1 Microsoft Dynamics 365 Sales
Best for account teams that research and reach people on LinkedIn
Account-based selling changes how a CRM is used. There are few accounts, each one holds many people, and the work is knowing them. Dynamics 365 Sales is first because Microsoft Relationship Sales joins the CRM with LinkedIn Sales Navigator, so account research comes in the same purchase as the CRM. Sales Enterprise adds advanced customization for account plans. This is the one list here where that pairing decides the ranking.
Watch for. Microsoft Relationship Sales is quoted through sales and has a 10-seat minimum. Its price is not on the pricing page.
- How it charges
- Per user, paid yearly, by edition
- Main limit
- Professional is limited in customization. Custom apps need Power Apps licenses.
2 HubSpot Sales Hub
Best for account programs run jointly by sales and marketing
HubSpot Sales Hub ranks second. Account-based selling is a joint effort between sales and marketing, and HubSpot puts both on one platform with service beside them. Professional lists sequences and lead scoring, which let a team run steady outreach into a named account. It is second because the facts we hold show nothing specific to account research of the kind Microsoft bundles.
Watch for. Sequences and lead scoring are not on Starter. Professional adds a required one-time onboarding fee.
- How it charges
- Per seat, by plan, plus a one-time onboarding fee on higher plans
- Main limit
- Starter has no sequences or custom reports. Onboarding fee on Professional.
3 Custom build by Black Badger
Best for account teams whose plans live outside the CRM today
On most account teams the account plan is a slide deck, the contact map is a spreadsheet and the open work is in email. The CRM holds the opportunity and little else. Black Badger publishes this guide and builds custom CRMs, and for a short list of large accounts we build the record around the account itself, with its sites, its people, its contracts and every piece of open work in one place.
Watch for. With a handful of sellers the seat-fee saving is small, so the case for a build rests on fit. Discovery and a written scope will show whether it holds.
- How it charges
- One-time build scoped in writing, then running costs such as hosting
- Main limit
- Needs a scoping call first, and suits companies of 50 or more employees
What a custom build involves, and how to ask about one
4 Salesforce Sales Cloud
Best for large account teams with admins to build account plans
Salesforce Sales Cloud ranks fourth for account-based selling. A team with admin staff can configure account plans, the roles each contact plays and whatever else the program needs, and that is its strength here as everywhere. It ranks below the top three because the account-based parts are yours to build or buy. Sales Programs and Revenue Intelligence are add-ons, each billed per user.
Watch for. Pro Suite lists 3 campaigns per opportunity and 1 custom app per org. An account-based program should price Core or higher.
- How it charges
- Per user, by edition, with paid add-ons
- Main limit
- Pro Suite caps flows at 5 per org. Core and above bring Flex Credits.
5 SugarCRM (Sugar Sell)
Best for account teams that want enrichment and news on each account
SugarCRM ranks fifth. Its Premier+ package lists data enrichment and a news feed, both of which matter when a seller is expected to know what is happening inside a named account. Sugar Predict, in the Precision packages, draws on ERP purchase data, which suits account teams selling more to existing customers. It ranks fifth because both sit at the top of the range, and Precision has no published price.
Watch for. Premier+ is billed per user, annually. Ask for the Precision price before you count on Sugar Predict.
- How it charges
- Per user, billed annually, with quoted Precision packages
- Main limit
- Forecasting and mail and calendar sync start at Advanced+, not Standard+.
6 Creatio CRM
Best for account programs that want sales and marketing apps together
Creatio is sixth. Its Sales and Marketing apps sit on one low-code platform, each for a per-user fee, so an account program can design its own plays across both. Records are listed as unlimited on all plans, which removes any worry about how many contacts a large account holds. It is last here because the team has to build its account-based process on the platform before it can run it.
Watch for. New customers commit to a minimum yearly purchase on a standard three-year term, which is heavy for a small account team.
- How it charges
- Per user for the platform, plus a per-user fee for each CRM app
- Main limit
- New customers have a minimum yearly purchase on a standard 3-year term.