Relationship management but genuinely simple.
Bridging teams to manage their accounts, engagements, and solutions with ease.
Manage your portfolio
Accounts
Utilize ourAccount Management feature to create and manage accounts or integrate with your CRM.
Engagements
Track engagement progress and collaborate internally on next steps in one centralized place.
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
Operate across Clients and Tech Vendors with a single account.
Client access
Offer clients a personalized hub for essential actions, collaboration, and documents.
