Early access · built for account managers

Your CRM tracks what happened.
Tegic tells you what it means.

The risks, stakeholder gaps, and next best actions hiding inside your accounts — surfaced automatically.

Works alongside your CRM

Tegic doesn't replace your CRM.
It makes the data in it mean something.

Your CRM records what happened. Tegic holds what it means — why an account matters, who the real decision-makers are, what's at risk, and what to do before the next conversation.

Native CRM integrations are on the roadmap.

Account Brief

Every account, always current.

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.

tegic · Apex Manufacturing
ACCOUNT BRIEF
Apex Manufacturing
$2.4M ARR · Renewal in 47 days
STRATEGIC CONTEXT
Apex is mid-transformation — shifting from on-prem to cloud. IT budget under pressure from CFO restructuring. Our platform is central to their 2026 roadmap.
CHAMPION & SPONSOR
Marcus Webb (VP Ops) remains our champion. Exec sponsor is now Laura Kim following CFO change. Relationship with IT Director is warm but under-nurtured.
KEY RISKS
Competitor demo scheduled Q3. CFO new to role — ROI narrative must be refreshed. Two power users left the org in April.
Stakeholder Intelligence

Know who matters — and who you've neglected.

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.

tegic · Briefs
Your book of business
4 accounts
Apex Manufacturing
$2.4M ARR · renews in 47 days
At risk
Meridian Health
$1.8M ARR · renews in 112 days
Healthy
Carver Logistics
$940K ARR · renews in 203 days
No activity
Orion Systems
$3.1M ARR · renews in 18 days
QBR due
Account View

Your week starts with clarity.

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 · Debrief
Debrief
Apex Manufacturing · Call notes, 12 May
"Met with Marcus + Laura Kim (new CFO sponsor). CFO is asking for a formal ROI report by end of Q3. Marcus confirmed they're evaluating Dynamics 365 — pilot scheduled July. Laura seemed receptive to our expansion pitch but needs exec summary..."
Parsing call notes
Extracting signals & stakeholders
Rewriting strategic brief sections
Built by a Strategic Account Manager

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.

Request access

Get on the list.

We're inviting account managers in small batches. Leave your details and we'll reach out when a spot opens.

Which best describes you? (optional)

Invite-only while we're in early access.