Context-Aware Account Intelligence Platform

Email is the main communication channel with your customers.  It’s about time that we start extracting actionable insights from them.  Here are some features that helps you look smarter in front of your customers

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Pulse of Your Accounts, Without Data Entry

ContextSmith helps you more effectively manage your accounts through Augmented Intelligence.  We aggregate account activities (emails, calendar, support tickets) and finds signals of risks and upsell opportunities, allowing Sales, Services, and Customer Success teams to stay on top of critical accounts in real-time and jump in at the right time.

Smart Alerts that Help You Manage Accounts Proactively

You have one less to-do because we create your to-do list for you. Smart Tasks is an intelligent alert system that identifies customer opportunities, and detects risks and important deadlines from your day-to-day activities, and put them in one place. It’s like having a personal assistant around the clock, saving you hours.

Single, Continuous Timeline of Account Activities, Including Apps Like Salesforce

Never miss a beat during sales hand-offs and account transition.  ContextSmith is the only software that tracks every account touch points, whether they’re through emails, meetings, third-part applications or within Salesforce.com. It is the system of record and single source of truth of all the contextual history of the accounts – from first contact, to deployment, support, and renewal. People leaving or onboarding the team? We got it covered.

Dashboards with Insights You’ve Never Seen Before

Which customer is taking up most of our time? How many customer touches do we have? How busy is the team? You can finally answer these questions without spending hours inputting data and creating reports. ContextSmith’s analytics engine graphs aggregated email data to help you improve your team productivity and identify bottlenecks.

Supercharge Your Account Management and Expansion

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