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Who

Account planning

History, research, and open tasks on the account before you walk into the meeting.

Pull relationship history, research, and pursuit status into one account view. A Revenue-seat champion can plan outreach, meetings, and next steps without rebuilding briefs from scratch. Shared firm-wide account orchestration is not claimed as shipped.

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01Capabilities

Account context that stays current

Built for review and follow-through, not a passive database.

01.1

See the account as the firm sees it

Account planning in AEC is relationship-first: who matters, who referred work, and what is in motion.

  • View organizations with related people, pursuits, and workspace activity
  • Keep strategic notes where you already plan outreach
  • Connect account context to pipeline stages your firm actually uses

01.2

Plan with research you can check

Plans should cite what you know, not generic templates that ignore the firm's market and history.

  • Attach research briefs and sources to the account
  • Keep next steps as tasks so plans do not die in slide decks
  • Review drafts before anything goes to a client or principal

01.3

Prepare faster for the rooms that matter

Give leadership a defensible snapshot before key meetings without a 90-minute rebuild.

  • Summarize prior touches and open pursuits in one place
  • Surface sourced why-now context that changes the recommended angle
  • Keep recommendations labeled confirmed versus inferred until a human confirms

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History, research, and open tasks on the account before you walk into the meeting.

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Industries

Popular across these fields

Architecture
Contacts, pursuits, meeting prep, and follow-through for firms that win on relationships.
Construction
Subs, owners, and bid pipeline—with clear ownership on who follows up next.
Professional Services
AEC client relationships, pursuits, and meeting prep—without a generic CRM stack.
Civil Engineering
Agency and sub relationships, bid pipeline, and pursuit follow-through in one place.

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Other use cases

Network
Clients, prospects, consultants, and collaborators in one place before you reach out.
Daily brief
A morning list of people to call, a source for why this week, and a next step you can take.
Signals
Firm updates, municipal activity, and pursuit movement tied to accounts you already track.