Maintain · Watchlist
Watchlist: the accounts your workers never lose sight of
Add the companies that matter. From then on, Parker keeps their records current after every email and meeting, Scouts surface what changes in the market, and Taylor finishes the follow-ups. You see relationship health and open work in one row per account.
The Watchlist is where a revenue team keeps its key accounts in Heliyos. A watched company gets persistent attention from AI workers: Parker rewrites the summary, people and deal after each interaction, Scouts watch the public web for signals about it, and Taylor works the tasks that come out. The row shows last touch, open threads, upcoming meetings, deal state and the worker currently on it, so the team knows which accounts need a person today. Anything important waits in Reviews.
Use cases
Use cases
Twenty accounts, one founder, no time
Watch them. Every new email or meeting on any of them is read and reflected on the record without you opening it. You review what matters, not every change.
A champion changes jobs
A Scout catches the LinkedIn change, Parker updates the person and flags the deal as at risk, and a task to find a new contact appears on the account.
A deal has gone quiet for three weeks
The row shows the last touch and the stalled stage. Taylor can draft the check-in; you decide whether it goes.
Renewal in ninety days
The watched account carries its renewal date, the latest usage notes and the people who matter, so the renewal brief writes itself.
Handing an account to a colleague
Everything is on the record: conversations, meetings, decisions, open work. The new owner starts with the full memory.
Watchers in use 18 / 25
Capacity is visible in the app, so the team always knows how many more accounts it can watch on the plan.
How it works
How it works
- 01
Add a company
Search or import it. Connected inboxes and calendars backfill the history, and enrichment completes the record.
- 02
Workers take over the upkeep
Every new interaction on the account triggers Parker. Scouts watch the public web for signals that match it.
- 03
Review what matters
Deal stage changes and outbound email can wait for approval. Everything else appears on the timeline with evidence.
- 04
Act from one place
Open the account to see memory, conversations, meetings, tasks and the workers at work on it.
Workers
Who works here
Workers show up where the team already is, with a clear marker for who did what. Your own custom workers join them.
Parker
TaylorFAQ
Questions people ask
- What is an account watchlist in a CRM?
- A set of companies a team flags for continuous attention. In Heliyos, watched accounts get AI workers that keep records current, catch changes and create follow-up work, with review for anything important.
- Does the Watchlist replace a CRM?
- Heliyos can be your system of record, or it can sit beside HubSpot and keep that record current. The Watchlist is where the workers focus either way.
- How many accounts can I watch?
- It depends on your plan. The app shows "Watchers in use" so the team always knows the allowance left.
- Will a worker change a deal without asking?
- Only if you allow it. Deal stage changes can be set to need review, and every change shows the email or meeting it came from.
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