Tegic

ClaudeCommunityby Tegic

Tegic is an account intelligence platform built for B2B account managers. Most sales tools are built for winning new business. Tegic is built for the accounts you already own. It pulls scattered customer data, emails, meetings, and CRM activity into one living picture of every customer relationship, so you’re never caught off guard. With Tegic connected, you can ask Claude to: - Brief you on an account: health, recent developments, and what changed since you last looked. - Flag what needs attention: quiet champions, slipping engagement, and renewal risks, with the evidence behind each one. - Find expansion: upsell and cross-sell opportunities based on what the customer uses and needs. - Map stakeholders: who’s engaged, who’s gone quiet, and which decision-makers are missing. - Prep you for the moment: account context before a call, QBR, or renewal conversation. - Recommend next steps: practical actions to protect and grow each account. Tegic keeps account history over time, so every insight builds on what came before. Our mission is simple: give every account manager the advantage of a world-class strategic account team.