Bring account context, people, plans, and original sources together so you can prepare for a more informed customer conversation.
Try an account analysis before creating an account.
Account history, political dynamics, who actually decides — it lives in your reps' heads. Until they leave. Then every relationship starts over.
Tegic keeps saved account context accessible, with original sources available for review.
A living brief for every strategic account — context, stakeholders, risks, and next steps. Submit your call notes and AI can update the relevant sections.
Political dynamics. Executive relationships. Hidden risks. Expansion signals. The knowledge that drives strategic account decisions lives in people's heads — and leaves when they do.
Tegic is the system that remembers your customers. It captures that knowledge, structures it, and makes it available to your team and your AI tools — so it compounds over time instead of walking out the door.
Your CRM tracks what happened. Tegic tells you what it means.
Connect Tegic to Claude Desktop via MCP. When you ask Claude about an account, it reads your brief, stakeholder map, recent meetings, and renewal data automatically. No more copy-pasting context.
Tegic ships quickly and builds with its early users.
"I spent eleven years as an enterprise account manager. The problem was never that I didn't know my accounts — it's that the knowledge never accumulated. Every renewal was a scramble. Every handoff lost context. The best AMs just carried the most in their heads. That's not a system. So I built one."
Start free on up to 3 accounts, or talk to me about rolling Tegic out to your team.