Most commonly asked questions by our Customers and Partners
From general information to specific questions, each answer is crafted to help you move forward confidently.
AMS stands for Account Management Software developed by Sciqus infotech, its a software made for account manager that’s automates Renewal ,Proposals ,Predict Churn rate and many more features to heps Account managers
CRM (Customer Relationship Management) focuses on acquiring customers through lead tracking and sales funnel management. AMS (Account Management Software) is designed to manage, retain, and grow existing accounts post-sale with features like renewals, client engagement tracking, and churn analysis.
No. AMS complements CRM. CRM handles pre-sale activities (leads, opportunities), while AMS manages post-sale lifecycle (account growth, stakeholder engagement, retention strategy).
CRM is used by sales and marketing teams to convert leads. AMS is used by account managers, customer success teams, and delivery leaders to build long-term client relationships.
Not by default. CRMs require custom workflows or third-party add-ons for renewals and churn risk tracking. AMS comes with built-in Customer Churn Analysis, renewal alerts, and engagement insights.
CRM gives visibility until the deal is closed. AMS provides end-to-end visibility into the client journey after the sale, including service delivery, feedback loops, and upsell opportunities.
Yes. AMS is purpose-built for B2B environments, especially those with long-term contracts, SLAs (Service Level Agreements), and ongoing engagement like IT services, SaaS, and Managed Service Providers (MSPs).
AMS includes:
Not effectively. CRMs are not designed to track account health scores, stakeholder mapping, or service history. AMS does this natively, making it essential for long-term account success.
Yes. In fact, they work best when integrated. CRM brings in the client, AMS ensures the client stays and grows.
As AMS is a unique Software build specifically for Account Mangers helping them Automate their work Giving them time to Strategies and build better Relationship with their Accounts , because such unique Qualities AMS is one of a kind software defecating with CRM
Account Management Software (AMS) helps account managers by centralizing all client data, tracking renewals, highlighting churn risks, and surfacing upsell opportunities. It offers a 360° view of each account, automates proposal generation, maps key stakeholders, and links service issues directly to client records. By streamlining workflows and enabling cross-functional collaboration, AMS allows account managers to focus on strengthening relationships, improving retention, and driving account growth.
While CRM focuses on acquiring new customers through lead tracking and sales pipeline management, AMS is built for managing existing clients after the sale. CRM is sales-centric, helping teams close deals, whereas AMS is relationship-centric, helping account managers retain clients, track renewals, analyze churn risks, and identify upsell opportunities. AMS complements CRM by providing the tools needed to manage the full post-sale lifecycle and ensure long-term account success.
Yes, AMS is designed for non-technical users like account managers. It offers an intuitive interface with dashboards, automated workflows, and drag and drop features that require no coding knowledge. Account managers can track renewals, log meetings, generate proposals, and analyze client data all through user-friendly tools built for everyday business use.
AMS is a game-changer for B2B industries like IT services, SaaS, Managed Service Providers, and tech resellers. Roles like account managers, customer success teams, and delivery heads benefit the most—anyone responsible for keeping clients happy and growing.
Our platform is built to scale with your growth—whether you’re managing 10 accounts or 10,000. With modular features, cloud infrastructure, and automation-ready tools, it adapts to increasing client loads, team expansions, and complex workflows without slowing down.
Our platform integrates seamlessly with popular tools like CRMs (e.g. HubSpot), email platforms (e.g., Outlook, Gmail), ticketing systems (e.g., Jira, Zendesk), and BI tools (e.g., Power BI, Tableau)—ensuring your account data flows effortlessly across teams.
Sciqus AMS offers multi-tier customer support to ensure seamless assistance at every stage. Our support includes:
We are committed to providing prompt and reliable support to help you get the most out of our platform.
Yes, our platform offers flexible customization options. You can tailor dashboards, modify workflows, set role-based views, and configure alerts—so the system fits your team’s unique processes without needing complex development.
Salesforce is primarily a Customer Relationship Management (CRM) tool designed to manage sales pipelines, leads, and customer acquisition. While it’s highly configurable, it often requires extensive setup, technical expertise, and custom development to meet post-sale account management needs.
