For teams · Account management
Accounts are conversations over years
Accounts are conversations over years, not tickets over days. The workspace keeps the long thread readable.
The problem
Account handovers lose years of context
Large accounts outlast the people who manage them. When an account manager moves on, their inbox holds the negotiations, the concessions and the names of everyone who matters. The successor starts by asking the client to explain themselves again.
How it works
How account management works in MimiDesk.
- 1
A new name writes in
Someone new emails from a client's domain and appears under that company, alongside every colleague of theirs who has written before.
- 2
Reassign the account
Move an account's conversations to the new owner in bulk. The internal comments and tasks go with them.
- 3
Get back up to speed
Ask Mimi for a summary of any long thread you missed while on leave, and read a few lines instead of a season of mail.
- 4
Answer with the record open
The pipeline and company screens sit next to the conversation, so a commercial question is answered with the deal in view.
The company view
Every contact who writes from an account, grouped under the company, with the whole correspondence in one place.
Handovers travel with the thread
When an account changes hands, the conversation and its notes go with it. Nothing lives in a leaver's mailbox.
Months, summarised
Mimi catches you up on the period you were not on the account — what happened, why it matters, what needs doing.
Questions
MimiDesk for account management: common questions.
What happens to an account's email when the account manager leaves?
Conversations in shared inboxes belong to the workspace, with their notes and tasks, and can be reassigned in bulk. Personal mailboxes stay private to their owner, so decide early which account mail belongs in a shared inbox.
How far back can we search a client's history?
Each plan keeps a set period of searchable history, up to seven years on Enterprise, and nothing is deleted to enforce the limit. Search covers every conversation you are allowed to open.
Can several account managers share one client?
Yes. A shared inbox per account lets a team work the correspondence together, with one owner per conversation and internal comments for the thinking behind each reply.
Can we connect MimiDesk to the CRM we already use?
The REST API is read-only today, so other systems can read data from MimiDesk but cannot write into it. Two-way sync with another CRM is not something MimiDesk offers at present.
Other teams
See all teams- Customer supportShared inboxes with goals that fit your hours
- SalesEvery prospect conversation, one history
- Customer successThe whole relationship in view
- OperationsSuppliers and partners, worked like customers
- E-commerce teamsOrders, returns and questions from every channel
- Internal service teamsHR, IT and finance requests as conversations
Bring your conversationshome.
Join the waitlist. We'll write when it's your turn — nothing else.
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