Provides more control for the separation and management of individual accounts, breaking them down by individual, team, department, branch office, account status or other variable. Account managementĪllows for more granular groupings of separate sales accounts, each with its own customer information files and settings.
#Free customer management software software#
You should begin your search with a list of existing business challenges and goals and identifying the gaps in your current software toolset. The following table lists features common to account management software platforms, but understand that many overlap with features common to general CRM software and sales enablement tools.
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Mobile and web-based software with a great selection of tools, including online customer access. User-friendly and reliable cloud-based software with a wide array of useful features.įlexible and easy-to-use software with mobile capabilities and a cloud-based control center. Best-suited for plumbing, electrical, and HVAC-related businesses.