Account Management

Backed by our Built-in, Account-Based CRM

Everything you need to manage full cycle B2B sales from first touch to repeat customer. Use it to manage your entire sales process, or integrate with your existing CRM if you just need it to manage your leads with our other automation tools.

Get all of your account data in one place

Every interaction including phone calls, notes, emails, meetings and orders are all logged in one place and rolled up to the account level. Your entire company becomes aligned around a common account view from lead to repeat customer.


ACME Corp.

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Interactive Account Management Widget

Keep everything running smoothly

Use automation rules to keep your sales process at peak efficiency. Automate assignment of new leads, creation of new opportunities, reporting, notifications of neglected accounts -- keep your sales team focused on closing deals, not logging information.

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Full Featured, Robust Account Management

The core of GleanView is our account based CRM. It is one of the only CRMs that is truly account based and includes all of the features you need to manage accounts, opportunities and projects. All of our products were built on top of this powerful base.

  • Dashboard
  • Accounts
  • Contacts
  • Projects
  • Quotes
  • Opportunities
  • Calendar
  • Analytics
  • Reports
  • User Management
  • Saved Custom Views
  • Roles/Permissions
  • Assignment Rules
  • Tags
  • Bulk Edit
  • Bulk Import
  • Bulk Export

Manage all the way down the funnel

You can use GleanView to manage your entire sales process from lead to close, or you can use it to manage your top of the funnel sales development and prospecting process and integrate it with your existing CRM for the rest. It’s highly configurable and affordable enough to plug into your software stack wherever you need it.

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Affordable and Powerful

GleanView offers a full-featured powerful CRM for an affordable price.

Power CRM

Full CRM + WebTracking + Sales Acceleration



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Account Management Resources

Account Activity Help Article

Web Tracking Features

Sequences Features

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