Best CRM for account management

OnePageCRM helps businesses manage their customer's account information in a simple and intuitive CRM. Efficient account management goes hand in hand with sales and business growth.

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Why choose OnePageCRM for account management

Bullet-proof follow-up

Use our bullet-proof follow-up system to add reminders with due dates to your accounts and sort them by urgency.

Simplicity & zero admin

Prioritize tasks, tune down the noise, and automate workflows with our straight-forward features and clutter-free CRM.

Proactive approach

Put your account management strategy into action, make the best of every opportunity, and nurturing client relationships.

relationship management

Define relationships between contacts

Account managers often have to build relationships with different individuals across one account. That's why it's important to understand the relationships between contacts inside your CRM. OnePageCRM helps you do that.

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task management

Follow up and check in with every account

Not all accounts are created equal.

While some of your clients are VIP and require regular check-ins, you also have smaller accounts that might not need the same attention. With OnePageCRM's Next Action feature, you can make sure that no one is left behind.

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What our users say about OnePageCRM

Michelle O’Connor O’Connor Executive Search

To put it very simply OnePageCRM has changed my life. No need for spreadsheets and useless CRMs that simply don’t work. This approach is simple—take action! I highly recommend it.

Bruce Henry Managing Director at MOTM Events

OnePageCRM creates a sales process, and all we have to do for our success is to follow it. As soon as one action is complete, we set the next one, and it creates a seamless line of sales actions that ultimately leads to us getting paid. We expanded our business and doubled our sales to €250,000, and it would not have been possible without the help of OnePageCRM.

Ciara Crossan Founder and CEO at Wedding Dates

If my team hasn’t logged in a note or a call with a client, I consider it to not have happened. That is how intrinsic and important OnePageCRM is to our business. It’s our Bible. And the best thing is – I don’t open it up with trepidation. I open it with a smile on my face.

Marty Hurwitz Owner & Founder of THE MVEye

This is about my 10th different CRM software and I love the simplicity and the fact that the rest of my team has embraced it. The support team has done a terrific job since day one answering questions, providing training and keeping on top of us as new customers.

increased sales revenue

Improve your upselling and cross-selling

Account managers work hard on retaining clients and nurturing existing relationships.

This requires a rigorous routine and deliberate action. With its sales and pipeline features, OnePageCRM helps you stay focused and make sure that you're on track with your goals.

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crm automation

Automate repetitive tasks

... and focus on nurturing relationships with your accounts instead.

Do you have a step-by-step process that you follow? Add these workflows to your accounts in just one click.

You can also trigger automatic emails to contacts after you make some changes in their accounts.

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Mobile CRM for account management

OnePageCRM works on any platform and any device.

Emails

Send and log emails directly from your mobile CRM.

Notes

Use voice-to-text notes to save notes in your CRM.

Speed Dialer

Keep top leads at your fingertips with our Speed Dialer.

Starred Contacts

Star your VIP contacts to easily call them straight from your CRM.

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OnePageCRM is the top-rated CRM for nurturing relationships

L&J Tax is a team of experienced tax advisors to entrepreneurs, their businesses, and their families. L&J Tax supports their clients by providing practical solutions to complex issues and end-to-end project implementation.

L&J Tax is one of those companies that put their clients at the heart of everything they do. For them, it’s important to empathize with clients, understand where they are coming from, and find the best solution to their problems.

"We have regular check-ins with our clients. If I finish a project — for example, if we implement a structure for a client — I set a Next Action for myself to get in touch with them in 6 months to find out how it’s working for them and if anything could be done better or needs adjustment.”

Laura Lynch

Partner at L&J Tax

Read the case study View all customer stories

Key features of OnePageCRM

Follow-up reminders

Actively manage business relationships and stay focused on your goals.

Simple interface

We keep it simple. No need to pay for hundreds of features you’ll never need.

Multiple mobile apps

Use OnePageCRM’s mobile apps to tap into more growth opportunities.

Top customer support

We are here to support your business growth and help you make the most of your CRM.

21-day free trial

No rush or pressure! Enjoy a 21-day free trial without entering your credit card details.

CRM integrations

Connect OnePageCRM with your favorite apps to boost your efforts and grow faster.

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The CRM you’ve been looking for

This account management CRM makes your follow-up process easy and helps you build long-term relationships. Simple and action-focused.

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No credit card required • 21-day free trial

See OnePageCRM in action

Earn with OnePageCRM

Best CRM for account management

OnePageCRM is the #1 CRM for account management

Why choose OnePageCRM for account management

How account management works with OnePageCRM