Account Management

Organize and sort all key Account Data in our Key Account Management System

Account management puts all key accounts in one safe, secure, reportable, account database

Key account management lays the foundation of our sales solutions.  Accounts are added manually or by import. The account management software makes key account strategy easy to build. And this is sales account management and customer account management so all leads, opportunities, documents and contacts associated with a key account are visible and reportable. 

Account Management Screenshots

This is a view of a Key Account form. All data is recorded and reported. All leads, opportunities, events, documents, projects and contacts are viewed in the Account Management form.