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Account Intelligence: Know Every Account Before You Call

Get a sourced brief on any account: its priorities, its people, what changed since your last talk and how it links to your deals. Type the account below.

Account intelligence

Know what changed at an account and why it matters, before every call.

true

Offer deck (opt.)

Annual report (opt.)

Which account do you want to research?

Trusted by 1700+ teams to close deals faster.

You research the account, and still miss what changed

Research from scratch

Website, news, LinkedIn, CRM, old emails. You rebuild the picture every time, and it takes an hour.

The change you missed

A new CFO, a reorg, a cost plan. You hear it from the buyer in the middle of the call, or after a competitor did.

Facts with no reason to talk

You know their revenue and their HQ. You don't know why they would care about you this quarter.

One account file, current and sourced

Cobl watches each account for you. It reads the web, your CRM, emails and calls, dates and sources every fact, and flags the changes that matter for your deals.

A file for every account

Activity, strategy, tools in place, partners and open deals. Each fact has its date and its source.

Changes flagged as they happen

New leader, funding, hiring, reorg, tender. Cobl adds it to the account and drops what does not matter.

What changed, in 5 lines

Before a call, get the signals, people moves, exchanges and deal updates since you last spoke.

Every account question, answered

Get the answers you need about any account, without digging through your CRM, emails, or meeting notes.

What should I know about Helix Logistics before Thursday's call?

Covered by

Get a short brief: priorities, recent changes, people and open deals, with sources.

What changed at Helix since we last spoke?

Covered by

See new signals, people moves, emails and deal updates since your last conversation.

Which Helix news matters for our open deal?

Covered by

See the recent changes linked to your deal, with why each one matters.

Is Helix using a competitor, and when does their contract end?

Covered by

See the tools in place and the contract end date when it can be found, with the source.

Try it with Cobl

Get early access

Talk to the account as it is today

Buyers expect you to know their business. A current file shows you did the work, and gives you a real reason to talk instead of a generic check-in.

