Account Intelligence is the main workspace inside AccountOS. It brings everything your team needs to research and engage a target account into one place — company information, buying signals, recommended contacts, CRM deals, competitive insights, and more.
Instead of jumping between LinkedIn, your CRM, news feeds, and internal documents, Account Intelligence gives you a ready-made, AI-powered profile for every account you care about.
Who is it for?
Account Intelligence is designed for anyone involved in enterprise selling:
Account Executives closing deals
SDRs prospecting and booking meetings
RevOps managing pipeline data
Sales Leaders tracking account health
What does it actually show you?
Account Intelligence answers the four questions your team asks before every outreach:
Who should I contact? — Org Chart, Buyer Committee, Relationship Network
Why should I reach out now? — Signals, Whitespaces, Strategic Priorities
How do I get a warm introduction? — Warm Intro Paths and AI-written messages
What's the deal status? — CRM Opportunities and email Activities
Two modes: Basic and Deep Intelligence
When you first add an account, it starts in Basic State — you immediately see the company profile, the Org Chart, any CRM deals linked to it, and email activity (if your email is connected).
When you turn on Deep Intelligence for an account, the full AI research layer activates — including Whitespaces, Buyer Committee, Relationship Network, Workforce Analytics, Technographics, Competitive Intelligence, and AI-generated Signals.
Deep Intelligence is switched on per account. First-time activation takes a few minutes.
Still have questions? Reach out at [email protected]