In contrast, our platform is built specifically for Account Management, focusing on what happens after the sale is closed. It offers:
Simply put, while Salesforce helps you win the client, our platform helps you keep and grow them—with a sharper focus on retention, service delivery, and client success.
Yes, our platform includes built-in proposal generation that lets you create renewal, upsell, and custom account proposals in just a few clicks. It auto-fills key data, supports version tracking, and helps you send polished proposals without switching tools.
Yes, if you’re handling both lead generation and post-sale account growth, using a CRM alongside AMS is ideal. CRM helps you win new clients, while AMS helps you retain, manage, and grow them—together, they cover the full customer lifecycle without overlap.
No, AMS doesn’t replace your CRM—it complements it. While CRMs focus on capturing leads and closing deals, AMS takes over after the sale by managing client relationships, renewals, and growth. Both tools work best together to cover the full customer journey.
We offer flexible billing options to suit your business needs. You can choose either a monthly or annual subscription plan for Sciqus AMS. Annual plans typically come with cost benefits and discounts compared to monthly billing. For detailed pricing and the best plan tailored to your requirements, please contact our sales team or visit the pricing section on our website.
Yes, you can find a region-wise list of our official partners directly on our website. Additionally, our sales team is available to connect you with the right partner based on your business needs and location.
You can find a comprehensive list of our partners categorized region-wise on our official website under the “Partners” or “Partner Network” section. Additionally, our dedicated sales team is always available to assist you in connecting with the right partner based on your location and requirements. Feel free to contact our sales team via the contact details provided on the website, and they will guide you promptly.
Sciqus AMS is primarily a cloud-based software solution, which means you can access it securely through your web browser without needing to download or install anything locally. This ensures you always have access to the latest features and updates without manual installations. If you require any specific offline capabilities or integrations, please reach out to our support team for guidance.
No, Sciqus AMS is a fully integrated solution, and you do not need to purchase any additional licenses to use the core features. However, if you choose to integrate Sciqus AMS with third-party tools or software, those products may require separate licenses. Our team can help you understand any such requirements based on your specific use case.
Currently, we do not have a mobile application available. However, our mobile app is in the development stage and will be launched soon to enhance on-the-go accessibility. In the meantime, the web version of Sciqus AMS is fully responsive and can be accessed seamlessly from mobile browsers.
Sciqus AMS is designed with modular scalability, allowing you to onboard new users, assign roles, and manage complex account hierarchies with ease. It adapts to growing teams with granular access control and collaborative workflows.
Our proposal generator pulls live data from connected CRMs, pricing sheets, and templates, enabling automated, data-driven proposals in minutes—eliminating manual errors and formatting inconsistencies.
We offer centralized brand templates, pre-approved content blocks, and visual consistency tools that lock fonts, logos, and color schemes—ensuring brand integrity across all documents.
Yes, Sciqus AMS supports multi-tiered B2B account management with stakeholder tagging, relationship mapping, and multi-contact engagement history.
The platform includes QBR-ready templates, customer health summaries, renewal forecasts, and performance dashboards—automatically populated and exportable for strategic review meetings.
Yes, Sciqus AMS provides a single source of truth with real-time customer data synchronization across departments, enhancing alignment and decision-making.
Our journey visualization tool tracks key milestones, communications, renewals, escalations, and upsells—enabling full visibility into customer lifecycle stages.
Yes, built-in predictive analytics and churn detection models flag at-risk accounts using activity patterns, sentiment, engagement frequency, and KPI deviations.
Absolutely. Customer health is scored using custom and system metrics, engagement data, NPS (Net Promoter Score), and touchpoint frequency to visualize account trends.
We offer real-time, customizable dashboards with drill-down reporting for renewals, pipeline, engagement, sentiment, and churn—available by user role or department.
Yes, workflows can be triggered by lifecycle milestones (e.g., onboarding complete, renewal due) to auto-assign tasks, emails, or alerts.
Yes, the platform syncs with your live pricing database and business rules, enabling auto-populated, up-to-date proposal documents.
Automated alerts and renewal scorecards are sent to managers ahead of time, while AI models identify upsell potential based on usage and engagement data.
Yes, task automation and reminder scheduling ensure teams never miss critical follow-ups, renewal checkpoints, or QBR planning.
