Account Management

Account Management Software

Account management with Clarity CRM ensures you always walk into a meeting or account review armed with the knowledge you need to shine.

Account Management Tools

Clarity CRM account management tools make it easy to manage and share all of your accounts from one place. Sales teams are no longer storing customer information in multiple locations, and all your data is secure in one centralized account management system.

With account information efficiently organized in one centralized location, Clarity CRM’s account management software provides you with immediate access to everything you need to know about the organizations you call on. Utilize Clarity CRM account management solutions and walk into every meeting and account review ready to put your best foot forward

  • Track all activities, attachments, contacts, notes, opportunities, quotations, sales, and services for an organization from a single intuitive view
  • Fully customize the user interface to meet the unique needs of your business
  • Import your accounts from Microsoft Excel or Outlook
  • Segment your accounts to quickly view unique groups of organizations
  • Use account segmentation to create targeted marketing materials
  • Add custom fields to capture unique account information
  • Find accounts quickly by searching on any characteristic including custom fields, segments, and products & services
  • Use Group Edit to efficiently make changes to groups of accounts
  • Access and manage account information from any device, including mobile
  • Export your accounts to Microsoft Excel
  • Run out-of-the-box account reports or create your own custom-tailored reports