Account Management

to manage prospect accounts strategically

Track the status of each prospect to carry out your sales cycle effectively. Distinguish each prospect having specific title and work for the necessary consecutive step in the sales pipeline.

Account Management

Unlock Your Sales Potential with Account Management

Stay organized and provide better customer service for your potential customers

account management leave note
manage account details

Manage Account Details

Implement a comprehensive account management strategy to unleash the power of your company by adding every element of the client's history.

add unlimited accounts

Add Unlimited Accounts

Streamline the salespipeline by allowing teams to add as many prospective accounts as they need to their contact list.

create customized notes

Create Customized Notes

Add, update, view, and organize notes and conversations to your account for the convenience of your sales reps.

authorize permissions

Authorize Permissions

Restrict access to assignees on what they can see and do in the application.

What is Account Management?

Account Management helps sales reps effectively manage their accounts and contacts. It enables them to easily organize accounts and contacts, create and assign tasks, track activity history, and gain visibility into customer relationships. This helps sales reps better understand their customers and prospects and ultimately leads to higher conversion rates.

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