ACCOUNT MANAGEMENT

Improve Your Customer Win Rate

Develop long lasting relationship with account management in Clovecrm. Leverage sales automation, shared calendars, unified communication and automatic lead routing to manage accounts effortlessly.

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Engage with valuable accounts or contacts across channels

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Closely manage accounts to close deals like never before.

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Easily identify new sales opportunities

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Keep an eye on all customer communications at one place

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Keep accounts organized by segregating it to contacts and companies.

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Get History Feed to track activities and work done on a contact

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Gather insights

Gather deeper insights on contacts to asses priorities and ensure timely delivery of task

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Get the bigger picture

View all the important information at one single location. Find details about calls, emails and activities to make contextual conversations and strengthen your communication efforts.

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Prioritize Accounts

Identify the hottest accounts based on their previous engagement and activities.

Solve for multiple stakeholders in the same company

Focusing on each individual and department is easier when they are viewed as an account under a company.

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Frequently Asked Questions

A company refers to an organization that is interested in purchasing your product/services.

Contact is a person who will be point of communication in the prospective organization. When a lead gets qualified by the salesperson, it becomes a contact.

Lead is generally a potential client where as a contact is an existing one.

Let's Stay Connected

Simply fill out the form below to create your account. We'll guide you through a quick and easy onboarding process to get you up and running in no time.


No Credit Card required. Start using CloveCRM for free today!