CRM

CRM connects Runlance to the account records your sales and success teams already keep. Agents look at account notes, plan details and recent conversations to prepare briefs and reminders that cite the records behind them.

• What the agent reads: the account fields and notes you select.

• What it drafts: account briefs before calls, renewal reminders and summaries of recent activity.

• What always needs approval: every draft, reviewed by the account owner before anything reaches a customer.

Field-level permissions keep sensitive data out of scope. If pricing or contract terms should not appear in briefs, leave those fields unselected and the agent will not read them.

Renewal workflows can start a set number of days before a renewal date. The account owner receives the draft, checks the cited notes and approves, edits or requests changes. Agents never update account records on their own.