Account Planning
Compare 20 account planning tools to find the right one for your needs
🔧 Tools
Compare and find the best account planning for your needs
Kapta
A purpose-built platform for Key Account Managers to retain and expand their most important accounts.
Gong
A conversation intelligence platform that analyzes customer-facing interactions to provide insights for sales and account teams.
ChurnZero
A customer success platform focused on automation and real-time alerts to help teams fight churn.
Affinity
An automated CRM that uses AI to capture and analyze relationship data to help find, manage, and close deals.
Clari
A revenue operations platform that uses AI to improve forecasting, pipeline management, and overall revenue predictability.
Catalyst
A customer success platform designed to help CSMs manage the entire customer lifecycle and drive growth.
Copper
A CRM that lives inside your Gmail inbox, designed for teams that work heavily with Google Workspace.
Close
A sales-focused CRM that combines calling, emailing, and SMS into a single, high-productivity workflow.
6sense
A leading account engagement platform that uses AI to uncover anonymous buying behavior and prioritize accounts.
Revegy
A dedicated account planning platform focused on visualizing and executing complex sales strategies.
Salesloft
A sales engagement platform that helps sellers execute digital selling tasks and manage the full sales cycle.
Freshworks CRM
An all-in-one CRM that combines sales automation, marketing automation, and chat into a single platform.
HubSpot Sales Hub
An all-in-one sales CRM that includes tools for account planning, deal management, and sales automation.
Gainsight
A leading customer success platform with robust features for managing and growing existing customer accounts.
Salesforce Sales Cloud
A comprehensive CRM platform with extensive account management and planning capabilities.
Demandbase
An Account-Based Marketing (ABM) platform that helps identify, engage, and close target accounts.
Outreach
A leading sales engagement and intelligence platform that helps teams close their pipeline gap.
Pipedrive
A sales-focused CRM designed around a visual pipeline to help users manage deals and activities.
Upland Altify
A strategic account planning and relationship mapping tool built natively on the Salesforce platform.
Zoho CRM
A comprehensive CRM platform that is part of a broad suite of business applications.