Relationship management but genuinely simple.
Bridging teams to manage their accounts, engagements, and solutions with ease.
Manage your portfolio
Manage your engagements
Build, visualize and manage all your engagements.
Enable sales teams
Empower sales teams with all the information they need to win deals.
Engage customers
Share information, questionnaires and demos with your customer.
Deliver
Create the best solution onboarding and delivery experiences.
Use insights to drive action
Dashboard
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.
Additional Features
Custom Stages
Customize engagement stages to match your team’s internal processes and checkpoints.
Multitennant
Improve efficiency with a hub for managing operations, customers, suppliers, time, productivity, and security/quality.
Client access
Offer clients a personalized hub for essential actions, collaboration, and documents.
