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Account Based Sales

Create sales communication workflows with email, calls and social making your sales team more productive and resulting in more meetings. Get more qualified leads.

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Integrates with...

Account-centric view

Focus on accounts - not just individual prospects.

Fileboard can roll contacts into a single account view.

Account Engagement Score

Cumulative engagement scores are created for whole accounts.

Account Activity History

See all of an account's sales actvities in a single view.

Account Data synced with Salesforce

An advanced two-way sync pull accounts from Salesforce and logs actvity for Accounts in Salesforce.

Account Workflows

Target multiple Personas in an Account

Set up workflows targeting specific personas across a large number of accounts.

Target Personas

Use specific workflows to target personas with customized message and content

Discover your Ideal Customer Profiles

Targeted workflows reveal your Ideal Customer Profile

Multiple Workflows

Simulteanously run multiple workflows segmented per personas

Customers that use and    ♥️    Fileboard

Use any Fileboard product for all these great features.

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