The best account planning software helps you manage client relationships, track key deliverables, and align internal teams so you can reduce missed deadlines and prevent client churn.
When you’re managing multiple accounts across siloed tools, it’s easy to lose visibility into priorities, overlook critical action items, or duplicate work across teams. Without a central system, collaboration breaks down and strategic planning becomes reactive instead of proactive.
I’ve spent 10+ years leading account-based marketing initiatives and have logged over 500 hours evaluating account planning platforms. In this guide, I’ve selected tools that help you stay organized, drive client growth, and scale your team’s impact.
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Our team has been testing and reviewing software since 2012. As marketing leaders ourselves, we know how difficult—and important—it is to choose the right software.
For this guide, we evaluated tools using hands-on testing and independent research, scoring tools using our selection criteria.
Our reviews reflect our human editorial judgment, not a sales pitch.
Expert reviewers:
Gui DrusinaCreative Director- Shriya GhateSenior Marketing Lead
Amanda JacquesMarketing Ops Leader
Account Planning Software Comparison Table
This comparison table summarizes pricing details for my top account planning software selections:
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for revenue intelligence | Free demo available | Pricing upon request | Website | |
| 2 | Best for enterprise planning | Free demo available | Pricing upon request | Website | |
| 3 | Best for small businesses | Free trial available | From $65/month (billed annually) | Website | |
| 4 | Best for sales teams | 14-day free trial available | From $14/user/month (billed annually) | Website | |
| 5 | Best for scalability | 30-day free trial | From $25/user/month | Website | |
| 6 | Best for sales prospecting | Free plan available | From $49/user/month (billed annually) | Website | |
| 7 | Best for sales performance | Free demo available | Pricing upon request | Website | |
| 8 | Best for financial planning | Free demo available | Pricing upon request | Website | |
| 9 | Best for presentations | Free demo available | From $715/workspace/month | Website | |
| 10 | Best for analytics | Free trial + free demo available | From $5,000 (billed annually) | Website |
Best Account Planning Software Reviews
Below are my detailed summaries of the best account planning software that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
1Best for revenue intelligenceGong
- Free demo available
- Pricing upon request
Visit WebsiteCustomer Rating:4.7/5
Gong turns customer interactions into insights to guide strategic account decisions. Gong is an account planning software that helps sales teams capture and analyze customer interactions to guide strategic account decisions. It turns conversation data into actionable insights, supporting better alignment and execution.
Why I picked Gong: Gong enhances account planning by revealing trends and patterns across customer interactions. Teams can use these insights to refine engagement strategies and prioritize high-value accounts. Its focus on understanding customer needs makes it a strong tool for building more effective account plans.
Standout features & integrations:
Features include conversation analytics that help you understand customer interactions in detail. The platform offers deal intelligence, allowing you to track the progress of sales deals and identify at-risk opportunities. Coaching insights provide personalized feedback to your sales team, enhancing their skills and performance.
Integrations include Salesforce, HubSpot, Microsoft Dynamics 365, Slack, Zoom, Google Workspace, Outlook, LinkedIn, Zendesk, and Gong's own API.
Pros and Cons
Pros:
- Offers personalized coaching
- Provides actionable insights
- In-depth conversation analytics
Cons:
- Not ideal for small teams
- May need ongoing training
Learn more about Gong:
Best for enterprise planning- Free demo available
- Pricing upon request
Visit WebsiteCustomer Rating:4.5/5
Anaplan helps enterprises align strategies, data, and teams for better planning. Anaplan is an account planning software built for large enterprises to align strategies, data, and teams across the organization. It enables collaborative planning, forecasting, and execution to strengthen account and business performance.
Why I picked Anaplan: Anaplan provides scalable planning tools that support complex account strategies in real time. Teams can model scenarios, adjust plans quickly, and stay aligned across departments. Its advanced analytics deliver insights that improve forecasting and decision-making for strategic accounts.
Standout features & integrations:
Features include the ability to create complex financial models, which helps in accurate forecasting and budgeting. The collaborative environment allows teams to work together seamlessly, ensuring everyone is on the same page. Real-time scenario planning provides flexibility to adjust strategies as needed.
Integrations include Salesforce, Workday, Microsoft Dynamics 365, SAP, Oracle, Tableau, DocuSign, Slack, Google Workspace, and ServiceNow.
