Account planning tools for your CRM : Boost Sales and Grow Revenue
Struggling to manage customer accounts efficiently? You are not alone. Many businesses find the same issue to maintain strong client relationships, better communication, and keep all essential account details in an organized way.
That’s where account planning software steps in! It helps to solve these challenges and transform the entire account management process efficiently.
In this detailed guide, I will walk you through the top 5 account planning tools that show how you manage your customer accounts. From well-known platforms like Gohighlevel innovative solutions and others I will break down each tool briefly. By the end, you will have a clear picture of which account planning software best fits your business goals. Let’s get started.
Would you like to understand how Account Planning can transform your business?
What Are Account Planning Tools?
Account Planning Tools (APTs) help B2B sales teams achieve better results, like growing revenue and keep the customers loyal throughout their journey. These tools support sales organizations in two important ways:
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Features of Account Planning Tools
Through the account planning tools, your business is able to:
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Top 5 Account Planning Tools for Your CRM In 2025
The account planning software for CRM helps sales and marketing teams organize data, automate workflows, identify opportunities, and strengthen customer connections.
Below are the top 5 account planning tools are Including
GoHighLevel (GHL) – Best Overall for All-in-One Growth
GoHighLevel stands out as the most complete and affordable all-in-one CRM and account planning tool for businesses of all sizes. This is designed to improve workflows and combine sales, marketing automation, lead tracking all in one platform.
Key Features:
- Replaces multiple tools with one unified platform
- Extremely cost-effective compared to competitors
- Perfect for agencies, small businesses, and large teams
- Easy automation setup for recurring tasks
- slightly completed for beginners
HubSpot – Best for Small and Medium Businesses
HubSpot is a CRM that is easy to use and helps in synchronizing marketing efforts with the sales and customer service. The fact that it was automated and does not require complex setup makes. It is ideal for teams that want a complete customer view without complex setup.
Key Features:
- Simple and scalable for growing teams
- Free basic CRM plan available
- Strong analytics and reporting tools
- Advanced features can get expensive
- Limited customization in lower plans
Salesforce – Best for Large Enterprises
Salesforce CRM and account management software offers a powerful ecosystem of tools for sales, marketing, service, and analytics all in one place.
Key Features:
- Highly customizable
- Suitable for enterprise-level operations
- Strong integrations with third-party tools
- Expensive for small teams
- Requires technical setup and training
Microsoft Dynamics 365 – Best for Data-Driven Operations
Microsoft Dynamics 365 brings CRM and ERP capabilities together, offers a solution with which it is possible to control sales, operations, and customer relationships.
Key Features:
- Excellent for Microsoft ecosystem users
- Deep data and reporting capabilities
- Highly customizable for various industries
- Complex interface for beginners
- Requires setup support for advanced modules
Zendesk – Best for Customer Support and Engagement
Zendesk is a Customer service and customer engagement platform which is used to assist teams in providing fast and personalized service in various channels.
Key Features:
- Easy to use and highly scalable
- Great for managing customer service and sales together
- Robust reporting and automation options
- Can be costly for small businesses
- Limited sales CRM features compared to GHL or HubSpot
How to Choose the Right Account Planning Solution
Selecting the right account planning tool depends on how easily it helps you analyze, organize, and act on client data.
Here are 5 simple steps on How to Choose the Right Account Planning Solution:
Define Your Business Goals
Identify what you want to achieve, such as improving client retention, forecasting revenue, or streamlining sales collaboration.
Check CRM Compatibility
Ensure the solution integrates seamlessly with your existing CRM system for smooth data flow and automation.
Evaluate Key Features
Look for tools that offer account mapping, deal tracking, reporting, and collaboration features suited to your workflow.
Consider Scalability and Customization
Choose a platform that can grow with your business and adapt to your team’s specific sales processes.
Compare Pricing and Support
Review pricing plans, free trials, and customer support options before making your final decision.
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Final Takeaway
Although all the five tools have high capabilities to manage accounts, GoHighLevel (GHL) is obviously the most balanced and cost-effective option. It integrates sales tracking, marketing automation, and customer management into a single easy to use platform. which makes it ideal to the business that desires to save time, drive more revenue, and grow without the need to scale.
