Xodox

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Build Lasting Relationships with Key Clients

Stay on top of your most valuable customer relationships with Xodox CRM’s Account Management. Designed to help you manage accounts holistically, this feature ensures you’re always one step ahead in maintaining client satisfaction and identifying growth opportunities.

What Is Account Management?

Account management involves nurturing relationships with your most important clients by organizing and tracking every detail associated with their accounts. With Xodox CRM, you can manage all your accounts, from large enterprises to individual clients, ensuring personalized service and strategic growth.

Key Features of Account Management

Comprehensive Account Profiles
  • Store all essential account details, including contacts, interactions, and custom fields.
  • Maintain a clear overview of every client in a centralized database.
Hierarchical Organization
  • Link multiple contacts to a single account for better context and clarity.
  • Manage complex organizations with ease using parent-child account structures.
Account Activity Tracking
  • View every interaction with an account, from calls and emails to meetings and contracts.
  • Track account milestones and updates in real-time.
Role-Based Access Control
  • Secure sensitive account information with tailored user permissions.
  • Ensure the right team members have the right access levels.
Revenue Insights
  • Monitor account-specific revenue and deal performance.
  • Identify upselling and cross-selling opportunities with data-driven insights.
Renewal and Upsell Management
  • Stay on top of subscription renewals and contract expirations.
  • Never miss an upselling opportunity with proactive reminders.
Collaborative Account Workflows
  • Share account updates, notes, and insights across teams.
  • Enable better teamwork with collaborative features.
Custom Account Fields
  • Add unique data points to account profiles to match your business needs.
  • Tailor account details to reflect industry-specific requirements.

How Account Management Works in Xodox CRM

Account Creation

Build comprehensive profiles with detailed fields, custom tags, and linked contacts.

Activity Logging

Track all interactions to maintain a full history of account activity.

Hierarchical View

Manage parent and subsidiary accounts with an organized structure.

Revenue Tracking

Analyze account performance to identify opportunities for growth.

Collaboration

Share account details with team members to ensure seamless service.

Why Choose Xodox CRM for Account Management?

Benefits of Account Management with Xodox CRM

Enhanced Client Retention
Build stronger relationships with tailored account strategies.
Improved Team Productivity
Centralize account data for easy access and collaboration.
Proactive Growth Opportunities
Identify upselling and cross-selling chances with actionable insights.
Secure Data Management
Protect sensitive client information with role-based access controls.
Streamlined Renewals

Never miss a renewal or contract deadline again.

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?

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.

Call to Action

Empower Your Account Management Today!

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