Get easy access to individual
details and a high-level view.
Quickly transfer knowledge across
your team to strategize together.
Account expansion is the
“holy grail” of revenue generation.
Deliver a seamless customer handoff between sales and account management for an amazing client experience.
See the dashboard for a quick overview of day-to-day activities, account health and upsell opportunities.
Get notified of important meetings and milestones. Exceed expectations by always being one step ahead.
Add notes like job titles, key contacts, and social media accounts - document any important details for future use.
Filter your contacts list to see all stakeholders within one account. Manage these relationships in one place.
Import your contact lists from virtually any source and organize your relationships.learn more
Understand which emails are successful, then create team templates to improve quality across the team.learn more
Customize your account to reflect your unique sales process and render the most important information.learn more
Connect your ongoing deals with email to prioritize and contact the right person at the right time.learn more
Filter and sort contact information in any way that's most useful to you.learn more
Communicate upcoming events, meetings, tasks and to-dos across all your departments.learn more