01
Account Health
Bring account context and known signals into one view, so the shape of each relationship is easier to review.
STRATEGIC ACCOUNT INTELLIGENCE
Know the account.Know the move.
SenecaIQ surfaces relationship risk, renewal signals, expansion opportunities and the consequential actions that matter for each account.
A clearer next move for every account
Illustrative workspace · sample data
Portfolio overview
⌕ Search accounts
YOUR PORTFOLIO
All accounts Account overview
Managed Revenue$12.8M↗ Across your portfolio
Expansion Potential$840K↗ Opportunities to review
Accounts Need Attention3 accounts● Priorities to review
Renewals Approaching2 renewals● Upcoming checkpoints
NEXT-BEST ACTIONS
SuggestionsPriority Actions
Renewal signalConfirm the executive sponsor before the next reviewSample account · renewal window approaching
Relationship gapMap a second stakeholder in operationsSample account · one contact currently mapped
Expansion signalReview the open opportunity with its decision ownerSample account · opportunity context to confirm
Example interfaceFigures and recommendations are illustrative
Your CRM stores the history. SenecaIQ tells you what to do next.
Keep your existing CRM in place. SenecaIQ gives your account context, relationships and next steps a focused home of their own.
SEE THE WHOLE PICTUREYour entire book of business.
Your entire book of business.
One intelligent workspace.
Move from account details to a considered next step, with the context behind each relationship close at hand.
02
Relationship Intelligence
Keep important conversations, contacts and commitments close to the account work they inform.
03
Renewal Risk
See upcoming renewal dates beside the context and open questions that deserve attention.
04
Expansion Signals
Review recorded opportunities and account context to decide where a thoughtful next conversation may fit.
05
Stakeholder Mapping
Organize the people connected to an account and make gaps in your relationship map easier to spot.
06
Next-Best Actions
Turn the account details you have into practical follow-up ideas you can review and make your own.
01Bring in account context
Gather the details you already know.
02See signals together
Review relationships, renewals and opportunities.
03Choose your next move
Turn a recommendation into action with your judgment.
FOR INDIVIDUALSYour portfolio.
Your portfolio.
Your own point of view.
You can buy and use SenecaIQ as an individual without requiring your employer to replace its CRM. Keep your account priorities and working context in a focused space of your own.
Build your individual portfolioBUILT FOR ACCOUNT-LED WORKFor the people who
For the people who
own the relationship.
SenecaIQ gives individual account managers a focused place to review account context and next actions. Shared multi-user features are coming soon.
Multi-user workspacePlanned for a future release
COMING SOONStrategic Account Managers
National Account Managers
Key Account Managers
Enterprise Account Executives
Customer Success Managers
Shared access and multi-user workflows are not available yet.
PRICINGA clear start for
A clear start for
account-led growth.
Choose an individual Pro plan. Team and Business plans are coming soon; Enterprise is custom.
PRO
Pro
For account managers who want a focused view of their own book of business.
$24Pro Monthly · billed monthly
$240Pro Annual · charged annually
Both plans include a 14-day free trial.
- Personal account workspace
- Relationship and renewal context
- Evidence-grounded suggested actions
TEAMCOMING SOON
Team
Multi-user capabilities are not available yet.
$79per month
Coming Soon
BUSINESSCOMING SOON
Business
Business capabilities are not available yet.
$199per month
Coming Soon
ENTERPRISECUSTOM
Enterprise
Contact SenecaIQ to discuss Enterprise pricing.
Custom
Contact SenecaIQ Stop managing accounts reactively.
Start managing them intelligently.
Bring your account context into focus and decide what deserves your attention next.
Build Your Portfolio