Account Management Software

Keep accounts growing long after the deal closes

Prove value, plan the renewal and spot the next expansion, all from one live Pod per account, with a single view across your whole book so nothing quiet goes unnoticed.

Trusted by 15,000+ revenue teams of all sizes

The relationship doesn't end at go-live.

From the first QBR to a multi-year renewal, manage the account lifecycle from one workspace built around the customer.

Quarterly Business Reviews

Make QBRs something customers reopen

Build a living QBR Pod with usage data, wins and roadmap, not a slide deck that goes stale the day after the call.
Update the same Pod between reviews, so the story stays current instead of being rebuilt from scratch each quarter.
Let customers revisit ROI and outcomes any time, not just in the 30 minutes you booked with them.
Renewals, Planned Early

Turn renewal into a process, not a fire drill

Track contract dates, terms and key stakeholders in one place, so renewal conversations start weeks early, not the week before.
Build the multi-year proposal inside the same Pod the customer already trusts, no new document to introduce.
Run a renewal-specific Mutual Action Plan to align on timeline, procurement steps and sign-off with the buying committee.
AI-Powered Updates

Update the Pod as fast as the account changes

Feed Copilot your call notes or a recording and it updates the Pod automatically, no rebuilding a page from scratch every time something changes.
Vibe code one-off tools with Canvas: a renewal countdown, a usage tracker, a custom interactive roadmap, without waiting on design or dev.
Copilot pulls the right case study or roadmap update from your CMS the moment it's relevant to where the account stands.
A Living Resource

Answers before the customer has to ask you

Embed walkthroughs, screen recordings and interactive widgets in the Pod, so customers have somewhere to return to, not a one-off deck.
Ask AI gives customers instant answers from everything in the Pod, without waiting on you to reply to another email.
Cut the repetitive "how do I" questions landing in your inbox, so your time goes to the relationship, not search support.

Meet Copilot. Your next step, done for you.

Copilot turns your call recordings, CRM data, sales room collateral and stakeholder engagement into a Pod with personalised content built for that buyer.

  • Builds a tailored Pod from a single prompt
  • Pulls the right content from your CMS or library
  • Turns buyer signals into a recommended next move

Vibe code anything your deal needs.

Describe what you want and Canvas in Copilot builds a fully interactive, branded Widget inside your Pod in seconds, from ROI calculators to dynamic competitor comparisons.

  • Builds an interactive Widget from a single prompt
  • Branded automatically to match your Pod
  • Tracked alongside everything else in the deal

Drive trumpet from wherever your AI lives.

Connect trumpet via MCP so Claude, ChatGPT, Gemini, Gong and more can access your Pods, engagement data and deal signals, without switching tabs.

  • Build Pods right from your AI assistant
  • Surface buyer engagement and spot deal risk
  • Take action without ever leaving the tools you use

Customer Collaboration FAQs

We have a dramatic impact across your key metrics

“Our win rate increased by 67%”

Enterprise

Async selling

Faster deals

Koen Stam

Director of International

“We got higher conversion rates”

Enterprise

Stakeholder mapping

Buyer experience

Lesley Ronaldson

VP, EMEA

READY TO SEE IT IN ACTION?

Put AI to work in your revenue team

Book a demo and see how trumpet AI helps reps build faster, guide deals smarter, and close more.

Book a demo and see how trumpet AI helps reps build faster, guide deals smarter, and close more.