Pros and Cons
Pros:
- Supports complex financial models
- Real-time scenario planning
- Scalable for large enterprises
Cons:
- May not suit small businesses
- Requires technical expertise
Learn more about Anaplan:
Best for small businesses- Free trial available
- From $65/month (billed annually)
Visit WebsiteCustomer Rating:4/5
Maximizer helps small businesses build relationships and grow strategically. Maximizer is an account planning software built to help small businesses strengthen customer relationships and grow strategically. It provides customizable solutions that support collaboration and easy setup for teams.
Why I picked Maximizer: Maximizer helps small businesses organize account insights with AI-powered tools and detailed reporting. Its customizable features allow teams to tailor planning workflows to their needs. Mobile access keeps teams connected, making it easier to manage accounts anywhere.
Standout features & integrations:
Features include AI-powered sales tools that help in lead generation and customer retention. The reporting and analytics features provide insights to make data-driven decisions. Mobile access keeps your team connected on the go, ensuring continuous collaboration.
Integrations include Microsoft 365, Mailchimp, QuickBooks, Outlook, Gmail, Slack, Zapier, Shopify, WordPress, and Zendesk.
Pros and Cons
Pros:
- Supports mobile access
- Excellent customer service
- Customizable for different industries
Cons:
- May not suit large enterprises
- Requires initial setup time
Learn more about Maximizer:
Best for sales teams- 14-day free trial available
- From $14/user/month (billed annually)
Pipedrive helps sales teams organize accounts and streamline engagement. Pipedrive is an account planning software designed to help sales teams organize key accounts and streamline engagement. It provides tools for managing pipelines, automating workflows, and tracking communications to keep teams aligned.
Why I picked Pipedrive: Pipedrive supports account planning with its customizable pipelines and clear visibility into account progress. Teams can automate follow-ups and track interactions to stay on top of priorities. Its reporting tools provide insights that help refine strategies and strengthen account management.
Standout features & integrations:
Features include a visual sales pipeline that makes it easy to track deals at every stage. The sales automation feature helps you automate repetitive tasks, saving your team time. Detailed reporting provides insights into your sales performance, helping you make informed decisions.
Integrations include Slack, Microsoft Teams, Mailchimp, Trello, Asana, Zapier, QuickBooks, Google Workspace, Xero, and HubSpot.
Pros and Cons
Pros:
- Easy to set up
- Automates repetitive tasks
- Visual pipeline management
Cons:
- Not suited for complex sales
- May require initial training
Learn more about Pipedrive :
Salesforce Sales Cloud helps businesses manage relationships, sales, and growth. Salesforce Sales Cloud is an account planning software that enables businesses of all sizes to manage customer relationships, sales processes, and account strategies in one platform. It offers a wide range of tools to support growth and streamline planning.
Why I picked Salesforce Sales Cloud: Salesforce Sales Cloud stands out for its scalability and flexibility, making it easy to adapt account planning workflows to business needs. Its analytics deliver insights into account performance and customer behavior. Automation features cut down manual tasks, allowing teams to focus on strategic account growth.
Standout features & integrations:
Features include customizable dashboards that offer real-time insights into sales metrics. The lead management feature helps track and prioritize leads effectively. Automation tools streamline repetitive tasks, freeing up your team's time for more strategic activities.
Integrations include Microsoft Outlook, LinkedIn, Google Workspace, Slack, Mailchimp, HubSpot, DocuSign, QuickBooks, Dropbox, and Zendesk.
Pros and Cons
Pros:
- Supports strategic sales initiatives
- Strong analytics capabilities
- Highly scalable for growing businesses
Cons:
- May not suit very small teams
- Initial setup may be time-consuming
Learn more about Salesforce Sales Cloud:
Best for sales prospecting- Free plan available
- From $49/user/month (billed annually)
Apollo helps B2B teams plan accounts, map contacts, and coordinate outreach. Apollo is an account planning software built for B2B sales teams. It supports structured planning by helping teams identify high-value accounts, map decision-makers, and coordinate outreach strategies across multiple channels.
Why I picked Apollo: Apollo stands out in account planning by combining its extensive B2B database with tools to organize and prioritize key accounts. Its Pipeline Builder helps teams structure engagement strategies and monitor progress with decision-makers. AI assistants simplify follow-ups and coordination, making it easier to scale strategic account management.
Standout features & integrations:
Features include a meeting scheduler that helps you plan and manage your sales calls efficiently. The call insights feature provides valuable feedback on your sales interactions. Automated follow-ups ensure that your team stays on top of every lead without manual effort.
