What is account planning software?

Account planning software gives sales and account teams a structured place to plan how they will retain and grow their most important customers. A typical account plan covers goals, stakeholders and their influence, whitespace for expansion, risks, and next steps. Your CRM holds the data about the account; the planning tool turns it into a strategy the whole team can follow.

What is the best account planning software?

It depends on your CRM. On Salesforce, start with its native Account Plans, then look at Altify or Prolifiq Crush if you need more depth. For dedicated key account management across CRMs, DemandFarm and Kapta are the specialists. On HubSpot with a small or mid-sized team, writing plans in Notion and showing them on HubSpot records with NoteLinker is the lightest option.

Does HubSpot have account planning?

Not as a dedicated feature. HubSpot has no account plan object. Its closest native tool is Target Accounts, available on Sales Hub and Marketing Hub Professional, which lets you flag priority companies, set an ICP tier, and assign buying roles to contacts. For the plan itself, HubSpot teams either add an app such as DemandFarm's Kampanion, or write plans in a tool like Notion and surface them on the HubSpot record.

Does Salesforce have account planning built in?

Yes. Salesforce Sales Cloud now includes native Account Plans, with plan records, SWOT sections, objectives with measurable targets, and an optional relationship map. Partners report it is included at no extra cost on Enterprise edition and above. It is switched on in Setup and needs a permission set before users can see it, so check your edition and setup with Salesforce before you rely on it.

How much does account planning software cost?

Most dedicated tools quote rather than publish prices. Reported figures include about $20 per user per month per module for Altify on listing sites, about $49 per user per month for Prolifiq Crush and Kapta, around $75 per user per month for a full DemandFarm user in one buyer document, and a median of about $41,000 a year for Planhat. Salesforce's native Account Plans are included in Enterprise edition and above. NoteLinker is $19 a month flat for a whole HubSpot account.

What is the difference between account planning and key account management software?

Account planning software focuses on the plan: goals, stakeholders, whitespace and actions for a specific account. Key account management software is broader, adding portfolio views, account health, governance and reporting across all your strategic accounts. DemandFarm and Kapta cover both. Salesforce Account Plans, Altify and Prolifiq Crush lean toward the plan itself.

Can I do account planning in Notion?

Yes, and many small teams already do. Notion is a good place to write a living account plan with goals, stakeholder notes and next steps, and you can start from a free template. The weakness is that the plan sits apart from the CRM, so reps working in HubSpot never see it. Connecting the two, so the plan shows up on the HubSpot contact and deal records, fixes that.

Account Planning Software: 7 Best Tools by CRM in 2026

The best account planning software depends on your CRM. On Salesforce, start with its free native Account Plans, then Altify or Prolifiq Crush for more depth. For full key account management, DemandFarm and Kapta are the specialists. On HubSpot with a smaller team, write plans in Notion and show them on the HubSpot record with NoteLinker.

Quick pick: the best account planning tools by CRM

Tool	Works with	Best for	Price
Salesforce Account Plans	Salesforce	Teams already on Salesforce who want a native plan	Included, Enterprise edition and above
Altify (Upland)	Salesforce only	Enterprise strategic account and opportunity planning	Quote; listings from $20/user/mo per module
Prolifiq Crush	Salesforce only	Relationship mapping and project-style account plans	About $49/user/mo
DemandFarm	Salesforce, Dynamics, HubSpot	Dedicated key account management with whitespace and org charts	Quote; about $75/user/mo reported
Kapta	Salesforce, HubSpot (partial)	Key account teams focused on renewals and expansion	Quote; from about $49/user/mo
Planhat	HubSpot, Salesforce and more	Customer success teams that want plans next to health scores	Quote; median about $41,000/yr
Notion + NoteLinker	HubSpot	Small and mid-sized HubSpot teams who write plans in Notion	$19/mo flat for the whole account

Prices are what vendors and buyers have reported in 2026. Most of these tools quote rather than publish, so treat the figures as a starting point and confirm them with each vendor.

In this article

The 7 Best Account Planning Tools, Reviewed

1. Salesforce Account Plans: best if you are already on Salesforce
Salesforce now ships Account Plans as a native Sales Cloud feature. Each plan is its own record with SWOT sections, objectives with measurable targets, and an optional relationship map, and recent releases let objectives pull data across account hierarchies. Partners report it is included at no extra cost on Enterprise edition and above. It needs switching on in Setup and a permission set before users see it. Start here before you buy anything else.
2. Altify: best for enterprise strategic account planning
Now part of Upland Software, Altify is 100 percent Salesforce native and runs inside your org. It is sold as modules, including Account Manager, Opportunity Manager and relationship maps, with built-in sales methodology. Listing sites show modules from about $20 per user per month, while a competitor estimates real quotes at $75 to $125 per user per month once modules and services are added. You also need your own Salesforce licences.
3. Prolifiq Crush: best for relationship mapping on Salesforce
A native Salesforce app for key account management that lets teams run account plans like projects and track influencer relationships. Reviewers like exporting plans to PDF or PowerPoint for account reviews. Listed at about $49 per user per month, with a $19 relationship-mapping tier and a $79 complete suite.
4. DemandFarm: best dedicated key account management platform
Org charts, whitespace analysis and structured account plans, built for teams running formal key account programs. It is the specialist in this list with the clearest HubSpot story: its Kampanion app is on the HubSpot Marketplace, and DemandFarm says it syncs contacts, companies, deals and activities both ways. Pricing is by quote; one 2024 buyer document showed $75 per user per month for full users.
5. Kapta: best for renewal and expansion planning
Built for named-account teams running formal account plans, with voice-of-customer capture and plan accountability. It integrates with Salesforce, and lists HubSpot too, though one review describes the HubSpot integration as partial, so confirm the depth in a demo. Listing sites show a start of about $49 per user per month; buyers report entry points nearer $1,000 a month.
6. Planhat: best if account plans belong with customer success
A customer platform rather than a pure planning tool: health scores, lifecycle and revenue data, with account plans alongside. Its HubSpot integration syncs companies, contacts, deals, tickets and custom objects both ways. It is priced per customer account rather than per seat, and one analysis of 35 purchases puts the median at about $41,000 a year.
7. Notion + NoteLinker: best lightweight option for HubSpot teams
Write each account plan in a Notion database, with goals, stakeholders, whitespace and next steps, and NoteLinker shows it live on the matching HubSpot contact and deal records. No plan object to configure, no per-seat licence, and the plan stays editable where your team already writes. $19 a month flat for the whole HubSpot account, or $16 billed yearly, with a 14-day trial and no credit card.

