# Account Management Software > Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record. **URL:** https://cubecrm.co.uk/software/account-management-software For many businesses a small number of accounts provide most of the revenue, and those accounts are looked after by one or two people with a good memory and a full inbox. That works until somebody leaves, a contract renewal is missed, or a competitor gets to the finance director while you were talking to the buyer. CubeCRM gives each key account a proper home: an account plan with goals and actions, every contact by role, renewal and contract dates, open quotes and cases, and a full history of every conversation. Account managers can see where coverage is thin, which accounts are growing or shrinking, and what is due next, and the business keeps the relationship even when the people change. ## Details - **Solution:** Account Management Software - **Group:** Running sales - **Platform:** CubeCRM (https://cubecrm.co.uk/platform) - **Coverage:** Nationwide, set up in person - **Also known as:** Key account management software, KAM software, Customer account management, Account planning software, Customer retention software ## What is included - **Account plans:** Goals, actions, opportunities and review dates for each key account, kept on the record rather than in a slide deck that is updated once a year. - **Contact coverage:** Every contact at the account by role and influence, with the date you last spoke to each - so a relationship that rests on one person is obvious. - **Contracts and renewals:** Contract start and end dates, agreed terms and renewal reminders months ahead, so a renewal is a planned conversation rather than a surprise. - **Growth and risk at a glance:** Revenue trends from your accounts package alongside activity, open cases and quote history, so accounts at risk show up before they leave. - **Service in view:** Open complaints and support cases sit on the account, so the account manager knows about a problem before the customer raises it at the review meeting. - **Handover that keeps the history:** When accounts change hands the new owner inherits everything - plans, contacts, conversations and commitments - without a fortnight of briefings. ## Real-world use cases ### A renewal nobody saw coming **Scenario:** A facilities services company lost a large multi-site contract when it went to tender. The renewal date had been known, but it lived in a filing cabinet and nobody prepared. **Outcome:** Contract dates are on each account with reminders six months ahead and an account review booked automatically. The next major renewal was retained with a revised proposal prepared well in advance. ### One relationship holding up an account **Scenario:** A specialist supplier’s largest customer was managed entirely through one long-standing contact. When she retired, the supplier had no relationship with anybody else there. **Outcome:** Key accounts now show contact coverage by role, and account plans include actions to build relationships across the customer. Single-contact accounts are flagged for attention. ### Complaints the account manager missed **Scenario:** A distributor’s account manager arrived at a quarterly review to find the customer unhappy about three delivery issues handled by customer service. He had not been told. **Outcome:** Cases are logged on the account and visible to the account manager, who is notified of any on a key account. Reviews now start with the service record rather than being ambushed by it. ## Figures - **Planned** Goals and actions for every key account - **Early** Warning on renewals and risk - **Kept** History when account owners change ## Frequently asked questions **Can we see revenue per account?** Yes. Invoiced revenue can be synced from Xero, Sage or QuickBooks and shown on each account alongside quotes, activity and cases, so growth or decline is visible at a glance. **How do account plans work?** Each key account can have a plan with objectives, actions, owners and review dates. Actions become tasks with reminders, and the plan is reviewed on the record rather than in a separate document. **Can we mark some accounts as key accounts?** Yes. Accounts can be tiered, and tiers can drive contact frequency, review schedules, dashboards and who is notified about cases. **Does it help with customer retention?** That is the point of it. Renewal reminders, contact coverage, service visibility and early warning when activity or revenue drops all help you act before a customer leaves rather than after. ## Related solutions - **B2B CRM Software** - A CRM built around companies, sites and buying groups rather than individual consumers - for long sales cycles, repeat business and accounts with many people in them. https://cubecrm.co.uk/software/b2b-crm-software - **Client Management Software** - For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record. https://cubecrm.co.uk/software/client-management-software - **Customer Service Software** - Customer queries, complaints and after-sales issues logged as cases on the customer record - with owners, response targets and the sales team kept in the loop. https://cubecrm.co.uk/software/customer-service-software - **Sales Forecasting Software** - A forecast built from the deals you actually have, weighted by stage and checked against your real win rates - not a spreadsheet filled in the night before. https://cubecrm.co.uk/software/sales-forecasting-software ## Contact - **Product:** CubeCRM - **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972) - **Email:** hello@cubecrm.co.uk - **Sales:** sales@cubecrm.co.uk - **Support:** support@cubecrm.co.uk - **Telephone:** 01234 672 617 (+441234672617) - **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP - **Opening hours:** Monday to Friday, 9am to 5.30pm - **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)