Account management software
Discover account-based insights with account management software
The best account management software simplifies both customer retention and the sales process, making it easier for sales reps and account managers to build long-lasting, productive relationships with customers.
Pipedrive’s all-in-one software combines a powerful CRM system with account management functionality to drive the right account management and sales activities at the right times.
Full access. No credit card required.
Pipedrive’s key account management features
Pipedrive is a powerful customer relationship management tool designed by salespeople for salespeople. It’s a powerhouse CRM that provides a single solution to all your sales needs. Manage your enterprise and small business accounts easily with Pipedrive.
Pipeline visibility
Maintain a 360-degree view of account standings across your entire organization, all from your sales CRM dashboard
Email tracking
Get notifications when emails are opened and links are clicked, so you can follow up while leads are hot
Contact history
See account interactions with your business, via chat, email and more, so you always know where they stand
Real-time reporting
Measure key metrics and get insights without time-consuming report generation
Accurate forecasting
Focus sales efforts on high-value accounts and nurture those less likely to purchase now in other ways
The benefits of account management software
Account management software provides a bird’s-eye view of your organization’s sales activities and helps you:
Automate sales processes. Make time to build relationships by automating admin tasks.
Manage multiple accounts. Organize details for all your accounts and stay on top of changes.
Track actionable insights. Make sense of the numbers and optimize your account management and sales processes.
Streamline activities. Work more efficiently with automation and real-time notifications.
Identify new customers and cross-selling opportunities. Keep your pipeline updated with new leads and stay in touch using email marketing.
Centralize customer information and communications. Collect contact history in one place and enhance the customer experience.
Get actionable insights on your key accounts
Focusing on the wrong leads eats up valuable time that could be spent nurturing high-value accounts.
Keep track of key metrics with Pipedrive and quickly see which deals are most likely to close and which to deprioritize. Tailor your sales activities to top accounts using insights from your CRM and generate more revenue.
Track all account activity from one platform
Without a single source of truth, it’s hard to get an overview of where accounts stand and collect key account data.
Pipedrive’s features are built around the simple yet powerful philosophy of activity-based selling. Featuring powerful account management tools, Pipedrive enables sales reps to track account activity and focus on the touchpoints that drive sales and customer loyalty.
Identify upselling opportunities and strengthen relationships
Account expansion is vital to business growth, which often means sales leaders need to upsell or cross-sell additional products to their current customers.
Pipedrive makes it easy for you to gather actionable insights for your existing accounts. Use these insights to nurture relationships and identify expansion opportunities.
Smart Docs add-on
Centralize the entire documentation process by sending trackable quotes, proposals and contracts from within Pipedrive. Get notified when they are opened by a customer and request eSignatures from your clients to close deals faster. Use the tools your team loves, like Google Docs/Slides/Sheets or MS Docs, or upload PDFs. Set up company-wide template sharing, remove the Pipedrive logo.
Autofill documents with Pipedrive data
Integrate with Google Docs, Slides, Sheets or MS Docs
Track open documents in real time
Request eSignatures
Set up shared templates
Remove the Pipedrive logo
Integrate DocuSign
Autofill documents with Pipedrive data
Integrate with Google Docs, Slides, Sheets or MS Docs
Track open documents in real time
Request eSignatures
Set up shared templates
Remove the Pipedrive logo
Integrate DocuSign
Starting from
per company per month, billed annually if added to an Essential or Advanced plan subscription
or $39 per company per month, billed monthly if added to an Essential or Advanced subscription
Smart Docs add-on is free with a Professional, Power or Enterprise subscription
6 ways Pipedrive empowers your account management activities
Whether you’re a total beginner or an experienced account manager, here’s how Pipedrive can help you achieve your business goals
How DashThis created an unbeatable customer experience with Pipedrive
DashThis produces digital marketing dashboards for marketers and agencies. As the company grew, it required a powerful account management solution.
Using customizable workflows, task automation and effective deals management, DashThis could prioritize sales activities in one organized hub, enabling them to scale quickly.
“Pipedrive really ensures that I keep up the pace when trying to close a deal. With their very nice workflows, I see what actions I need to take in order to sign-up a client and I never forget to follow up with them.”
