Account management software for sales teams—
every deal, one workspace.

Ida is account management software for sales teams that keeps every deal organized without the overhead of a traditional CRM. Each account tracks sessions, notes, people, pipeline stage, deal size, and competitive context—all in a fast, native workspace.

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Accounts with full context

Each account shows sessions, notes, people, comments, stage history, and linked documents in one view.

Pipeline stages and transitions

Move accounts through custom stages with automatic transition tracking. See exactly when and why a deal moved forward.

People and contacts

Track contacts per account with roles, email, and meeting history. Calendar attendees are ingested automatically.

Threaded comments

Collaborate on accounts with threaded comments—tag teammates, share context, and keep the conversation alongside the deal.

$30 /month
  • 7-day free trial—no credit card required
  • Unlimited meetings and documents
  • Enterprise plans available for teams
Start free trial Talk to the team

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