Account Management

Know when each customer needs you

Every customer call, meeting and email in one place, with a brief ready before each check-in.

The problem

Where customer relationships leak

01

Churn you see at cancellation

The customer's mood lives in scattered emails and meeting notes. The first clear signal is the termination notice.

02

Context lost at handover

The AE closes the deal and you take over. What was promised in the sales process stays with the AE.

03

Accounts that hang on one contact

If your only contact changes jobs, the account is at risk, and nobody saw it coming.

Check-in brief

A brief before every check-in

Funnelfeedr reads the account's calls, meetings and emails and tells you what to bring up and what to watch out for. It is ready before you join.

  • The account's full history in one view
  • What the customer asked for last time
  • Who the champion and decision maker are
  • Ready before the meeting starts
Early warnings

See a cooling customer in time

Every thread and meeting is summarized and read for sentiment. Renewal and expansion deals get a warning when something is missing.

  • Sentiment read from emails and meetings
  • Warning when only one contact remains
  • Warning when there is no next step
  • Warning when an account goes quiet
More for account managers

The rest of the work, without the admin

To-dos from what the customer said

A need mentioned in passing on a call becomes a to-do the same day.

Shared memory at every handover

Take over an account from an AE or a colleague with every call, email and meeting intact.

Notes in every customer meeting

The AI notetaker joins Google Meet, Microsoft Teams and Zoom and writes the summary for you.

Frequently asked questions

We already have Copilot summarizing our meetings. What does Funnelfeedr add?

A meeting summary shows one meeting. Funnelfeedr reads the account's calls, emails, and meetings together and writes a briefing before your next check-in: what the customer asked about last time, who the champion is, and what to watch out for. Renewals and upsells get a warning when something is missing.

What warnings do I get about an account?

You get a warning when only one contact is left at the customer, when the next step is missing, and when the account goes quiet. The sentiment is read from emails and meetings, so you see a customer cooling off before the cancellation arrives.

What happens when I take over an account from an AE?

Every call, email, and meeting stays with the account. What was promised during the sale is still there, so you start where the AE left off instead of asking the customer again.

Is account management a separate seat?

No. Account management is part of the Close seat, together with the AI notetaker that joins Google Meet, Microsoft Teams, and Zoom.

See it on your accounts

Book a demo and walk through a check-in brief built from real customer conversations.