Solutions

Polybase for account management

Know every account before the next meeting

Bring account plans, customer conversations and renewal dates together. Whoever looks after the account sees what was agreed, what is open and what comes next.

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polybaseExample workspace
Account overview
SKAMEC
AccountMeetingsRenewal
Account plan, customer channel and renewal stay linked
Catch me up before the quarterly review.The customer asked about a second workspace. Priya owns the review; the account plan lists the open points.

Workflows

Built for how account managers actually work

Write the account plan where the work happens

Keep goals, stakeholders and agreed next steps for each account in a Wiki page. Embed the account's tasks and table views, so the plan shows the current state instead of last quarter's.

  • Wiki pages with embedded tasks and table views
  • Owners and review dates on every plan
  • Backlinks to the meetings and documents behind it
ReplacesAccount plans in slide decksNotes in personal documentsHandover emails

AI Assistant

AI that briefs you on the account

The AI Assistant works inside your workspace, so it can read the account plan, the recent customer messages and the open tasks before you meet. It only sees what you are allowed to see.

  • Summarise recent activity on an account
  • Draft the meeting agenda from the account plan
  • Bring your own model, from hosted APIs to self-hosted

In one workspace

Everything an account team needs to keep each customer in view

DocsAccount plans and meeting notes in the Wiki.Learn moreChatShared customer channels with scoped guest access.Learn moreCalendarCheck-ins, booking pages and two-way calendar sync.Learn moreCallsCustomer calls with screen share, captions and recordings.Learn moreTablesAccounts, contacts and renewal dates as linked records.Learn moreAI AssistantAccount briefings from your own workspace.Learn more

Across your company

Polybase works for every team you have

By team

Projects & deliveryPlans, owners, deadlines and decisions in one shared project home.Product & engineeringFeedback, specs, tasks and GitHub activity connected to the release.EngineeringCode review, incidents, technical docs and releases connected to the work.OperationsRequests, records and routing from intake to completion.Service deliveryClient projects, deliverables and updates with clear owners.IT & securitySupport requests, access and setup guides with clear owners.Marketing & designBriefs, assets, reviews and launch dates in one shared home.People & HROnboarding, handbooks, hiring and announcements in one place.Legal & complianceContracts, signatures, reviews and policies with controlled access.Sales & successCustomer email, account records and next steps in one workspace.Customer serviceShared inboxes, tracked requests and help articles in one workspace.

By organisation

Large organisationsOne governed workspace, self-hosted or in the EU cloud.Startups & scale-upsChat, tasks, docs and calls for a team that moves fast.Small businessesThe small business workspace: chat, email, tasks and forms in one.Non-profits & associationsProgrammes, volunteers, grant documents and events in one place.

FAQ

Frequently asked questions

How is this different from the sales page?

Sales focuses on new deals and handoffs. Account management is about existing customers: account plans, shared channels with the customer, regular reviews and renewals. Both use the same workspace.

Can customers join our workspace?

Invite them as guests to a channel. Guest access is scoped to the channel they are invited to, and guests cannot start a recording.

Do we need a separate CRM?

That depends on your process. You can keep account records in Tables and build views in Studio. A HubSpot connector is available if your records also live there.

Where is our customer data stored?

In our EU cloud or on your own servers. You choose where the workspace runs, and your content is not used to train foundation models.

Next step

Keep every account in one place

See how an account team keeps plans, meetings and renewals together in Polybase, with your own accounts in mind.

Book a demoRead the security overview