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Understand the business

Strategy, priorities, news and signals, each with its date and the source behind it.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500&family=Instrument+Sans:wght@500&display=swap" rel="stylesheet"><style> html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased} .serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif} .doc{position:absolute;display:flex;align-items:center;gap:7.8px;padding:5.58px 11.16px 5.58px 6.69px;border-radius:8.93px;background:rgba(255,255,255,.9);white-space:nowrap} .doc b{font-weight:500;font-size:8.93px;color:rgba(255,255,255,.9);background:rgba(170,170,170,.3);border-radius:3.35px;padding:1.12px 4.46px} .doc span{font-family:'Instrument Sans',Inter,sans-serif;font-weight:500;font-size:12.83px;color:#aaa} .card{position:absolute;top:24px;left:50%;transform:translateX(-50%);width:321.8px;box-sizing:border-box;background:#fff;border:.84px solid #e8e7e6;border-radius:10.06px;box-shadow:0 6.7px 20.11px -3.35px rgba(23,23,23,.08);padding:13.4px 13.4px 6.7px} .head{display:flex;flex-direction:column;gap:5px;padding-bottom:10px} .meta{display:flex;align-items:center;gap:6.7px} .chip{background:#efeeed;border-radius:999px;padding:2.51px 6.7px;font-size:9.22px;line-height:11.73px;font-weight:500;color:#545352;white-space:nowrap} .muted{font-size:9.22px;line-height:12.57px;color:#767473;white-space:nowrap} .name{font-size:14.25px;line-height:18.44px;color:#181818} .row{display:flex;align-items:center;justify-content:space-between;border-top:.84px solid #efeeed;padding:8.38px 0} .docr{display:flex;align-items:center;gap:8.38px;font-size:10.06px;line-height:13.41px;font-weight:500;color:#181818;white-space:nowrap} .type{display:flex;align-items:center;justify-content:center;width:30.17px;height:16.76px;border-radius:3.35px;font-size:7.54px;line-height:10.06px;font-weight:500} .pill{display:flex;align-items:center;gap:5px;border-radius:999px;padding:2.51px 6.7px;font-size:9.22px;line-height:11.73px;font-weight:500;color:#181818;white-space:nowrap} .dot{width:5px;height:5px;border-radius:50%} .val{display:flex;align-items:center;gap:6.7px;font-size:9.22px;line-height:12.57px;font-weight:500;color:#181818} .bar{position:relative;width:50.3px;height:3.35px;border-radius:1.68px;background:#efeeed;overflow:hidden} .bar i{position:absolute;left:0;top:0;height:100%;width:95%;background:#2ebd43} .src{display:flex;align-items:center;gap:5px;padding:8.38px 0 6.7px} </style></head><body> <div class="doc" style="left:calc(50% + 2.9px);top:122.8px"><b>PDF</b><span>Implementation methodology</span></div> <div class="doc" style="left:calc(50% - 105.8px);top:-2.6px;opacity:.5"><b>PPTX</b><span>Competitive battlecards</span></div> <div class="doc" style="left:calc(50% - 171.8px);top:60.6px;opacity:.5"><b>DOCX</b><span>Win–loss review Q2</span></div> <div class="doc" style="left:calc(50% + 35.6px);top:72.4px;opacity:.7"><b>PPTX</b><span>Product architecture</span></div> <div class="doc" style="left:calc(50% - 280.7px);top:109.2px;opacity:.5"><b>XLSX</b><span>Security questionnaire (CAIQ)</span></div> <div class="doc" style="left:calc(50% + 9px);top:162.9px;opacity:.5"><b>DOCX</b><span>Sales playbook</span></div> <div class="doc" style="left:calc(50% - 308.9px);top:9.5px;opacity:.8"><b>PDF</b><span>SOC 2 Type II report</span></div> <div class="doc" style="left:calc(50% + 120.4px);top:14.3px"><b>XLSX</b><span>Pricing guidelines 2026</span></div> <div class="doc" style="left:calc(50% - 221.7px);top:159.9px"><b>PDF</b><span>Case study · Northbeam</span></div> <div class="card"> <div class="head"> <div class="meta"><span class="chip">Account context</span><span class="muted">Synced 5 min ago</span></div> <div class="name serif">Helix Logistics</div> </div> <div class="row"><span class="docr"><span class="type" style="background:#e4eaf8;color:#0839b5">CRM</span>Opportunity · €180k</span><span class="pill" style="background:#e9fae3"><span class="dot" style="background:#2ebd43"></span>Synced</span></div> <div class="row"><span class="docr"><span class="type" style="background:#fbf4f4;color:#b50808">MAIL</span>Email threads · 14</span><span class="pill" style="background:#e9fae3"><span class="dot" style="background:#2ebd43"></span>Synced</span></div> <div class="row"><span class="docr"><span class="type" style="background:#e8f4ea;color:#246b32">CALL</span>Call transcripts</span><span class="val"><span class="bar"><i></i></span>4 calls</span></div> <div class="row"><span class="docr"><span class="type" style="background:#fbf7f4;color:#b54708">DOCS</span>Company knowledge</span><span class="pill" style="background:#fbf7f4"><span class="dot" style="background:#ff7c1f"></span>12 matched</span></div> <div class="src"><span class="muted">Stakeholders</span><span class="chip">Marta K.</span><span class="chip">Tom R.</span><span class="chip">+4 more</span></div> </div> </body></html>

Connect your sales context

Your CRM, past emails, calls and open deals, next to the public facts.

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The angle to take

What changed, what to check and the angle to take, before every conversation.

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Questions about this use case

What is account intelligence?

Account intelligence is the current, organized knowledge of a target account: its business, priorities, people, tools and recent changes. Sales teams use it to decide when and how to engage. Good account intelligence is dated and sourced, so you can trust it in front of the buyer.

What is the difference between account intelligence and sales intelligence?

Sales intelligence usually means contact and company data, such as emails, phone numbers, headcount and tech stack. Account intelligence goes deeper on 1 account: what it is trying to do, what changed recently and how that connects to your relationship and deals. You use sales intelligence to find accounts, and account intelligence to understand them.

What should an account research brief include?

Keep it short: what the company does, its stated priorities, what changed recently, the people you know and the ones you have not met, and the status of open deals. Add 1 reason to talk now, linked to their business. Each fact should carry its date and source. Cobl builds this brief from public sources, your CRM, emails and calls.

How often should you update account research?

Account research goes stale fast. Leaders change, budgets move and projects start or stop. Review key accounts before every interaction, and watch them all the time for big changes such as a new executive, funding, a reorg or a tender. An agent that watches the account saves you from redoing the research from scratch.

Account Intelligence: Know Every Account Before You Call

You research the account, and still miss what changed

Research from scratch

The change you missed

Facts with no reason to talk

One account file, current and sourced

A file for every account

Changes flagged as they happen

What changed, in 5 lines

Every account question, answered

Talk to the account as it is today

Understand the business

Connect your sales context

The angle to take

Questions about this use case

Explore more use cases