Account Managers

Every site, every contact, on the customer's map

Account managers running multi-site customers carry a knowledge load that no CRM was built for. The pin keeps every site, every conversation and every QBR action on the property they belong to.
See it in actionStart free trial
BEST OF 2013
& Editors Choice
Rated 4.7/5
Based on 1.4k+ ratings
FEATURED APP
162 App Stores

Account Managers

How account management stays organised

Customer sites, contacts and renewal cycle on one map

An account plan you can hand over without losing the thread

When a customer has 40 sites, the AM lives in spreadsheets stitched to a CRM. Pinning the sites once and binding QBRs, escalations and renewal milestones to them gives the team an account plan that survives reorgs and handovers.
See how it works
Customer estate on the map
Every site, contact, contract value and product mix sits on the pin where the customer operates.
QBR cadence
QBR notes, action items and stakeholder coverage live on the sites they relate to. No more rebuilding the deck from email.
Renewal protection
Renewal milestones flag against the sites that drive the contract. Risk and expansion play on the same map.
Pin Drop mobile app showing a list of work locations on a map, including construction sites, offices, and venues with tasks, tags, and recent updates.
Pin Drop mobile app showing a list of work locations on a map, including construction sites, offices, and venues with tasks, tags, and recent updates.
Pin Drop mobile app showing a list of work locations on a map, including construction sites, offices, and venues with tasks, tags, and recent updates.
Pin Drop mobile app showing a list of work locations on a map, including construction sites, offices, and venues with tasks, tags, and recent updates.
Unlock benefits

An account plan that compounds

Pinning customer activity to the property protects renewal value across reorgs, handovers and cs handoffs.
Trusted by teams managing work on the ground
See it in action
Guided walkthrough

See an account team in practice

Walk through a live multi-site account and see how every site, QBR and renewal action lives on the customer's map.