Keep every account engaged
and on track
Fiit helps Account Managers maintain alignment, share updates, and drive retention through shared rooms
connected to Salesforce.
Managing accounts
shouldn’t mean chasing updates
Fiit’s Solution
Fiit gives Account Managers a shared room for each customer so both sides stay informed and proactive.
Common problems
Information scattered across tools
Difficult to maintain momentum between meetings
No shared space with the customer
How Fiit Works for Account Management
Open a room from any account in Salesforce
Add important docs, meetings, and updates
Share the workspace with your key stakeholders
Track touchpoints, renewals, and ownership all from one place
Benefits
Full visibility into account health and engagement
Customers have one place for updates and resources
Syncs all activity and inputs into Salesforce
Automate QBR prep, feedback loops, and renewals
Make account management feel like a partnership
FAQ: Account Management software
inside Salesforce
What is Fiit’s Account Management solution
Fiit provides shared digital workspaces connected to Salesforce, helping Account Managers collaborate with customers, share updates, and drive retention all in one place.
How does Fiit help maintain account momentum?
Fiit centralizes everything in one shared room per deal: documents, timelines, next steps, and buyer inputs. It gives reps structure and visibility while keeping stakeholders aligned.
Can I launch a shared room from Salesforce?
Yes. You can open a Fiit room directly from any Account record in Salesforce no extra tools or tabs needed.
How does Fiit integrate with Salesforce?
Fiit runs directly inside Salesforce. Rooms can be launched from an Account, and all engagement data is synced to related records. It's fully compatible with Salesforce Flows, Fields, and Templates.
What can I include in a Fiit room?
You can add documents, meeting notes, updates, and next steps. Everything is visible to your internal team and your customer.
Does Fiit track engagement and renewals?
Absolutely. You can monitor touchpoints, track renewals, and stay on top of account health directly within the shared workspace.
