23 Best Account Data Management Software In 2024

CIENCE GO Data is a comprehensive tool that provides accurate B2B contact information, including over 100 million verified contacts and 10 billion monthly signals for in-market buyers. The platform's unique selling point is its real-time validation and use of real-world data, which ensures the accuracy of sales data.

Why I picked CIENCE GO Data: I chose CIENCE GO Data because it provides a vast database of over 100 million verified B2B contacts, which is essential for any business looking to establish or expand its sales outreach. In determining the best tool for this purpose, I compared various options and found that CIENCE GO Data's emphasis on real-world validation of sales data makes it stand out. This approach ensures that the contact information is not only extensive but also accurate and up-to-date.

CIENCE GO Data Standout Features & Integrations

Standout features include outbound sales engagement with automation, AI models trained for industry-specific content creation, and powerful web analytics. Additionally, CIENCE offers services such as outbound SDR team-as-a-service and inbound SDR, as well as AI models for multi-channel outbound campaigns and artificial voice prospecting conversations. The company also provides resources such as lead prioritization guides, pricing information, and industry-related content through their blog and podcast.

Integrations include HubSpot CRM, CIENCE GO Digital, CIENCE GO Show, and HubSpot Sales Hub.

Airtable is a project management and collaboration tool that combines the capabilities of a spreadsheet and a database. It provides users with a flexible and visually appealing interface for organizing and managing various data types. Airtable allows you to create and customize tables, or 'bases,' to store and manipulate information.

Why I picked Airtable: Airtable is more suitable for project management. However, if you are a small team, you can also use it for account data management. The best thing about the tool is that it lets users create custom fields with specific data types, such as text, number, date, and dropdowns. This ensures data accuracy by enforcing consistent formatting and preventing incorrect entries. By defining field validation rules, you can further enhance data accuracy and maintain consistency.

Airtable provides powerful filtering and sorting options that enable simple data retrieval. You can apply filters based on specific criteria and instantly view a subset of records that meet the defined conditions. Sorting options allow you to arrange data in ascending or descending order based on any field, making it easy to find the desired information.

Airtable Standout Features and Integrations:

Standout features include a collaborative workspace where team members can collaborate on data entry, validation, and updates. This helps maintain data accuracy and consistency by involving multiple stakeholders in data management.

Integrations include Asana, Basecamp, Dropbox, Box, Eventbrite, Evernote, Facebook, GitHub, Google Calendar, Instagram, Jira, Miro, and LinkedIn. You can also avail additional integrations through Zapier and API.

Airtable costs from $10/user/month (billed annually) and comes with a free forever plan.

Oracle CX Sales, also known as Oracle Customer Experience Sales, is a comprehensive sales automation and customer relationship management (CRM) software offered by Oracle Corporation. It is part of the Oracle CX Cloud suite, encompassing various applications designed to enhance the customer experience across different touchpoints. It is a good choice for enterprise-level account data management due to its wide range of features and ability to handle large volumes of data.

Why I picked Oracle CX Sales: To maintain data accuracy and integrity, Oracle CX Sales provides tools for data cleansing and deduplication. These features help identify and merge duplicate or inconsistent customer records, ensuring a clean and reliable customer database.

The software enables businesses to segment customer data based on various criteria such as demographics, behavior, purchase history, or custom-defined attributes. This segmentation capability allows for more precise targeting and personalized communication with different customer segments.

Oracle CX Sales Standout Features and Integrations:

Standout features include automated data enrichment capabilities that enhance customer data with additional insights. It can automatically update and enrich customer records with social media profiles, industry information, firmographics, and other relevant data sources.

Integrations include ServiceNow, DbVisualizer, Oracle Sales, Crowdin, 4MDG, Oracle Service, and CipherTrust Cloud Key Manager.

Bitrix24 is a business management and CRM solution that provides various capabilities, including CRM (Customer Relationship Management), project management, document management, team communication, and more. Bitrix24 is particularly popular among small and medium-sized businesses due to its affordability, user-friendly interface, and extensive functionality.

Why I picked Bitrix24: Bitrix24 allows businesses to create custom fields and forms within the CRM. This feature enables businesses to capture specific data points relevant to their operations and customer interactions. Custom fields ensure the data collected is tailored to the business's needs.

Bitrix24 offers robust search and filtering capabilities within its CRM. This allows users to easily retrieve specific data based on various criteria, such as customer attributes, transaction history, or specific keywords. The advanced search functionality simplifies data retrieval, saving time and effort.

Bitrix24 Standout Features and Integrations:

Standout features include segmentation tools that allow businesses to categorize and group their contacts based on specific criteria or characteristics. Businesses can target specific customer segments by segmenting contacts with tailored marketing campaigns or personalized communication. This segmentation feature enhances data organization and accuracy, and enables targeted messaging.

Integrations include Gmail, Google Calendar, Google Drive, MS Office, Dropbox, Box, Xero, Mailchimp, Docusign, and Recurly.

Pipedrive is a customer relationship management (CRM) and account data management platform that is trusted by more than 100,000 sales teams.

Why I picked Pipedrive: The feature I liked most is the pipeline management feature. It provides an intuitive overview of your sales process and customer interactions. The pipeline displays the various stages of your sales cycle, allowing you to see the progress of each account so that you can identify bottlenecks or opportunities. This visual representation helps sales teams stay organized and focused on moving deals forward.

Within each pipeline stage, Pipedrive enables you to track and log activities related to each account. You can record calls, emails, meetings, and other interactions directly within the platform. This feature ensures that all relevant information and account-related activities are captured and accessible in one centralized location, facilitating better account data management.

