What is account management?

Account management designates all the tools and strategies used by a company to build relationships with its current and potential customers. The most common account management practices include:
  • collecting and analyzing customer data
  • tracking all stages of customer lifecycle
  • forecasting customer behavior
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How to use account management?

The primary goal of account management is improving customer retention and driving sales growth. Basically, any CRM system is all about managing accounts. Advanced account management software usually provides a range of tools to make the life of salespeople much easier.
Among the most popular solutions are:
  • sales automation
  • contact center
  • shared calendars
  • lead routing tools
Lead routing is especially important for companies that have a large number of incoming leads as it allows them to set up different lead distribution rules, such as potential deal size, lead source or a history of previous interactions with a lead. Later on, the leads are distributed among your sales reps according to your preset rules automatically.

Account management in Bitrix24

If you are looking for a simple and powerful account management software, consider Bitrix24 CRM. With over 35 sales and customer management tools on board, Bitrix24 is a perfect CRM system for any business.




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35+ tools

15,000,000+ organizations have chosen Bitrix24