Account Management

Proactively manage your target accounts.

Nurture relationships, drive revenue, and get ahead on account management .

Are you managing key accounts reactively?

Renewal Prep Chaos

Scrambling to prepare for renewals without a clear view of account health?

Risk of Stakeholder Loss

Losing key stakeholders in target accounts due to lack of monitoring?

Time-Draining Admin

Spending too much time on admin tasks like meeting notes, follow-ups, and updates?

Overall rating:

4.9

Activity Visibility Gaps

Inconsistent visibility into account activity, leading to missed growth opportunities?

SOC 2 Type II certified

Ensure peace of mind knowing your data is protected by the industry's strictest security standards.

Automate account management with Bardeen

Start building right away with Bardeen’s pre-defined, multi-option account management workflow templates

Create custom automations for account monitoring, relationship management, nurturing, outreach, and more

Automate book of business monitoring for timely renewal management, churn management and prevention

Put information gathering on autopilot: meeting notes, transcripts, CRM updates, and customer-facing summaries

Integrate natively with 100+ popular apps and tools

Explore playbooks

Get started with Bardeen

Imagine proactive account management
driving your sales growth.

Bardeen helps you drive growth by automating account management.

Target account activity tracking

Stay ahead of key account changes and seize opportunities as they arise.

Track personnel changes and company events (e.g., new hires, funding rounds).

Monitor decision-maker activities on platforms like LinkedIn.

Generate actionable alerts for outreach opportunities.

Peripheral vision & renewal management

Never lose sight of an upcoming renewal or key account trend.

Monitor renewal dates and account health automatically in your CRM.

Enrich account insights with external data like company news or leadership changes.

Provide renewal preparation reports to stakeholders ahead of time.

Account relationship management & productivity

Streamline workflows and focus on building stronger relationships.

Log meeting notes and transcripts directly into CRM

Automatically update account health fields post-meeting.

Notify team members of key updates or action items via Slack or Teams.

Lead nurturing &  campaign management

Identify top prospects, track activity, and re-engage through targeted campaigns.

Get notifications for accounts needing follow-up.

Enrich nurture reports with product usage and intent signals.

Automate re-engagement with AI-driven, personalized campaigns.

Monitoring inbox for time-sensitive replies

Stay on top of critical emails without the stress.

Monitor inbox for time-sensitive replies and urgent follow-ups.

Qualify email sentiment to suggest response actions.

Automate email prioritization and notify via Slack or Teams when urgent action is needed.

Alex, Co-founder & CEO

"Bardeen has become Deel’s most critical GTM tool in 2025... It’s driving measurable efficiency gains across our entire revenue organization."

60h saved

on prospecting per week

Caroline

Sales

75% boosted

efficiency on building lead lists

Alex

Co-founder & CEO

15h saved

by team per week

Pat

Talent Research

Automated

data entry & market research

Tufan

Market Development Manager

5h

per web scraping task

Saad

Senior Research Analyst

15h

per week

Eltjo

Director of Sales

98%

expense reduction

Chris

CEO

Ready to take control of your accounts?