Customer Intelligence
AI-powered account management that turns your CRM, projects, and the open web into living customer health, intelligence, and revenue opportunities
For services businesses, the easiest accounts to grow are the ones you already have — yet they're usually the most overlooked. Customer context is scattered across your CRM, delivery projects, meeting notes, and the news, and nobody has time to keep a current, evidence-backed picture of every relationship.
DarcyIQ Customer Intelligence gives every customer account a living, AI-maintained profile. An Account Management Agent researches each account — pulling from your CRM, linked delivery projects, existing intelligence, and the open web — and continuously surfaces what matters: a relationship health score, customer sentiment, fresh signals, risk alerts, delivery milestones, and concrete revenue opportunities. Your account team gets a portfolio they can act on instead of a CRM they have to maintain.
From CRM to action: Connect your CRM (Salesforce, HubSpot, or Microsoft Dynamics) and your customers sync into a portfolio roster. Run the Account Management Agent on "Acme Corp" — it reads the linked migration project, finds a recent funding announcement, records an expansion opportunity, scores the relationship at 82/100, and emails the account team a digest. When a rep moves the opportunity to Accepted, the team is notified automatically.
Who Is This For?
Customer Intelligence is built for teams responsible for growing and retaining existing customers:
Account Managers & Account Executives — keep a current, prioritized view of every account you own
Customer Success Managers — catch risk signals early and track relationship health over time
Services & Delivery Leaders — connect delivery reality to the commercial relationship
Sales Leadership — see portfolio-wide health, pipeline, and at-risk accounts at a glance
Partner & Alliance Teams — track expansion and cross-sell across a book of accounts
Key Benefits
Living Account Profiles
An AI agent keeps each account's overview, health, and intelligence current
No more stale CRM notes or "starting from scratch"
Relationship Health Score
A configurable 0-100 score blending sentiment, alerts, milestones, delivery, and pipeline
Spot at-risk accounts before they churn
Customer Sentiment
An agent-assessed read of how satisfied the customer is, with rationale
Separate "are they happy" from "is the account busy"
Evidence-Backed Signals
Signals, alerts, and milestones recorded with sources
Decisions grounded in facts, not hunches
Revenue Opportunities
Cross-sell, upsell, renewal, and expansion opportunities with priority and value
A proactive expansion pipeline per account
CRM Sync
Accounts, contacts, and opportunities flow in from Salesforce, HubSpot, or Microsoft Dynamics
One source of truth, no double entry
Project-Aware
Linked delivery projects feed the agent's research
Commercial intelligence informed by delivery reality
Automatic Notifications
Account digests and opportunity status emails to the account team
The right people stay informed without manual updates
How Customer Intelligence Works
The portfolio runs on a continuous loop: data flows in from your CRM and delivery projects, the Account Management Agent synthesizes it (augmented with web research), and the result is structured intelligence your team acts on.
Sync
CRM accounts, contacts, and opportunities sync in as customers, connections, and pipeline
Research
The Account Management Agent reads linked projects, existing intelligence, and the open web
Synthesize
The agent records signals, alerts, milestones, contacts, an account overview, sentiment, and a health score
Prioritize
Opportunities are scored and tiered; accounts are flagged healthy / watch / at-risk
Act
The team works the roster, advances opportunities, and receives digests and status notifications
Customer Intelligence vs. Projects
Customer Intelligence and Projects are complementary:
Focus
Delivering a specific engagement
Growing and retaining the overall relationship
Scope
One body of work
The whole account, across engagements
Primary users
Delivery teams
Account managers, CSMs, sales
A customer can have many linked projects. The Account Management Agent reads those projects as delivery evidence when it assesses account health and finds opportunities. See The Account Management Agent for how project context is used.
Getting Started
Connect your CRM Connect Salesforce, HubSpot, or Microsoft Dynamics so your accounts, contacts, and opportunities sync into the portfolio. See CRM Sync.
Open the Customers roster Review portfolio health, sentiment, and pipeline across all accounts. See Customers & Portfolio Health.
Assign account teams Add team members to each customer so they appear in "My customers" and receive notifications.
Run the Account Management Agent On a customer, run the agent to generate its overview, health, sentiment, signals, and opportunities. See The Account Management Agent.
Tune scoring (optional) Adjust deal sizing, priority tiers, and health weights to match how your business thinks about accounts. See Health Score & Scoring Settings.
Next Steps
Work the portfolio roster and read account health
Understand signals, alerts, milestones, and sentiment
Manage the expansion and renewal pipeline
Run AI-powered account research
Configure health scoring and pipeline settings
Sync accounts and pipeline from your CRM
Keep the account team informed automatically
Learn about AI agents in DarcyIQ
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