Account Plan Alternatives

Account Plan is described as '2008 helps automate the strategic planning process. The software will walk you through a series of questions which help focus the strategy and produce a clear and focused strategy document that you can act upon' and is an app. There are more than 25 alternatives to Account Plan for a variety of platforms, including Web-based, Windows, Mac, iPhone and Android apps. The best Account Plan alternative is EspoCRM , which is both free and Open Source. Other great apps like Account Plan are Salesforce, Mautic, SugarCRM and SuiteCRM.

Account Plan alternatives are mainly CRM Systems but may also be Contact Managers or Task Management Tools. Filter by these if you want a narrower list of alternatives or looking for a specific functionality of Account Plan.

Account Plan alternatives page was last updated

Account Plan

Paid • Proprietary

Account Plan 2008 helps automate the strategic planning process. The software will walk you through a series of questions...

More about Account Plan

EspoCRM
Is this is a good alternative?
Yes
No
Freemium • Open Source
CRM System
Workflow Automation Tool
Customer Support Tool
Mac
Windows
Linux
Self-Hosted
JavaScript
Software as a Service (SaaS)
PHP
Cloudron
188 EspoCRM alternatives
EspoCRM is an Open Source CRM (Customer Relationship Management) software that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities. Written in PHP and JavaScript.
- - EspoCRM is the most popular Windows, Mac, Linux & SaaS alternative to Account Plan.
- - EspoCRM is the most popular Open Source & free alternative to Account Plan.
Suggest and vote on features
EspoCRM Features
1. Kanban BoardEspoCRM allows you to organize your workflow by moving cards with drag-and-drop functionality between multiple columns.
2. Import CSV DataEspoCRM can import data from a CSV (Comma seperated values) file.
3. Email template editorEspoCRM offers pre-defined email layouts so you can add content or customize your own templates.
4. Ad-freeEspoCRM doesn't contain any form of external advertising.
5. Marketing AutomationEspoCRM can automate marketing campaigns and activities throughout the customer journey by automatic workflows.
6. LightweightEspoCRM consumes less device resources compared to similar apps.
7. No Coding RequiredEspoCRM can be used without an coding or programming skills.
8. Email SchedulingYou can schedule a marketing, sales, or personal email for a time in the future with EspoCRM .
Social feed
Multiple languages
Google Drive integration
Configurable
Web-Based
Drag and Drop
Web Forms
Dropbox integration
Workflow Management
Salesforce
Is this is a good alternative?
Yes
No
Paid • Proprietary
CRM System
Online
Software as a Service (SaaS)
293 Salesforce alternatives
Web-based CRM for sales, service, marketing, and call center operations that allows users to manage customer relationships and customer satisfaction.
- - Salesforce is the most popular Web-based alternative to Account Plan.
- - Salesforce is the most popular commercial alternative to Account Plan.
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Salesforce Features
1. Marketing AutomationSalesforce can automate marketing campaigns and activities throughout the customer journey by automatic workflows.
2. IFTTT IntegrationYou can connect different services to automatically trigger actions within Salesforce using IFTTT.
Contacts
Web-Based
Integration with CRMs
Lead nurturing
Mautic
Is this is a good alternative?
Yes
No
Freemium • Open Source
CRM System
Online
Self-Hosted
Cloudron
171 Mautic alternatives
Mautic is marketing automation software (email, social, & more). Install on your own website or create a free hosted account. The simple 3-step setup process takes less than 5 minutes and you'll be ready to reclaim control of your marketing.
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Mautic Features
1. Marketing AutomationMautic can automate marketing campaigns and activities throughout the customer journey by automatic workflows.
Web-Based
Campaign Management
Reporting
SugarCRM
Is this is a good alternative?
Yes
No
Paid • Proprietary
CRM System
Customer Support Tool
Contact Manager
Mac
Windows
Linux
Online
Android
iPhone
Software as a Service (SaaS)
239 SugarCRM alternatives
Sugar is a complete CRM solution that automates your core sales, customer service and marketing processes, with a focus on the individual.
- - SugarCRM is the most popular Android & iPhone alternative to Account Plan.
Suggest and vote on features
SugarCRM Features
1. Marketing AutomationSugarCRM can automate marketing campaigns and activities throughout the customer journey by automatic workflows.
Contacts
SuiteCRM
Is this is a good alternative?
Yes
No
Free • Open Source
CRM System
Windows
Linux
Online
Self-Hosted
Software as a Service (SaaS)
212 SuiteCRM alternatives
SuiteCRM provides an enterprise-grade Customer Relationship Management (CRM) application to a global community of users and software developers. It is a robust and credible alternative to Salesforce, Microsoft and the major CRM vendors.
