Accounts are companies with whom you have a commercial relationship. They might be current customers, past customers, or strategic partners. The Accounts section is where post-sale relationship management happens.

Not every company is an Account. A company becomes an Account when a deal closes won, or when you manually designate it as one. The distinction matters because Accounts include health tracking, renewal management, expansion fields, and revenue history that prospect companies do not use.

Company Bands segment your accounts by strategic importance. By default, Lumenbase offers three tiers (Normal, Account, Key Account), though you can customize these in Company Settings → Configure Fields → Company Band.

When a company wins their first deal, you can have a band assigned automatically (default is Account). You can also assign or change bands manually. For first-won setting, Accounts list, icons, and colors, see the Company Bands article.

Account health aggregates signals that indicate whether a customer relationship is thriving or at risk. Unlike deal health (which predicts close likelihood), account health predicts renewal and expansion likelihood.

Health scores range from 0-100 and display as color-coded indicators. Green accounts are healthy. Yellow need attention. Red are at risk. Use these to prioritize customer success efforts.

Each account shows a complete revenue history: closed won deals, invoices paid, and expansion revenue over time. This timeline helps you understand the relationship's commercial trajectory.

Revenue history appears in renewal conversations and account views. Showing a customer their growth trajectory with you builds the case for continued partnership.

Accounts typically involve multiple contacts. The Stakeholder Map visualizes these relationships so you understand who influences decisions.

Update stakeholder roles as relationships evolve. A champion who leaves becomes a risk to flag. An end user who becomes influential deserves more attention.

Renewals are where retention happens. Lumenbase tracks renewal dates and helps you prepare for them proactively.

Existing customers are your best source of growth. Expansion revenue comes from upsells, cross-sells, and additional seats or usage.

Every interaction with an account gets logged: emails, meetings, support tickets, and notes. The activity timeline shows the full history of the relationship.

Review the activity timeline before any customer conversation. Knowing what happened recently prevents awkward repetition and shows customers you are paying attention.

• Assign clear ownership. Every account needs an owner responsible for the relationship. Orphaned accounts get neglected.
• Segment by Company Band. Your Key Accounts deserve different treatment than standard customers. Resource allocation should reflect this.
• Monitor health proactively. Do not wait for renewal season to check on accounts. Weekly health reviews catch problems early.
• Document stakeholder changes. When contacts leave or join, update the stakeholder map. Relationship continuity depends on accurate data.
• Create expansion bundles. Know what triggers expansion conversations and have templates ready. Systematic expansion beats opportunistic.
• Link invoices to accounts. Commercial health matters. Seeing payment patterns alongside engagement tells a complete story.