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
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
