Account Management FAQs

Account Management in KEBS is the centralized capability within the Deal Management module that helps organizations capture, organize, and manage every client and prospect company they engage with. It serves as the foundation for all CRM activities, sales tracking, and customer relationship workflows.

To access it, navigate to CRM > Accounts.

To add a new account, navigate to CRM > Accounts > Add Account. Enter the company name, industry, website, billing address, and other relevant details, then save. The account is immediately available for contact linking, opportunity creation, and engagement tracking.

KEBS captures comprehensive details for each account, including:

• Company Details: Name, industry, website, and headquarters.
• Contact Information: Primary phone, email, and address.
• Account Owner: Assigned sales or account manager.
• Revenue and Deal Data: Pipeline value and closed deals.
• Engagement History: Emails, calls, meetings, and notes.
• Linked Projects: Active and past engagements.

Yes. KEBS supports linking multiple contacts to a single account, reflecting the real world structure of business relationships. Each contact can be tagged with a role such as decision maker, influencer, or end user, giving account managers a clear view of the buying committee.

Each account in KEBS can be assigned to a single account owner who takes responsibility for managing the relationship. To assign or change ownership, open the account, click Edit, and select the appropriate user from the Account Owner field. Ownership changes are tracked in the audit log.

Yes. The account detail page includes a Deals tab that lists every opportunity associated with the account, along with stage, value, and expected close date. This consolidated view helps account owners track pipeline health and revenue potential for each relationship.

Accounts in KEBS connect natively with Contact Management, Opportunity Management, Quote Builder, Project Management, Finance Management, and Ticket Management. This integrated approach ensures every interaction, deal, project, and invoice is anchored to the correct account.

Yes. KEBS supports bulk import through CSV templates. Navigate to CRM > Accounts > Import, download the template, populate the data, and upload. The system validates the entries and creates the accounts automatically, eliminating manual setup overhead during migration.

KEBS includes built in duplicate detection that flags potential matches based on company name, domain, and other identifying fields when creating or importing accounts. Administrators can also configure rules to enforce uniqueness and merge duplicates when needed.

Yes. KEBS supports account hierarchies, allowing you to define parent and subsidiary relationships. This is especially useful for enterprises with multiple business units, divisions, or regional offices, giving account managers a unified view of the full corporate group.

Open the account record and navigate to the Activity tab. KEBS automatically logs every email, call, meeting, note, and task associated with the account, giving you a chronological timeline of the relationship without manual data entry.

Yes. Administrators can configure custom fields under Settings > Custom Fields > Accounts to capture organization specific information such as company size, region, segment, or any other attribute relevant to your business.

The Account Revenue Report consolidates revenue, costs, and margin for each account based on data from Deal Management, Project Management, and Finance Management. Navigate to CRM > Reports > Account Revenue to access this view.

Yes. KEBS AI surfaces account health signals, identifies upsell and cross sell opportunities, predicts churn risks, and recommends next best actions. This helps account managers focus their attention on the relationships that need it most.

Yes. While each account has a primary owner, additional team members can be granted view or edit access through role based permissions. This is useful for team selling, where multiple roles such as sales, customer success, and delivery work on the same account.

To deactivate an account, open the account, click the More options menu, and select Archive or Deactivate. The data is preserved for compliance and historical reporting, and the account no longer appears in active lists, dashboards, or pipeline reports.

Yes. KEBS supports exporting account data in CSV, Excel, or PDF formats. Apply the desired filters in CRM > Accounts, click Export, and download the file for offline analysis or reporting.

Yes. KEBS offers plug and play integration with leading CRM platforms such as Salesforce, HubSpot, and Microsoft Dynamics 365. Account data syncs seamlessly across systems, ensuring a single source of truth without manual reconciliation.

Yes. KEBS is ISO 27001 certified, AICPA SOC 2 Type 2 compliant, and GDPR aligned. Account data is protected through encryption, role based access controls, and full audit transparency, ensuring confidentiality and regulatory compliance.

Getting started is simple. Request a demo through the KEBS website and our implementation team will guide you through CRM setup, account data migration, custom field configuration, and user training. Most organizations roll out Account Management within a few weeks with ongoing support from the KEBS team.