Account Engagement全新
A large book of business hides customers going cold. The Account engagement screen shows, for each account (company), how recent and how intense the relationship is, based on the activities your team already logs: calls, meetings, emails, notes and tasks. Each account gets a situation, Active, At risk or Inactive, and a 0 to 100 score that combines recency, recent volume, breadth of activity types and total history. Cards at the top count how many accounts sit in each situation, the list sorts the hottest first and search finds an account instantly. It is read-only: it creates and changes nothing, and it never shows cost or margin, because the screen is about relationships. The feature is optional and starts off; an administrator turns it on from the screen itself with the Turn on button, and off whenever they want.
- Situation per account: Active up to 30 days without activity, At risk between 30 and 90, Inactive from 90 days on or with no activity at all
- Deterministic 0 to 100 score: recency 40, last-30-day volume 30, breadth of types 15, history 15
- Summary cards (total, active, at risk, inactive), search by name and sorting on any column
- Columns for activities in 30 days, total activities and last activity date per account
- Available on activation: an administrator turns it on and off from the screen, with no migration or extra setup
在 Sellio 中免费，你只需为机器付费
Account engagement is part of the free SellioCRM and uses no AI: the reading comes from the activities already in the CRM, as long as your account's infrastructure usage always stays under US$ 20 a month.
Cooling customers show up early
At risk is the warning that an account passed 30 days without logged contact, with plenty of time to act before 90.
The whole book at a glance
The four cards say how many accounts are active, at risk and inactive; the table says which ones.
Priority without debate
The score ranks accounts hottest first with a public, deterministic rule the team can verify.
Reinforces the logging habit
Since the reading comes from activities, the team realizes an unlogged call does not exist, and starts logging.
Zero maintenance
No field to fill in, no model to train. Turn it on and use it.
When an account already has a Customer Success health score, that signal takes precedence over the activity count, and the list stays one list
Same philosophy as the platform's engagement-by-organization panel, applied at the grain of your book: anyone who reads one reads the other
An honest, deterministic number: same activities, same score, with no black box and no model that changes its mind
No operator money on the screen: cost and margin never appear here, by construction
Three situations that tell you where to act
The situation comes from the date of the account's last activity. Up to 30 days it is Active; between 30 and 90 days it is At risk; from 90 days on, or with no logged activity at all, it is Inactive. An account that was created but never got a call or meeting shows as Inactive, because a relationship that was not logged does not count.
A score made of visible parts
The score combines four signals: recency (40 points when the last activity was today, dropping to zero at the inactivity threshold), volume over the last 30 days (saturates at 20 activities), breadth (how many distinct activity types, saturates at 5) and total history (saturates at 50). The result is an integer from 0 to 100 you can explain to the team.
A list to work, not just to look at
The cards at the top count how many accounts are in each situation. The table shows account, situation, score, activities in 30 days, total activities and last activity, sortable on any column, with search by name and a counter of how many are being shown. Start with At risk accounts with a high score: those are the ones you can still hold on to.
Turn it on when you want, off when you want
The feature starts off. While it is off, the menu item is hidden and nothing is computed. An administrator opens the screen and clicks Turn on; from then on the list is computed on every open, from the activities linked to accounts. The Turn off button returns everything to the previous state without deleting a single activity.
- 1
An administrator opens Account engagement and clicks Turn on.
- 2
The system aggregates the activities linked to each account: last activity, volume in 30 days, distinct types and total history.
- 3
Each account receives its situation (Active, At risk, Inactive) and a 0 to 100 score.
- 4
Cards sum by situation and the table lists the accounts, sortable and searchable by name.
- 5
The team acts on At risk and Inactive accounts; newly logged activities change the reading on the next open.
Weekly book review
Open the screen, sort by situation and walk through the At risk accounts with the highest score: they still respond to outreach.
Handing a book to another rep
The rep taking over sees at once which accounts are alive, which need rescuing and which were never worked.
Coverage target
Track week by week the share of Active accounts rising and Inactive falling as the team covers the base.
Before a renewal
An account with a renewal coming up and an At risk situation deserves a meeting before the conversation turns to price.
What counts as an activity?
Calls, meetings, emails, notes and tasks linked to the account. The date used is the activity's due date when it exists, otherwise its creation date.
Can I change the 30 and 90 day thresholds?
Today the thresholds are fixed: Active up to 30 days, At risk from 30 to 90, and Inactive from 90 days on or with no activity.
Does the screen change any data?
No. It is read-only. It aggregates activities already logged and does not create, edit or delete anything.
Who can turn it on?
Whoever manages the organization's settings, with the Turn on button on the screen itself. While off, the menu is hidden and nothing is computed.
Does cost or margin appear here?
Never. The screen is about the customer relationship. Operator money does not enter it.