding of which account management software best fits your business needs, so you can make an informed decision and unlock new growth opportunities.

What Are Account Management Software Tools?

Account management software tools streamline the management of customer accounts, sales processes, and overall customer relationships. These tools provide a centralized platform for storing and organizing customer data, tracking interactions, and automating various account management tasks. Businesses that use account management software gain a comprehensive view of their customers, identify opportunities for growth, and deliver personalized experiences.

The key features of account management software include contact management, lead tracking, sales forecasting, pipeline management, and reporting. Sales teams use these tools to capture and organize customer information, such as contact details, communication history, and purchase records. They also provide insights into the sales pipeline, enabling teams to monitor the progress of deals and identify potential bottlenecks. Additionally, account management software often includes collaboration features, allowing team members to share information, assign tasks, and work together seamlessly.

Implementing account management software provides businesses with numerous benefits. These tools streamline and automate repetitive tasks, freeing up time for sales teams to focus on building relationships and closing deals. They provide a single source of truth for customer data, ensuring that all team members have access to accurate and up-to-date information. Account management software also enables businesses to segment their customer base, personalize their approach, and deliver targeted marketing campaigns. These tools offer valuable insights and analytics, helping businesses make data-driven decisions and identify areas for improvement.

Account management software is suitable for a wide range of businesses, from small startups to large enterprises. These tools are particularly beneficial for companies with complex sales processes, multiple customer touchpoints, and large sales teams. Industries such as B2B services, software as a service (SaaS), financial services, and manufacturing can greatly benefit from implementing account management software. By leveraging these tools, businesses can:

• Improve customer retention and loyalty
• Increase sales productivity and efficiency
• Enhance team collaboration and communication
• Gain valuable insights into customer behavior and preferences
• Streamline sales processes and reduce manual effort
• Make data-driven decisions to optimize sales strategies

Best Tools for Account Management Software

The right software tools can make a world of difference in streamlining and optimizing your account management processes. From customer relationship management (CRM) to sales automation and scheduling, these solutions are designed to help businesses efficiently manage their accounts, improve customer interactions, and ultimately drive growth. In this section, we'll dive into 11 of the best account management software tools available, highlighting their key features, pros and cons, and pricing to help you make an informed decision for your business.

1. Copy.ai

Copy.ai is an AI-powered platform that streamlines content creation, automates workflows, and provides insights to accelerate go-to-market strategies. By unifying AI capabilities, data sources, and best practices into a single platform, Copy.ai enables businesses to eliminate inefficiencies, break through content bottlenecks, and produce high-quality content faster.

The tool is particularly well-suited for small to medium-sized marketing, sales, and content teams who need to create a high volume of engaging copy on a regular basis. With its intuitive interface, customization options, and ability to maintain brand voice across all content, Copy.ai is an excellent solution for teams looking to scale content production efficiently.

Standout Features

• GTM AI Platform: Unifies AI tools and data to optimize the entire GTM process
• Workflows: Automates key tasks like prospecting and content creation
• 90+ AI Templates: Quickly generates sales copy, ads, blog posts, and more
• Infobase: Ensures all content is accurate, on-brand, and properly styled
• AI Chat: Assists sales and marketing teams with real-time content creation

Pricing

• Free Plan: $0/month, 1 seat, 2,000 words in Chat
• Starter Plan: $49/month, 1 seat, unlimited Chat words and projects
• Advanced Plan: $249/month, up to 5 seats, 2,000 Workflow credits
• Enterprise Plan: Custom pricing, guided onboarding, API access, and more

TL;DR: Who's This For?

Copy.ai is ideal for small to medium go-to-market teams who want to harness AI to create high-quality content faster, automate tasks, and gain GTM insights.

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2. HubSpot

HubSpot is a comprehensive customer relationship management (CRM) platform designed to help businesses grow by connecting their marketing, sales, customer service, content management, and operations. With a suite of AI-powered tools, HubSpot enables companies to attract, engage, and delight customers at every stage of their journey.

HubSpot is an excellent choice for startups and small to medium-sized businesses looking to streamline their go-to-market efforts and improve customer relationships without the complexity of multiple disparate systems. Its user-friendly interface, extensive feature set, and scalable pricing make it well-suited for teams aiming to generate high-quality leads, accelerate sales, scale customer support, create compelling content, and gain a complete view of their customers.

