Account Management

Boost Your Customer Retention with Powerful Account Management

Build long-lasting customer relationships and improve win rates by managing accounts efficiently with 99Sales Lead Management. Use sales automation, shared calendars, unified communication, and automatic lead routing to simplify account management and deliver results effortlessly.

Unified Communication: Engage with valuable accounts or contacts across multiple channels—email, phone, and more.
Organized Customer Interaction: Monitor all communications in one place to ensure nothing falls through the cracks.
Account Segmentation: Keep accounts organized by assigning contacts to specific companies, making it easy to navigate and track relationships.
Track Opportunities: Easily identify and prioritize new sales opportunities and manage them through your sales pipeline.
History Feed: Get a detailed history of activities and track the work done on each contact in real time.

Gather Insights

Gain valuable insights into your accounts and contacts, helping you prioritize tasks and ensure timely follow-up.

Get the Bigger Picture

View important information from multiple channels in one unified location. Analyze calls, emails, and activities to make better-informed decisions.

Streamlined Communication

Ensure that all your sales efforts are aligned by viewing a full history of customer interactions and activities, strengthening your team’s communication strategy.

Manage Multiple Stakeholders Seamlessly

99Sales CRM makes managing multiple stakeholders easier by linking every contact to a parent account. Get a clear overview of each department or individual within a company, so you can address their needs more effectively and efficiently.

Frequently Asked Questions

A company refers to the parent organization that all individual contacts belong to. Managing companies in CRM allows you to keep all stakeholders associated with the same business in one place.

A contact is an individual within a company or organization that you engage with as part of your sales process. These are the people responsible for decision-making, collaboration, and communication.

A lead is a potential customer who has shown interest in your product or service. Once the lead engages and becomes a known entity (like a decision-maker in a company), they become a contact. Leads are typically less qualified than contacts.