100 Best Apps for Account Managers
Account managers often connect customer context, internal teams, and commercial outcomes. This list begins with 25 apps spanning CRM, customer success, communication, scheduling, and work management.
Salesforce Sales Cloud
Salesforce Sales Cloud manages accounts, contacts, opportunities, activities, and customer data in a configurable CRM. It helps account managers replace scattered customer records with a shared account history and pipeline view.
HubSpot CRM
HubSpot CRM centralizes customer records, emails, deals, tasks, and engagement activity within connected business tools. It helps managers track relationship interactions without manually assembling context from separate sales and marketing systems.
Gainsight
Gainsight provides customer success workflows, health scores, playbooks, surveys, and renewal management for client teams. It helps teams identify at-risk accounts earlier by organizing usage, sentiment, and engagement signals together.
Totango
Totango supports customer success programs with account health monitoring, success plans, segmentation, and automated touchpoints. It helps account managers prioritize outreach when large portfolios make every customer relationship difficult to monitor.
ChurnZero
ChurnZero combines customer success management, product usage insights, playbooks, and communication tools for subscription businesses. It helps teams connect product behavior to retention work instead of relying only on anecdotal customer feedback.
Catalyst
Catalyst is a customer success platform for managing account data, success plans, renewals, and stakeholder relationships. It helps managers standardize post-sale processes when account information and renewal tasks lack consistent ownership.
Planhat
Planhat organizes customer data, health metrics, workflows, success plans, and reporting for customer-facing teams. It helps account teams consolidate account signals when data is distributed across product, billing, and support systems.
Vitally
Vitally offers customer success workspace features including account records, health scores, playbooks, and collaboration tools. It helps managers coordinate account actions when customer success work is split between spreadsheets and messaging threads.
Zendesk
Zendesk provides customer service ticketing, help center, messaging, and reporting tools across support channels. It helps account managers understand unresolved support issues before they damage an important customer relationship.
Intercom
Intercom supports customer messaging, help content, support conversations, and AI-assisted service workflows. It helps teams respond to customer questions across channels without losing conversation context or routing accountability.
Front
Front combines shared inboxes, customer communications, collaboration, and workflows for managing external conversations. It helps account managers prevent missed emails and unclear ownership when multiple colleagues serve one account.
Slack
Slack provides channels, direct messages, file sharing, and integrations for real-time team communication. It helps managers quickly assemble internal expertise when customers need answers spanning several departments.
Microsoft Teams
Microsoft Teams supports chat, meetings, calls, file collaboration, and workspace communication for organizations. It helps account teams keep customer-related discussions and meetings accessible within a shared collaboration environment.
Zoom
Zoom enables video meetings, phone calls, webinars, chat, and meeting recordings for distributed teams. It helps account managers maintain face-to-face customer communication when in-person meetings are impractical or infrequent.
Gong
Gong records and analyzes customer interactions to provide conversation insights for revenue and customer teams. It helps managers revisit customer commitments and concerns when meeting notes are incomplete or inconsistent.
Clari
Clari provides revenue operations software for forecasting, pipeline inspection, activity capture, and deal management. It helps managers improve renewal and expansion visibility when commercial forecasts depend on fragmented account updates.
Outreach
Outreach helps revenue teams manage sales engagement sequences, tasks, calls, emails, and performance analytics. It helps account managers maintain consistent follow-up when recurring outreach competes with urgent customer requests.
Salesloft
Salesloft provides sales engagement tools for organizing calls, emails, tasks, cadences, and customer interactions. It helps teams reduce manual follow-up administration while preserving structured outreach across account stakeholders.
Asana
Asana manages projects, tasks, deadlines, dependencies, and team workflows through shared workspaces. It helps account managers coordinate customer deliverables when cross-functional work has many owners and deadlines.
monday.com
monday.com provides customizable boards, workflows, dashboards, and automations for organizing team work. It helps managers create visible account plans when teams need a common view of responsibilities.
ClickUp
ClickUp combines tasks, documents, goals, dashboards, and collaboration features in a work management platform. It helps account teams reduce tool switching when project details, notes, and actions need centralization.
Notion
Notion lets teams create connected documents, databases, wikis, and project pages for shared knowledge. It helps managers preserve account briefs and process knowledge that otherwise disappears into private notes.
Airtable
Airtable combines relational databases, spreadsheet-style views, forms, interfaces, and workflow automations for operational tracking. It helps managers build flexible account trackers when standard CRM fields do not fit their process.
