💡 One home for every Pod tied to a customer, from first deal to renewal.

Accounts View is a company-level layer that sits above your Pod Library. It automatically groups every Pod tied to the same customer, using your CRM's company record, into a single Account, with its own Accounts dashboard and Account Page covering Pods, Contacts, Info and Files.

Alongside it, Pods pick up a small companion update: Customer Pod statuses — Onboarding, Live, Renewal, Renewed and Churned — so Customer Success teams can label a Pod in language that matches their world. It's the same Pod experience underneath, just better suited to post-sale conversations.

What's included

Accounts dashboard — every Account in one list, expandable to show its nested Pods, with My Accounts / My Pods / All Accounts / Archive tabs.
Filters and sorting — filter by Pod type, status or owner; sort by owner, created date, Pod count, engagement score or last engagement.
Search — find an Account by name, CRM record or domain.
Account Page header — company name and logo, account owner, and an auto-populated "Account Collaborators" avatar stack of everyone who's owned or touched a Pod in the account.
Pods tab — the familiar Pod table and stats bar, filterable by status, type and owner, with a "Last active Pod" indicator. Click straight through into the editor.
Contacts tab (Master Org Chart) — every stakeholder met across every Pod in the account, in one Org Chart or Table view, filterable by Pod, status or owner.
Info tab — CRM field mapping for the account, plus a "Company info" section for firmographic data (coming soon).
Files tab — every internal file and prospect upload shared across every Pod in the account, aggregated into one read-only library.
Automatic linking — new Pods attach to the right Account automatically via CRM company match, with the option to move a Pod manually if needed.
Customer Pod statuses — Onboarding, Live, Renewal, Renewed and Churned, sitting alongside the existing Sales Pod statuses.

Why it's useful

↳ One home for every customer relationship

Stop piecing an account's history together across separate Pods — see every deal, onboarding room and renewal in one place.
Engagement score and "last active Pod" give an instant read on how live an account really is.
Works retroactively: existing Pods get linked back to their Account automatically.

↳ A master org chart, not another spreadsheet

See everyone you've ever engaged at an account, not just the contacts on one deal.
Filter by Pod, status or owner to focus on a specific relationship or phase.
Table view surfaces last viewed date and total signals per contact.

↳ One file library per account

Every file shared anywhere in the relationship, aggregated in one place.
Filterable by Pod, status or owner.
Shows uploader, date and source Pod for each file.

↳ Built for the whole customer lifecycle

Sales and CS work in the same account, not disconnected silos.
Pods auto-attach to the right account via CRM company match.
Customer Pods give post-sale work its own status language (Onboarding → Live → Renewal → Renewed).
One account owner and collaborator view spans the full relationship, deal to renewal.

Example use cases

Onboarding handoff

An AE closes a deal and hands off to the CSM. The CSM opens the account, sees the full Sales Pod history and every stakeholder already engaged, and sets up onboarding without starting from zero.

Renewal prep

Ahead of a renewal call, a CSM opens the account, checks the master org chart for who's gone quiet since the deal closed, and reviews engagement across every Pod in the relationship, not just the current one.

Account health review

A CS or sales leader scans the Accounts dashboard for engagement score and last-active-Pod across their book, spotting accounts that have gone cold before they show up as a churn risk.