10 Solusi Perangkat Lunak Manajemen Akun Pelanggan Terbaik untuk Meningkatkan Hubungan dengan Klien

Building strong client relationships is at the heart of every successful business. In today's competitive market, nurturing these connections requires more than just good intentions; it demands efficient tools that can streamline communication, track interactions, and manage customer data effectively.

This is where Customer Account Management (CAM) software comes in. These solutions are designed to help businesses stay on top of client needs, providing a centralized platform to oversee every aspect of the customer journey—from initial contact to long-term engagement.

Whether you're a small business looking to improve client retention or a large enterprise aiming to scale personalized interactions, the right customer account management software can make a world of difference.

In this blog, we'll explore the 10 best customer account management software solutions that can elevate your client relations strategy, ensuring that your customers feel valued and supported at every touchpoint.

10 Essential customer account management software for business growth

Here is a detailed look at the top 10 customer account management software solutions that can help you enhance customer engagement and drive business growth in 2024. Each platform has been evaluated based on features, pricing, pros, and user reviews to give you a clear understanding of what they offer.

1. Compass

Compass is a unified incentive compensation management software designed to streamline and optimize your sales operations. With its AI-driven capabilities, Compass automates sales commissions, manages sales performance, and forecasts revenue trends with precision. The software also gamifies sales incentives, making it easier to motivate and engage your team.

By leveraging predictive analytics, Compass helps you create AI-enhanced sales commission plans that maximize ROI, enable data-driven decisions, and boost revenue. 

Additionally, its smart territory and quota planning features ensure your sales team experiences a seamless and frictionless process, driving overall efficiency and success.

Fitur:

• AI-driven automation: Replace manual data entry and error-prone tasks with automated processes, enabling teams to focus on building stronger customer relationships.
• Real-time insights: Gain access to actionable insights through AI-powered analytics, helping you identify trends and make informed decisions to optimize customer engagement.
• Transparent account management: Provide complete transparency in customer dealings with easy-to-understand metrics, ensuring clear communication and trust.
• Customizable account structures: Tailor account management workflows to meet your unique business needs and align with your strategic goals.
• Compliance tracking: Stay compliant with industry regulations through automated tracking and reporting, reducing the risk of errors and ensuring peace of mind.
• Performance optimization: Use AI to monitor and enhance customer engagement strategies, ensuring your team is always aligned with business objectives.

Kelebihan:

• Enhanced efficiency: Automation reduces the time spent on manual tasks, allowing teams to focus on strategic initiatives.
• Data-driven decisions: Real-time insights provide the information needed to make quick and accurate business decisions.
• Transparency: Clear and transparent processes build trust with clients and reduce disputes.
• Scalability: The customizable nature of Compass allows it to grow with your business needs.

Pricing structure: Pricing for Compass is typically customized based on the specific needs and scale of your business. Interested users can request a quote directly from the company for more detailed pricing information.

Peringkat G2: 4.7/5

Capterra Rating: 4.8/5

2. HubSpot: Sales and Service Hub

HubSpot is a well-established SaaS platform known for its comprehensive suite of tools that streamline business operations across various departments. Among its five main products, the Sales Hub and Service Hub stand out for customer account management. 

These tools are especially beneficial for organizations already utilizing HubSpot’s ecosystem, as they facilitate seamless collaboration between marketing, sales, and support teams. HubSpot's flexibility and range of features make it a strong contender for businesses looking to centralize their account management processes.

Fitur:

• User permissions: Manage access and roles within your team to ensure secure and efficient operations.
• Service level agreements (SLAs): Track and meet customer service commitments with built-in SLA management tools.
• Email sequences: Automate and personalize follow-up emails to nurture leads and engage with clients.
• NPS surveys: Collect and analyze customer feedback through Net Promoter Score surveys to measure satisfaction.
• AI-powered conversation insights: Leverage AI to gain actionable insights from sales and support conversations.

Kelebihan:

• Comprehensive tool suite: Offers a wide range of tools that support collaboration across departments, including marketing and sales automation.
• Educational resources: Provides extensive onboarding, consulting, and strategy education to help teams get the most out of the platform.
• Integration with calendly: Seamlessly syncs with Calendly to update account activities based on scheduled meetings.

