Best Account Management Software for B2B Sales

The success of any B2B sales organization hinges on closing new deals and the strategic growth and retention of existing client accounts. For U.S. sales professionals navigating long sales cycles, large contracts and multi-level corporate relationships, standard CRM often falls short.

The best account management software must provide a sophisticated toolkit for relationship mapping and strategic account planning. This article will include the best software solutions designed to empower American B2B Account Managers, enabling them to transition from reactive support to proactive, high-value strategic partners.

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Table of contents
Best Account Management Software: Quick Overview Which is The Best Account Data Management Software for B2B Sales? Gong Pipedrive SimplyDepo HubSpot Sales Hub Save Time and Money On Overseas Payments With Wise Business

Best Account Management Software: Quick Overview

Provider	Monthly fee	Great for
Gong	Custom pricing (contact sales)¹	Sales teams and account managers who want conversation intelligence, deal insights, and automated tracking to strengthen client relationships.¹
Pipedrive	$14 - $79 (depends on package)²	Small to mid-sized businesses looking for an easy-to-use CRM with strong pipeline and account management features.²
SimplyDepo	Custom pricing⁵	Wholesale, retail, and distribution businesses need efficient B2B account management and order processing.⁵
HubSpot Sales Hub	Tiered pricing8	Unified customer platform with simplified operations. Helps growing sales organizations prospect smarter, scale smartly and accelerate revenue growth.8

Which is The Best Account Data Management Software for B2B Sales?

Choosing the Best Account Management Software for B2B sales depends on your team’s size, goals, and how you manage client relationships.¹,² It’s important to look for platforms that are more than the basic CRM functions,¹ as you’ll need a platform with real visibility into client behavior and growth opportunities to truly succeed.¹ Ultimately, the best key account management software will align with your sales strategy and strengthen long-term client relationships.¹

Let’s take a look at three of the best account management software options so you can choose what’s best for your business.¹

Gong

Great for:

Gong is great for sales teams and account managers who want to take their client relationships to the next level.¹ Gong works by capturing and analyzing conversations, and it helps businesses understand what’s really happening in deals, something traditional CRMs often miss. It can be useful for B2B companies looking for the Best Account Management Software to gain better visibility into activity and team performance.¹ The platform has AI-driven insights and allows teams to spot risks, forecast more accurately, and keep everyone aligned. This makes it ideal for organizations that need sales account management software built for growth and collaboration.¹

Key features:

Gong is often used in account management due to its conversation intelligence and deal tracking features.¹ Its platform records calls and meetings, analyzes them for insights, and automatically updates data, which reduces the need for manual note-taking.¹ Gong also includes real-time alerts, customizable dashboards, and AI-based recommendations designed to support more strategic actions.¹,² In addition, it integrates with leading CRMs, which can enhance account management visibility within existing systems.¹,⁴

Benefits	Considerations
Advanced conversation intelligence provides deep insights into sales calls and meetings.¹	Custom pricing may be expensive for smaller teams.¹
Real-time deal tracking and alerts help teams catch risks early.¹	Requires training and onboarding to fully utilize its advanced features.¹
Integration with popular CRMs enhances existing workflows.¹	Best suited for sales-focused organizations, not general account management.¹
AI-driven recommendations improve forecasting and coaching.¹	Some users may find the platform data-heavy without proper setup.¹
Good for sales account management software and pipeline visibility.¹	No public pricing, so budget planning can be tricky.¹

Account fees

Gong doesn’t publish fixed pricing, which means account fees are determined on a case-by-case basis depending on your team size, feature needs, and contract length.¹ This is what’s called a “custom pricing approach,” and it gives businesses a bit more flexibility but can make it tricky for smaller teams to budget in advance. Typically, Gong’s pricing is positioned at the premium end of the market.¹

Trust pilot rating: 2.4/5⁶

Pipedrive

Great for:

Pipedrive is a commonly used account management software option for small to mid-sized businesses that are looking for a straightforward way to manage sales pipelines without complex setups.² It is designed for teams that need sales account management tools to maintain alignment and focus on deal progression.² The platform has an intuitive interface, which allows teams without extensive CRM experience to quickly begin tracking leads, deals, and activities.² Its high level of customization also helps companies to adapt the software to their specific workflows.²

Key features:

Pipedrive provides a visual pipeline view to help manage multiple accounts in a clear and organized way.² Features include automated workflows, deal and activity tracking, email integration, and detailed reporting to support daily operations.² Its forecasting tools offer insight into potential revenue, and integrations with popular applications contribute to its flexibility for growing businesses.²

Benefits	Considerations
Very intuitive, visual pipeline view that makes tracking deals easy.²	No free plan; only a free trial initially.²
Automation capabilities, workflow automation, activity tracking, and reminders for follow-ups.²	Advanced features are often locked behind higher-tier plans or add-ons (e.g., LeadBooster, email tracking, custom reporting).²
Good for small to midsize teams: good value for money, easy onboarding, and 400+ integrations.²	Reporting and analytics in lower tiers can be limited; deeper forecasting often requires upgrading.²
Clean UI, usable mobile app, and frequent updates.²	Limited built-in marketing tools; email campaigns and social media often require external integrations.²