Standout Features

• AI-powered tools for social media, prospecting, customer service, and content creation
• Robust marketing automation to nurture leads and personalize engagement
• Deal pipeline management to help sales teams close more business faster
• Omni-channel customer service with a unified view of every interaction
• Scalable CMS for building websites that attract and convert leads
• Programmable automation and data sync to ensure data quality and consistency

Pricing

• Free Tools: Free for up to 2 users with basic CRM features
• Starter Customer Platform: Starting at $15/month/user
• Professional Customer Platform: Starting at $1,170/month for 5 users
• Enterprise Customer Platform: Starting at $4,300/month for 7 users

TL;DR: Who's This For?

HubSpot is an ideal choice for startups and small to medium-sized businesses looking for a comprehensive, user-friendly platform to manage customer relationships and drive growth.

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3. Salesforce

Salesforce is the leading customer relationship management (CRM) platform that helps companies of all sizes deliver exceptional customer experiences. It provides a unified suite of cloud-based applications for sales, service, marketing, commerce, and more—all on one integrated platform powered by AI. With Salesforce, go-to-market teams can streamline processes, personalize interactions, and drive growth across the entire customer lifecycle.

The platform is highly customizable to your specific business needs. The different cloud solutions—Sales Cloud, Service Cloud, Marketing Cloud, etc.—can be tailored and integrated seamlessly to create a powerful CRM ecosystem. Automation tools boost team productivity by streamlining workflows and collaboration. And with robust analytics, you can unlock valuable insights from your data to drive results. If driving customer success is a priority for your company, Salesforce is the essential platform to help you achieve it.

Standout Features

• Unified 360-degree customer view
• AI-powered insights and automation
• Highly customizable cloud solutions
• Productivity and collaboration tools
• Robust analytics and reporting

Pricing

• Essentials plan starts at $25/user/month
• Professional plans start at $75/user/month
• Enterprise plans start at $150/user/month
• Pricing varies for add-ons like Marketing Cloud, Commerce Cloud, etc.

TL;DR: Who's This For?

Salesforce is ideal for medium to large enterprises with complex CRM needs that have the resources to implement and customize the platform.

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4. Microsoft Dynamics 365

Microsoft Dynamics 365 is a comprehensive suite of intelligent business applications that combines CRM and ERP capabilities to help organizations streamline operations, enhance customer relationships, and drive growth. This AI-powered platform adapts to the unique needs of businesses of all sizes, providing tailored solutions for various industries such as retail, finance, healthcare, and manufacturing.

One of the standout features of Microsoft Dynamics 365 is its AI-driven capabilities, including Microsoft Copilot, which automates tasks, generates insights, and improves productivity across different business functions. The unified data platform centralizes information from multiple sources, enabling more informed decision-making and providing a 360-degree view of the business. With the platform's flexibility and integration with Microsoft Power Platform, companies can easily modify processes and adapt to changing requirements, making it a valuable asset for staying agile in today's fast-paced business environment.

Standout Features

• AI-powered insights and automation with Microsoft Copilot
• Unified data platform for centralized, 360-degree business view
• Customizable and scalable to adapt to unique business needs
• Seamless integration with Microsoft products like Outlook, Excel, Teams
• Industry-specific solutions for retail, finance, healthcare, manufacturing

Pricing

• Dynamics 365 Sales Professional: $65 per user/month
• Dynamics 365 Sales Enterprise: $95 per user/month
• Dynamics 365 Customer Service Professional: $50 per user/month
• Dynamics 365 Customer Service Enterprise: $95 per user/month
• Dynamics 365 Business Central Essentials: $70 per user/month
• Dynamics 365 Business Central Premium: $100 per user/month
• Dynamics 365 Finance: $180 per user/month
• Dynamics 365 Supply Chain Management: $180 per user/month

TL;DR: Who's This For?

Microsoft Dynamics 365 is best suited for medium to large enterprises, especially those already using Microsoft products, that require a comprehensive, customizable business management solution to unify teams, automate processes, and drive growth.

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5. Zendesk

Zendesk is a powerful, all-in-one customer service platform trusted by over 200,000 businesses worldwide. With its comprehensive set of features, Zendesk empowers support teams to deliver exceptional customer experiences across multiple channels, including email, phone, live chat, and social media. The platform leverages AI to streamline repetitive tasks, suggest relevant solutions, and provide instant answers through chatbots.

Zendesk is an ideal solution for mid-sized to large businesses looking to efficiently manage a high volume of customer interactions. Its omnichannel support ensures seamless integration of various communication channels into a unified interface. Robust self-service options like knowledge bases and community forums reduce ticket volume. Whether you're in sales, marketing, or product, Zendesk provides the tools to personalize outreach, identify growth opportunities, and inform your roadmap.

