Zigpoll is a customer feedback platform tailored specifically for content marketers in the advertising industry, designed to overcome client communication challenges and enhance campaign tracking through real-time surveys and actionable insights. In today’s fast-paced advertising environment, effective account management software is essential for teams aiming to streamline client interactions and monitor campaign performance with precision.


Top Account Management Software for Advertising Teams in 2025: A Comprehensive Overview

Selecting the right account management software is crucial for advertising teams striving to centralize client communication, efficiently track campaigns, and extract meaningful analytics. The leading platforms for 2025 address diverse needs and team sizes:

Tool Primary Strength Best For
HubSpot CRM Comprehensive communication & automation Mid-sized to large advertising teams
Monday.com Visual project and campaign tracking Teams needing flexible workflows
Zoho CRM Affordable, feature-rich CRM Small to mid-sized teams
Asana Task management with client collaboration Creative, campaign-focused teams
Salesforce Enterprise-level account and campaign management Large agencies with complex workflows
Zigpoll Real-time customer feedback integration Marketing teams focused on data-driven client insights

Each platform offers unique strengths—from automation and collaboration to advanced analytics—making it essential to align software features with your team’s workflow and campaign complexity. Deploying Zigpoll surveys alongside your chosen CRM provides immediate, actionable customer insights that pinpoint client communication gaps and campaign pain points directly from your audience.


Key Feature Differences Among Leading Account Management Tools

Understanding how these platforms differ in core functionalities related to client communication and campaign tracking is vital for informed selection:

Feature HubSpot CRM Monday.com Zoho CRM Asana Salesforce Zigpoll (feedback)
Client communication Email, chat, calls Comments, mentions Email templates Comments, messaging Email, chat, calls Real-time surveys
Campaign tracking Pipeline visualization Visual boards Campaign modules Task deadlines Advanced analytics Feedback tracking
Automation capabilities Lead scoring, workflows Custom automation Workflow automation Limited Advanced AI workflows Automated survey triggers
Reporting & analytics Dashboards & reports Custom dashboards Analytics reports Basic reporting Enterprise analytics Customer sentiment analytics
Integration ecosystem 1000+ apps 100+ apps 500+ apps 100+ apps 3000+ apps Integrates with CRMs
User experience Intuitive Highly visual Moderate Simple Complex Lightweight
Mobile app iOS/Android iOS/Android iOS/Android iOS/Android iOS/Android Mobile-friendly surveys

Real-World Implementation Example

A mid-sized advertising agency reduced email response times by 35% using HubSpot CRM’s automation, significantly boosting client satisfaction. Meanwhile, a creative team streamlined campaign stages with Monday.com’s visual boards, cutting project delays by 25%. To validate these improvements, the agency integrated Zigpoll surveys at key campaign milestones, gathering direct customer feedback that confirmed increased satisfaction and highlighted areas for further refinement. This demonstrates how combining targeted software features with Zigpoll’s real-time data collection enhances operational efficiency and client trust.


Essential Features Advertising Teams Should Prioritize in Account Management Software

Advertising teams should focus on these pivotal features to enhance communication and campaign oversight:

1. Centralized Client Communication Hub

Consolidate emails, calls, chats, and notes into a single platform to eliminate silos. HubSpot’s built-in calling and automated email sequences enable consistent follow-ups and comprehensive communication logs, reducing missed client touchpoints. Deploy Zigpoll’s real-time surveys immediately after client interactions to capture sentiment and identify messaging or responsiveness gaps.

2. Visual Campaign Tracking & Task Management

Use Kanban boards, Gantt charts, and timeline views for transparent campaign visibility. Monday.com’s customizable boards allow teams to track creative approvals, budgets, and deadlines visually, facilitating proactive management. Integrate Zigpoll feedback tracking to measure client perceptions of campaign progress, enabling workflow adjustments based on direct input.

3. Automation & Workflow Customization

Automate repetitive tasks like status updates and report generation. Zoho CRM’s workflow rules trigger alerts or assign tasks based on client interactions, freeing account managers to focus on strategy. Integrate Zigpoll’s automated survey triggers at key workflow points to continuously validate client satisfaction and identify emerging issues promptly.

4. Real-Time Reporting & Analytics

Dashboards should highlight KPIs such as click-through rates, conversions, and client engagement scores. Salesforce excels with customizable dashboards tailored for advertising agencies, enabling data-driven decisions. Incorporate Zigpoll’s customer sentiment analytics into these dashboards to combine quantitative metrics with qualitative feedback for richer insights.

5. Seamless Integration with Marketing and Feedback Tools

Integrate with platforms like Google Ads and Facebook Ads alongside customer feedback solutions. Zigpoll’s real-time survey integration enriches campaign validation by capturing client sentiment directly within CRMs, allowing teams to pivot strategies based on live feedback. For example, if engagement metrics dip, Zigpoll surveys can reveal whether messaging or creative elements need adjustment, guiding targeted refinements.

