An Account Management Software Lets You Track Your
Account Management Operations In Real-Time
Our Account management software empowers users to keep their
account information actionable, up-to-date, and organized.
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Research by different organizations like TeleNet, Ovation Sales Group, and InsideSales.com have repeatedly shown that
An Average Sale Requires 8-12 Follow-ups.
Whereas an average marketing agency employee takes only 2 follow-ups!
The Software Serves As A Single Hub For The Accounting Team
For Managing The Customers Of The Business
CompanyHub’s Account management comes with a number of key functions that help in delivering the best results to the clients. The system’s tools allow Account Managers to leverage the best methodology and practices for the job.
Capture Important Data Related To Client Initiatives
And Expectations With Account Management System
A fully featured Account Management
Software helps in –
- Managing Invoices and Quotes
- Preparing Product Catalog
- Customizing Import & Export
CompanyHub’s CRM for businesses
is ideal for –
- Tracking key customer metrics
- Organizing the work of account team
- Managing deliverables and contracts
Create Proactive And Strategic Account Plans Or Break Down
The Current Growth Plans By Analyzing The Progress Of Your
Team Through Detailed Account Management Reports
Store All Data And Ensure Best
Security Practices With Our Software
- Manage Existing Accounts
- Ensure proper forecasting and pipeline management
- Understand the voice of customers
- Create Proactive Action Plans
CompanyHub Online Account Management Software Allows Organizations
To Manage Customer, While Managing Your Whole Team From A Single Platform
Also helps professionals focus on the next steps to close each deal
You Will Get Information About All Interaction Right From A Single Platform
For Better Decision Making And Understanding Customer Prospects
Easy Collaboration
Get a complete view of your business’s account,
track sales alert, schedule activity, etc.
Compare Employees Performances
Track Record Of Customers
Generate detailed reports for easy working and tracking
A Complete View Of The Contact Base
You’ll have a broader view of current and prospective customers
Awesome Visualizations
Area Chart
Bar Chart
Pie Chart
Line Chart
Donut Chart
Pivot Table
Grow Your Business Faster With
A Customized Account Management System
$49/user per month + $1000 Setup
$24/user per month (billed annually)
$32 month-to-month
Core Features
- Sales automation
- Custom fields
- Internal collaboration
- Custom forms
- Email to CRM
- Custom reports
Enhance Business Working
- Sales funnel
- Custom reports
- Sales pipeline
- Agent activity reports
- Lead sources
- Unpaid invoices
Analysis Of Business Activities
- Detailed overview of the tasks
- Document management
- Employee engagement
- Easy integration
- Sales agent management
- Document management
Our Account Management Software seamlessly integrates with the existing system of the
business. This means you don’t have to deal with double-entry or other related issues. You can
easily customize the system according to your business needs.
