Account management without the chase

Run renewals, QBRs, and expansions in one shared portal with AI deputies keeping work on track.

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Be proactive, not reactive

Spot risk early with status and SLA views. Nudge stakeholders automatically so commitments don't slip.

Neon integrates a pooler built on PgBouncer directly into its architecture: every endpoint has connection pooling enabled. Supports up to 10,000 concurrent connections.

Everything CSMs need in one place

  • Mutual action plans

    Mutual action plans

    Give every stakeholder a shared plan with owners, due dates, and dependencies so work never stalls.

    • Clear ownersClear owners
    • Due datesDue dates
    • MilestonesMilestones
  • Document collection & forms

    Document collection & forms

    Request files and structured data with guided forms. AI validates completeness and routes to the right step.

    • File requestsFile requests
    • Smart formsSmart forms
    • AI validationAI validation
  • Approvals & compliance

    Approvals & compliance

    Multi-step approvals with role-based access and an audit trail across internal and external stakeholders.

    • Role-based accessRole-based access
    • ApprovalsApprovals
    • Audit trailAudit trail

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