SuiteCRM has no features, suggest some!
Streak CRM
Is this is a good alternative?
Yes
No
Freemium • Proprietary
CRM System
Contact Manager
Project Management Tool
Online
iPhone
Software as a Service (SaaS)
Gmail
153 Streak CRM alternatives
Amazing CRM on top of Gmail.
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Streak CRM Features
1. Ad-freeStreak CRM doesn't contain any form of external advertising.
2. Calendar ViewStreak CRM has a built-in calendar view to have a clear overview of your content over time.
3. Real time collaborationMultiple users can work together in Streak CRM simultaneously.
4. Import CSV DataStreak CRM can import data from a CSV (Comma seperated values) file.
5. Cloud SyncSync your data (notes, documents, bookmarks, etc.) across your different devices and to the cloud.
6. No Coding RequiredStreak CRM can be used without an coding or programming skills.
Sales funnel
Gmail integration
amoCRM
Is this is a good alternative?
Yes
No
Paid • Proprietary
CRM System
Contact Manager
Workflow Automation Tool
Mac
Windows
Online
Android
iPhone
Android Tablet
iPad
152 amoCRM alternatives
amoCRM is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. We support all major messenger platforms. Create your own chatbots with our code-free chatbot builder, and make sure your...
- - amoCRM is the most popular iPad & Android Tablet alternative to Account Plan.
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amoCRM Features
1. Goal TrackingamoCRM can be used for tracking progress toward personal or business goals.
2. Email template editoramoCRM offers pre-defined email layouts so you can add content or customize your own templates.
3. VoiP CallsamoCRM allows you to make voice calls over Internet using the Voice over Internet Protocol (VoIP).
4. Import CSV DataamoCRM can import data from a CSV (Comma seperated values) file.
5. Support for multiple currenciesamoCRM allows you to use more than one currency.
6. Calendar IntegrationamoCRM lets you sync your tasks and events with your calendar application.
Contacts
Sales Management
Custom widgets
Facebook integration
Financial reporting
Call recording
API Integration
Mailchimp integration
Optimized for Mobile
Built-in Calendar
TeamWox
Is this is a good alternative?
Yes
No
Paid • Proprietary
Task Management Tool
Team Collaboration Tool
CRM System
Windows
Online
256 TeamWox alternatives
TeamWox is a groupware system designed to optimize the business management. This is a web application including HRM, Task management, document workflow, CRM, Service Desk and IP PBX tools.
Suggest and vote on features
TeamWox Features
1. Real time collaborationMultiple users can work together in TeamWox simultaneously.
ERP
Close
Is this is a good alternative?
Yes
No
Paid • Proprietary
CRM System
Email Marketing Service
Mac
Windows
Online
Chrome OS
158 Close alternatives
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an “all-in-one” platform which you can use standalone without needing any other sales...
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Close Features
Voice Chat
Sales Management
Email Analytics
Email automation
biznessmaker
Is this is a good alternative?
Yes
No
Freemium • Proprietary
CRM System
Online
251 biznessmaker alternatives
The free all-in-one solution for your company. Billing, CRM, eCommerce, shop and booking system and much more. Use website widgets to sell or rent your products online or create your own subscriptions for your customers.
Suggest and vote on features
biznessmaker Features
1. Recurring Billingbiznessmaker lets you set, track or charge scheduled payments at custom or predefined intervals to a product or service.
Booking engine
Ecommerce Integration
Cloud-Based CRM
Billing & Invoicing
Invoicing for Freelancers
Website widget
Shopping Cart
Creatio Sales
Is this is a good alternative?
Yes
No
Paid • Proprietary
CRM System
Mac
Windows
Online
Windows Mobile
Android
iPhone
Android Tablet
Windows Phone
iPad
160 Creatio Sales alternatives
Creatio Sales sales is a cloud based CRM that drives efficient sales processes and enables total control over the complete customer journey - from lead generation to loyal repeat sales. Employ out-of-the-box processes to manage the entire sales cycle.
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Creatio Sales Features
Sales enablement
Sales Management
GoCRM
Is this is a good alternative?
Yes
No
Paid • Proprietary
Android
iPhone
Software as a Service (SaaS)
156 GoCRM alternatives
GoCRM is the only customer relationship management solution that takes on a full-funnel approach by combining powerful marketing and sales features. This means you get a robust platform that supports scalable business growth, streamlines sales processes, and enhances the overall...
Suggest and vote on features
GoCRM Features
1. VoiP CallsGoCRM allows you to make voice calls over Internet using the Voice over Internet Protocol (VoIP).
2. Marketing AutomationGoCRM can automate marketing campaigns and activities throughout the customer journey by automatic workflows.
Call recording
SMS Messaging
Call Tracking