proactive relationship management
Grow And Retain Accounts
Grow and retain accounts by proactively managing and nurturing your personal and professional relationships.
intelligent event tracking that matters to your clients
Be alerted about important events like promotions, job changes, financing rounds, acquisitions, articles, news, and more.
Efficient Relationship Building
Focus on delivering valuable, timely, and topical interactions by streamlining and automating communication with your clients via email and/or social media.
Ensure Relationships Are Continually Nurtured
The system makes sure you never go longer than you want without you or team members checking in or meeting with important clients.
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