Account Manager Pro

Account Manager Pro is a private, locally-run account management tool built for our reps. WHAT IT DOES - Upload your dealer account spreadsheet (.xlsx) once — it persists across sessions - View all accounts in a sortable, filterable table by product spend, meeting status, and active products (Autotrader, Xtime, Dealertrack, etc.) - Log meetings, notes, and contacts per account - Launch pre-filled emails, SMS messages, and calendar invites directly from the table - Upload an Outlook calendar export (.xlsx/.xlsm) to automatically match your meetings to accounts - Optionally connect your live Outlook calendar via Microsoft sign-in for automatic sync