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Account Intelligence

Every customer touchpoint in one unified profile

Onesource of truth

Measured across deployments

Unified view linking CRM, CS platforms, and usage data. See the complete picture for every account.

Benefits

Complete context

See every support ticket, call recording, and feature request alongside account health.

Segment intelligence

Understand feedback patterns by customer segment, ARR tier, or lifecycle stage.

Churn signals

Surface accounts at risk based on feedback sentiment and engagement patterns.

Capabilities

CRM integration

Sync with Salesforce, HubSpot, and other CRMs for account data.

CS platform sync

Connect Gainsight, Vitally, or ChurnZero for health scores and touchpoints.

Fuzzy matching

Intelligent matching on email domain and company name unifies records.

Timeline view

Chronological feed of all customer interactions and feedback.

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