Account Management
Manage Every Account From a Single View
See each company with all its contacts, deals, activities and hierarchy in one place — so account and B2B teams always know where every relationship stands.
The Complete Picture of Every Account
Company Records
Account Hierarchies
Activity Timeline
Account Health
Works With the Rest of Salesforce Automation
Account Management connects to every other part of your GetBiz CRM sales workflow.
Pricing
Simple CRM Pricing, All the Features You Need
Standard
For small teams getting started with CRM.
- Lead & contact management
- Deal pipelines
- Email integration
- Basic reports & dashboards
- Web forms
Professional
For growing sales teams that need automation.
- Everything in Standard
- Workflow automation
- Sales cadences
- Revenue forecasting
- Advanced analytics
- Multi-channel (SMS, WhatsApp, chat)
Enterprise
For large teams with advanced needs.
- Everything in Professional
- Advanced process management
- Multiple currencies
- Custom roles & permissions
- Dedicated success manager
- Priority support
Prices are billed annually. Need something custom? Talk to sales.
Grow key accounts with GetBiz CRM
See why B2B teams trust GetBiz to manage their accounts.
Real-time leave balances and reporting have enhanced our decision-making and workforce planning capabilities.
User-friendly interface and mobile access have increased employee engagement and self-service adoption rates.
Seamless integration with our existing HR systems has simplified leave management and reduced data entry.
See every account clearly, in one place.
Blogs
B2B Account Management: Strategies to Retain and Expand Accounts
