Shared inbox for account managers
Forty accounts, one head, and an assistant that remembers all of them. Sektra is the account management tool that tracks the promises, briefs you before every call and orders the week by what matters.
Monday starts with the same questions. Which accounts moved last week, which went quiet, and what did we promise anyone? The answers are in the inbox, spread across months of threads and several colleagues' mailboxes.
Sektra answers them before you do. Each account has a record of commitments, open questions and stakeholders, built from email and WhatsApp and kept for the team. The inbox is ordered by what it would cost to leave each thread. The assistant turns follow-ups into action items, tracked to-dos that come back when they are due.
Key account management software tends to mean another system to update. Here the record builds itself from the conversations, and when an account manager leaves, the next owner inherits every promise and preference.
What it tells you, and why
“The account you watch for the Q4 renewal has not written in 21 days. You asked to be told at 14, and two commitments are still open.”
Silence watches fire the day the threshold you set passes, and the morning digest lists everyone who owes you a reply.
“You promised the revised proposal by Friday.”
Commitments are tracked from the moment they are written, with their date.
“A new name appeared on the thread: their new head of operations.”
Stakeholder changes are read from the mail and added to the account's record.
What your team gets on day one
A shared inbox with owners
Every account thread has an owner, a state and its history attached, across Gmail, Outlook and WhatsApp.
Memory per account
Commitments, open questions and people, kept for whoever picks up the account next.
Action items
Follow-ups that come back on their date and cancel themselves when the client replies.
The QBR from the inbox
Everything promised and asked this quarter, by both sides, assembled for the review with the source threads attached.
Questions, answered
What teams like yours ask before they connect an inbox.
What tools do account managers use?
A shared inbox for the conversations, a CRM for the pipeline and a calendar for the cadence, with a spreadsheet or a memory filling the gaps between them. Sektra covers the first and the gaps: the record of each account, the promises with dates and the watch for the ones going quiet.
What is key account management software?
Software that keeps the plan, the stakeholders and the commitments for a company's largest accounts in one place. Sektra does the commitments and stakeholders part from the email itself, so the record is current without a weekly update ritual.
How is this different from logging calls in a CRM?
Nothing is logged by hand. The record is built from the conversations you already have, and it stays current because the inbox is where the work happens.
Can I see only my accounts?
Yes. The Mine view shows the threads on your plate across every inbox you can read, and the queue shows what you owe, ordered by time.
What happens when an account changes hands?
The record belongs to the account. Reassign the threads and the next owner sees every commitment and open question from day one.
Coming from another tool?
What stays the same, what changes, and what the switch takes, one tool at a time.
Playbooks for account management
Your first 90 days with inherited client accounts are about history
A laptop, a mailbox, and a spreadsheet of client names you have never met. Some of them are already leaving. Learning the product is the easy part.
Read the articlePlaybooksWhere does the relationship go when an account manager leaves, or when sales hands off to customer success?
Two weeks of notice, forty accounts, one handoff doc written from memory. The handoff problem is what gets lost when relationships change hands, from sales to success or from one owner to the next.
Read the articlePlaybooksA client QBR agenda, and the four hours of archaeology before the meeting
QBRs get skipped because preparing one costs half a day of scrolling backward through Gmail or Outlook, and that cost lands on the busiest person you have. The agenda, and the prep behind it.
Read the articleSee it on your own inbox
Connect a mailbox and Sektra builds the memory of your clients from the history already there.