What is an account?

In some CRM systems, the term account is used instead of the company. The system itself may sometimes 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.
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How to work with accounts?

Basically, any CRM system is all about managing accounts. This typically includes providing customers with service, support and other opportunities to increase their loyalty and maximize retention.
Also, working with accounts means you’re looking to increase cross-sell and upsell opportunities within your customer base.
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Account management in Bitrix24

If you are looking for a simple and powerful account management tool, consider Bitrix24 CRM. With over 35 sales and customer management tools on board, Bitrix24 is a perfect CRM system for beginners.

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Free

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Unlimited users

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35+ tools

10,000,000+ organizations have chosen Bitrix24