Account Management

Enagage with valuable accounts or contacts across channels

Closely manage accounts to close deals like never before.

Easily identify new sales opportunities

Keep an eye on all customer communications at one place

Keep accounts organized by seggregating it to contacts and companies.

Get History Feed to track activities and work done on a contact

Gather insights

Gather deeper insights on contacts to asses priorities and ensure timely delivery of task

Get the bigger picture

View all the important information at one single location. Find details about calls, emails and activities to make contextual conversations and strengthen your communication efforts.

Prioritize Accounts

Identify the hottest accounts based on their previous engagement and activities.

Solve for multiple stakeholders in the same company

Focusing on each individual and department is easier when they are viewed as an account under a company.

FAQs

What is a Company?

A company refers to an organization that is interested in purchasing your product/services.

What is a contact?

Contact is a person who will be point of communication in the prospective organisation. When a lead gets qualified by the salesperson, it becomes a contact.

What is the difference between lead and contact?

Lead is generally a potential client where as a contact is an existing one.

Improve Your Customer Win Rate