Calendly
Calendly automates meeting scheduling by sharing availability and integrating with calendars and video conferencing tools. It helps account managers eliminate back-and-forth scheduling emails for reviews, check-ins, and stakeholder meetings.
Google Workspace
Google Workspace includes Gmail, Calendar, Drive, Docs, Sheets, and Meet for collaborative business work. It helps account teams share customer documents and schedules without maintaining separate versions across individual devices.
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales manages leads, opportunities, accounts, pipelines, and sales forecasting within Microsoft's business software ecosystem. It helps account managers centralize customer records when relationship details are scattered across sales tools.
Pipedrive
Pipedrive is a sales CRM that organizes deals, contacts, activities, and pipeline stages visually. It helps account managers prevent follow-ups from slipping through by assigning activities to every customer opportunity.
Zoho CRM
Zoho CRM tracks leads, contacts, accounts, deals, workflows, and customer communications in one system. It helps account managers replace disconnected spreadsheets with structured records for customer history and pipeline status.
Freshsales
Freshsales provides CRM tools for managing contacts, deals, sales activities, emails, and customer engagement. It helps account managers prioritize outreach by keeping communication history and deal information alongside each contact.
Copper
Copper is a CRM built around Google Workspace for managing contacts, opportunities, tasks, and relationships. It helps account managers reduce manual data entry when their customer work happens primarily in Gmail.
Oracle Fusion Cloud Sales
Oracle Fusion Cloud Sales supports account management, opportunity tracking, sales planning, forecasting, and guided selling. It helps account managers coordinate complex account plans when sales information spans multiple teams and territories.
SAP Sales Cloud
SAP Sales Cloud manages customer accounts, sales opportunities, forecasts, quotes, and field sales activities. It helps account managers maintain account visibility when enterprise sales processes involve numerous stakeholders and approvals.
Creatio
Creatio combines CRM capabilities with no-code workflow tools for sales, service, and marketing processes. It helps account managers standardize recurring customer workflows without relying entirely on technical teams.
Nimble
Nimble is a relationship-focused CRM that unifies contact details, social profiles, notes, and communications. It helps account managers build context before outreach when customer information is dispersed across channels.
Freshdesk
Freshdesk is customer support software for receiving, assigning, tracking, and resolving service tickets. It helps account managers monitor customer issues by making support conversations and ticket status easier to review.
Help Scout
Help Scout provides shared inboxes, knowledge bases, and customer messaging tools for support teams. It helps account managers understand service concerns without searching through individual employee email inboxes.
Jira
Jira tracks work items, project progress, bugs, and development tasks through configurable workflows. It helps account managers follow customer-requested product work by connecting requests to delivery team progress.
Trello
Trello organizes tasks and projects on visual boards using cards, lists, assignments, and due dates. It helps account managers make shared action items visible when coordinating simple customer-facing projects.
Smartsheet
Smartsheet combines spreadsheet-style planning with project tracking, automation, reporting, and collaborative work management. It helps account managers manage detailed customer plans when timelines and owners need spreadsheet-like flexibility.
Wrike
Wrike is work management software for planning projects, assigning tasks, tracking progress, and reporting. It helps account managers coordinate cross-functional deliverables when customer commitments require clear ownership and deadlines.
Miro
Miro provides an online collaborative whiteboard for workshops, diagrams, planning sessions, and visual collaboration. It helps account managers align stakeholders during account planning when ideas are difficult to organize in documents.
Loom
Loom lets users record and share asynchronous video messages with screen capture and camera narration. It helps account managers explain account updates clearly without scheduling another live meeting across time zones.
DocuSign
DocuSign enables electronic signatures and workflows for sending, signing, tracking, and storing agreements. It helps account managers move renewals forward by reducing delays associated with manual signature collection.
PandaDoc
PandaDoc creates, sends, tracks, and electronically signs proposals, quotes, contracts, and other business documents. It helps account managers streamline commercial paperwork when proposals require reusable content and approval visibility.
Qwilr
Qwilr creates interactive web-based proposals, quotes, and sales documents that recipients can view online. It helps account managers present tailored renewal or expansion offers without exchanging static document attachments.
Dropbox Sign
Dropbox Sign provides electronic signature tools for preparing, sending, signing, and managing business documents. It helps account managers collect signed agreements faster when customers need a straightforward digital signing process.
Chargebee
Chargebee manages subscription billing, recurring invoices, pricing, and revenue operations for subscription businesses. It helps account managers review subscription changes when renewals, upgrades, and billing schedules become complex.
