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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.

Additional Features

Custom Stages

Customize engagement stages to match your team’s internal processes and checkpoints.


Operate across Clients and Tech Vendors with a single account.

Client access

Offer clients a personalized hub for essential actions, collaboration, and documents.


Simplify your daily processes