Retain and upsell your customer base with our AI Account Manager

Our AI Account Manager nurtures your existing customers, provides account updates, proactively checks in, identifies upsell opportunities, churn risks, collects feedback, and ensures retention completely automated.

1. Hire AI AI Account Manager

2. Setup Mission

Setup your Customer Success Playbook & Process, Share Knowledge Base

3. Set Goals

Provide Account Updates

4. Customize Templates

Email Sequence, Phone Script, SMS Sequence

5. Choose Targets

Upload Customer List, Connect CRM

6. Launch Mission

AI Account Manager

Reaches out to your customers by email, call, text to provide updates on your service/work/product and gather feedback on work progress/service/product usage so far.

Key Features:

Status update & Check-in Emails

Sends work progress/product usage updates and asks for any feedback

Context-driven calls

Reminds and converses based on emails sent.

Engages via texts

Texts reminders, manages replies

Proactive and scalable Account Management

Our AI Account Manager automatically engages your customers via personalized emails, SMS, and phone calls checking in, collecting feedback, identifying upsell opportunities, accounts at risk, and ensuring retention. Your human account managers can just focus on high-value relationships, solving accounts at risk, and closing upsells.

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Integrates with your CRM and Subscription softwares

Our customers say

We’re proud to help businesses save time, boost productivity, and focus on what matters most. But don’t just take our word for it see what our customers are saying about Squirrels.ai

Squirrels.ai has completely transformed our sales outreach. The AI SDR keeps our pipeline active while my team focuses on closing deals.

Howard C.

Entrepreneur

Easy to set up, seamless integration with our CRM, and excellent support. Squirrels.ai has been a game-changer for our business growth.

David L.

Operations Director

Recruiting used to take weeks. With the AI Recruiter, we’re now scheduling qualified interviews in days. It feels like having an extra team member working 24/7.