Account Management

Launching April 2026

Your customers deserve more than a quarterly check-in email. The Altido Account Management agent keeps a pulse on every client – reading their latest news, reviewing CRM history, checking helpdesk tickets – and sends genuinely personal communications that strengthen the relationship.

What It Does

• Personalised check-ins – emails that reference real events, milestones, and context from your CRM
• Proactive monitoring – spots disengaged clients before they churn
• News and signal tracking – reads LinkedIn posts, press releases, and company updates to find conversation starters
• Helpdesk awareness – knows if a client has open tickets and adjusts tone accordingly
• Scheduled touchpoints – regular cadence tailored to each account tier
• Escalation – flags at-risk accounts and opportunities to your team

How It Works

Your agent connects to your CRM, helpdesk, and email. You define the cadence and rules. It handles the outreach – you handle the relationships that matter most.

Get in touch to register your interest.