Standout Features

• AI-powered automation to improve agent productivity
• Omnichannel support across email, phone, chat, social media
• Self-service options like knowledge bases and community forums
• Analytics to track key metrics and make data-driven decisions

Pricing

• Suite Team: $55/agent/month
• Suite Growth: $89/agent/month
• Suite Professional: $115/agent/month
• Suite Enterprise: $169/agent/month

TL;DR: Who's This For?

Zendesk is best for mid-sized to large businesses with 5+ support agents handling customer inquiries across multiple channels. Small teams with basic needs may find it overwhelming.

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6. Zoho CRM

Zoho CRM is a comprehensive customer relationship management platform that empowers sales, marketing, and customer service teams to work together seamlessly. With robust features for lead and deal management, multichannel communication, AI-powered insights, and extensive customization options, Zoho CRM helps businesses of all sizes streamline processes and deliver exceptional customer experiences. Its intuitive interface and seamless integration with other Zoho apps make it a compelling choice for organizations looking to boost efficiency and drive growth.

Zoho CRM provides the tools needed to nurture leads, close deals, and build lasting customer relationships for businesses of all sizes. The platform's sales force automation capabilities, including contact and account management, sales forecasting, and workflow automation, enable teams to work smarter and faster. With multichannel communication features spanning email, phone, chat, and social media, Zoho CRM ensures you can engage customers on their preferred channels while maintaining a unified view of every interaction.

Standout Features

• Robust lead and deal management
• Multichannel communication (email, phone, chat, social)
• AI-powered insights and automation
• Extensive customization options
• Seamless integration with Zoho suite and 3rd party apps
• Mobile apps for iOS and Android

Pricing

• Free Edition: Up to 3 users
• Standard: $14/user/month billed annually
• Professional: $23/user/month billed annually
• Enterprise: $40/user/month billed annually
• Ultimate: $52/user/month billed annually

TL;DR: Who's This For?

Zoho CRM is an excellent choice for small to medium businesses and go-to-market teams up to 50 looking for a feature-rich yet affordable CRM to streamline sales, marketing, and support.

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7. Apptivo

Apptivo is an all-in-one business management platform that helps small to medium-sized businesses streamline and centralize their operations. With a comprehensive suite of integrated apps for CRM, project management, marketing automation, and customer support, Apptivo enables teams to manage all essential functions from a single unified interface.

Apptivo connects data and processes across departments, eliminating silos and providing teams with the insights they need to deliver exceptional customer experiences. This software is ideal for growing companies looking to boost efficiency, facilitate collaboration, and gain a 360-degree view of their customers.

Standout Features

• Social news feed for real-time communication and information sharing
• 360 Degree View of customer info, interactions, and activities
• IMAP email integration to manage communications within the platform
• Custom attributes to tailor the software to unique business needs
• Drag and drop PDF template builder for professional documents
• Developer API for custom integrations and extended functionality

Pricing

• Lite: $20/user/month - for small sales teams to manage deals and quotes
• Premium: $30/user/month - all-in-one CRM for fast-growing teams
• Ultimate: $50/user/month - advanced features for large teams
• Enterprise: Custom pricing - tailored for complex enterprise needs

TL;DR: Who's This For?

Apptivo is an excellent choice for small to mid-sized businesses and go-to-market teams of 5-25 people seeking an affordable, full-featured CRM to centralize and optimize their operations.

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8. Pipedrive

Pipedrive is a powerful yet intuitive sales CRM and pipeline management software designed to help small to medium-sized sales teams streamline their sales process, manage customer relationships, and close more deals. With its visual pipeline interface, customizable deal stages, and time-saving automations, Pipedrive provides the tools businesses need to efficiently track leads, optimize sales activities, and get real-time insights into performance.

Pipedrive stands out for its thoughtful features and ease of use. Sales reps can quickly capture lead data, fully customize their pipeline to match the company's sales process, and easily drag-and-drop deals as they progress. AI-powered insights, detailed reporting, and activity reminders ensure teams can spot issues and stay on top of their most promising opportunities. For growing businesses looking to establish a consistent, data-driven sales process, Pipedrive offers an affordable solution that's simple to implement but robust enough to scale.

