Discover folk - the CRM for people-powered businesses
Imagine a world where managing client relationships is as easy as clicking a button. No more juggling spreadsheets, endless emails, or clunky CRM systems that slow you down. If you're searching for the best account management software to streamline your workflow and elevate your client relationships, you’ve come to the right place.
Top 7 Best Account Management Software
1. folk CRM: Best Overall Account Management Software
Best for
Startups, agencies, founders, soloprene
urs, and modern sales teams
folk is a next-generation CRM that simplifies contact and relationship management. It was designed for teams who want a powerful yet flexible solution without the complexity of legacy CRMs.
Key features
- Shared contact database with granular access
- Contact tagging, filters and pipelines
- Customizable fields and views
- Email campaigns and automated sequences
- Chrome extension to capture leads from anywhere: LinkedIn, X, Instagram, etc.
- Smart enrichment & duplicates detection
Pros
- Beautiful, intuitive interface
- Perfect for agencies & small teams
- Customizable fields, templates, and workflows
Cons
- Not ideal for enterprise-scale needs (yet)
Pricing
- Free trial available
- Paid plans start at $20/month
2. HubSpot CRM
Best for
Growing businesses who need sales + marketing in one
HubSpot is one of the most popular CRMs on the market. It’s free to start and scales well as your company grows.
Key features
- Lead management, deal pipelines, and tasks
- Email sequences and templates
- Built-in forms and chat widgets
Pros
- Huge app ecosystem
- Great learning resources
- Integrated with marketing automation
Cons
- Can get expensive at scale
- Some tools locked behind paid hubs
Pricing
- Free trial available
- Paid plans start at $20/month (Sales Hub Starter)
3. Salesforce
Best for
Enterprises and large teams with complex workflows
Salesforce is the industry leader in CRM—but it’s built for scale. It offers a vast range of features and integrations, but it comes with a steep learning curve.
Key features
- Sales automation & pipeline tracking
- Custom dashboards, reporting & forecasting
- Advanced integrations (Slack, Gmail, etc.)
Pros
- Extremely customizable
- Powerful reporting capabilities
- Trusted by the Fortune 500
Cons
- Complex to set up
- Expensive compared to alternatives
Pricing
- Free trial available
- Plans start at $25/user/month
4. Zoho CRM
Best for
Small businesses looking for affordability & features
Zoho CRM offers a solid range of tools for managing contacts, deals, and communications—especially impressive for its price point.
Key features
- Omnichannel communication (email, chat, phone)
- SalesSignals real-time notifications
- Zia AI for predictions and suggestions
Pros
- Very affordable
- Flexible modules & extensions
- Part of the Zoho suite (Projects, Books, etc.)
Cons
- UI feels a bit dated
- Less intuitive than newer tools
Pricing
- Free trial available
- Paid plans start at $14/user/month
5. Pipedrive
Best for
Visual thinkers and pipeline-focused teams
Pipedrive is a CRM focused on sales pipelines, making it easy to visualize and manage leads through each stage.
Key features
- Drag-and-drop pipeline
- Workflow automation & reminders
- Custom reports and dashboards
Pros
- Great visual interface
- Easy to use for small teams
Cons
- Limited marketing tools
- Fewer native integrations
Pricing
- Free trial available
- Paid plans start at $14.90/month
6. Nimble
Best for
Solo consultants or social-savvy account managers
Nimble is designed to enrich your contacts with social media data automatically, keeping your network up-to-date with minimal effort.
Key features
- Social media enrichment
- Smart contact import & sync
- Unified inbox and calendar integration
Pros
- Very lightweight and user-friendly
- Strong contact intelligence tools
Cons
- Less suitable for team collaboration
Pricing
- Free trial available
- $24.90/user/month
7. Freshsales (by Freshworks)
Best for
Teams who want sales + communication tools together
Freshsales includes built-in phone, chat, and email so you can centralize everything in one place.
Key features
- AI-powered contact scoring
- Auto-assignment of leads
- Email, phone, and chat in one place
Pros
- Great value for the price
- Communication + CRM in one tool
Cons
- Less flexibility for custom workflows
Pricing
- Free trial available
- Paid plans start at $15/user/month
How to Choose the Best Account Management Software
Not all account management tools are built the same. Here’s what you should consider:
1. Team Size & Collaboration Needs
- Do you need to share contacts across your team?
- Should everyone have access to the same data?
2. Key Features
- Contact organization (tags, filters, pipelines)
- Task tracking and reminders
- Email integrations or campaigns
- Chrome extensions or lead capture
3. Pricing
- Do you need a free trial or low-cost entry?
- Will the cost scale as your team grows?
4. Customization
- Can you create custom fields, views, and workflows?
- Can you integrate with tools you already use?
5. Use Case Fit
- Are you in sales? Consulting? Partnerships?
- Each tool has strengths for different goals.
FAQ: Account Management Software
What is an account management software?
Account management software helps teams manage relationships with customers, leads, and partners. It combines contact management, communication tools, tasks, and pipelines.
Who should use account management tools?
Anyone managing ongoing relationships—sales reps, agencies, founders, consultants, and customer success teams.
What’s the best account management tool for small businesses?
folk CRM is a great option for small teams. It’s easy to use, flexible, and built specifically for modern workflows.
Are free trials available?
Yes! Most tools on this list offer free trials, so you can test them before committing.
How is account management software different from a regular CRM?
Many CRMs are built for sales only. Account management tools focus on long-term relationships, ongoing communication, and shared visibility.
Conclusion
Choosing the right account management software depends on your team’s size, goals, and workflows. But if you’re looking for the perfect balance of power, simplicity, and collaboration—folk CRM is your best bet!
Discover folk CRM - Like the sales assistant your team never had
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