Enhance your customer relationships with powerful account management software built into Optimiser CRM. Manage all your contacts and sales details from a single database, and track your accounts activity from creation to deal closure.
A comprehensive view of activity history including the account owner, last emails, meetings, calls and more is available at a glance. Add pending, ongoing and resolved tasks to your accounts to ensure the team can focus on scoring those all-important KPIs.
View your account data in a comprehensive table grid display that contains the pipeline, contacts, tasks and more all in one place for simple and easy account discovery. Excellent for both small businesses and large enterprises, the search feature allows convenient account analysis and follow-up. No matter how dynamic your business, collaborate the work of your team using a single source of information.
Every feature in Optimiser can be completely personalised to best meet your business needs. You can personalise by tagging the importance of clients to ensure you can clearly see who is bringing your company the most successes, track which communications have been working best, and the sales reps in charge of the account.
Create profile notes about key account information and link important documents and files such as brand guidelines for easy reference and error-free communications. Personalise accounts by linking various contacts to it: the key account contact, both internal employees and external contract staff.