Best Account Data Management Software Shortlist
Here's a list of the best account data management software I will cover in this article. Further, I've provided a detailed review of each software.
- Salesforce CRM - Best all-in-one solution for account data management
- Scoro - Best account data management software for ease of use
- NetSuite CRM - Best for marketing, sales, and support teams
- AllClients - Best account data management software with a user-friendly interface
- OCL - Best for account data management and collaboration
- Pipedrive - Best for visual contact pipeline management
- Bitrix24 - Best account data management software for small businesses
- Capsule CRM - Best for data sorting and segmentation
- Airtable - Best for creating customizable databases
- Hubspot CRM - Best account data management software for a range of integrations
- SAP Sales Cloud - Best account data management software for data enrichment
- Oracle CX Sales - Best account data management software for enterprises
Efficient account data management involves handling customer information, purchase history, preferences, and interactions in order to facilitate better long term relationships and encourage more sales. However, maintaining accurate and consistent data can be challenging without the right tools. Messy data means disorganized client relationships as well as poor quality business insights.
That's why I've curated a list of the best account data management software on the market. Whether you're a small business or a growing enterprise, these software solutions will improve data retrieval and provide useful and actionable reports for all stakeholders.
What Is Account Data Management Software
Account data management software refers to specialized tools or platforms that help businesses effectively manage and organize their account-related information. This software allows companies to store, update, and retrieve crucial data such as customer contact details, purchase history, preferences, and interactions in a centralized and structured manner. It typically offers features like data entry, data validation, segmentation, analytics, and security measures to ensure accuracy, accessibility, and protection of account data.
Overviews of the 12 Best Account Data Management Software
Below I've provided a detailed description of each account data management software. I've covered what the tool does best, standout features, product screenshots, integration details, pricing details, and pros and cons.
1. Salesforce CRM - Best all-in-one solution for account data management
Salesforce CRM is a customer relationship management (CRM) software that helps users create and manage detailed customer accounts and contact records. You can track interactions, communication history, and relevant information to build a detailed view of each customer.
Why I picked Salesforce CRM: Although Salesforce CRM offers a wide range of features and functionalities, I selected it due to its analytics and reporting features. Users can create customized reports, dashboards, and data visualizations to track key metrics, monitor sales performance, and identify trends. The platform also supports AI-driven analytics through Salesforce Einstein, which uses machine learning algorithms to analyze vast amounts of customer data.
Additionally, Salesforce has a vast ecosystem of partners, developers, and a community of users. This ecosystem ensures a wide range of integrations, add-ons, and industry-specific solutions that enhance the functionality of Salesforce CRM. Also, the Salesforce community provides ample resources and support to help users make the most of the platform.
Salesforce CRM Standout Features and Integrations:
Standout features include data cleansing and enrichment to maintain data accuracy and completeness. This feature helps users identify and merge duplicate records, standardize data formats, and validate data against predefined rules. Additionally, Salesforce's AppExchange marketplace provides a vast selection of data enrichment apps and services to enhance your account data with additional insights.
Integrations include Slack, Quickbooks, MailChimp, LinkedIn, DocuSign, Jira Software, HelloSign, ActiveCampaign, Dropbox, and HubSpot. You can also avail additional integrations through Zapier.
Salesforce CRM costs from $25/user/month and comes with a 30-day free trial.
- Robust data storage capabilities
- Integration with a wide range of applications
- Strong security and data protection measures
- Steep learning curve
- Complex setup and configuration
2. Scoro - Best account data management software for ease of use
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.
Scoro costs from $28/user/month and comes with a 14-day free trial.
- Integrates with popular third-party tools
- Customizable fields and workflows
- Enables team collaboration
- Limited focus on specialized account data management
- Not highly customizable
3. NetSuite CRM - Best for marketing, sales, and support teams
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.
NetSuite CRM offers pricing upon request.
- Robust security features
- Cloud-based platform
- Robust reporting features
- The initial setup can be complex
- Steep learning curve
4. AllClients - Best account data management software with a user-friendly interface
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.
AllClients costs from $34/month and comes with a 14-day free trial.
