RevTech Account Planning Agent
revtech.ai
Spec sheet
- Purpose
- The Account Planning Agent continuously researches and maintains account plans, mapping stakeholders, identifying whitespace, and flagging relationship risk.Read 5 Oct 2026 · revtech.ai
- Intended users
- The page presents account planning as a way for teams to grow strategic and enterprise accounts through deliberate expansion planning.Read 5 Oct 2026 · revtech.ai
- Integrations
- The platform page names Salesforce, HubSpot, Outreach, Marketo, Gong, and Zendesk as systems in the existing stack it works with.Read 5 Oct 2026 · revtech.ai
- Security
- RevTech says customer data is not used to train third-party foundation models and agent access is scoped to least privilege.Read 5 Oct 2026 · revtech.ai
- Support
- RevTech lists Colin Brown as the primary support contact and provides help for access, CRM or agent issues, billing, onboarding, and customer success by email.Read 5 Oct 2026 · revtech.ai
- Account plan contents
- The account plan includes an account map, stakeholder map, whitespace analysis, relationship strength, and an action plan with plays, owners, and timelines.Read 5 Oct 2026 · revtech.ai
- Company start
- RevTech says it has been working on the problem since 2019.Read 5 Oct 2026 · revtech.ai
- Compliance documentation
- The security page says GDPR data processing terms and the sub-processor list are available on request, while penetration test summaries are available under NDA.Read 5 Oct 2026 · revtech.ai
- Governance
- Agent actions are recorded with actor, timestamp, evidence, and prior state, while consequential actions can be held for approval.Read 5 Oct 2026 · revtech.ai
- Human control
- RevTech says agents research and prepare repeatable work while people own relationships, strategy, and final execution.Read 5 Oct 2026 · revtech.ai
- Inputs
- The agent assembles account plans from CRM and external signals, grounded in the customer’s GTM context layer.Read 5 Oct 2026 · revtech.ai
- Platform model
- RevTech describes its agents as a fully managed service that runs above the customer’s existing systems, with the CRM remaining the system of record.Read 5 Oct 2026 · revtech.ai
- Pricing limit
- Starter includes 500 monthly credits that do not roll over; credits purchased on top remain available for 12 months while the subscription is active.Read 5 Oct 2026 · revtech.ai
Plans and prices
Starter $499 a month Billed monthly, month to month 500 credits a month to start · full agentic operating layer · guided onboarding and CRM connection · no annual commitment Read 5 Oct 2026 · revtech.ai
Annual agreement Priced on request Invoiced in advance From 10,000 credits a month, committed · volume pricing below the $1 list rate · professional services scoped separately Read 5 Oct 2026 · revtech.ai
Where Specifiction places it
- Account Planning Software#18 of 207.0
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