Company lists · Data refreshed October 2026

Top 25 Account planning software companies based in the United States

RevenueBase identified 89 company matches for account planning software companies associated with the United States as of October 2026 and tracks 994 professional contacts across them, including 362 with verified work emails. New York is the largest hub.

This list covers company matches for account planning software companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 19, 2026 How this list was built
89Companies
994Contacts tracked
362Verified emails
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The 25 largest account planning software companies based in the United States

Ranked by team size
Top 25 of 89 company matches for account planning software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchRichardson, TX, United StatesHQ recorded Oct 19, 202651-200106 contacts →

Exact match

“InsuredMine is the AI-powered CRM and System of Action built for independent insurance agencies.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
2Exact matchPortland, OR, United StatesHQ recorded Oct 19, 202651-200105 contacts →

Exact match

“Opal is the planning platform built for marketers to plan, create & calendar their content.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Oct 19, 202651-20077 contacts →

Exact match

“SRDS: Where Media Decisions Are Made.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
4Exact matchNy, United StatesHQ recorded Oct 19, 202651-20063 contacts →

Exact match

“DemandFarm's Key Account Management tools are purpose built to help you unlock the full revenue potential of your strategic accounts.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
5Exact matchChicago, IL, United StatesHQ recorded Oct 19, 202611-5056 contacts →

Exact match

“Most enterprises are working with intelligence that's already 30, 60, sometimes 90 days old.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
6Exact matchDallas, TX, United StatesHQ recorded Oct 19, 2026201-50047 contacts →

Exact match

“One white-labeled marketing app to rule them all.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
7Exact matchAtlanta, GA, United StatesHQ recorded Oct 19, 2026201-50045 contacts →

Exact match

“Hudson MX offers a SaaS enterprise solution for efficient and effective advertising media activation and real-time, cross channel insight into media spend.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
8Exact matchSanta Clara, CA, United StatesHQ recorded Oct 19, 202651-20044 contacts →

Exact match

“NEHANET is a specialized CRM and operating platform for manufacturers, manufacturer representative firms, and distributors in semiconductors, electronic components, and high-tech…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
9Exact matchChicago, IL, United StatesHQ recorded Oct 19, 202611-5033 contacts →

Exact match

“Welcome to Clickx!”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Oct 19, 202651-20031 contacts →

Exact match

“OpAD Media revolutionizes advertising with cutting-edge, state-tailored cross-platform media planning and marketing solutions.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
11Exact matchMonmouth Junction, NJ, United StatesHQ recorded Oct 19, 20261-1030 contacts →

Exact match

“Our mission is to provide ingenious solutions to your complex business problems.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
12Exact matchMooresville, NC, United StatesHQ recorded Oct 19, 202651-20026 contacts →

Exact match

“Advantage Software is purpose-built for full-service advertising agencies, in-house creative teams, public relations firms, and marketing firms of all sizes.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
13Exact matchMiddletown, DE, United StatesHQ recorded Oct 19, 202611-5022 contacts →

Exact match

“We build deep integrated software for growing companies to automate their sales, marketing, and service operations.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
14Exact matchMiami Beach, FL, United StatesHQ recorded Oct 19, 202651-20017 contacts →

Exact match

“Mediaspectrum is the premier technology for companies seeking to plan, execute, publish and analyze advertising and content across the media spectrum.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
15Exact matchDallas, OR, United StatesHQ recorded Oct 19, 20261-1017 contacts →

Exact match

“Prolifiq CRUSH helps sales teams identify buying paths, engage contacts, and drive success with account planning and penetration.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
16Exact matchNashville, TN, United StatesHQ recorded Oct 19, 202611-5016 contacts →

Exact match

“AdCritter is the programmatic DSP that makes advertising easy for agencies and brands.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Oct 19, 202651-20015 contacts →

Exact match

“Nexelus helps agencies run more efficient, transparent, profitable operations.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
18Exact matchWilmington, DE, United StatesHQ recorded Oct 19, 202611-5015 contacts →

Exact match

“Maestro is ABM SaaS to help companies to sell to enterprises and target accounts through the ABM process with personalized each touch point and all library of playbooks and…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
19Exact matchPalm Beach Gardens, FL, United StatesHQ recorded Oct 19, 20261-109 contacts →

Exact match

“Our mission is to provide advertisers with the superior products they need to stay competitive in an increasingly complex landscape, all while offering an affordable price.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
20Exact matchOceanside, CA, United StatesHQ recorded Oct 19, 202611-509 contacts →

Exact match

“Clients & Profits is award-winning job tracking, costing, billing, media buying, and accounting software for advertising agencies, design firms, and marcom departments.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
21Exact matchSan Antonio, TX, United StatesHQ recorded Oct 19, 202611-509 contacts →

Exact match

“Revegy's sales execution platform helps sales teams stay aligned, deepen relationships, and drive measurable impact on revenue in their most important accounts.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
22Exact matchOrange County, CA, United StatesHQ recorded Oct 19, 202611-508 contacts →

Exact match

“revVana Automates Account Planning, Deal Modeling, and Forecasting for Revenue Operations.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
23Exact matchBoulder, CO, United StatesHQ recorded Oct 19, 20261-108 contacts →

Exact match

“Kapta is a system of action for large account teams managing complex customer relationships in organizations that depend on retaining and growing existing customers.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
24Exact matchDeerfield, IL, United StatesHQ recorded Oct 19, 202611-507 contacts →

Exact match

“Marketing Partnerships International (MPI) is a full-service media planning and buying agency.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
25Exact matchCenterville, MA, United StatesHQ recorded Oct 19, 202611-506 contacts →

Exact match

“Successful Channels is the world leader in Joint Partnership Planning (JBPs) and Quarterly Business Reviews (QBRs) tools.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase

Showing 25 of 89 account planning software companies based in the United States

See the full list, filter by size, metro and specialty, and access 362 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Account planning software companies based in the United States at a glance

As of Oct 19, 2026
36.4%Verified-email coverage
11.2Average contacts per company
1-10Median size (employees)
9.0%Largest-city concentration · New York
Oct 19, 2026Page data refreshed

Companies by employee count

1-10
53
11-50
22
51-200
12
201-500
2

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 89 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “account planning software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 362 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on October 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “account planning software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many account planning software companies are there based in the United States?

RevenueBase identified 89 company matches for account planning software companies associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Insuredmine tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most account planning software companies?

New York leads with 8 company records, followed by Chicago (5) and Atlanta (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 362 professional contacts with verified work emails tracked across these 89 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.