Manage all your accounts with ease

Ensure accurate and timely account management with workflows

Streamline your account management, prioritize effectively, and save valuable time with AI

100% FREE for up to 3 team members. Decide how to get started:

Add to Slack Add to Teams With email

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100% FREE for up to 3 team members. Decide how to get started:

Add to Slack Add to Teams With email

ACCOUNT MANAGEMENT TEAMS' CHALLENGES

Our features are designed to address your team's needs

Addressing Account Management challenges is what our app does best

MANAGING ACCOUNT WORKLOAD

Balancing multiple accounts

Handling multiple accounts simultaneously can lead to difficulties in managing workload effectively. Our Kanban-based prioritization allows you to have a comprehensive overview of account activities, tasks, and priorities.

DRIVING ACCOUNT GROWTH

Identify upselling and cross-selling opportunities

workstreams.ai helps account managers identify opportunities to maximize account value. With features like custom fields, labels, and progress tracking, you can identify areas where additional services or products can be offered to clients.

MEETING SERVICE LEVEL AGREEMENTS (SLAS)

Delivering on commitments

Account managers can stay on top of their commitments by using reminders, alerts, and deadline tracking. This ensures compliance with SLAs and enables account managers to deliver exceptional service to clients.

COORDINATING INTERNAL COLLABORATION

Team collaboration and task assignment

Effective collaboration across account management and departments is vital. Our features enable seamless communication, task delegation, and accountability for smooth coordination and timely client delivery.

ALIGNING EXPECTATIONS

Effective client communication and collaboration

Clear and consistent communication is crucial in account management. You can enhance transparency and understanding by inviting clients to taskboards, allowing them to observe specific tasks, and engage in contextual discussions.

REPLICATING SUCCESS

Establish a consistent account management process

Workflows are essential in establishing a consistent and successful approach to managing client accounts. By defining effective predefined steps and actions, workflows prevent task oversight or omission, resulting in improved outcomes and greater client satisfaction.

Transform your challenges into effortless solutions

Here's how workstreams.ai helps your account management

Our range of features is perfectly suited for addressing the challenges of account management.

Create your own customized workflow that aligns with your specific account management process and requirements. Ensure consistent and effective account handling for every client interaction.

Add custom fields to account tasks to capture and display key information specific to your account management process. Tailor each field to accommodate unique inputs and data requirements, enabling efficient tracking and organization of account details.

Efficiently manage your account workload by tracking time spent on each account task throughout the entire process. Identify bottlenecks, maintain service level agreements (SLAs), and optimize resource allocation. Gain valuable insights to enhance productivity and deliver exceptional account management.

Effortlessly locate relevant account tasks using our intelligent filtering capabilities. Filter tasks based on various parameters such as account name, assignee, priority, or any other relevant variable. Quickly find the information you need to manage accounts effectively.

Efficiently assign tasks to the most suitable account managers within your team. Automate task assignments based on predefined criteria to ensure optimal resource allocation and seamless collaboration.

Hear it from our clients

What our customers are saying

Teams like yours have implemented workstreams.ai and achieved great success in their account management efforts

Running one not-for-profit (and managing the associated volunteers and volunteer tasks) is hard enough. It's twice as hard when you're running two not-for-profits, each with different staff teams, and completely different sets of tasks.While Slack has helped us to a great degree, a missing piece has been Workstreams. Workstreams syncs perfectly with Slack, and has allowed us to easily keep track of who is responsible for what, and when, and how it needs to be completed.

Dr. Monroe Mann, PhD, Esq, MBA

Director at BreakDiving.io and Intertect.Agency

Smart Oak Projects

At NeuroN Foundation, we use workstreams.ai to schedule our tasks. This software is integrated perfectly with Slack.Taskboards laid out in workstreams.ai showcase our organizational structure. With one taskboard per team, the leaders can create individual tasks which are then assigned to appropriate team members. workstreams.ai allows the coordinators of each department to monitor everything that goes on the foundation in real time. They can check for delays or establish whether someone requires assistance in a particular area.To sum up, workstreams.ai is a great tool and a perfect fit for the kind of goals we set at our foundation. It allows us to properly organize the remote style of work of our volunteers and manage their tasks.

NeuroN Foundation

Fundação NeuroN

Our accountancy practice transitioned from physical whiteboards to workstreams.ai when the pandemic forced us to adopt a remote-working setup. What started with a few simple task boards expanded to over 10 detailed boards, effectively covering all our practice’s workflows.

Gina Epps

Director Chartered Accountant

Hanley & Co.

The task chat feature is a game changer, all chat conversation about any job, logged all in the one place

Stephanie Courch

Lead Event Producer

JPL

Using workstreams.ai is a dream, it’s so customisable for different teams and project type and a specific team’s needs.

Jackie Tally

Resourcing Manager

JPL

It's been so empowering to be able to introduce my team to such a versatile and intuitive approach to Kanban planning. I had just started Slack and I was delighted to find workstreams.ai, with its seamless integration and complementary handling of task management. Given our focus on the pandemic, our research team is now doubling in size and I look forward to managing the change through workstreams.ai.

Hillel Gray

@hgrays

Assistant Teaching Professor, Miami University

E-mail task delegation and follow-ups are in the past for our team, thanks to workstreams.ai. Thanks to their perfect sync with Slack our scope of work is neatly done right where we communicate.

Andrej Mindov

Founder and CEO at Identity

What my team and I appreciate is that it's really easy to use. It has helped me become better organized in figuring out what I need to work on every day.

Jane Johnson

Research assistant professor at ATSU

Manage your account effectively

Detailed overview of everything you need

Starting with a solid base

Design your own account management workflow

Or use one from our library! Discover workflows for customer support, procurement, accounting, and much more.

Set up automations

Move tasks automatically as soon as they reach a certain step. Auto-assign a whole workstep to a specific person. All is possible within our app.

Attachment Support

Effortlessly attach files, documents, and relevant materials to tasks for easy access and reference. Keep all essential information in one place and ensure seamless collaboration within your account management team.

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Ensure accurate and timely account management with workflows