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Account planning

Strategic account context and pursuit plans in one workspace.

Pull relationship history, research, and pursuit status into one account view so seller-doers and BD can plan outreach, meetings, and coordination without rebuilding briefs from scratch.

Plan accounts
01Capabilities

Everything you need

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 the team already plans outreach
  • Connect account context to pipeline stages your firm actually uses

01.2

Plan pursuits with real context

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
  • Coordinate BD and marketing handoffs with visible owners
  • Track next steps as tasks so plans do not die in slide decks

01.3

Prepare principals and partners faster

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

  • Summarize prior touches and open pursuits in one place
  • Surface signals and research that change the recommended angle
  • Keep recommendations reviewable before anything goes to a client

Win better work.

Strategic account context and pursuit plans in one workspace.

Plan accounts

Industries

Popular across these fields

Architecture
Contacts, pursuits, and meeting prep—plus code references when the package needs a number.
Interior Design
Client relationships, active projects, and follow-up—with spec and code tools beside the work.
Civil Engineering
Agency and sub relationships, bid pipeline, and submittal tasks—with site engineering references.
Structural Engineering
Referral network, EOR pursuits, and review tasks—with member and load references in context.

Explore more

Other use cases

Network
See organizations and people in context so you know who to nurture and who to pursue next.
Signals
Surface timely reasons to reach out from changes, activity, and account context—not another noisy feed.
Prospect
Discover and qualify targets, enrich firms, and save prospects into your workspace without spreadsheet chaos.