Account fees

Pipedrive offers several tiers, and your monthly cost depends on which plan you choose and whether you pay month-to-month or yearly.² The lowest tier is the Essential (now called Lite) plan, which starts at around US$14 per user/month when billed annually.² For those needing more power, features, and users, there are progressively higher plans: Growth (~US$39), Premium (~US$49), and Ultimate (~US$79) per user/month (annual billing). ² If you go with monthly billing instead of yearly, expect higher rates.² Also, certain add-ons (like LeadBooster, Web Visitors, etc.) cost extra.²

Trust pilot rating: 4.5/5⁴

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SimplyDepo

Great for:

SimplyDepo provides an overview of software for managing B2B accounts, focusing on the kinds of tools that help businesses keep track of client information, orders, and transactions.³ It’s intended as a reference for teams looking to understand the capabilities of different account management tools and see how they might fit into existing workflows.³ The tool presents information clearly and factually, while also allowing users to compare platforms without pushing one as the “best.”³

Key features:

The platform summarizes the main functionalities of each software, including order management, client tracking, and reporting capabilities.³ It also provides basic information on pricing and typical use cases, giving businesses a practical view of different sales account management software.³ The goal is simply to inform teams about the options available so they can decide which Best Account Management Software meets their operational needs.³

Benefits	Considerations
Strong support for field and wholesale/B2B workflows, designed to help field reps, merchandising teams, and distributors.⁶	Some features, particularly advanced analytics, are still under development.⁶
Offline-capable mobile app, allowing field staff to work in areas with limited connectivity.⁶	Frequent updates may create a learning curve as users adapt to new changes.⁶
Simple and intuitive user interface, enabling relatively quick onboarding.⁶	Some integrations are not yet available, though they are in progress.⁶
Helps eliminate manual or spreadsheet-based workflows and provides real-time visibility into orders, reps, routes, and performance.⁶	Not a full replacement for complex ERP systems used by organizations with highly specialized legacy processes.⁶

Account fees

SimplyDepo’s pricing is not listed publicly, which means businesses need to contact the provider directly to get a quote.³ This approach is common for platforms that tailor their services to the size and needs of each client, as it allows the company to provide a plan that aligns with a business’s order volume, number of users, and specific account management requirements.³ This can make it harder to compare costs upfront, but it also means companies can get a solution that’s customized rather than paying for unnecessary features.³

Reviews.io rating: 4.8/5⁶

HubSpot Sales Hub

Great for:

HubSpot Sales Hub is highly regarded, particularly for its ease of use and its tight, native integration with the rest of the HubSpot ecosystem, such as marketing, service or operations. For B2B sales professionals, it transitions beyond basic CRM to offer powerful sales enablement tools.⁸

Key Features:

HubSpot Sales Hub is built on the HubSpot Smart CRM, which provides a unified, 360-degree view of every client interaction across the entire customer journey. It is an all-in-one platform design that boasts an easy-to-use system that moves beyond simple record-keeping to offer powerful engagement and automation tools that accelerate the complex B2B sales motion.⁸

Benefits	Considerations
All-in-one integrations ensure that data flows seamlessly between departments and managers.9	While very strong for small to mis-size businesses, very large global teams may find the platform is challenging and less cost-efficient.9
Sales Hub’s intuitive user interface is said to have a minimal learning curve and leads to higher adoption rates among sales reps.9	Documented limits on things like custom fields, picklist values and workflow branches, and firms that use multi-entry consolidation will need to verify their plan supports that.9
Built-in features such as Sequences, Playbooks and Meeting Scheduling can boost productivity and consistency.9	Sources suggest that migrating away from HubSpot can be complex, so there is some concern around vendor lock-in.9
Scalable tiers means users test and use a free CRM and easily scale up to paid tiers with different features.9	Best features may be accessible only to members of more expensive tiers.9

Account fees:

HubSpot Sales Hub pricing is a per-seat model that scales with feature complexity. The Starter tier, at approximately $15 to $20 per user/month, is the entry point, offering basic tools. For serious B2B account management, the Professional tier, around $90 to $100 per user/month, unlocks crucial features like Sales Sequences, Forecasting, and Custom Reporting, but requires an annual commitment and a one-time onboarding fee of approximately $1,500. Finally, the Enterprise tier, priced around $120 to $150 per user/month, is for large organizations, adding advanced features and coming with a higher mandatory onboarding fee of around $3,500.⁸

Reviews.io rating: 1.9/510

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Sources:

1. Account Management Software | Gong
2. Account Management Software | Pipedrive
3. Account Management Software | SimplyDepo
4. Gong | Trustpilot
5. Pipedrive | Trustpilot
6. SimplyDepo | Reviews.io
7. Fees and Pricing | Wise
8. Products | HubSpot
9. HubSpot Pros and Cons | Engagebay
10. HubSpot | Trustpilot