Integrations include Salesforce, HubSpot, Pipedrive, Zoho CRM, Slack, Gmail, Outlook, LinkedIn, Mailchimp, and Marketo.
Pros and Cons
Pros:
- Supports sales training
- Effective multichannel outreach
- Extensive contact database
Cons:
- Can be resource-intensive
- Limited customization options
Learn more about Apollo:
Varicent helps sales teams align incentives with goals to drive performance. Varicent is an account planning software that helps sales teams align incentives with strategic account goals. It provides tools to connect compensation structures with performance, ensuring teams stay motivated and focused on key accounts.
Why I picked Varicent: Varicent simplifies complex planning by linking incentive management to account strategies. Teams can customize plans to match business goals and track progress with analytics. These insights make it easier to improve performance and strengthen account outcomes.
Standout features & integrations:
Features include incentive management that allows you to customize compensation plans to suit your team's objectives. The analytics tools offer insights into sales performance, helping you track and optimize outcomes. Scenario modeling helps you evaluate different compensation strategies to find the most effective approach.
Integrations include Salesforce, Microsoft Dynamics 365, SAP, Oracle, Workday, NetSuite, Slack, Google Workspace, LinkedIn, and DocuSign.
Pros and Cons
Pros:
- Provides detailed analytics
- Supports complex compensation plans
- Flexible incentive management
Cons:
- Initial setup can be time-consuming
- Requires training and support
Learn more about Varicent:
Pigment helps businesses align financial insights with strategic planning. Pigment is an account planning software that helps businesses align financial insights with strategic account management. It equips teams with tools to forecast, plan, and track performance while fostering collaboration across departments.
Why I picked Pigment: Pigment supports account planning with real-time data updates that keep strategies accurate and timely. Teams can model different scenarios to refine account strategies and adjust quickly. Its collaborative workspace makes it easier for stakeholders to work together on cohesive account plans.
Standout features & integrations:
Features include real-time data updates that keep your financial models accurate and up-to-date. The collaborative workspace allows your team to work together on financial plans, ensuring everyone is aligned. Scenario planning helps you simulate various financial situations, providing insights into potential outcomes.
Integrations include Salesforce, NetSuite, Workday, Slack, Google Sheets, Excel, QuickBooks, Xero, Microsoft Dynamics, and SAP.
Pros and Cons
Pros:
- Flexible financial modeling
- Collaborative workspace
- Supports scenario planning
Cons:
- Not suited for small businesses
- Learning curve for new user
Learn more about Pigment:
Showell helps sales teams share content and improve collaboration on accounts. Showell is an account planning software that helps sales teams organize and share key materials to support strategic accounts. It focuses on improving collaboration and ensuring teams have the right content for every stage of engagement.
Why I picked Showell: Showell makes account planning easier with customizable content libraries and offline access for seamless preparation. Teams can tailor materials to specific accounts and ensure alignment across stakeholders. Its analytics reveal how content is used, helping refine strategies and strengthen account engagement.
Standout features & integrations:
Features include offline access, allowing your team to present without internet connectivity. The custom branding feature ensures that your presentations align with your company's identity. Analytics provide insights into how your content is used and viewed, helping you optimize future presentations.
Integrations include Microsoft 365, Dropbox, Google Drive, Salesforce, HubSpot, SharePoint, Box, OneDrive, Slack, and Mailchimp.
Pros and Cons
Pros:
- Detailed analytics available
- Customizable content options
- Offline presentation access
Cons:
- Not suited for all industries
- Requires learning new workflows
Learn more about Showell:
Lative uses AI to align sales strategy with execution and boost efficiency. Lative is an account planning software powered by AI that helps sales teams align strategy with execution. It leverages real-time data to create dynamic account plans, boosting productivity and efficiency.
Why I picked Lative: Lative provides real-time insights that keep account strategies current and actionable. Teams can optimize resource allocation and track progress against goals with ease. Its seamless integrations give quick access to revenue data, making it easier to improve accountability and execution.
Standout features & integrations:
Features include dynamic sales planning that adapts to real-time data changes. The platform offers insights into sales productivity and performance, helping you make informed decisions. It also allows for effective capacity planning, ensuring your resources are optimally used.
Integrations include Salesforce, HubSpot, Microsoft Dynamics, Oracle, SAP, Zoho CRM, Slack, Google Workspace, Outlook, and Mailchimp.
