Salesboom CRM Accounts let you create, organize, and track every company you work with — link contacts, log opportunities, run reports, and import data, all from one tab.
back to HomeManaging companies, contacts, and opportunities across disconnected spreadsheets, emails, and paper files creates chaos. Teams lose track of key relationships, miss follow-ups, and have no clear visibility into which accounts are driving revenue.
Important account information is scattered across multiple tools, inboxes, and spreadsheets — no single source of truth for any company relationship.
Without a central record, there is no way to see all contacts, notes, tasks, and opportunities for a company in one place — teams lose context fast.
Reps spend hours every week hunting for account history instead of engaging customers — a direct tax on productivity and pipeline velocity.
Poor account tracking means sales opportunities slip through the cracks — no visibility into pending deals linked to specific companies.
Without structured account data, generating reports on account performance, growth, or health is impossible — leaving leaders making decisions blind.
When account data lives in personal inboxes or local files, collaboration breaks down and customer-facing teams operate without a shared understanding of each relationship.
In Salesboom CRM, an Account represents any company or organization connected to your business. Every interaction, contact, and opportunity links back to an account — giving your team a complete, organized picture of each relationship.
Salesboom gives you flexibility in how you add new accounts, manage existing ones, link related records, and capture inbound leads automatically.
Understanding the health and activity of your accounts is critical for business growth. The Accounts module includes built-in reporting tools that surface the insights you need, when you need them.
Run pre-built account reports directly from the Generate Reports section — no setup needed. Access all available reports via the Reports tab or the All Reports button for comprehensive visibility.
Sort and filter report results by key criteria to focus on what matters most — whether that’s accounts by region, status, revenue potential, or activity level.
Print or export full account information for stakeholder sharing, client reviews, or management reporting — directly from any account detail page or report result.
Every report, view, and account management tool lives inside a single Accounts tab — no separate reporting dashboards or external tools required to get a complete picture.
All account management features are included in the core Salesboom CRM platform — no add-ons, no hidden fees, predictable monthly pricing starting at $14/user.
3,500+ businesses across 159 countries rely on Salesboom CRM Accounts to manage their company relationships, track opportunities, and drive revenue growth every day.
A CRM account is most powerful when it becomes a hub of information. Salesboom allows you to link multiple types of records to each account, building a complete timeline of every relationship.
Navigate to any account, click Add Contact in the Summary section, fill in contact details, and save. The contact is instantly linked — supporting multiple contacts per company with no limit on relationship depth.
Opportunities represent pending sales. From the Account detail page, click Add Opportunity, complete the required information, and save to associate the deal directly with that account and track revenue potential.
Capture meeting summaries, call notes, and key context directly on the account record — keeping all institutional knowledge in one accessible, shared place that the whole team can reference.
Assign follow-up actions and activities to any account. Tasks ensure your team never misses a next step, with reminders and accountability built directly into the account record.
Everything your team needs to know to get the most out of the Salesboom CRM Accounts module.
Discover how other Salesboom modules connect with Accounts to give your team a complete, unified CRM experience.
Learn how to run CRM marketing campaigns and see how campaign results tie directly back to accounts, contacts, and revenue in the Salesboom platform.
Master CRM email settings and automation — all emails sent and received are automatically logged against the relevant account and contact records.
See how Leads convert into Accounts — qualified leads are converted into Accounts, Contacts, and Opportunities in one click, populating your account database automatically.
Track every deal linked to an account — manage active opportunities through a visual pipeline with probability, close date, and deal value tied to each company.
Customize your CRM list views to surface the account columns, filters, and layouts most relevant to your team’s daily workflow and reporting needs.
Build and schedule CRM reports combining account performance data with sales pipeline and activity metrics for a complete business intelligence picture.
Attach contracts, proposals, and files directly to account records — maintaining a centralized document library with version tracking tied to every company relationship.
Create and track follow-up tasks linked to specific accounts so every action item, call, and meeting is tied to the right company and never falls through the cracks.
Log timestamped notes on account records to capture meeting summaries, call outcomes, and key context — preserving institutional knowledge for the whole team.
Start managing your companies, contacts, and opportunities in one unified CRM. Book a free demo and see how Salesboom Accounts transforms the way your team works.
Questions? Call: 1-855-229-2043
Discover powerful CRM editions to scale your business efficiently.
A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.
Explore ProfessionalFor large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.
View EnterprisePerfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.
Discover Team