Pipedrive Standout Features and Integrations:

Standout features include workflow automation capabilities to automate repetitive tasks and improve efficiency. Users can automate actions such as sending follow-up emails, assigning tasks, updating data fields, and triggering notifications. Additionally, Pipedrive implements strong security measures to protect customer data. It employs industry-standard encryption protocols such as regular security audits and vulnerability assessments.

Integrations are available with 350+ connectors, including Zapier, Google Meet, Zoom Meetings, Facebook Messenger, LinkPort, DocuSign, Lemlist, JustCall, Asana, and HubSpot. You can also avail additional integrations through Pipedrive API and Zapier.

NetSuite is a cloud-based business management software platform that helps businesses manage various aspects of their business, including financials, customer relationship management (CRM), inventory management, e-commerce, and more.

Why I picked NetSuite CRM: NetSuite CRM provides a complete solution for managing customer relationships throughout the entire customer lifecycle. It enables marketing, sales, and support teams to have a unified view of customer data, interactions, and preferences, facilitating personalized and targeted engagement.

NetSuite CRM also integrates with financial and operational data within the NetSuite platform. This integration enables marketing, sales, and support teams to access vital account information in real-time, such as billing history, order status, and support tickets. Having this consolidated data enhances collaboration and enables teams to provide better customer service and support.

NetSuite CRM Standout Features and Integrations:

Standout features include robust reporting and business intelligence capabilities. It provides pre-built and customizable reports and dashboards, enabling marketing, sales, and support teams to monitor key performance indicators, measure campaign success, and track customer satisfaction. This data-driven approach helps teams make informed decisions.

Integrations include Shopify, BigCommerce, Adobe Commerce, WooCommerce, Amazon, eBay, Walmart, Shopify POS, Amazon Supply Chain, and ShipStation.

SAP Sales Cloud is a customer relationship management (CRM) solution that helps businesses manage their sales processes and customer relationships and drive revenue growth. It provides tools for managing leads, contacts, accounts, opportunities, and sales pipelines. The platform allows users to track customer interactions, log activities, and capture important information to ensure a complete and up-to-date view of each customer.

Why I picked SAP Sales Cloud: It enriches customer data by automatically pulling in additional information from external sources. This includes company details, social profiles, news updates, and more. By enriching the data, users can have a more comprehensive and up-to-date view of their customers, improving customer segmentation and targeting accuracy.

SAP Sales Cloud integrates with various data sources and systems, such as CRM, marketing automation, and ERP systems. This integration ensures that the data remains consistent across different platforms. It eliminates data silos and provides a centralized source of truth for accurate and reliable information.

SAP Sales Cloud Standout Features and Integrations:

Standout features include robust segmentation capabilities, allowing users to define and create dynamic customer segments based on specific criteria. Users can segment customers based on demographics, behavior, purchase history, and other relevant data points. This enables personalized targeting and tailored marketing efforts, leading to more effective and relevant communication with customers.

Integrations include Microsoft Outlook, Screendragon, Inxmail, Mediafly, Simplifier, EVALANCHE, In Mind Cloud, and Prosafety.

Scoro is a business and project management solution that provides a drag-and-drop interface for account data management. In addition, it also provides features for time tracking, collaboration, CRM, billing, and reporting.

Why I picked Scoro: While Scoro is primarily a business management software, it also provides some account data management features. It helps users store and manage customer account data in a centralized location. This data can include contact details, communication history, transactions, projects, invoices, etc. It enables a 360-degree view of each customer and contact so that you can keep track of sales opportunities.

In addition, Scoro also provides features to track sales goals and performance. For example, you can create customizable dashboards that track sales targets of individual sales reps and the entire team.

Scoro Standout Features and Integrations:

Standout features include project and task management features that help users track and manage activities related to customer accounts. This can be useful for organizing and coordinating account-related tasks and activities.

Integrations include Slack, Asana, Jira Software, Evernote, Trello, Harvest, Basecamp, GitHub, Zapier, and Gmail. You can also avail additional integrations through Zapier.

AllClients is a customer relationship management (CRM) software platform that helps businesses manage and organize client information, track interactions, and manage communication. It also offers features such as contact management, email marketing, task management, and automated workflows to enhance customer relationships.

Why I picked AllClients: AllClients provides users with intuitive filtering options that allow them to quickly and easily sort and segment their client data. Whether filtering contacts based on specific criteria or creating targeted lists for marketing campaigns, the easy filtering feature simplifies the process. It enables users to access the necessary information with just a few clicks.

The platform is designed to be intuitive and accessible, making it easy for users to navigate and utilize its various functionalities. The clean layout and straightforward navigation ensure that users can quickly find what they need and perform tasks efficiently.

AllClients Standout Features and Integrations:

Standout features include a data entry feature that allows users to input and update client information within the system. With this feature, users can easily enter relevant details about their clients, such as names, contact information, demographics, and other custom fields specific to their business needs.

Integrations include Mailchimp, HubSpot CRM, Constant Contact, Campaign Monitor, Robly, ActiveDEMAND, and Akita.

OCL helps businesses manage client information, optimize workflow, and facilitate team collaboration.

Why I picked OCL: OCL helps businesses organize and access client data. It also offers a user-friendly interface and powerful search and filtering options, allowing users to manage and retrieve client information efficiently. The tool also emphasizes collaboration by providing features like task management, shared document repositories, and team communication channels, enabling coordination among team members.

OCL Standout Features:

Standout features include client cards, where users can import their contacts and generate quotes, contracts, and invoices for clients.