Definition of account in CRM

  • Meaning of the term account in CRM software

    In some CRM systems, the term account is used instead of the company. The system may also be called account management software instead of CRM. Typically, an account or a company has one or more contacts associated with it. These are individuals inside the company that an account manager works with.

    Advanced CRM or account management software also comes with sales automation, reminders, contact center, shared calendars, document, task and project management features.

    If you are looking for free account management software with over 20 sales and marketing tools, consider Bitrix24 CRM.
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