Account portfolio
Every client in one list, with LumenScore, won revenue, and renewal date on each row.
How it works
- Win the dealA won deal turns the company into an Account, and its full history comes with it.
- Watch the portfolioBands, LumenScore, and renewal dates show which clients need time this week.
- Grow or protectLog revenue at risk, plan renewals, and act on expansion signals.
What's included
Company bands
Clients get a band after their first won deal, so you can sort the portfolio by tier.
Renewal tracking
See which renewals are coming up and act before the date.
Revenue at risk
Log exposed revenue, likelihood, and duration, and see what it does to the forecast.
Revenue and forecast
Revenue history per client next to an optimistic and a pessimistic forecast.
Expansion signals
Each account opens into a briefing with a success plan and expansion signals.
Shared history
Sales and customer success work from one timeline, from first email to renewal.
Relationship work, communication, pipeline, and accounts
Relationship Building
Keep the context that matters and plan each follow-up around the people you want to reach.
Channels
Keep every conversation tied to the right relationship, across all your channels and meetings.
Pipeline Management
Track deals from first touch to close with complete visibility and accurate forecasting.
Contracts
Write, sign, and renew agreements on the same records as the deal and the client.
Contacts
Contacts and companies with custom fields, clustering, search, and bulk actions.
Lists
Dynamic segments of the people already in your workspace, filtered, scored, and ready to hand off to your connected outreach tools.
Invoicing
Manage invoices and track payments directly within your CRM.
Further reading