- User-friendly interface
- Easy contact filtering
- Customizable fields for client data
- Steep learning curve
- Limited customization options
5. OCL - Best for account data management and collaboration
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 and Integrations:
Standout features include client cards, where users can import their contacts and generate quotes, contracts, and invoices for clients.
OCL costs from $45/ 5 users/month.
- User-friendly interface
- Advanced search and filtering options
- Task management features
- Limited customization options
- Limited advanced features
6. Pipedrive - Best for visual contact pipeline management
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.
Pipedrive costs from $11.90/user/month and comes with a 14-day free trial.
- Modern and intuitive interface
- Ideal for small to medium-sized businesses
- Mobile app is available
- Learning curve for new users
- Limited reporting capabilities
7. Bitrix24 - Best account data management software for small businesses
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.
Bitrix24 costs from $49/5 user/month and comes with a free forever plan.
- Efficient deal management
- Extensive integrations
- Wide range of features
- Limited customization options
- Steep learning curve for new users
8. Capsule CRM - Best for data sorting and segmentation
Capsule CRM is a customer relationship management (CRM) and data management solution designed to help businesses store data and manage their interactions with customers. It provides a centralized platform to store and organize contact information, track communication history, manage tasks and activities, and gain insights into customer relationships.
Why I picked Capsule CRM: Capsule CRM allows you to define custom fields and tags to capture specific information about your contacts. You can ensure accurate and consistent data entry by tailoring your data fields to your business needs. Tags provide a flexible way of categorizing and segmenting contacts based on different criteria.
Capsule CRM's advanced search and filtering capabilities make data retrieval quick and straightforward. You can search for contacts based on specific criteria, such as name, organization, tags, or custom fields. The ability to save and reuse search filters further enhances data retrieval efficiency.
Capsule CRM Standout Features and Integrations:
Standout features include Capsule CRM offers a robust activity and task management system. You can schedule tasks, assign them to team members, and set due dates. This feature helps ensure that important activities and follow-ups are not overlooked, contributing to data accuracy and consistent customer engagement.
Integrations include QuickBooks Online, Transpond, Zapier, Help Scout, Sage Business, FreeAgent, Gmail, Paycove, Mailchimp, Xero, and FreshBooks. You can also avail additional integrations through Zapier and Capsule CRM API.
Capsule CRM costs from $18/user/month and comes with a 14-day free trial.
- User-friendly interface
- Integrates with Zapier
- Customizable workflows
- Limited reporting and analytics feature
- Limited integrations
9. Airtable - Best for creating customizable databases
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.
- Customizable data organization
- Intuitive and visually appealing interface
- Powerful relational database capabilities
- Limited advanced data analysis capabilities
- Limited reporting features
10. Hubspot CRM - Best account data management software for a range of integrations
The contact management feature of HubSpot CRM allows users to efficiently organize, track, and engage with their contacts throughout the customer lifecycle.
HubSpot CRM is a customer relationship management software offered by HubSpot. It helps businesses manage their contacts, track interactions, and nurture relationships with customers and prospects.
Why I picked Hubspot CRM: Another key feature that sets HubSpot CRM apart is its wide range of integrations. It integrates with popular tools like Gmail, Google Calendar, WordPress, Zapier, Facebook Ads, Google Ads, Outlook, Zoom, Mailchimp, and Eventbrite. Additionally, through Zapier and HubSpot API, users can access even more integrations, enabling them to connect their CRM with various other business tools.
HubSpot CRM offers a range of pricing options, including a free forever plan. This allows users to get started with basic CRM functionality at no cost. For businesses in need of more advanced features and capabilities, paid plans start at $50/month. This pricing flexibility makes HubSpot CRM accessible to businesses of all sizes and budgets.
Hubspot CRM Standout Features and Integrations:
Standout features include built-in reporting and analytics tools to track sales performance, measure key metrics, and gain insights into the effectiveness of sales efforts. Users can generate reports, monitor progress, and identify areas for improvement.
Integrations include Gmail, Google Calendar, WordPress, Zapier, Facebook Ads, Google Ads, Outlook, Zoom, Mailchimp, and Eventbrite. You can also avail additional integrations through Zapier and HubSpot API.
