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Relationship management but genuinely simple.

Bridging teams to manage their accounts, engagements, and solutions with ease.

Manage your portfolio

Solutions

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.

Solutions

Simplify your daily processes