Account Management CRM Software for Businesses | Optimiser
Accounts

Achieve more with powerful account management software

Manage all your customers and sales details from a single place

Comprehensive account tracking and handling

Personalise communications with context-based account notes

Try For Free

Success optimisation

  • Enhance your customer relationships with powerful account management software built into Optimiser’s CRM
  • A comprehensive view of Account activity from creation to retention is available at a glance: including the account owner, communication history, meetings, calls and more
  • Attach pending, ongoing and resolved tasks and pipelines to your Accounts to ensure the team can focus on scoring those all-important KPIs

Unique account filing

  • View your account data in a comprehensive table grid display that captures relevant data from elsewhere in the CRM: pipeline, contacts and tasks
  • Excellent for both small businesses and large enterprises; the search feature allows instant account analysis and simple procedures for follow-up
  • No matter how dynamic your business, collaborate the work of your team using a single source of information

Personalise your CRM

  • Tag account importance to 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 them to relevant contacts: the key account holder, internal employees and external contract staff
One powerful platform
Simple to use
Comprehensive

30 days free trial. No credit card required

From Our Desk

CRM Integrated Website Builder
Maximising The Impact Of Homepage Impact With 5 Design Strategies
learn more
sales management system advantages
Boosting Your Bottom Line: The Importance of Tracking Sales Metrics
learn more
mastering sales a toolkit for success
Proven Customer Engagement Strategies For Businesses To Improve Customer Support
learn more