The risks, who you haven't talked to, what's renewing next month — pulled together every morning, for every account in your book.
Built by enterprise account managers who've lived this problem for over a decade.
Turn scattered account knowledge into clear strategic intelligence.
Invite-only while we're in early access.
We're letting account managers in a few at a time. Get on the list before the next batch closes.
Most account knowledge lives in people's heads. Important context gets buried in emails, meeting notes, Slack messages, and conversations that never make it into your CRM.
Tegic is your system of memory for strategic accounts. It captures the knowledge that drives real decisions — political dynamics, executive relationships, hidden risks, expansion signals — and turns it into a living, evolving understanding of every account.
Your CRM tracks what happened. Tegic tells you what it means.
A living brief for every strategic account — context, stakeholders, risks, and next steps. Paste your call notes and it updates itself in seconds. Walk into every conversation as the most prepared person in the room.
Stakeholder maps that track champions, economic buyers, detractors, and every relationship gap. Portfolio-wide coverage scores that tell you where you're exposed before it costs you a renewal.
Before your first call Monday, you know which accounts need attention, who you haven't touched in 60 days, and what's renewing in the next 90. No scrambling. No surprises.
Tegic watches your book overnight and surfaces what needs your attention — named accounts, imminent renewals, relationships going dark, meetings coming up. A sharp daily email so you walk in with a plan, not a question.
The most important account intelligence never exists in Salesforce.
Political dynamics. Executive relationships. Hidden risks. Competitive threats. Expansion opportunities.
Tegic helps you capture and organize the knowledge that drives strategic account decisions — so it lives in the system instead of leaving when someone does.
Marcus Webb (VP Ops) is under pressure from the new CFO. He needs a visible win before Q3 board review. Our case study with Orion Systems would resonate now.
IT Director is quietly evaluating a competitor. Not logged in Salesforce. Flagged by SE after an off-the-record call — needs to be neutralized before the renewal window.
New manufacturing facility opening in Austin — potential for a second seat deployment. COO mentioned it casually. Not tracked anywhere. Worth a formal conversation in Q3.
Laura Kim (incoming CFO) has a prior relationship with our CEO. A warm intro before renewal conversations would change the dynamic entirely.
Tegic ships quickly and builds with its early users. Here's where the platform stands today — and where it's going.
I spent more than a decade managing enterprise accounts, preparing QBRs, navigating renewals, building account plans, and trying to keep track of dozens of strategic relationships across a large book of business.
Tegic is the tool I wish I had.
We're in early access, letting account managers in a few at a time so we can build this closely with the people who'll actually use it. If that's you, get on the list — we're moving quickly.
We're inviting account managers in small batches. Leave your details and we'll reach out when a spot opens.