Pros and Cons
Pros:
- Intuitive interface
- Improves capacity planning
- Real-time data integration
Cons:
- Dependent on data quality
- May require data integration setup
Learn more about Lative:
Other Account Planning Software
Here are some additional account planning software options that didn’t make it onto my shortlist, but are still worth checking out:
- 11monday CRMBest for project management
- 12Zoho CRMBest for customizability
- 13EngageBayBest for small business CRM
- 14ForecastioBest for predictive analytics
- 15AccountAimBest for account-based marketing
How I Evaluate Account Planning Software
I look at these tools in two layers: must-have capabilities like stakeholder mapping and CRM sync, then the differentiators—intent data, AI insights—that separate the best from the rest.
Core Functionality (Table Stakes For This List)
When I'm selecting tools for my list, I rank each one on a scale from 0 (does not offer the functionality) to 5 (excels in this area) for each core functionality listed below. Then, I calculate the tool's total score into a percentage. Each tool needs to achieve a minimum total score of 65% to be considered for inclusion.
- Target Account Management: I evaluate how each tool handles list building, segmentation, and tiered prioritization—like sorting enterprise accounts by industry vertical and intent signals.
- Account Plan Templates: Each platform should offer structured, customizable templates where teams can document goals, strategies, and timelines for named accounts.
- Stakeholder & Buying Committee Mapping: I look for tools that go beyond a flat contact list to visualize org charts, influence levels, and relationships within a buying group.
- Whitespace & Opportunity Identification: Strong tools surface cross-sell and expansion gaps visually—like mapping which product lines an account hasn't adopted yet.
- Engagement & Activity Tracking: I check whether the platform aggregates touchpoints across channels into an account-level view, so marketers can see campaign interactions in context.
- CRM & Marketing Stack Integration: Bidirectional sync with platforms like Salesforce, HubSpot, or Marketo matters here—I look at connector depth and how cleanly data flows both ways.
Once I have a list of tools that meet this criteria, I consider what sets each platform apart.
Differentiating Factors (What Sets Vendors Apart)
Here's how I compare and contrast different vendors:
Standout Features
Intent data integration is a big differentiator—I look for tools that pull in third-party signals to flag when target accounts are actively researching relevant topics. Predictive account scoring takes this further by ranking accounts by conversion or expansion likelihood, helping ABM teams focus budget where it counts. I also evaluate executive reporting dashboards, since marketing leaders need clear views of pipeline contribution and account-level ROI without building custom reports.
Beyond Features
Integration ecosystem depth matters a lot here. I check whether a platform connects natively with the CRM, MAP, and data enrichment tools a team already relies on—like syncing Salesforce account hierarchies or pulling ZoomInfo firmographics directly into plans. Sales and marketing collaboration is another key factor, since account plans lose value fast if only one team uses them. I look for shared workspaces with role-based permissions that keep both sides aligned without overexposing sensitive data. Time-to-value also weighs heavily, especially for mid-market teams without dedicated ops resources.
How to Choose Account Planning Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| FactorScalability | What to ConsiderWill the software grow with your business? Consider if it can handle more users, accounts, and data without performance issues. Look for flexible user and data limits. |
| FactorIntegrations | What to ConsiderDoes it fit with your existing tools? Check if it supports key systems like CRM, email, and analytics. Lack of integrations can create data silos. |
| FactorCustomizability | What to ConsiderCan you tailor it to your needs? Evaluate if you can adjust workflows, fields, and dashboards to match your processes. Limited customization can hinder efficiency. |
| FactorEase of use | What to ConsiderIs it user-friendly? Assess if your team can navigate it without extensive training. Complex interfaces can slow adoption and productivity. |
| FactorImplementation and onboarding | What to ConsiderHow long will it take to get started? Look for clear setup guides and support. Difficult onboarding can delay ROI and frustrate your team. |
| FactorCost | What to ConsiderDoes it fit your budget? Compare pricing plans, including hidden fees. Ensure it offers value for money relative to features and support. |
| FactorSecurity safeguards | What to ConsiderHow secure is your data? Verify encryption standards, access controls, and compliance with regulations like GDPR. Weak security can risk data breaches. |
| FactorSupport availability | What to ConsiderWhat help can you expect? Check for 24/7 support, response times, and available channels like chat or phone. Poor support can lead to unresolved issues. |
What Is Account Planning Software?