Pricing structure: HubSpot’s business pricing starts at $45 per month, offering various tiers depending on the features and scale required. While there is no free trial available, the pricing model is designed to accommodate businesses of all sizes.

G2 Rating: 4.4/5

3. Microsoft Dynamics 365

Microsoft Dynamics 365 offers a comprehensive suite of tools designed to integrate seamlessly with existing Microsoft products, making it an ideal choice for organizations already using the Microsoft ecosystem. 

With AI-driven features like customer health scores and predictive insights, Dynamics 365 helps teams make informed decisions swiftly. The platform also supports familiar workflows, enhancing productivity and collaboration by allowing users to access customer data and sales insights directly within tools like Outlook.

Fitur:

• Omnichannel communication: Manage customer interactions across email, conversational AI, and self-service platforms.
• AI-powered customer predictions: Use advanced AI to forecast customer behavior and tailor strategies accordingly.
• Customer health scores: Monitor and assess the health of customer relationships with AI-supported scoring.
• Sales automation: Streamline sales processes with automation, reducing manual tasks and improving efficiency.
• Pipeline dashboards: Gain visibility into sales performance with real-time pipeline dashboards.

Kelebihan:

• Seamless integration: Works smoothly with Microsoft products like Office 365, Outlook, and Teams, ensuring a familiar and unified user experience.
• AI-driven insights: Offers more AI-powered insights than many competing tools, providing a competitive edge in customer management.
• Calendly integration: Syncs with Calendly to automatically update account interactions within Dynamics 365.

Pricing structure: Microsoft Dynamics 365’s business pricing starts at $65 per month. While a free trial is not available, the pricing reflects the extensive features and deep integration with other Microsoft products.

G2 Rating: 3.8/5 

Capterra Rating: 4.5/5

4. Salesforce Sales Cloud

Salesforce Sales Cloud is a feature-rich CRM solution designed to seamlessly integrate within the broader Salesforce ecosystem, including marketing and e-commerce applications. 

Known for its ease of use and adaptability, the Sales Cloud offers a consistent interface across tabs dedicated to accounts, leads, and opportunities. Its standout feature is the advanced analytics powered by Sales Cloud Einstein, which uses AI to score leads and provide actionable insights based on your sales data.

Fitur:

• Lead management: Efficiently manage and prioritize leads with AI-driven insights.
• Opportunity monitoring: Track and monitor opportunities throughout the sales pipeline.
• Forecasting: Use data-driven forecasting tools to predict sales outcomes.
• Territory management: Organize and assign sales territories for optimal coverage.
• Custom assignments: Assign leads and accounts to sales reps based on custom criteria.

Kelebihan:

• Advanced analytics: Leverages AI to provide deep insights and lead scoring, enhancing decision-making.
• Seamless integration: Works flawlessly with other Salesforce products, enabling cross-team collaboration.
• Calendly integration: Automatically updates Salesforce when an account interacts with a Calendly meeting, ensuring data is always up to date.

Pricing structure: Salesforce Sales Cloud’s business pricing starts at $75 per month. Though there is no free trial available, the platform’s extensive features and deep integration within the Salesforce ecosystem justify the cost.

G2 Rating: 4.3/5 

Capterra Rating: 4.4/5

5. Zendesk Sell 

Zendesk Sell is an intuitive CRM and account management software tailored for teams that are always on the move. It stands out for its mobile app and integrated voice call functionality, making it ideal for distributed teams managing accounts remotely. The platform provides a streamlined experience with drag-and-drop deal management and comprehensive account syncing, ensuring that everyone stays updated on contract statuses.

 Additionally, Zendesk Sell’s Smart Lists feature allows for easy filtering and segmentation of leads, while custom dashboards offer insights into sales performance and goal tracking.

Fitur:

• Sales engagement tools: Enhance communication and interaction with customers through integrated tools.
• Smart list lead filters: Easily segment and prioritize leads based on the latest information.
• Pipeline analysis: Track and analyze the progression of deals through the sales pipeline.
• Custom dashboards: Access personalized dashboards that provide key insights into sales metrics and goals.
• Mobile app: Manage accounts on the go with a powerful and user-friendly mobile application.

