Accounts hub
Know your customers and deals, and what it takes to win and keep them
Your CRM knows the renewal date and the deal stage. Accounts sets each customer and deal beside what the market knows: a churn risk with its reasons, the companies that look like your best customers, RFP answers APEX drafts from your approved content, and why each buyer chose you or a rival.
Pick Accounts as your Starter hub, or get it with Growth and Enterprise. Workspace is included in every plan. See pricing
Six modules
From the first list to the renewal, in one hub
Each module reads and writes the same Product Graph, so an account found in Discover opens in Account 360, and what a buyer tells you stays with the deal.
Account 360
Know which accounts need you, and why.
A customer success manager sees churn risk 74 at Northwind, driven by falling usage and three angry tickets, and books a call with the sponsor that week.
See Account 360
Discover
Find the companies that look like your best customers.
A product marketer builds the ideal customer profile from her product’s reviewers and saves it as “FY27 mid-market” for the whole team.
See Discover
Coming soonSegments
Build any audience, and see exactly how it was built.
The audience builder is in the app; calculating who is in each segment is not switched on yet.
See Segments
Deals
Bid on the RFPs you can win, and answer them on time.
A small bid team fills all 150 requirements with APEX drafts, then spends its three days correcting the 20 marked high risk.
See Deals
Engagement
Ask every buyer why they chose you or a rival.
A win/loss lead sends every buyer from a closed deal a ten-minute AI interview, and reads the themes across 60 interviews each quarter.
See Engagement
Support
See where support effort goes.
See Support
Every capability
42 verified capabilities across Account 360, Deals, Engagement, and Discover
Filter by team or hub on the capabilities page.
See all capabilities
One task across the hub
Win a new account that looks like your best customers
Head of sales at Acme · Sales, with Marketing. The quarter’s target list is due Monday, and every deal the team works should teach it something for the next one.
1 · Discover
Build the ideal customer profile from your own product’s reviewers, weight industry higher, and save it as “FY27 mid-market”.
2 · Discover
Pull the companies that fit it, a rival’s reviewers among them, with the decision makers to reach.
3 · Account 360
Open Northwind, track it, and map its buying committee by function and seniority before the first call.
4 · Deals
When Northwind sends an RFP, read the bid scorecard: must-have coverage and your win history in the category. Record Pursue.
5 · Deals
Fill every requirement with APEX drafts grounded in your approved answers, and route each one to an owner and a reviewer.
6 · Engagement
When the deal closes, won or lost, send the buyer a ten-minute AI interview. The answer stays with the deal.
The next target list starts from the buyers you won, and from the reasons they gave.
Who uses Accounts
Four teams, the same customers and deals
Product
Turn the requirements you miss in RFPs into backlog items, and read what customers keep asking for, with their quotes.
Deals · Engagement · Account 360
For Product teams
Marketing
Hear why buyers chose you or a rival, and build the ideal customer profile from your own product’s reviewers.
Engagement · Discover · Deals
For Marketing teams
Sales
Decide which RFPs to bid, get a first draft of every answer, and map who decides at each account.
Deals · Account 360 · Discover · Engagement
For Sales teams
Customer Success
See which customers may leave, and why, and walk into every quarterly review with a draft grounded in the account’s own data.
Account 360 · Engagement
For Customer Success teams
Finance works alongside: sum the yearly revenue of accounts at churn risk to set the renewal forecast, and score accounts against the ideal customer profile to balance territories.
The evidence underneath
Every account, set beside what the market knows about it
- public reviews behind buyer profiles and what an account’s staff say about their tools
- 2.4 million
- About; production estimate, 3 Nov 2026
- companies behind each account’s company profile
- 1.4 million
- About; production estimate, 30 Oct 2026
- contacts to find the decision makers in
- 3.4 million
- About; production estimate, 30 Oct 2026
Bring the account you are worried about
We will open it in Account 360 with you and show what the market knows about it: its size and funding, who decides, and the tools its staff score poorly, before the next call.