Relationship management but genuinely simple.
Bridging teams to manage their accounts, engagements, and solutions with ease.
Manage your portfolio
Utilize ourAccount Management feature to create and manage accounts or integrate with your CRM.
Track engagement progress and collaborate internally on next steps in one centralized place.
Use insights to drive action
View a quick glance of necessary actions and responsible parties on the homepage dashboard.
Reporting & Analytics
Access actionable metrics and insights on the success of accounts and engagements.
Customize engagement stages to match your team’s internal processes and checkpoints.
Operate across Clients and Tech Vendors with a single account.
Offer clients a personalized hub for essential actions, collaboration, and documents.