Kelebihan:

• Cross-team collaboration: Offers both sales and service tools on a single platform, promoting collaboration between teams.
• User-friendly customization: Features drag-and-drop functionality, making it easier to customize and manage workflows.
• Account syncing: Keeps all team members aligned with real-time updates on account and contract statuses.

Pricing structure: Zendesk Sell’s business pricing starts at $19 per month, with a 14-day free trial available for new users to explore its features.

G2 Rating: 4.2/5 

Capterra Rating: 4.3/5

6. Bitrix24

Bitrix24 is a versatile account management tool that doubles as a collaborative platform for project management. It offers an integrated dashboard that supports communication through chat, videoconferencing, and document sharing, making it an ideal solution for internal teams. 

The CRM component of Bitrix24 includes visual pipeline management, customizable deal stages, and sales funnel automation, ensuring a smooth and efficient workflow. Additionally, it provides lead qualification tools and advanced reporting to enhance account management and decision-making.

Fitur:

• Workflow automation: Streamline processes with automated workflows that reduce manual effort.
• Project management: Manage tasks and projects collaboratively with an integrated project management system.
• Shared workspace: Facilitate team collaboration with a shared workspace for document management and communication.
• Custom sales pipeline: Tailor your sales pipeline with customizable stages to fit your business needs.
• Lead qualification: Use built-in tools to qualify leads and prioritize opportunities effectively.

Kelebihan:

• customizable interface: Offers drag-and-drop customization for a more personalized experience.
• Communications hub: Includes a robust communications hub that supports chat, videoconferencing, and document sharing.

Pricing structure: Bitrix24’s business pricing starts at $49 per month. While there is no free trial available, the platform’s extensive features offer great value for businesses looking for a comprehensive management solution.

G2 Rating: 4.1/5 

Capterra Rating: 4.2/5 

7. Pipedrive

Pipedrive is a CRM platform with a strong focus on sales pipeline management. It allows teams to create custom sales funnels from scratch or use ready-made templates to streamline their sales processes. 

Pipedrive’s automation features help reduce administrative tasks, while its analytics and AI tools assist in identifying new opportunities. The platform’s intuitive, customizable dashboard consolidates all essential sales and account management information, making it easy for users to tailor their experience to their needs.

Fitur:

• Custom sales pipeline automation: Automate your sales processes with customizable pipeline stages.
• Performance tracking: Monitor team performance and track key metrics in real-time.
• CRM dashboard: Access all your sales and account management data from an easy-to-use dashboard.
• Email tracking and contact history: Keep track of all email interactions and maintain a comprehensive contact history.
• Real-time reporting and forecasting: Gain insights into sales trends with real-time reports and forecasts.
• AI insights: Use AI-powered tools to spot opportunities and optimize sales strategies.

Kelebihan:

• Smart docs add-on: Track document interactions with the optional Smart Docs feature.
• Calendly integration: Seamlessly update Pipedrive when accounts interact with Calendly meetings.

Kekurangan:

• Limited branding customization: Some users find the branding options to be somewhat limited.

Pricing structure: Pipedrive’s business pricing starts at $14.90 per month, with a 14-day free trial available for users to explore its features.

G2 Rating: 4.2/5 

Capterra Rating: 4.5/5

8. Zoho CRM

Zoho CRM is a highly customizable account management software designed to streamline your sales processes. With features like sales process rules, it allows you to tailor rep assignments and automate repetitive tasks, enhancing efficiency and productivity. 

Zoho CRM also offers templated and customizable reports, enabling users to compare performance metrics using spreadsheets, cohort analysis, and correlation diagrams. Its versatility and adaptability make it a suitable choice for businesses looking for a personalized CRM solution.

Fitur:

• Workflow automation: Automate repetitive tasks to save time and increase efficiency.
• Contact management: Organize and manage your customer relationships with a robust contact management system.
• Custom sales rep assignment: Customize how sales reps are assigned based on your specific business rules.
• Drag-and-drop sales journey builder: Easily design and visualize your sales processes with a user-friendly drag-and-drop builder.
• Real-time reporting: Access up-to-date reports to track sales performance and make informed decisions.
• AI predictions: Leverage AI-driven insights to predict sales trends and customer behavior.

