Build more pipeline faster
System of AI agents that provide actionable & byte-sized account priorities, hot accounts, and people recommendations with outreach automation
We help businesses achieve
2 to 3x
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1.5 to 2x
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60 - 70%
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Account priorities
Get the details of customer priorities aligned with your offerings and readymade action template
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Understand broader account priorities identified using most comprehensive sales triggers (in-market intent, financials, news, hiring trends, analyst reports and socials)- Get best offerings, related offering document and case studies for each opportunity
- Bookmark and tag account priorities of interest
- View accounts with new opportunities and renewal opportunities
- Filter accounts based on industry, location and revenue
- Get significant event triggers on real time basis
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Key decision makers
Surface the most relevant decision makers for each opportunity and engage them with custom messaging
- See key decision makers (names, role/designation, profile) and their contact details for each opportunity
- View first team connections to any prospect for warm intros
- Generate email/message template and send it via LinkedIn, CRM, Email client (Outlook/Gmail)
- On-demand AI-generated meeting briefs on client and account personas - equipping you with sharp context and tailored insights for every meeting
- Know about all other key executive transitions (new joining, role change, org chart)
Account summary
Conduct deep account research in a few mins
- Understand strategic agenda
- Know competitive activity in the account
- Understand potential spends, hiring trends and skills being hired
- Get expansive technology stack and track technologies of interest across accounts
- Read latest financial reports, investor presentations and earning reports, potential spends, hiring trends and skills being hired
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Key executive transitions
Be the first to know about the clients who need your help now in shaping their agenda
- Track your current champions/sponsors (picked up from your CRM and tracked for you automatically)
- Know about all other key executive transitions (new joining, role change, org chart)
- Generate email/message template and have it sent through LinkedIn, CRM, Email client (Outlook/Gmail)
- Gain a deeper understanding of the client persona to tailor future interactions as interest builds
Frequently asked questions
AccountOS is an AI-driven platform that helps sales teams build more pipeline faster by giving actionable account priorities, hot accounts, and people recommendations along with outreach automation.
It aggregates signals like in-market intent, financials, news, hiring trends, analyst reports, and social data so you can understand priorities without manually hunting through dozens of sources.
It surfaces the most relevant decision makers (names, roles, profiles) for each opportunity, shows their contact details, and lets you leverage first-team connections (warm intros).
Yes. You can generate email/messaging templates, and send them via LinkedIn, CRM or Email clients (like Gmail/Outlook).
You’ll get: strategic agenda, competitive activity, potential spends, hiring trends, the technologies a company is using, financial reports, investor presentations, and any org changes.
It tracks key executive movements (new hires, role changes) and helps you stay on top of champion/sponsor relationships automatically.