Get a handle on your customers' key priorities, understand how to pitch them on new products, all without leaving your inbox.
Account managers spend most of their time firefighting bugs, feature requests, and short-term tasks. The Snapshot tab gives you a complete picture of every customer relationship — stakeholder engagement, product line pitch history, and outstanding actions — so you can focus on what really matters: growing the account.
How to get started
Head to Settings → Product Lines and add the products or services your company offers. Give each one a name and a short description so Topiq knows what to look for in your customer conversations.
Click on a customer account in your sidebar, then select the Snapshot tab. Topiq automatically builds a complete view of the relationship — stakeholders, product matches, and outstanding actions — all from your email and meeting history.
The Deal Participants section shows every contact on the account, how many interactions they've had, when you last spoke, and whether they're satisfied, neutral, or dissatisfied. Prioritize outreach to stakeholders who need attention.
Product Line Matches highlights which products have been discussed, when they were last pitched, and how the customer received them. Spot opportunities to pitch products that haven't been mentioned yet.
The Actions section consolidates every outstanding bug, task, and feature request in one place. Handle the urgent items quickly so you can free up time for upselling and growing the account.
Get started with Topiq and see how it transforms your sales workflow.