View CRM Accounts by Your Team
The Accounts dashboard in Rafiki AI gives you a centralized view of all your CRM accounts and the activity associated with each one. By connecting your CRM (Salesforce, HubSpot, Pipedrive, Zoho, Close, Freshworks, or Monday.com), Rafiki AI imports your account data and enriches it with conversation intelligence.
What You See on the Accounts Dashboard
The Accounts screen displays a table with key information for every account:
Account Name -- the account name as it appears in your CRM
Deals -- the number of active deals associated with the account
Contacts -- the number of contacts linked to the account
Reps -- the team members who have been involved in meetings with this account
Meetings -- the total number of recorded meetings associated with the account
Amount -- the total deal value across all deals for the account
Created -- when the account was first listed
Last Updated -- when the account record was last modified
Sorting and Filtering
You can sort the accounts table by clicking on any column header to arrange records in ascending or descending order. This makes it easy to quickly find your highest-value accounts, most-active accounts, or accounts that have not had recent meetings.
Account Detail View
Click on any account to open its detail view, where you can see:
All deals associated with the account and their current stages
Contacts involved in the account
Complete meeting history with links to meeting recordings and transcripts
Rep activity and engagement levels
Switching Between Accounts and Deals
You can easily switch between the Accounts view and the Deals view using the sidebar navigation. Both views pull from your CRM data and provide complementary perspectives -- Accounts gives you the company-level view, while Deals gives you the opportunity-level view.
Getting Started
To see your accounts in Rafiki AI, you need to have a CRM integration connected. Go to Settings > Integrations to connect your CRM. Once connected, Rafiki AI will automatically import your accounts and keep them synchronized.