Spot the account going quiet
Roadmappy brings every call, ticket and CRM note about an account into one place. You see what each customer has said, and which frustrations are growing, before the renewal.
Lakeside Clinics is happy with scheduling but frustrated with timesheet exports.
- 1Their finance team rebuilds the timesheet export by hand every month, raised on three calls since July.
- 2They are among the companies behind “Export timesheets straight to Abacus” (132 signals, steady).
- 3Two support chats in October mention payslip PDFs on mobile.
Renewals prepared with what the customer actually said
From check-in calls to renewals you saw coming
- 01
Connect your accounts
Add HubSpot or Salesforce, Intercom and Slack, and let the notetaker join your check-in calls.
- 02
Know each account
Every call is summarised and every problem a customer raises is linked to their company.
- 03
Watch what is rising
Feedback shows which problems are growing across your book, so you can act before they reach a renewal.
- 04
Report back
Send a monthly report on what your accounts are asking for, with quotes product can act on.
The parts of Roadmappy this team uses most
Questions this team asks every week
- What has Alpine Hotels raised on calls since the summer?
- Which accounts mentioned payslip problems this month?
- Which problems are rising across our biggest customers?
- What did we promise Brotwerk AG on the last QBR?
- Which companies are behind the Abacus export request?
“I like how easy the system is to use. Once it’s connected to the right source, it gives me all the information I need quickly and efficiently.”
“The system is easy to use and provides information quickly and efficiently after connecting to the right sources.”
Questions, answered.
Can I see all feedback for one company?
Yes. Each feedback item lists the people and companies behind it, and you can ask Chat for everything one account has said, with links to the sources.
Does Roadmappy predict churn?
No. It does not give accounts a health score. It shows what customers actually said and which problems are rising, so you can decide where to step in.
Can the notetaker join calls with customers?
Yes. It joins Zoom, Google Meet and Microsoft Teams calls scheduled from Google Calendar or Outlook, and records, transcribes and summarises them.
Does my CRM need to be connected?
It helps but is not required. HubSpot and Salesforce are on the Intelligence+ plan. Meetings, Slack and app reviews work on the Intelligence plan.