Xodox

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Build Lasting Relationships with Key Clients

Strengthen connections with your most valuable customers using Xodox CRM’s Account Management Software. This powerful account management application helps you oversee client accounts holistically tracking key details, communications, and performance in one place.

Stay ahead of every opportunity by identifying client needs early, maintaining satisfaction, and unlocking new growth potential. Designed for businesses that value long-term relationships, Xodox CRM ensures you deliver exceptional service with efficiency and insight.

Experience how the best account management software simplifies your workflow, enhances collaboration, and helps your team nurture key accounts that drive revenue and loyalty.

What Is Account Management?

Account management is the process of building and maintaining strong relationships with your key clients by organizing, tracking, and managing every detail of their accounts. With Xodox CRM’s Account Management Software, businesses can centralize all client data from communications and contracts to performance insights in one easy-to-use platform.

Whether you’re managing enterprise clients or small accounts, this powerful account management application ensures personalized service, better collaboration, and strategic growth. Experience how the best account management software helps your team stay proactive and focused on delivering long-term client success.

Key Features of Account Management

Comprehensive Account Profiles
  • Store all vital account information including contacts, interactions, and custom fields — in one centralized dashboard for better visibility and control.
Hierarchical Organization
  •  Manage complex client structures effortlessly by linking multiple accounts under a single profile, ensuring better clarity and organization.
Account Activity Tracking
  •  Monitor every client interaction in real-time, from meetings and emails to deal milestones, using our smart account management application.
Role-Based Access Control
  •  Secure your data with user-specific permissions and ensure only authorized team members can access sensitive account details.
Revenue Insights
  •  Track account-specific revenue trends, measure deal performance, and uncover upselling or cross-selling opportunities through data-driven insights.
Renewal and Upsell Management
  • Stay on top of subscription renewals and contract deadlines with automated reminders never miss a growth opportunity again.
Collaborative Account Workflows
  • Enhance teamwork by sharing updates, notes, and reports across departments improving communication and customer experience.
Custom Account Fields
  • Tailor account data with custom fields that reflect your business requirements and industry-specific needs.

How Account Management Works in Xodox CRM

Account Creation

Build detailed client profiles with custom fields, tags, and linked contacts. This account management application ensures you never lose track of important client data.

Activity Logging

Record every call, meeting, and email to maintain a complete history of interactions for future reference.

Hierarchical View

Manage parent and subsidiary accounts effortlessly with structured visibility and improved organization.

Revenue Tracking

Monitor performance and analyze revenue trends to identify upselling or growth opportunities.

Collaboration

Share insights and account details with your team for seamless communication and personalized service delivery.

Why Choose Xodox CRM for Account Management?

Benefits of Account Management with Xodox CRM

Enhanced Client Retention

Build lasting relationships with tailored account strategies and insights.

Improved Team Productivity

 Centralize account data for faster access, collaboration, and decision-making.

Proactive Growth Opportunities

 Identify upselling and cross-selling chances through actionable analytics.

Secure Data Management

Keep sensitive client information protected with advanced role-based access controls.

Streamlined Renewals

 Never miss a renewal or contract deadline again with automated reminders and tracking.

Success Stories from Happy Customers

Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox CRM Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Most Popular
Go Annually
Xodox CRM Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support

Need help with our plans?

Frequently Asked Questions

What is Xodox Account Management?

Xodox Account Management is a CRM feature that helps manage and monitor customer and vendor accounts within a unified system.

How does Xodox Account Management help businesses?

It provides a centralized view of account details, transactions, and relationship history, improving decision-making and customer service.

Yes. Xodox allows linking several contacts to one account, enabling better organizational visibility.

Does Xodox Account Management track invoices and transactions?

Yes. It connects with financial modules to track invoices, payments, and related financial activities.

Can I categorize accounts in Xodox?

Absolutely. You can classify accounts by type, region, or customer status for easier management.

Is Xodox Account Management cloud-based?

Yes. It’s a fully cloud-based system accessible from any device.

30-Day Guarantee

Risk-free with a 30-day money-back promise.

Intuitive Design

Easy to adopt, faster to master.

24/7 Support

Always here, anytime you need us.

Get Your CRM Today

Empower Your Account Management Today!

Deliver exceptional service and drive growth with Xodox CRM’s Account Management Software.