Hubspot CRM costs from $50/month and comes with a free forever plan.
- User-friendly interface for easy navigation
- Helpful documentation and knowledge base
- Offers a mobile app
- Some advanced features are only available to higher-priced plans
- Steep learning curve for new users
11. SAP Sales Cloud - Best account data management software for data enrichment
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.
SAP Sales Cloud costs from $57/month.
- Robust data management capabilities
- Personalized customer engagement
- Advanced reporting and analytics
- Initial setup and customization may require technical expertise
- Learning curve for users new to SAP systems
12. Oracle CX Sales - Best account data management software for enterprises
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.
Oracle CX Sales costs from $65/user/month.
- Native integration with other Oracle products
- Good reporting and analytics features
- Native mobile app
- Steep learning curve
- Complex to set up and configure
During my research, I found a few more tools that didn't make the top account data management tools list but are worth looking at:
- Zoho CRM - Best for a wide range of features
- Freshdesk - Best unified platform for support and account data management
- Microsoft Dynamics 365 Sales - Best for Microsoft users
- SugarCRM - Best for managing account hierarchy
- Insightly - Best for managing both customer accounts and projects
- monday sales CRM - Best for creating customizable data fields
- Wrike - Best for creating custom workflows and data fields
- Smartsheet - Best for capturing account data through customizable sheets and forms
- ClickUp - Best account data management software for collaboration
- Jira Software - Best for issue tracking
- Copper - Best for Google Workspace users
Selection Criteria For Account Data Management Software
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best account data management software for this article:
Every account data management software should ideally cover two primary core functionalities:
- Provide a centralized repository or database to store and organize account-related data, including customer/client information such as names, contact details, purchase history, preferences, and interactions
- Prioritize the security and privacy of sensitive customer information with robust security measures such as access controls, encryption, and authentication
In addition to the core functionality, I also looked for the following key features:
- Data integration: The software should integrate with other systems and applications to synchronize account data across different platforms, ensuring data consistency.
- Data segmentation: It should segment and categorize accounts based on various criteria, such as industry, size, location, and revenue, to facilitate targeted marketing and sales efforts.
- Data governance: The platforms should offer features to ensure data governance and compliance, including access controls, data privacy measures, and audits.
- Data analytics: Advanced analytics and reporting capabilities help gain insights from datasets, such as account performance, trends, and opportunities.
- Workflow automation: Automation of routine tasks and workflows, such as data updates, notifications, and alerts, to improve account management processes.
Usability is another important factor when selecting an account data management software. To analyze the usability, I looked at how the user interface (UI) was organized. I assessed whether it was easy to navigate and find the software's various features.
Access to reliable customer support is vital for resolving issues and getting assistance when needed. Hence, the software should provide responsive support channels, such as email, live chat, or phone, with knowledgeable and helpful support representatives who promptly address users' questions and concerns.
Businesses often have unique requirements and processes, so the software should allow customization of workflows, data fields, forms, and reports. This flexibility enables organizations to tailor the software to their needs and align it with their existing account management practices.
For example, these customization options can include the ability to create unique data fields for specific account attributes or the flexibility to design custom forms for capturing specialized information. It could also provide customizable reports, allowing businesses to generate insights and metrics tailored to their specific account management goals.
Integration capabilities were also a crucial criterion. Account data management software should integrate with other essential business systems, such as CRM (Customer Relationship Management) platforms, ERP (Enterprise Resource Planning) systems, and marketing automation tools. The ability to connect and exchange data between these systems enhances data accuracy, eliminates duplication, and streamlines account management processes.
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Other Account Management Software Reviews
Here are some other software related to account data management software:
- Account Based Marketing Software
- Marketing Account Intelligence Software
- Marketing Management Software
- White Label Marketing Software
- Customer Advocacy Software
- Brand Management Software
- Marketing CRM Software
- B2B Marketing Software
In its research, Gartner found that bad data quality results in $15 million per year in losses for businesses. Hence, it's important to use good account data management software in your business.
In this article, I have outlined best account data management software that will help you handle large volumes of data, manage complex data relationships, and ensure compliance with data privacy regulations.
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