Customer Relationship Tracking from First Scan

Track every relationship from the first card scan to the signed contract and the project after it: activities, notes, appointments and status history.

Relationships That Last

Stay close to customers with ongoing engagement tracking and account-level insights after the sale.

• Stakeholder mapping: Document champions, buyers, and influencers across every account you manage.

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Stay close to customers with ongoing engagement tracking and account-level insights.

• Map account stakeholders: Document champions, buyers, and influencers.
• Log touchpoints: Record check-ins, support, and success milestones.
• Monitor health: Flag accounts that need attention before churn risk grows.
• Plan renewals: Track contract dates and expansion opportunities.
• Celebrate wins: Share success stories across the team.

Frequently asked questions

How do I track stakeholders within an account?

You can document champions, buyers, and influencers for each account, giving your team a clear map of key relationships.

What is account health monitoring?

Health monitoring flags accounts that show signs of reduced engagement or churn risk, so your team can act before it’s too late.

Can I log customer touchpoints?

Yes, you can record check-ins, support interactions, and success milestones to keep a full history of the relationship.

How are renewals tracked?

Contract dates and expansion opportunities are tracked so your team gets advance visibility into upcoming renewals.

Can I share customer success stories internally?

Yes, you can document and share wins and success stories across the team to highlight what’s working.

Is this useful for customer success teams?

Yes, customer success, account management, and sales teams can all use this to maintain visibility into account health and history.