Standout Features

• Visual, fully customizable sales pipeline
• AI-powered lead scoring and insights
• Workflow automation and activity reminders
• Comprehensive reporting and forecasting
• Integrations with 300+ third-party apps

Pricing

• Essential: $14.90/user/month billed annually
• Advanced: $24.90/user/month billed annually
• Professional: $49.90/user/month billed annually
• Enterprise: $99/user/month billed annually
• 14-day free trial available

TL;DR: Who's This For?

Pipedrive is an excellent choice for small to medium-sized sales teams looking for an intuitive, affordable CRM to optimize their sales process, improve customer relationship management, and increase revenue.

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9. Salesloft

Salesloft is a powerful cloud-based Revenue Orchestration Platform designed to help B2B sales teams increase efficiency, drive more revenue, and deliver predictable results. Salesloft automates key steps in the sales funnel, helping businesses convert more leads into booked meetings and close deals faster.

The platform is ideal for sales leaders, account executives, sales development reps, customer success teams, and marketing professionals who need a unified solution to build pipeline, engage customers, manage deals, and accurately forecast revenue. Salesloft uses AI to surface buyer signals and guide sellers to take the right actions at precisely the right moments for maximum impact.

Standout Features

• Cadence for building and nurturing sales pipelines
• Conversations for gaining call insights and coaching reps
• Deals for managing opportunities and pipelines
• Forecast for predicting revenue outcomes
• Rhythm, an AI engine that guides reps to the next best action
• Drift integration for engaging buyers early

Pricing

• Advanced plan for converting deals and winning customers
• Premier plan for generating predictable revenue, with forecasting features

TL;DR: Who's This For?

Salesloft is an excellent choice for growth-oriented B2B companies, especially mid-market and enterprise organizations with complex sales processes, that want to boost productivity, increase pipeline, accelerate deals, and drive predictable revenue.

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10. Calendly

Calendly is an intuitive and powerful scheduling tool that makes it easy to book meetings without the typical back-and-forth emails. It allows you to create customized booking pages with your availability that you can share via a link. Recipients can then select a time slot that works for them and the event is automatically added to your calendar.

Calendly is great for sales teams, recruiters, customer success teams, or anyone else who regularly needs to schedule meetings with people outside their organization. It streamlines the scheduling process, integrates with your existing calendar, and provides a professional booking experience for your invitees.

Standout Features

• Customizable booking pages you can share via link
• Integrates with Google, Outlook, Office 365, and iCloud calendars
• Automated event notifications and reminders
• Ability to set buffer times between meetings
• Team pages for group/round robin scheduling

Pricing

• Basic: Free
• Essentials: $8/user/month
• Professional: $12/user/month
• Teams: $16/user/month

TL;DR: Who's This For?

Calendly is perfect for anyone who regularly schedules meetings with people outside their organization and wants to make the booking process more efficient.

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11. Chili Piper

Chili Piper is an innovative demand conversion platform that helps B2B sales teams streamline their lead qualification, routing, and meeting scheduling processes. Chili Piper automates key steps in the sales funnel, so businesses convert more leads into booked meetings and close deals faster.

One of Chili Piper's standout features is its ability to instantly qualify and route leads to the right sales rep in real-time. Advanced scheduling capabilities allow reps to book meetings with just one click. The platform integrates seamlessly with tools like Salesforce, Gmail, and Outlook. Chili Piper is an essential solution for medium to large sales teams looking to optimize their lead conversion process and boost revenue.

Standout Features

• Instant lead qualification and routing
• One-click meeting scheduling
• Automated reminders and rescheduling
• Form concierge to convert web visitors
• Chat engagement for real-time interactions
• Team handoff between SDRs and AEs
• Comprehensive reporting and analytics

Pricing

• ChiliCal Teams: $15/user/month (annual)
• Demand Conversion Platform: $72/user/month (annual)
• Individual products from $30/user/month plus platform fees

TL;DR: Who's This For?

Chili Piper is ideal for medium to large B2B sales teams looking for an all-in-one platform to optimize lead routing, meeting scheduling, and demand conversion.

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Which Tool is Best for Who?

