What is Account?

Definition

A company or organisation you do business with, often containing multiple contacts.

In depth

Accounts model the org chart — parents, branches and subsidiaries. In EazyCXM every interaction ties to both the contact and their account.

CRM & Sales

Related terms

Software for managing a company’s interactions with current and prospective customers across the whole lifecycle.

A person or organisation that has shown interest in your product or service but has not yet been qualified as a genuine opportunity.

Assigning a value to each lead based on fit and behaviour to prioritise follow-up.

A lead judged likely to become a customer based on marketing engagement, ready to hand to sales.

EazyCXM puts concepts like this to work across your business — see it on a demo.