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Your CRM updates itself.

The Account Executive works on your live customer data. Try the approach first with 7 free Claude skills.

Account Executive
Account Executive
Account ExecutiveOnline · ready to run skills
G2
0.0on G2
10B+events
500M+users
7+years profitable
50+enterprises

The jobs the Account Executive takes off your plate

Auto-capture & summarize

Process meeting recordings to extract summary, decisions, action items, and objections - structured for your CRM.

CRM auto-update

After every call, update deal records with outcomes, create follow-up tasks, and log activity automatically.

Account intelligence & expansion

Deep-dive a single account or triage your full portfolio - stakeholder map, health score, and expansion signals, formatted for your next call.

Start free on your data

Free to start

The Account Executive, on your data

Records every call, writes the CRM automatically, and drafts follow-ups. Coaches reps from real transcripts.

  • Auto-capture & summarize
  • CRM auto-update
  • Account intelligence & expansion
Get the Account Executive free

Free plan · No credit card

5 steps, prompt to shipped work

You approve at every gate. The agent drafts inside them.

Call · Joinconsent shown
01
Meeting
Discovery · Acme Corp · 32min
external
02
Recording
consent notification shown
OK
03
Speakers
Alex (host) · Sam · Jordan
labeled
04
Glossary
custom terms loaded
learning

Step 1

Join the call

Auto-recording with consent notification. Speaker-labeled transcript with custom glossary.

Summary · SectionsCRM-ready
01
Decisions
budget approved · Q4 rollout
captured
02
Action items
3 · assigned + due dates
extracted
03
Objection
integrations concern · handled
logged
04
Sentiment
warm · high intent
scored

Step 2

Generate structured summary

Decisions, action items, objections, sentiment - extracted and CRM-ready within minutes.

CRM · Updatedunder 5m
01
Deal stage
Discovery → Proposal
moved
02
Activity
call notes logged
synced
03
Tasks
3 follow-ups assigned
queued
04
Email
follow-up drafted for review
await rep

Step 3

Update the CRM automatically

Deal timeline updated, follow-up tasks created, outbound email drafted for rep review.

Account · Intelligenceper call
01
Stakeholders
champion · economic · user
mapped
02
Health
78/100 · trending up
green
03
Expansion
seat add + Studio module · $42k
opportunity
04
Next call
5 questions drafted
ready

Step 4

Surface account intelligence

Stakeholder map, health score, expansion signals - formatted for the next call.

Coach · Metricsper rep
01
Talk ratio
68% (target 40%)
flagged
02
Questions
3 asked (avg 7)
flagged
03
Objections
2 of 3 handled
review
04
Drill
discovery questions · Monday
scheduled

Step 5

Coach from transcript patterns

Talk ratio, question frequency, objection handling - tracked across the team over time.

Is the Account Executive right for you?

When to use it

You want calls recorded, summarized and written to the CRM, and reps coached from their own calls.

When not to

You have few recorded deals. Win and loss analysis needs at least 20 of each, with recordings.

The old way, and the Account Executive way

The way it works today

After every call, notes and CRM fields get typed up by hand.

Follow-ups and tasks depend on the rep's memory.

Account prep means an hour of digging before the next call.

The way it should work

Summary, decisions, action items and objections extracted and structured for your CRM.

Deal records updated and follow-up tasks created after every call.

Stakeholder map, health score and expansion signals, ready for the next call.

Hire the role, or deploy the agent?

Same job. Fully loaded headcount against an agent that runs on your customer data around the clock.

Hiring an Account ExecutiveThe AI Account Executive
Annual cost$200,000 base + commission$0 on Free plan, then a per-seat price on paid plans (see intempt.com/pricing)
Time to CRM update after callSame day, if the rep remembersUnder 5 minutes, every call
Follow-up drafted withinHours to next business dayMinutes, staged for the rep to approve
Coaching feedback per repManager sample of 1-2 calls per monthEvery call analysed, talk ratio + objection handling tracked
Expansion signals surfacedWhen the CSM asksAutomatic - stakeholder map, health score, product usage
Send-without-approvalYes (human sender)No - draft goes to rep, rep sends

US Glassdoor median base salary, 2026. Fully-loaded cost adds 25-35% for benefits, equipment, and payroll tax.

Teams love it

They stopped stitching tools andhired one system.

StockInvest

Acquisition and retention are one connected motion. Personalizing the path before signup only pays off when the same system carries the user through onboarding afterward.

Anonymous traffic was not turning into registered users, and acquisition and retention were run as two separate problems. We ran Experiences on the anonymous visitor flow to put the right content and CTAs in front of each visitor, then handed new signups to automated Journeys for onboarding and deeper engagement.

455,396

users instrumented

Read the full research
FieldsUSA

Judge experiments on revenue per visitor instead of conversion rate. A variant can win on conversions and still lose on revenue, and repeat buying only shows up when the whole journey is in one view.

High-intent shoppers browsed a large, specialized outdoor catalog, and browsing, product interest and purchase history sat in different places. We unified them into one customer view, then ran real-time personalization, intent-based segmentation and timely follow-ups on top of it, judging experiments on revenue per visitor.

Read the full research
Hoperfy

Build the pipeline on observed signals. When follow-ups trigger on intent, the team spends its time on the users who are genuinely engaging.

Static lead lists and timeline-based follow-ups were hiding who was actually engaging. We ran a signal-led outbound pipeline where follow-ups fire on real behavior: outbound replies, onboarding progress and product usage.

Read the full research

See the Sales team at work

The Account Executive is one of the Sales team's agents in this tour.

Questions?Answered.

Everything worth asking before you hire the Account Executive.

An AI account executive automates the account-management work an AE does: records every call, extracts action items, updates the CRM, drafts follow-ups, tracks deal health, and surfaces expansion signals. Intempt's AI account executive drafts; a human approves. Never auto-sent, never blind CRM updates.

Intempt Sales

Your CRM updates itself.

The Account Executive works on your live customer data. Try the approach first with 7 free Claude skills.