Deepen Your B2B Relationships with AI-Powered Account Management
AI-powered CRM intelligence: track insights, monitor relationships, uncover upsells, and score accounts—integrated with Salesforce, HubSpot, and Dynamics.
AI-powered CRM intelligence: track insights, monitor relationships, uncover upsells, and score accounts—integrated with Salesforce, HubSpot, and Dynamics.
Account Retention
Upsell Revenue
Issue Resolution
Client Satisfaction
AI analyzes client behavior, usage patterns, and engagement levels to provide actionable insights for deeper relationships.
Monitor all client interactions, communication frequency, and sentiment analysis to maintain strong relationships.
AI identifies expansion opportunities by analyzing usage data, feature requests, and client growth patterns automatically.
Real-time account health scores based on engagement, satisfaction, usage, and renewal probability metrics.
Automatically map client org charts, identify key decision-makers, and track stakeholder relationships over time.
Get proactive notifications for at-risk accounts, renewal dates, contract changes, and engagement drops.
"CodimAi transformed how we manage our enterprise accounts. We now proactively address issues before they become problems and consistently identify growth opportunities."
Seamlessly integrate with your CRM and communication platforms
Salesforce
HubSpot
Slack
Zoom
Connect your CRM, configure AI agents, and watch your account relationships strengthen automatically.
Account Dashboard Demo
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Link Salesforce, HubSpot, or Dynamics 365 to sync all account data and interactions automatically.
Set up health scoring models, alert thresholds, and upsell opportunity criteria tailored to your business.
Receive proactive recommendations and alerts to maintain healthy accounts and maximize revenue.
Join hundreds of account managers using CodimAi to deepen client relationships and drive expansion revenue.
