For CSMs
Know every account like it's your only one.
You care about every account you manage. Cohvia helps you show up for each one like it's the only one.
You'd prep for every call if you had the time.
Re-reading Gong transcripts. Checking support tickets before the QBR. Keeping the success plan current. You know what good looks like, but with forty accounts and a calendar full of back-to-backs, the prep time just isn't there. Cohvia surfaces the context you need so you can walk into every conversation informed and ready.
How Cohvia Helps
The Narrative is your daily companion
Open any account and read the strategic story in two minutes: why they bought, who matters, what's changed lately. You didn't write it. Cohvia built it from your calls, emails, and CRM. But it's still your document, and you can edit any section inline.
Acme Corp · Narrative
Updated 2h agoWhy they bought
Acme switched from a competitor after 18 months of integration pain. The VP of Engineering needed a tool the team would actually adopt.
Source: Gong call · Mar 14
Key people
Ask Cohvia before every call
Five minutes before a call, ask Cohvia. It already knows who you're meeting, what's changed since last time, and which signals are currently active. You walk in actually prepared, and the customer can tell the difference.
What should I know before my Acme call?
You're meeting Sarah (champion) and a new attendee, Priya from Procurement. Two open tickets on the integration. Sentiment dropped slightly in the last call when pricing came up.
3 sources · Cited inline
Plans your customers co-own
Build the plan, share it, and the customer sees the progress, checks off their items, and edits the shared goals with you. You stop writing the "just checking in on the status of..." emails because the status is already there.
Q2 Onboarding · Acme
3 of 5 completeNew accounts without the panic
Whether it's a sales handover or a CSM transfer, the Narrative is already there. You read it, you understand the relationship, and you skip the part where you re-ask the customer the questions they already answered three months ago.
New assignment · Globex
Status
Healthy · Renewal Q3 · 2 active plans
What you need to know
Champion is the COO, not the day-to-day user. Pricing was negotiated hard; don't reopen it. They like async updates.
Read time: 2 min
Take over an account without starting from zero
When you're assigned an account from another CSM, you don't need to watch four years of Gong recordings to manage it well. The Narrative covers why they bought, who the key people are, what's gone wrong before, and where things stand today. You walk into your first call sounding like you've been there all along.
Acme Corp
Reassigned todayNarrative · intact
8 sections · 142 cited sources · last updated 1 day ago
Risk signals with context, not just a color
"This account is at risk" tells you nothing useful on its own. Cohvia shows you the signal alongside the strategic context that explains it: a stakeholder left, sentiment dropped, the plan has stalled. You know what happened and you know what to do next.
Stakeholder transition
CriticalChampion (Sarah Kim) departed · email Mar 22
Context
Sarah was the executive sponsor. Her replacement, Mark, was the original skeptic of the deal. The renewal is in 60 days.