Kelebihan:

• Customizable interface: Features an intuitive, module-style interface that can be tailored to your business needs.
• Mobile app: Manage your CRM on the go with Zoho’s mobile app.
• Calendly integration: Seamlessly syncs with Calendly to update account interactions in Zoho CRM.

Pricing structure: Zoho CRM’s business pricing starts at $23 per month, with a 15-day free trial available for users to explore its features.

G2 Rating: 4/5 

Capterra Rating: 4.3/5 

9. Apptivo

Apptivo is a versatile account management software designed to streamline lead, deal, and contact management. It offers robust lead capture tools, including web-to-lead forms and automated email-to-lead conversion, allowing users to efficiently turn leads into opportunities, contacts, or customers. 

The platform also features sales tracking through a performance dashboard, detailed analysis reports, and territory management at higher subscription levels. A standout feature of Apptivo is its integration with payment platforms like PayPal, Stripe, and Authorize.net, enabling users to invoice and collect payments directly from the CRM.

Fitur:

• Custom company hierarchies: Organize contacts and accounts with flexible hierarchy structures.
• Workflow automation: Automate repetitive tasks and streamline your sales process with custom workflows.
• Loyalty management app: Manage customer loyalty programs directly within the CRM.
• Integrated invoicing: Create and send proposals, purchase orders, and invoices within the platform.
• Territory management: Optimize sales strategies with advanced territory management tools.
• Email sequencing: Automate follow-up emails and nurture leads with customizable email sequences.

Kelebihan:

• Extended free trial: Offers a 30-day free trial, longer than most competitors.
• Excellent customer support: Known for responsive customer service and support.
• Mobile app with Google maps integration: Supports on-the-go teams with a mobile app that integrates with Google Maps.
• Payment integration: Accept payments directly within the CRM through integrations with PayPal, Stripe, and Authorize.net.

Pricing structure: Apptivo’s business pricing starts at $10 per month, offering a budget-friendly option with a 30-day free trial for users to explore its features.

G2 Rating: 4.3/5 

Capterra Rating: 4.4/5 

10. Calendly

Calendly stands out from traditional account management tools by focusing on scheduling automation. Designed to help mid-market and enterprise teams streamline their scheduling processes, Calendly eliminates the back-and-forth typically involved in setting up meetings. 

Its Routing feature automatically directs form submissions to the appropriate account manager, allowing customers to book time without the hassle of email exchanges. With integrations across 100+ apps, including Salesforce and HubSpot, Calendly enables seamless scheduling and data management across platforms, enhancing the efficiency of account managers.

Fitur:

• Booking pages: Create customized booking pages for easy scheduling.
• Salesforce routing: Automatically match form submissions with the correct account owner using real-time lookup.
• Custom meeting distribution rules: Set rules for meeting distribution, such as first available or equal distribution among team members.
• Automatic reminders: Send email or SMS reminders before and after appointments to enhance the customer experience.
• Multi-calendar integration: Integrate multiple calendars to avoid scheduling conflicts and ensure availability.

Kelebihan:

• Extensive integrations: Connects with a wide range of apps to fit seamlessly into existing workflows.
• Customizable calendar preferences: Adjust settings like meeting limits and buffer times to suit your needs.
• Enhanced customer experience: Simplifies booking and automates reminders, ensuring a smooth and consistent experience for clients.
• Standardized workflows: Ensures uniformity in scheduling processes across teams, promoting a cohesive effort.

Pricing structure: Calendly’s business pricing starts at $12 per month, with a 14-day free trial available for new users to explore its capabilities.

Peringkat G2: 4.7/5

Capterra Rating: 4.6/5 

Kesimpulan

Investing in the right Customer Account Management software is crucial for building and maintaining strong client relationships. The tools highlighted in this blog offer a variety of features designed to streamline processes, enhance communication, and provide valuable insights into customer interactions. 

By choosing a solution that aligns with your business needs, you can ensure that your clients receive the personalized attention they deserve, leading to higher satisfaction and loyalty. In a competitive market, these software solutions can be the difference between retaining valuable customers and losing them to the competition.

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