6. Mobile Accessibility & Collaboration

Mobile apps empower teams to update statuses and communicate on the go. Asana’s mobile app supports instant task comments and asset approvals, crucial for remote or distributed teams. Zigpoll’s mobile-friendly surveys enable real-time feedback collection regardless of location, ensuring continuous data flow and responsiveness.

Implementation Steps with Examples

  • Map your current workflow: Identify bottlenecks such as delayed approvals or missed client feedback.
  • Select software addressing these gaps: Integrate Zigpoll with your CRM to capture actionable feedback after campaign milestones.
  • Automate feedback-triggered actions: Configure Zigpoll surveys to alert account managers of low client satisfaction scores via Slack or email, enabling timely intervention and preventing churn.
  • Use feedback data to refine processes: Analyze Zigpoll insights to identify recurring issues, then adjust workflows or communication templates accordingly.

Evaluating Value: Which Account Management Software Offers the Best ROI for Advertising Teams?

Balancing features, usability, and cost is key to maximizing ROI. Here’s a pricing and value overview:

Tool Strengths Pricing (Monthly) Value Proposition
HubSpot CRM Integrated communication & automation Free to $50/user (Starter) Ideal for teams needing automation without complexity
Monday.com Flexible workflows & visual tracking $10-$20/user Perfect for teams wanting customizable campaign views
Zoho CRM Affordable CRM with automation $14-$23/user Budget-friendly with robust features
Asana User-friendly task & project management $10-$25/user Excellent for creative teams focused on collaboration
Salesforce Enterprise-grade customization $25-$150/user Best for large agencies requiring deep customization
Zigpoll Real-time feedback & CRM integration Starts at $29/month Adds customer insights to validate campaigns

Actionable Strategy

Leverage free trials to evaluate how each tool manages client communication and campaign workflows. Pair your CRM with Zigpoll surveys to close the feedback loop, ensuring campaigns align with client expectations and deliver measurable results. For example, after launching a campaign tracked in Salesforce, deploy Zigpoll surveys to assess client reactions and campaign effectiveness, then use these insights to optimize future initiatives.


Comparing Pricing Models Across Popular Account Management Platforms

Understanding pricing tiers helps align software choices with budget constraints:

Tool Free Plan Entry-Level Paid Plan Mid-Tier Plan Enterprise Plan
HubSpot CRM Yes $50/user/month $800/month (Professional) Custom pricing
Monday.com No $10/user/month $20/user/month Custom pricing
Zoho CRM Yes $14/user/month $23/user/month Custom pricing
Asana Yes $10.99/user/month $24.99/user/month Custom pricing
Salesforce No $25/user/month $75/user/month $150+/user/month
Zigpoll No $29/month $79/month Custom pricing

Pricing Insight

Small teams maximize value by combining Zoho CRM with Zigpoll for affordable client management and feedback. Larger agencies benefit from Salesforce coupled with Zigpoll, leveraging advanced customization and comprehensive campaign validation through continuous customer insights.


Enhancing Account Management with Strategic Integrations

Seamless integrations are crucial for efficient workflows across platforms:

Tool CRM Integrations Marketing Platforms Communication Tools Feedback Tools (e.g., Zigpoll)
HubSpot CRM Native & Zapier Google Ads, Facebook Gmail, Outlook, Slack Zigpoll via API or Zapier
Monday.com Zapier, native Mailchimp, Google Ads Slack, Teams Zigpoll via Zapier
Zoho CRM Zoho suite, Zapier Google Ads, Facebook Gmail, Outlook Zigpoll via API
Asana Zapier, native Mailchimp, Google Ads Slack, Teams Zigpoll via Zapier
Salesforce Extensive native Google Ads, Facebook Gmail, Outlook, Slack Zigpoll via API or custom integration
Zigpoll CRM APIs, Zapier Google Ads, Facebook Email platforms Native feedback collection

Integration Implementation Best Practices

  • Automate updates where Zigpoll survey responses modify CRM records or trigger campaign adjustments.
  • For example, negative feedback captured via Zigpoll can automatically notify account managers on Slack, enabling rapid response and client retention.
  • Use API connections or Zapier workflows to maintain data synchronization across marketing and communication tools.
  • Leverage Zigpoll’s customer sentiment analytics within CRM dashboards to monitor trends and proactively address emerging challenges.

