Best Account Planning Software

Compare the Top Account Planning Software as of November 2025

What is Account Planning Software?

Account planning software helps businesses and marketing teams develop strategies and manage relationships with clients or key accounts. These tools allow users to organize and track detailed information about their clients, including their needs, goals, and performance metrics. Account planning software often includes features such as customer segmentation, sales forecasting, and campaign management to ensure that client objectives are met. By offering insights and data-driven recommendations, it helps create personalized and effective account strategies. This software is especially useful for sales teams, account managers, and marketing departments to strengthen client relationships and drive business growth. Compare and read user reviews of the best Account Planning software currently available using the table below. This list is updated regularly.

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    Promomash

    Promomash

    Promomash

    Promomash is the industry’s most complete retail sales & marketing management solution. We help emerging brands organize their retail channel marketing efforts to win more sales with a suite of tools for effective planning, execution, and analysis of account planning activities. How do we do it? With software + services that elevate your retail marketing. Beautiful, easy-to-use software helps you handle staffing, training, planning, scheduling, executing, reporting & accounting. Our industry-leading client success team helps to transform your field events and activations from chaos to calm. Building a successful brand in stores begins with strategic organization of all the moving pieces – the logistics, the processes, and the people who make it all happen. If you don’t have a handle on any of these areas, you’re doomed before you start. Anyone can say your success is important – but we truly live it. Making our clients successful is at the heart of everything we do.
    Starting Price: $349 per month
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