Make Your Account Plans Count

  • Automatically organized by company
  • Automatically updated with meeting notes and contacts
  • Automatically integrated with Salesforce or Hubspot
  •  Integrated with meeting plans to ensure they actually get used

Every account deserves a plan.

Automatically organized, updated, integrated and in the customer meeting workflow. 

Organized Account Plans

Meetingflow automatically organizes everything by company, where company plans can be easily filtered, searched, and sorted by activity. No more digging around to find account plans...or wonder if it's the most recent version.

 Try Meetingflow for free

Automatically Updated with Contextual Information 

Account plans are populated with associated CRM opportunities, contacts or leads your team has met with, and all the past meeting notes to easily reference without ever leaving the account plan page.

 Try Meetingflow for free

No credit card required.

Account plans within a meeting workflow

Something big happen in a meeting that impacts the account plan? The account plans is accessible from within the meeting plan, so you can make it easy for your team to update account plans on the fly, and trust account plans are always updated with the latest.

 Try Meetingflow for free

No credit card required.

It takes a village

If an account team is collectively responsible for customer outcomes, the account plan should be a collaborative approach, the same way meeting plans are. Easily tag others to keep your team in lock step.

 Try Meetingflow for free

No credit card required.

Organized Account Plans

  • Meetingflow automatically organizes everything by company, where company plans can be easily filtered, searched, and sorted by activity. No more digging around to find account plans...or wonder if it's the most recent version.
 Try Meetingflow for free

No credit card required.

Automatically Updated with Contextual Information 

Account plans are populated with associated CRM opportunities, contacts or leads your team has met with, and all the past meeting notes to easily reference without ever leaving the account plan page.

 Try Meetingflow for free

No credit card required.

Account plans within a meeting workflow

Something big happen in a meeting that impacts the account plan? The account plans is accessible from within the meeting plan, so you can make it easy for your team to update account plans on the fly, and trust account plans are always updated with the latest.

 Try Meetingflow for free

No credit card required.

It takes a village

If an account team is collectively responsible for customer outcomes, the account plan should be a collaborative approach, the same way meeting plans are. Easily tag others to keep your team in lock step.

 Try Meetingflow for free

No credit card required.