Tegic was built by a senior account manager who spent 12 years watching the same problem repeat itself.
Smart, experienced AMs flying blind on their most important accounts. Not because they didn't care. Because the tools were built for their VP's dashboard — not for the work they actually do.
The CRM captures what happened. Nobody built the tool that tells you what it means.
Salesforce knows your customer's contract value. It doesn't know that your champion is going on parental leave 90 days before renewal. It doesn't know that the General Counsel who just joined the conversation has concerns that could derail the entire deal. It doesn't know that the account you thought was healthy is one stakeholder change away from becoming a problem.
That context lives in your inbox, your call notes, your memory, and five different tools that don't talk to each other.
Tegic changes that.
Paste an email thread, call notes, or a brain dump to build an Account Plan. Voice-debrief a customer meeting and listen to your Account Plan before the next call. Calendar intelligence is live; Gmail-based account signals are coming soon.
The Account Plan has six sections. Not because we like the number six — because these are the six things that determine whether you walk into a customer conversation prepared or guessing.
Everything your boss would ask about this account. Answered in 30 seconds. Current as of this morning.
For revenue leaders, Tegic does something different. It encodes what great account management looks like — and multiplies it across the entire team. One shared standard. One view across every strategic account. No more scattered notes, inconsistent formats, or status updates that tell you what happened without telling you what it means.
Tegic isn't a CRM replacement. It's the intelligence layer that makes your CRM data actually useful.
Your CRM tracks what happened. Tegic tells you what it means.
14-day free trial. No card required.