On HubSpot? Put your account plans where reps already look

NoteLinker shows your Notion account plans on HubSpot contact and deal records, live and formatted. $19 a month for the whole account.

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Which Account Planning Software Fits Your Team?

PickSalesforce Account PlansWhenYou are on Salesforce Enterprise and want a native plan first

Included in the edition you already pay for. Add Altify or Prolifiq Crush only if you outgrow it.

PickDemandFarm or KaptaWhenYou run a formal key account program with dedicated account managers

The specialists for whitespace, org charts and plan governance across a portfolio of strategic accounts. Budget for per-user, quote-based pricing.

PickPlanhatWhenYour account plans are owned by customer success, next to health scores

A full customer platform with deep HubSpot sync, priced for mid-market and up.

Best fitPickNotion + NoteLinkerWhenYou are on HubSpot, your team is under a few dozen people, and plans already live in docs

The plan stays a living document in Notion and shows up on the HubSpot record where the deal moves. Flat $19 a month.

What Account Planning Software Should Do

Whichever tool you pick, a useful account plan covers the same ground. Use this as your checklist in demos.

Must-haves in account planning software

Goals and objectives for the account, with a measure you can check next quarter.
A stakeholder or relationship map: who decides, who influences, and who is a risk.
Whitespace: the products, teams or regions you have not sold to yet.
Risks and blockers, with an owner for each.
Next steps tied to real deals in the CRM, not a separate list nobody updates.
Visibility where the team works. A plan nobody opens is not a plan.

The last item is where most account planning programs fail. The plan gets written for a quarterly review, lives in a slide deck or a separate tool, and is out of date by the next call. Whatever you choose, make sure the plan shows up on the CRM record your reps already open every day.

Account Planning on HubSpot

This is the gap in most lists of account planning software: nearly every dedicated tool was built for Salesforce first.

HubSpot has no account plan object. Its closest native feature is Target Accounts, on Sales Hub and Marketing Hub Professional, which lets you flag priority companies, set an ICP tier, and tag contacts with buying roles such as decision maker or influencer. That covers which accounts matter and who is involved. It does not give you a place to write the plan.

HubSpot teams fill that gap in one of three ways:

1
Add a planning app
DemandFarm's Kampanion is on the HubSpot Marketplace and syncs with HubSpot records. Planhat and Kapta also integrate. This is the right route for a formal key account program with dedicated account managers.
2
Use HubSpot properties and notes
Custom company properties for tier and goals, plus notes on the record. Free, but a plan spread across properties and timeline notes is hard to read as a whole and hard to keep current.
3
Write the plan in Notion, show it in HubSpot
Keep each plan as a Notion database row with a full page for goals, stakeholders and next steps, and use NoteLinker to show it on the matching HubSpot contact and deal records. You can start from our free account plan template.

Account Planning Software vs Key Account Management Software

The two terms are used almost interchangeably, but they are not quite the same job.

Account planning software focuses on the plan for one account: goals, stakeholders, whitespace and actions.
Key account management software adds the portfolio layer: health across all strategic accounts, governance, forecasting and reporting.

DemandFarm and Kapta cover both. Salesforce Account Plans, Altify and Prolifiq Crush lean toward the plan. Planhat leans toward account health. If you are weighing customer success platforms as well, our guide to account management software covers Gainsight, ChurnZero and Totango too.

Is Dedicated Account Planning Software Worth It?

For a team with dedicated account managers running a formal program across dozens of strategic accounts, usually yes. The structure, portfolio reporting and relationship maps pay for themselves when one expansion deal can be worth more than the licence.

For a smaller team, the honest answer is often no. If you have a handful of strategic accounts and the plans already live in documents, a new platform mostly adds another tool to keep updated. What those teams need is not more software but the plan in front of the rep, on the record they already use. That is a much cheaper problem to solve.

For more on running accounts in HubSpot, see our guides to the best CRM for agencies, Notion client management, and the mutual action plan.

Account plans your reps will actually see

NoteLinker connects Notion and HubSpot in two minutes and shows your account plans on the contact and deal records your team already opens. $19 a month flat.