Stripe
Stripe provides payment processing, invoicing, subscription billing, and financial tools for internet businesses. It helps account managers address payment-related questions by providing visibility into invoices, subscriptions, and transactions.
QuickBooks Online
QuickBooks Online is cloud accounting software for invoicing, expenses, bookkeeping, financial reporting, and payments. It helps account managers coordinate billing conversations when invoice status and payment records need quick review.
Xero
Xero is online accounting software for invoicing, bank reconciliation, expense tracking, and financial reporting. It helps account managers prepare for commercial discussions when they need current customer billing information.
Proposify
Proposify helps teams create, send, track, and manage branded sales proposals and contracts. It reduces the time account managers spend assembling consistent renewal and expansion proposal documents.
Better Proposals
Better Proposals creates interactive proposals with pricing, electronic signatures, and payment collection options. It helps account managers avoid manually formatting proposal documents and chasing client approvals.
Box
Box provides cloud content storage, file sharing, collaboration, and administrative controls for business documents. It gives account managers a central place to securely share account materials with clients.
Dropbox
Dropbox stores, syncs, shares, and collaborates on files across devices and external stakeholders. It prevents confusion caused by emailing large files and maintaining multiple document versions.
Microsoft OneDrive
Microsoft OneDrive provides cloud file storage, synchronization, sharing, and integration with Microsoft 365 applications. It helps account managers access current account documents while working across devices and locations.
Google Drive
Google Drive stores files and supports sharing, commenting, and collaborative editing through Google applications. It reduces delays when account managers need clients and colleagues to review shared materials.
SurveyMonkey
SurveyMonkey lets teams build surveys, collect responses, and analyze customer feedback results. It helps account managers gather structured feedback instead of relying only on informal client conversations.
Typeform
Typeform creates conversational forms, surveys, and quizzes for collecting customer information and feedback. It makes feedback requests more approachable when account managers need clearer client input.
Qualtrics
Qualtrics provides experience management tools for designing surveys and analyzing customer feedback data. It helps account managers identify recurring customer concerns from organized experience feedback programs.
Delighted
Delighted collects customer feedback through surveys including NPS, CSAT, CES, and product feedback. It helps account managers monitor satisfaction signals before dissatisfaction develops into a renewal risk.
UserVoice
UserVoice collects, organizes, and prioritizes customer feedback to inform product decisions. It gives account managers a structured way to relay client requests to product teams.
Productboard
Productboard centralizes customer insights and helps product teams prioritize features and roadmap decisions. It helps account managers connect customer requests with product planning discussions and status updates.
Canny
Canny collects customer feature requests, supports voting, and publishes product update information. It reduces repetitive status questions by showing clients visible progress on requested product improvements.
Mixpanel
Mixpanel analyzes product events to help teams understand user behavior, retention, and engagement. It helps account managers spot declining usage patterns that may threaten account health.
Amplitude
Amplitude provides product analytics for examining user journeys, behavioral cohorts, and retention trends. It helps account managers prepare data-informed adoption conversations with customers showing uneven engagement.
Pendo
Pendo combines product analytics, in-app guides, feedback collection, and user communication tools. It helps account managers address onboarding gaps by understanding usage and guiding users inside products.
FullStory
FullStory captures digital experience data to help teams investigate user behavior and website issues. It helps account managers provide context when clients report difficult-to-reproduce product or website problems.
Hotjar
Hotjar offers heatmaps, session recordings, surveys, and feedback tools for website behavior analysis. It helps account managers understand friction clients encounter during important website or portal workflows.
Tableau
Tableau creates interactive data visualizations and dashboards from connected business data sources. It helps account managers present account performance clearly without relying on static spreadsheet reports.
Microsoft Power BI
Microsoft Power BI connects data sources to create reports, dashboards, and interactive business analytics. It reduces manual reporting work when account managers need regularly updated client performance views.
Looker
Looker is a business intelligence platform for exploring data and building governed dashboards and reports. It helps account managers answer client data questions using consistent definitions across shared reports.
Geckoboard
Geckoboard builds live dashboards that display key metrics from connected business tools. It helps account managers monitor essential account indicators without checking several systems individually.
Klipfolio
Klipfolio creates customizable dashboards that combine metrics from multiple business data sources. It helps account managers consolidate scattered account metrics into a single reviewable dashboard.
Databox
Databox pulls data from connected tools into dashboards, reports, and performance alerts. It helps account managers notice metric changes quickly rather than waiting for scheduled reporting cycles.