When choosing an account management software, it's essential to consider factors like your business size, industry, budget, required features, integration needs, and scalability. Here's a quick recap of which tool might be the best fit for different scenarios:

• Copy.ai: Best for small to medium go-to-market teams who want to harness AI to create high-quality content faster, automate tasks, and gain GTM insights.
• HubSpot: Ideal for startups and small to medium-sized businesses looking for a comprehensive, user-friendly platform to manage customer relationships and drive growth.
• Salesforce: Well-suited for medium to large enterprises with complex CRM needs that have the resources to implement and customize the platform.
• Microsoft Dynamics 365: Best for medium to large enterprises, especially those already using Microsoft products, that require a comprehensive, customizable business management solution.
• Zendesk: Optimal for mid-sized to large businesses with 5+ support agents handling customer inquiries across multiple channels. Small teams with basic needs may find it overwhelming.
• Zoho CRM: An excellent choice for small to medium businesses and go-to-market teams up to 50 looking for a feature-rich yet affordable CRM to streamline sales, marketing, and support.
• Apptivo: Great for small to mid-sized businesses and go-to-market teams of 5-25 people seeking an affordable, full-featured CRM to centralize and optimize their operations.
• Pipedrive: Well-suited for small to medium-sized sales teams looking for an intuitive, affordable CRM to optimize their sales process, improve customer relationship management, and increase revenue.
• Salesloft: Ideal for growth-oriented B2B companies, especially mid-market and enterprise organizations with complex sales processes, that want to boost productivity, increase pipeline, accelerate deals, and drive predictable revenue.
• Calendly: Perfect for anyone who regularly schedules meetings with people outside their organization and wants to make the booking process more efficient.
• Chili Piper: Best for medium to large B2B sales teams looking for an all-in-one platform to optimize lead routing, meeting scheduling, and demand conversion.

Ultimately, the right account management software for your business will depend on your unique needs and goals. Evaluate your requirements carefully and take advantage of free trials to test out different options before making a decision.

Final Thoughts

Account management software is an essential tool for businesses looking to streamline their sales processes, improve customer relationships, and drive growth. By centralizing customer data, automating key tasks, and providing valuable insights, these platforms enable go-to-market teams to work more efficiently and effectively.

In this post, we've explored 11 of the top account management software solutions on the market, including Copy.ai, HubSpot, Salesforce, Microsoft Dynamics 365, Zendesk, Zoho CRM, Apptivo, Pipedrive, Salesloft, Calendly, and Chili Piper. Each tool offers a unique set of features and benefits tailored to the needs of different types of businesses and teams.

When choosing the right account management software for your organization, it's important to consider factors such as your team size, industry, budget, specific feature requirements, integration capabilities, and scalability. By carefully evaluating your needs and comparing the available options, you can select a solution that will help you optimize your sales process, enhance customer engagement, and achieve your growth objectives.

Whether you opt for a comprehensive platform like HubSpot or Salesforce, or a more specialized tool like Pipedrive or Chili Piper, implementing account management software can have a transformative impact on your business. You can gain a competitive edge, build stronger customer relationships, and drive sustainable growth.

If you haven't already, now is the time to start exploring account management software solutions and find the one that best fits your needs. With the right tool in place, you'll be well on your way to optimizing your sales process, delighting your customers, and achieving your business goals.

FAQ for account management software

1. What is account management software? Account management software streamlines the management of customer accounts, sales processes, and overall customer relationships by providing a centralized platform for storing and organizing customer data, tracking interactions, and automating various account management tasks.

2. What are the key features of account management software? Key features include contact management, lead tracking, sales forecasting, pipeline management, reporting, and collaboration tools. These enable businesses to capture customer info, monitor deal progress, personalize engagement, and work together seamlessly.

3. What are the benefits of using account management software? Account management software automates repetitive tasks, provides a single source of truth for customer data, enables personalized engagement, offers valuable insights and analytics, improves team collaboration, and ultimately helps businesses increase sales productivity and customer retention.

4. What types of businesses can benefit from account management software? Account management software is suitable for a wide range of businesses, from small startups to large enterprises, particularly those with complex sales processes, multiple customer touchpoints, and large sales teams. Industries like B2B services, SaaS, financial services, and manufacturing can greatly benefit.

5. How do I choose the right account management software for my business? When selecting account management software, consider factors like your business size, industry, budget, required features, integration needs, and scalability. Evaluate your unique requirements carefully and take advantage of free trials to test different options before deciding.

6. What are some top account management software solutions? Some leading account management software tools include Salesforce, HubSpot, Microsoft Dynamics 365, Zendesk, Zoho CRM, Pipedrive, and Salesloft. Each offers a unique set of features and benefits tailored to the needs of different types of businesses and teams.

7. How can account management software help grow my business? By streamlining sales processes, centralizing customer data, automating key tasks, and providing valuable insights, account management software enables go-to-market teams to work more efficiently, build stronger customer relationships, spot growth opportunities, and ultimately drive more revenue.