Account management software for UK B2B teams
Give every account manager one view of the account, a scored view of risk and expansion, and a task inbox that tells them what to do today. Aitelligent provides the connective tissue for a stronger post-sale engine, working alongside the CRM you already run.
What account managers get
Account 360
Contacts, deals, tickets, email threads, meeting transcripts and revenue history for every named account, in one place your team can open mid-call.
Renewal and revenue trend
Financial trend charts per account from CRM data or CSV import, so account managers see contraction before it becomes a renewal problem.
Filterable book of business
Segment your portfolio by health, risk, expansion intent, engagement or open task state to decide where the week goes.
Task inbox and playbooks
Every signal creates a task with an owner and a due date, grouped by account, with playbook steps for onboarding, escalation and renewal.
Email Centre with reply capture
Draft account follow-ups with tone and length controls, send from your own mailbox, and have replies attach themselves to the right task automatically.
Expansion handoff
When an account shows expansion intent, Aitelligent raises a CSQL and routes it to the right owner in Salesforce or HubSpot with an SLA timer.
How it works
| Stage | What happens |
|---|---|
| 1. Connect | OAuth into your CRM, helpdesk, calendar and mailbox. Import historic revenue by CSV if you have it. |
| 2. Consolidate | Aitelligent normalises accounts, contacts and activity into one record per customer and structures unstructured calls and tickets. |
| 3. Score | The Proprietary Churn Model produces an explainable health score with visible drivers per account. |
| 4. Act | Alerts, playbooks and tasks land in the inbox; follow-ups go out from the Email Centre and replies come back onto the task. |
| 5. Hand off | Risk and expansion outcomes are written back to the CRM as CSQLs with owner routing, SLA tracking and retry monitoring. |
Enterprise account teams
- SSO/SAML enforcement per tenant, with non-SSO sign-in blocked for those domains.
- Tenant-scoped access on every query, so one company can never read another's accounts.
- Tenant-level export and download controls for dashboard data.
- Tamper-evident audit log of admin actions, exportable as CSV or JSON.
- UK GDPR Article 28 DPA, EU data residency and customer-managed keys on Enterprise.
See the security and compliance page for the full control set, or read about the wider customer success platform.
Common questions
What does account management software do?
It gives every named account a single view of its commercial and support history, then tells the account manager what to do next: which renewals are exposed, which accounts are ready to expand, and which follow-ups are overdue.
Does it replace our CRM?
No. Aitelligent connects to HubSpot or Salesforce, reads contacts and deals, and writes qualified risk and expansion records back. The CRM stays the commercial source of truth; Aitelligent handles the post-sale signal work around it.
Which tools does it connect to?
Salesforce, HubSpot, Slack, Gmail, Outlook, Microsoft Teams, Zendesk, Intercom, Notion, Asana, Trello, WhatsApp, Google Calendar, Fireflies and Granola, plus CSV import for historic revenue data.
Can account managers work from it day to day?
Yes. The task inbox filters by status, due date, account and task type, with inline quick actions to mark done, assign, set a due date or open the Email Centre with the account context already populated.
Is it suitable for enterprise account teams in the UK?
Enterprise plans add SSO/SAML enforcement per tenant, tenant-scoped export and download controls, a tamper-evident admin audit log, EU data residency and customer-managed keys.
Bring your account book into one place
Private 20-minute demo for Pro and Enterprise teams, including a security review section covering UK GDPR, EU data residency and customer-managed keys.