Account Management
Manage company-wide customer profiles, hierarchies, and linked records. Strengthen key accounts with centralized insights and structured account planning.
Account Profile
A complete view of every customer organization, including company details, industry information, contacts, activities, and associated deals.
- Company Information
- Industry & Category
- Billing & Shipping Details
- Linked Contacts & Deals
- Account Status & Type
- Custom Account Fields
Account Hierarchy
Visualize parent-child relationships across multi-level organizations to understand how companies, branches, and departments are connected.
- Parent–Child Account Mapping
- Multi-Level Hierarchy View
- Division / Subsidiary Linking
- Group Company Structures
- Hierarchical Reporting
- Cross-Account Relationship Visibility
Linked Contacts & Deals
Get a consolidated view of all associated contacts, deals, and activities under an account, enabling deeper insights and better engagement planning.
- Associated Contacts
- Associated Deals & Pipelines
- Account-Level Activity Timeline
- Cross-Team Collaboration
- Account-Specific Notes & Documents
- Deal Conversion History
Account Segmentation
Segment accounts based on industry, geography, revenue, size, behavior, and engagement to drive precise targeting and personalization.
- Industry-Based Segmentation
- Region & Territory Filters
- Revenue & Size Classification
- Behavioral Segmentation
- Custom Account Segments
- Account Scoring
Key Account Management
Focus on high-value customers with strategic planning, tailored engagement, and account growth tools to maximize long-term revenue.
- Key Account Tagging
- Engagement Insights
- High-Value Activity Tracking
- Custom Account Plans
- Strategic Notes & Documents
- Account Health Monitoring