Account management software
Account management software that updates itself
Prism AI Pro reads the email you already send and receive, turns quote requests and follow-ups into deals, and tells you each morning which accounts need you. No manual CRM entry.
Built for account managers, not data entry
Most CRMs depend on account managers typing in every update. Prism AI Pro connects to Outlook or Gmail with read-only access, spots opportunity signals in your inbox and asks you to confirm them in one click.
- Deals created automatically from quote requests, POs and follow-up threads
- Health and risk indicators on every opportunity
- Daily briefing of follow-ups, cooling deals and overdue actions
- Global search (Cmd+K), quick-add and CSV import/export
Keep every account renewing
Track recurring customers and annual events in one place. Prism AI Pro reminds you when it's time to reach out, forecasts upcoming renewal revenue and shows each cycle on a drag-to-date renewal pipeline.
Meeting notes that update your accounts
Connect Fathom, Fireflies or tl;dv and Prism AI Pro matches each meeting to the right client, pulls out action items and suggests deal updates. Nothing changes until you approve it.
Team visibility, private inboxes
Managers see a shared pipeline built from confirmed opportunities, while each account manager's inbox and meetings stay private to them.
Frequently asked questions
What is account management software?
Account management software helps account managers track their customers, open opportunities, renewals and follow-ups in one place. Prism AI Pro builds this automatically from your email and meetings.
Does Prism AI Pro work with Outlook and Gmail?
Yes. Prism AI Pro connects to Microsoft 365 / Outlook and Gmail with read-only access to find opportunity signals.
How much does Prism AI Pro cost?
Plans start at $5 per month for a single account manager during the limited-time sale, with team and enterprise plans available. Every plan starts with a 5-day free trial.
Is my email data private?
Each account manager's inbox is private. Only opportunities you confirm are shared with your team, and closing your account deletes your data.