Know clients no matter how they interact with your practice
Meetings, project milestones, and support threads build one picture on the business account. Know which contacts matter on each account — every interaction counts toward who they are to your practice.
See in-venue
Know valued accounts and the contacts on them
Keep clients on business accounts with the right contacts, notes, and activities in one CRM. Delivery, success, and sales stay aligned instead of splitting account context across tools.
See wholesale
Recognise valued accounts automatically
Promotions, partner benefits, and follow-ups can recognise valued accounts automatically — tied to renewals and milestones — without rebuilding lists by hand.
See online
Personalised service for each account
Stack preferences, renewal timing, and open opportunities are how you do more of what each client needs. Groups keep personalised service and offers aligned across sales, delivery, and success.
See Conversations
Market the right things to the right accounts
SMS marketing and email marketing can speak to decision-makers and day-to-day contacts from one Conversations hub. Account behaviour drives the message — not the same message to every contact.
See Conversations