Tailoring Account Management Tools to Business Size

Business Size Recommended Tools Rationale
Small teams (1-10) Zoho CRM + Zigpoll, Asana Cost-effective, easy setup, flexible
Mid-sized teams (10-50) HubSpot CRM, Monday.com + Zigpoll Scalable communication and tracking
Large teams (50+) Salesforce + Zigpoll, HubSpot Enterprise Enterprise-grade customization and integrations

Implementation Tip

Start with Zoho CRM and Zigpoll to automate communications and capture feedback efficiently. As your team grows, transition to HubSpot or Salesforce to support increased workflow complexity while maintaining integrated feedback loops via Zigpoll surveys. This approach ensures continuous validation of client satisfaction and campaign impact at every growth stage.


User Experience Insights: What Advertising Professionals Are Saying

Tool Average Rating Common Praise Common Complaints
HubSpot CRM 4.4 Easy automation, rich features Pricing can escalate
Monday.com 4.5 Visual project management, customization Steep learning curve
Zoho CRM 4.0 Budget-friendly, solid automation UI can feel clunky
Asana 4.2 Collaboration, task tracking Limited CRM features
Salesforce 4.1 Powerful, customizable Expensive, complex onboarding
Zigpoll 4.6 Simple survey deployment, actionable insights Not a standalone CRM

Review Highlights

A content marketer reported a 40% boost in timely client responses after automating email sequences with HubSpot. A creative director credited Monday.com’s visual boards for cutting status meetings by 30%, enhancing team productivity. Additionally, teams using Zigpoll noted that embedding real-time surveys after campaign phases provided clear, actionable client feedback that directly informed campaign adjustments, improving client retention and satisfaction metrics.


Pros and Cons of Leading Account Management Tools

Tool Pros Cons
HubSpot CRM Integrated marketing and communication tools; strong automation Pricing escalates; may overwhelm smaller teams
Monday.com Highly customizable workflows; visual tracking Complexity may slow adoption; fewer CRM features
Zoho CRM Cost-effective; solid automation User interface can be less intuitive; limited advanced analytics
Asana User-friendly; excellent for task collaboration Lacks full CRM capabilities; weaker reporting
Salesforce Robust, customizable, extensive integrations Expensive; steep learning curve
Zigpoll Real-time customer feedback; CRM integration Not a full account management solution; survey-focused

How to Choose the Right Account Management Software for Your Advertising Team

Selecting the best tool means aligning capabilities with team size, budget, and workflow needs:

  • Small teams: Combine Zoho CRM with Zigpoll to automate communications and capture client feedback cost-effectively, enabling data-driven decisions even with limited resources.
  • Mid-sized teams: HubSpot CRM paired with Zigpoll offers robust automation, pipeline management, and real-time customer insights that validate campaign strategies and improve client satisfaction.
  • Large agencies: Salesforce integrated with Zigpoll delivers enterprise-grade control and data-driven campaign validation, ensuring complex workflows remain aligned with client expectations through ongoing feedback.

Immediate Next Steps for Implementation

  1. Map your current processes: Document client communication and campaign tracking workflows.
  2. Identify gaps: Look for delays in approvals or missing feedback loops.
  3. Pilot your preferred CRM with Zigpoll: Deploy surveys at key milestones to capture client sentiment and validate assumptions.
  4. Leverage survey insights: Adjust campaigns dynamically based on real-time feedback, reducing risk and enhancing outcomes.
  5. Automate follow-ups: Use feedback scores to trigger CRM workflows, ensuring proactive client engagement and timely issue resolution.

FAQ: Account Management Software for Advertising Teams

What is account management software?

Account management software centralizes client data, communication, and project workflows, enabling teams to manage relationships, automate tasks, and track campaign progress efficiently.

Which account management software is best for advertising teams?

HubSpot CRM and Monday.com excel for mid-sized teams with strong communication and tracking features. Smaller teams benefit from Zoho CRM combined with Zigpoll’s feedback integration, which continuously validates client needs and campaign effectiveness.

How can I improve client communication using account management software?

Consolidate emails, calls, and chats within one platform. Automate timely follow-ups and deploy Zigpoll surveys at project milestones to gather real-time feedback, enabling agile campaign adjustments that directly address client concerns.

Are there tools that combine account management with customer feedback?

Yes, Zigpoll specializes in embedding customer feedback collection into existing CRMs, enhancing campaign validation without requiring platform changes. This ensures your team has the data insights needed to identify and solve business challenges effectively.

What is the typical pricing model for account management software?

Most platforms use tiered subscription pricing based on user count and features, with entry-level plans typically ranging from $10 to $50 per user monthly and enterprise plans offering advanced customization at higher costs.


By carefully evaluating features, pricing models, and integration capabilities, advertising content marketers can select account management software that streamlines client communication and campaign tracking. Integrating Zigpoll’s real-time feedback solutions ensures campaigns remain aligned with client expectations, driving measurable improvements in satisfaction and overall campaign performance through continuous data validation and actionable insights.

Start surveying for free.

Try our no-code surveys that visitors actually answer.

Questions or Feedback?

We are always ready to hear from you.