No. A CRM helps you win clients. Incremenza helps you keep them and tells you which ones are worth keeping. Most customers run both.

Do my clients have to use anything?

No. Everything runs on your side, from data you already have: invoices, payments, and your team's notes.

Do we have to track time?

No. Incremenza works from actual money data, not timesheets.

We already know our clients well. Why do we need this?

Knowing your clients is exactly why this works. The system doesn't replace your judgment, it makes sure your judgment gets applied to the right account at the right time, and that nothing drifts while you're busy.

Is there account management software that isn't just a time tracker?

Yes. Most tools built for agencies and consultancies are time-tracking or project-management tools with billing bolted on. Incremenza is different: it reads your existing payment and invoice data to score the health of every client account, flags which ones are at risk of leaving, and automates follow-ups and check-ins. No time tracking required.

ACCOUNT MANAGEMENT

Your clients decide to leave long before they tell you.

By the time a client says "we're going in a different direction," the decision was made weeks ago. Incremenza reads the signals you already have, payment behavior, slowing invoices, shrinking scope, and tells you which accounts need attention while there is still time to act.

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THE PROBLEM

Account management in most service firms is a person, not a system.

Nobody notices the drift until it's too late.

Account health lives in one person's head, their inbox, their gut feel. When they're busy, accounts quietly slip.

The first visible symptom is the goodbye email.

By the time a client says they're leaving, the decision was made weeks earlier. There was no number that dropped, no alert that fired.

Your quietest client is often your most at-risk one.

Complainers are engaged. The ones who go quiet are usually the ones already gone.

THE OPPORTUNITY

Software companies solved this ten years ago. Nobody brought the solution to your industry.

Subscription software companies live and die by keeping customers, so they turned it into a discipline. Every account gets a health score. Renewals get forecasted. Warning signs trigger action automatically. Nothing depends on one person remembering to check in.

None of that requires being a software company. It requires structure. And your business already produces the signals the structure runs on: how clients pay, how invoices trend, how scope changes, how often they refer you.

Incremenza takes the account management playbook that subscription companies professionalized and rebuilds it for businesses that run on retainers and ongoing relationships. No new tools for your clients to use. No behavior change on their side. Just a system on yours.

Every client relationship gets a number. Every number gets watched. Every warning gets an action.

HOW INCREMENZA HELPS

Insights. Guidance. Automation.

INSIGHTS

See which accounts are actually at risk

Health scores from payment behavior, invoice trends, and your own team's notes, updated automatically. No more relying on gut feel.

GUIDANCE

Know which accounts need attention this week

My Advisor recommends check-ins, renewal timing, and repricing moves based on real account data, not generic best practice.

AUTOMATION

Stop the check-ins from depending on memory

At-risk accounts trigger a task, a team alert, a check-in sequence automatically. Every automated action is logged and requires your approval rules. Nothing runs unattended on your client relationships.

WHAT THIS LOOKS LIKE

One discovery account management surfaces

Momentum

The clients about to leave, before the cancellation conversation

Health scoring combines payment behavior, invoice trends, and engagement signals into one number that warns you before clients go.

By the time a client says they're leaving, the decision was made weeks earlier. The window to act is before that conversation, not after.

What this looks like

Marcus runs an 18-person digital agency with 40 active retainer clients. He used to find out about churn in the goodbye email. After connecting his invoicing and payment data, Incremenza flagged two clients as high-risk based on slowing payment cadence and reduced monthly scope. He personally called each one. One renewed at a higher retainer after a scope conversation, one left but referred a replacement client. The retained account represented 62,000 in annual revenue. Composite scenario based on common patterns.

This is illustrative, drawn from patterns we see across the customer base.

WHAT'S INCLUDED

The capabilities that make account management a system, not a habit

Six capabilities hand-picked for agencies, consultancies, and professional services firms.

Momentum

Automatic account health scores

Every client scored from payment behavior, invoice trends, and engagement signals, updated automatically. No manual tracking.

Momentum

Revenue at risk in the next 90 days

Upcoming renewals, payment health, and account trends combined into one number: how much revenue sits in accounts showing warning signs.

Momentum

At-risk account automation

When an account turns yellow, a task is created and your team is notified automatically, with an audit trail and cooldowns so nothing runs wild.

Momentum

Account tiers

Your biggest, most important relationships get watched closest, automatically prioritized.

Momentum

Weekly account briefing

One email each Monday: which accounts changed, what needs attention, what got handled automatically.

Momentum

Account activity timeline

Full history of every account, visible to any team member from day one.

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Things your current setup cannot do

Flag a client as at-risk from their payment behavior before anyone on your team senses a problem

Tell you which clients are actually profitable, not just which ones bill the most

Chase late invoices politely and automatically, and stop the moment payment arrives

Start a renewal conversation sequence 60 days out, every time, without anyone remembering

Alert your team in Slack the moment a key account turns Critical

Show a new account manager the full history of a relationship on day one

All of it runs on data you already have. No timesheets required.

PRICING

Account management requires Momentum

Momentum

$149/mo (or $129/mo billed annually)

Why Momentum (not Clarity) for account management

Account health scoring, revenue-at-risk rollups, and automation rules are core to account management, and these capabilities live in Momentum, not Clarity. Recommending Clarity for an account management use case would be misleading.

Account health scoring is the foundation, not available in Clarity
Revenue-at-risk rollup and renewal forecasting help you prioritize the right accounts
Automation rules with an audit trail and cooldowns handle routine follow-ups automatically

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COMMON QUESTIONS

Questions service business owners ask about account management

🔒 Bank-level encryption · Read-only access · OAuth — we never see your passwords · We never sell your data

ACCOUNT MANAGEMENT

Ready to see what your accounts are trying to tell you?

Take the free Profit Gap Assessment and get your business archetype, your Business Health Score, and a personalized roadmap. About 5 minutes. No signup.

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