Account Managers and Customer Success

Never walk into a call without full context.

You manage 20+ accounts. Each has its own history, its own commitments, its own open threads. Heyalo remembers every conversation across every account so you always show up prepared.

Free plan. No credit card. Works on your next call.

Heyalo is a real-time AI sales intelligence tool with cross-meeting memory. For account managers handling 20+ accounts, it automatically connects context from every past conversation: outstanding commitments, unresolved questions, and relationship history surface before each call. During meetings, it provides live intelligence. After each call, it generates deal signals and follow-up drafts. Available in Slack for on-demand research across your entire conversation history. $49 per seat per month, no bot joins meetings.

What challenges do account managers and customer success face?

By your fourth call today, the first one is a blur

Back-to-back meetings all day. By 4 PM, the details of your 9 AM conversation have faded. You open your CRM and the notes say almost nothing.

Promises fall through the cracks

You told a customer you would follow up on something three weeks ago. They remember. You forgot. That gap erodes trust faster than any competitor could.

Prep takes longer than the meeting itself

Before every account check-in, you scramble to remember what was said last time. You search old emails, skim past meeting notes, and still walk in half-prepared.

How does Heyalo help account managers and customer success?

Every past conversation, searchable in seconds

"What did we discuss with Acme in March?" Ask Heyalo in Slack and get a sourced answer from every past meeting. No digging, no searching, no guessing.

Pre-meeting briefs delivered before you ask

Before every call, Heyalo sends you a brief with who is attending, what was discussed last time, and what commitments remain open. You show up knowing everything.

Institutional memory that survives team changes

When a team member leaves, their relationship context leaves with them. With cross-meeting intelligence, the full history of every account stays accessible to whoever picks it up.

Common questions

How does it remember past meetings?

Heyalo transcribes every meeting and stores it with speaker attribution, timestamps, and key moments. Before your next call, it scans all previous conversations with that account and surfaces what matters.

Can I search across all my past meetings?

Yes. Use the Slack bot to ask anything: "What did we promise to deliver by Q3?" or "When did they last mention budget?" and get answers sourced from actual conversations.

Does it work with Zoom, Meet, and Teams?

Yes. It works with any video conferencing platform. No integration required. You open a browser tab and share your meeting window.

Will my customers know I am using it?

No. It runs invisibly in your browser. No bot joins the meeting, no recording notification appears. Only you see the intelligence panel.

Ready to try Heyalo?

Free plan. No credit card. Works on your next call.