Fathom
Fathom records, transcribes, and summarizes meetings while generating searchable conversation notes. It helps account managers preserve client meeting details and follow-up commitments without extensive manual note-taking.
ClientSuccess
ClientSuccess tracks customer health, renewals, tasks, and account plans for customer success teams. It helps account managers prevent overlooked renewal milestones by centralizing customer lifecycle work.
Custify
Custify provides customer success teams with health scores, segmentation, playbooks, and revenue tracking. It helps managers identify at-risk customer segments before disengagement affects retention conversations.
Kustomer
Kustomer unifies customer conversations and contextual data within a customer service CRM platform. It helps account managers avoid searching across systems for the history behind a customer issue.
Gorgias
Gorgias centralizes customer support conversations from email, chat, social channels, and ecommerce stores. It helps account managers coordinate customer responses when support requests arrive through multiple channels.
Guru
Guru provides a knowledge management platform for creating, verifying, and sharing internal information. It helps account managers find approved product and policy answers without relying on scattered documents.
Confluence
Confluence is a collaborative workspace for documenting processes, project plans, meeting notes, and knowledge. It helps teams preserve account context when notes and operating procedures would otherwise become fragmented.
Basecamp
Basecamp organizes team projects around to-dos, messages, schedules, files, and check-ins. It helps account managers keep internal account work visible without relying on long email threads.
Teamwork
Teamwork is project management software for planning tasks, tracking time, and collaborating with clients. It helps account managers coordinate client deliverables while monitoring deadlines, ownership, and billable work.
Google Meet
Google Meet provides video meetings with screen sharing, captions, and integrations with Google Workspace. It helps account managers run remote customer meetings without complicated conferencing setup or separate calendars.
Otter.ai
Otter.ai records, transcribes, and summarizes meetings to create searchable conversation notes. It helps account managers capture commitments and follow-up details when they cannot take complete notes.
Fireflies.ai
Fireflies.ai records, transcribes, and analyzes meetings across supported video conferencing platforms. It helps managers review customer calls and share key discussion points with internal stakeholders.
Vidyard
Vidyard helps teams create, share, and track video messages for sales and customer communication. It helps account managers explain product updates personally when a written email lacks needed context.
LinkedIn Sales Navigator
LinkedIn Sales Navigator helps users research accounts, track stakeholders, and discover professional updates. It helps account managers monitor customer organizational changes that may affect relationships or renewals.
Aircall
Aircall is a cloud phone system for business calling, call routing, and CRM integrations. It helps account managers manage customer calls consistently when personal phones and records are disconnected.
RingCentral
RingCentral provides business communications including calling, messaging, video meetings, and contact center tools. It helps distributed account teams communicate through one business system rather than disconnected applications.
Mailchimp
Mailchimp enables teams to create email campaigns, manage audiences, and review campaign performance. It helps account managers send organized customer updates without manually formatting and tracking bulk emails.
Recurly
Recurly manages subscription billing, recurring invoices, payment processing, and subscription lifecycle operations. It helps account managers understand subscription changes when billing events influence customer conversations.
Maxio
Maxio provides billing, revenue management, and financial operations software for subscription businesses. It helps account managers coordinate with finance when customers have complex invoices, renewals, or usage questions.
Ironclad
Ironclad is contract lifecycle management software for creating, negotiating, approving, and storing agreements. It helps account managers move agreements forward when contract reviews involve numerous internal approvers.
Conga Composer
Conga Composer generates documents, presentations, and reports using data from Salesforce and other systems. It helps account managers reduce repetitive document preparation for proposals, summaries, and customer communications.
Google Analytics
Google Analytics measures website and app activity through traffic, engagement, and conversion reporting. It helps account managers discuss digital performance using customer behavior data instead of assumptions.
Heap
Heap captures digital user interactions and helps teams analyze product journeys and conversion behavior. It helps account managers investigate adoption concerns by examining how users navigate a product.
Statuspage
Statuspage publishes service status updates and incident communications for customers and internal stakeholders. It helps account managers share reliable outage information without individually answering repetitive customer questions.
Chili Piper
Chili Piper routes inbound leads and schedules meetings through forms, calendars, and CRM workflows. It helps account managers reduce scheduling friction when prospects or customers need timely conversations.
Highspot
Highspot provides sales enablement tools for organizing content, training teams, and guiding buyer engagement. It helps account managers locate current approved materials before preparing customer-facing renewal or expansion discussions.
The strongest account-management stack depends on your customer lifecycle, existing systems, and the coordination gaps your team needs to close first.