For Account Managers
Grow the book you already won. A 360° account record, renewal dates that never surprise you, an expansion pipeline and full visibility of every open ticket — so AMs renew, upsell and keep customers for the long run.
The whole account, on one record you actually own
Account Managers own the relationship after the sale: protect renewals, grow the account through upsell and cross-sell, run the QBR and keep the customer healthy. That is impossible when sales, support and billing each hold a different piece.
Here the account is one record — contacts, deals, renewals, tickets, documents and the whole history together. Renewal dates surface in advance, expansion deals sit on their own pipeline, and open support cases are visible before they become churn.
Explore Customer Relationship Management →- ✓ 360° account record across every team
- ✓ Renewal dates with advance reminders
- ✓ Upsell and cross-sell on an expansion pipeline
- ✓ Open tickets and account health in view
- ✓ Contact and stakeholder relationship map
- ✓ Everything ready for the QBR in one place
Everything an AM gets
Account 360
Contacts, deals, renewals, tickets and documents on one record — the full relationship at a glance.
Renewal tracking
Renewal dates with reminders ahead of time, so no contract ever lapses unnoticed.
Expansion pipeline
Upsell and cross-sell opportunities tracked on their own pipeline, separate from new business.
Support visibility
Open tickets and their status show on the account, so you see risk before renewal.
Stakeholder map
Every contact, role and relationship mapped, so you know who to call and who the champion is.
QBR ready
Usage, activity, deals and tickets in one place, so review prep is a view, not a scramble.
What an AM watches across the book
Renewals this quarter
Every contract coming up for renewal, early enough to act on it.
Accounts at risk
Accounts with open issues, quiet contact or slipping engagement flagged first.
Open expansion deals
Upsell and cross-sell opportunities in flight across the book.
Last touch per account
When each account was last engaged, so none goes silent for too long.
How the agent works with accounts
The Flow-Cognition Agent runs a real loop on your accounts data — grounded in your records, governed and logged.
Sense
Reads renewals, open tickets, activity and engagement across the whole book.
Decide
Decides which accounts need attention and where expansion is likely.
Act
Drafts the renewal reach-out or flags the risk — grounded in the record and logged.
Field-level permissions · every AI action logged in the audit trail. See the AI layer →
How an AM runs an account
Inherit the account
Closed-won hands over the account, contacts and history in full.
Monitor health
Track usage, tickets and engagement to catch risk early.
Plan the renewal
Surface the renewal ahead of time and build the expansion case.
Run the QBR
Review from one place and agree the next quarter's plan.
Where AMs put it to work
Key account management
Own a named book of accounts with the full relationship on one record.
Expansion & renewals
Drive upsell and protect renewals from a single, early-warning view.
Churn prevention
Spot at-risk accounts from support and engagement signals before they leave.
The payoff
More expansion
A dedicated pipeline keeps upsell and cross-sell from falling through.
No missed renewals
Advance reminders mean contracts renew on time, every time.
Earlier risk signals
Support and engagement visibility catches churn before it happens.
Stronger relationships
One record means every conversation builds on the last.
Questions, answered
Contacts, deals, renewals, open tickets, documents and the full activity history — the whole relationship on one record, visible to whoever has access.
Renewal dates carry reminders that fire ahead of time, so you can start the conversation before the contract lapses.
Yes. Expansion opportunities sit on their own pipeline, so growing existing accounts never competes for attention with net-new deals.
Yes. Open tickets and their status appear on the account, so you know about problems that threaten a renewal before the customer raises them.
The account, its contacts, documents and complete history pass to you on the same record, so nothing is lost in the handoff from the AE.
Related capabilities
Companies
Every account as a company record, with its contacts, deals, documents and history in one place.
Customer Portal
Give accounts a self-service portal for documents, tickets and updates, all tied to their record.
Ticketing
See open support cases on the account, so you catch renewal risk before it turns into churn.
See account growth in your workflow
Start free, or get a guided walkthrough — on the one platform that runs CRM and your whole business.