Smart Accounts & Contacts Management
Manage all your customer accounts and contacts in one centralized platform. Build stronger relationships, improve follow-ups, and give your team a complete 360° customer view.
Customer Data Scattered Across Tools?
As your business grows, managing accounts and contacts across spreadsheets, emails, and multiple tools becomes inefficient and risky. Common challenges businesses face:
Duplicate and inconsistent customer records
Customer data spread across tools leads to duplicates, errors, and unreliable information.
No single view of accounts and decision-makers
Teams lack a unified view of accounts and key stakeholders involved in decisions.
Missed follow-ups and poor relationship tracking
Important follow-ups are missed due to untracked conversations and activities.
Limited visibility across sales, support, and finance teams
Disconnected systems prevent teams from sharing customer insights effectively.
One Platform to Manage Accounts & Contacts Seamlessly
Grovvey’s Account & Contact Management solution brings all customer information into a single, organized system—so your teams always work with accurate, up-to-date data. From individual contacts to large enterprise accounts, everything stays connected and accessible in real time.
Account Management
Create and manage business accounts with full details. Track industry, size, ownership, and custom attributes. Link accounts with deals, invoices, and activities
Contact Management
Store complete contact profiles with roles and designations, Link multiple contacts to a single account and Track communication history, notes, and interactions
Relationship Mapping
View decision-makers and influencers within an account and Understand account hierarchies and relationships
Activity & Engagement Tracking
Log calls, meetings, emails, and tasks. Never miss a follow-up with reminders
Search & Filters
Quickly find accounts and contacts using advanced filters and Segment customers for targeted engagement
Data Accuracy & Control
Prevent duplicates and Role-based access and permissions
Use Cases
Who Benefits from Account & Contact Management?
Sales Teams
Get full context before every conversation. Single source of truth for all customer data
Account Managers
Build long-term customer relationships and Track all interactions
Support Teams
Understand customer history instantly and Personalize support
Management
Gain a clear overview of key accounts and contacts