18.0
Visioner is an account-planning CRM for managing relationships, projects, tasks, and signals within strategic accounts.
Free planAndroidiOSWeb
Best Account Planning Software in 2026
Organize account objectives, stakeholders, and follow-up work with software built for account planning. Compared on account action tracking, account hierarchy, and CRM synchronization, the entries also show relationship maps, stakeholder management, and whitespace analysis. Account objectives are another point to weigh, as are free-plan availability and paid-from pricing. DemandFarm, Backstory Account Strategy &…
27.3
Distribute Strategic Account Plan is a free web tool for creating an AI-generated plan around a target company.
Free planWebAPIExtension
37.2
Free planWebAPIExtension
- 4
Centralize
Centralize is relationship intelligence software for enterprise revenue teams.
Free planWebExtension7.2From $49 a month - 5
Kandir
Kandir is a web-based AI account intelligence platform for enterprise sales, customer success and account management teams.
Free planWeb7.1Free plan - 6
Altify
Altify is a Salesforce-native revenue execution platform for enterprise sales teams handling complex sales cycles.
WebAPI7.0From $20 a month - 7
Prolifiq CRUSH
AndroidiOSWeb6.8 - 8
InterAction+
InterAction+ is a CRM for law firms that centralizes client information, relationship insights, and business development opportunities.
AndroidiOSWebAPI6.7 - 9
Encompass-CX
Encompass-CX is a web platform that gives B2B teams buyer-level relationship intelligence for strategic accounts.
AndroidiOSWeb6.6 - 10
GSP Account Planner
GSP Account Planner creates actionable key account plans for strategic customers directly in Salesforce.
Web6.2From $450 a month - 11
Squivr
Squivr is a Salesforce-native application for relationship intelligence and account planning, aimed at revenue teams in Sales, Customer Success,…
Web6.1From $10 a month - 12
Next Quarter
Next Quarter's Q-Pilot is an applied AI platform for B2B revenue teams to understand accounts, prioritize opportunities, engage stakeholders, and choose next actions.
WebAPI6.0 - 13
Valkre
Valkre is an enterprise SaaS platform for Key Account Management and Strategic Account Management.
WebAPI6.0 - 14
RevTech Account Planning Agent
RevTech Account Planning Agent is a web-based service for teams planning growth in strategic and enterprise accounts.
Web5.8From $499 a month - 15
DemandFarm
DemandFarm is an account-management suite for sales teams handling key accounts.
5.6 - 16
Magnus Live Account Planning (Signals)
Magnus Live Account Planning (Signals) is a web platform for coordinating work on important accounts between formal planning cycles.
Web5.6 - 17
Kapta
Kapta is a CRM and system of work for account teams focused on customer retention, expansion, and post-sale revenue.
WebAPI5.5 - 18
ValueSelling Account Plan
ValueSelling Account Plan is a web-based account planning product for revenue teams and account managers.
Web5.5 - 19
Backstory Account Strategy & Execution
Backstory Account Strategy & Execution is an account-planning solution that builds plans from public company information and a company's CRM, email,…
WebAPIExtension5.4 - 20
Macurial
Macurial is an AI-native command layer above a company’s CRM and technology stack, designed to turn account strategy into sales execution.
5.1