Account planning software are tools that help businesses manage and organize their accounts, track sales activities, and collaborate with team members. Sales teams, account managers, and marketing professionals typically use these tools to improve efficiency and enhance customer relationships. Features like account management, sales tracking, and collaboration tools help with organizing information, prioritizing tasks, and improving team communication. Overall, these tools provide value by helping businesses achieve better sales outcomes and stronger client relationships.
Features of Account Planning Software
When selecting account planning software, keep an eye out for the following key features:
- Account management: Organizes and tracks all account-related activities, helping teams maintain clear and updated records.
- Sales tracking: Monitors sales activities and progress, allowing teams to prioritize tasks and focus on closing deals.
- Collaboration tools: Facilitates communication and teamwork among team members, ensuring everyone stays aligned and informed.
- Customizable dashboards: Provides tailored views and insights into key metrics, enabling users to quickly access relevant information.
- Automation tools: Reduces manual work by automating repetitive tasks, freeing up time for strategic activities.
- Analytics and reporting: Offers insights into sales performance and customer behavior, helping teams make informed decisions.
- Scenario planning: Allows users to simulate different business scenarios, aiding in strategic planning and decision-making.
- Integration capabilities: Connects with existing tools and platforms, ensuring smooth data flow and reducing data silos.
- Security safeguards: Protects sensitive data with encryption and access controls, ensuring compliance with regulations.
- Onboarding support: Provides resources like training videos and interactive guides to help users get started quickly and effectively.
Benefits of Account Planning Software
Implementing account planning software provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved organization: Keeps all account information in one place, making it easy for your team to access and update records.
- Enhanced collaboration: Provides tools that help your team communicate effectively and stay on the same page.
- Increased efficiency: Automates repetitive tasks, allowing your team to focus on more strategic activities.
- Data-driven decisions: Offers analytics and reporting that provide insights into sales performance and customer behavior.
- Better strategic planning: Enables scenario planning to help your team anticipate and prepare for different business situations.
- Seamless integration: Connects with existing systems, ensuring a smooth flow of data across platforms.
- Stronger data security: Protects sensitive information with encryption and access controls, ensuring compliance with regulations.
Costs and Pricing of Account Planning Software
Selecting account planning software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in account planning software solutions:
Plan Comparison Table for Account Planning Software
| Plan Type | Average Price | Common Features |
|---|---|---|
| Plan TypeFree Plan | Average Price$0 | Common FeaturesBasic account management, limited analytics, and basic collaboration tools. |
| Plan TypePersonal Plan | Average Price$5-$25/user/month | Common FeaturesAdvanced account tracking, custom dashboards, and email integration. |
| Plan TypeBusiness Plan | Average Price$30-$60/user/month | Common FeaturesEnhanced automation, detailed reporting, and team collaboration features. |
| Plan TypeEnterprise Plan | Average Price$70-$150/user/month | Common FeaturesComprehensive analytics, full customization, and priority customer support. |
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Account Planning Software FAQs
Here are some answers to common questions about account planning software:
How does account planning differ from account management?
Account planning is strategic and focuses on long-term goals, while account management handles daily interactions and immediate client needs. Your team uses account planning to forecast and strategize, whereas account management ensures a positive client experience through ongoing support.
How to structure an account plan?
An account plan typically includes an overview of the client’s business, pain points, and key contacts. You should also set long-term objectives for both the client and your sales team. Action items should be laid out from the start to meet these objectives effectively.
What are the three pillars of account management?
The three pillars are managing expectations, nurturing relationships, and ensuring operational quality. These elements help your team maintain strong client relationships and deliver consistent value. By focusing on these pillars, you can enhance both client satisfaction and loyalty.
Why is customization important in account planning software?
Customization allows your team to tailor workflows, dashboards, and reports to fit specific business needs. This flexibility ensures that the software aligns with your processes, enhancing efficiency and effectiveness. Without it, your team might struggle to adapt the tool to real-world scenarios.
How do integrations enhance account planning software?
Integrations connect the software with other tools your team uses, like CRM or email platforms. This connectivity ensures smooth data flow and reduces the need for manual data entry. It also helps maintain consistency and accuracy across different systems, saving time and effort.
What should you look for in onboarding support?
Look for comprehensive resources like training videos, interactive tours, and webinars. These tools help your team get up to speed quickly and ensure a smooth transition to the new software. Effective onboarding minimizes downtime and accelerates your return on investment.