Proposals follow a review-routing workflow with comment threads, version control, and e-approvals—reducing internal review time drastically.
Yes, Sciqus AMS enables multi-user collaboration with permission-based views, shared task boards, and team-specific access controls.
We support real-time in-app messaging, email integrations, and Slack-like internal notes for seamless communication.
Yes, a centralized knowledge repository allows teams to upload, tag, and share documents, FAQs, and playbooks by account or segment.
Each account includes a commenting system for teams to leave notes, feedback, or internal handovers visible only to team members.
Yes, customizable in-app alerts, emails, and mobile push notifications ensure users are notified of account changes, approvals, or escalations.
Yes, our client-facing portal allows secure access to proposals, SLA tracking, support requests, QBR schedules, and project timelines.
Yes, we provide a self-service interface where clients can download assets, review documentation, and manage basic account actions.
Yes, our portal supports regional language selection and content localization to serve global client bases.
Yes, the customer portal includes a ticket management system with tracking, priority tags, SLAs, and team assignment.
Sciqus AMS supports integrations with Salesforce, HubSpot, Zoho, Microsoft Dynamics, SAP, Oracle NetSuite, and Mailchimp, among others
Yes, our AI modules offer recommendations for upsells, churn risks, renewal timing, and activity alerts using behavioral patterns and trends.
We use bi-directional sync with validation layers, audit trails, and fallback logic to ensure accurate and consistent data syncing.
Sciqus AMS adheres to GDPR, SOC 2 Type II, ISO 27001, and Indian IT Act compliance standards for enterprise-grade data security.
Yes, clients get API access and a dedicated sandbox environment to test workflows, integrations, and custom configurations safely.
Sciqus AMS is highly customizable and designed to adapt to your existing workflows, business rules, and operational logic through configurable panels—without the need for extensive coding.
Yes, you can create custom KPIs (Key Performance Indicators), dashboards, and reporting metrics tailored to your industry and strategic goals.
Absolutely. Sciqus AMS supports custom integrations with proprietary tools, internal systems, and third-party platforms via secure APIs.
Most customizations can be managed through intuitive configuration panels. However, advanced use cases may require occasional developer assistance, which our team can support.
Change requests are managed through a structured change management process, including requirement review, feasibility analysis, and delivery timelines—ensuring minimal disruption.
Our pricing is flexible and can be structured based on per user, per account, or usage tiers, depending on your operational model and scaling needs.
Certain onboarding services, custom integrations, and premium modules may carry additional charges. These will be transparently outlined during the proposal phase.
Yes, we offer multi-year agreements with price locks, volume-based discounts, and custom pricing tiers for enterprise engagements.
Yes, our team provides ROI (Return on Investment) estimations and cost-benefit analyses based on your current account management setup and target KPIs.
For large-scale or global rollouts, we provide custom pricing packages, region-based deployment options, and dedicated support plans.
Our API-first architecture ensures smooth and secure integration with existing systems while preserving workflow integrity and minimizing disruption.
We use a combination of automated migration tools and manual verification to ensure clean and structured data transfer.
Yes, our implementation team works closely with your stakeholders to align and map your business processes within the Sciqus AMS framework
You retain full ownership and visibility of your data. No restrictions are imposed on access, exports, or third-party sharing.
We conduct rigorous data validation, sync tests, and reconciliation processes during and after integration to ensure consistency and integrity.
We provide interactive tutorials, step-by-step guides, video walkthroughs, and live training sessions for new users.
Yes, we offer role-based training programs tailored to the specific needs of Sales, Account Management, Support, and Admin teams.
Most teams achieve operational proficiency within 2 to 3 weeks post-training, depending on their roles and platform usage frequency.
Yes, a dedicated Customer Success Manager (CSM) is assigned during onboarding to ensure smooth implementation and user adoption.
We recommend a phased rollout, early stakeholder involvement, peer learning, and tracking usage through adoption dashboards.
Sciqus AMS supports centralized role-based access control (RBAC) to manage user permissions by department, hierarchy, and function.
Common risks include data migration errors and user resistance. These are mitigated through backup protocols, testing environments, and custom onboarding plans.
Sciqus AMS complies with ISO 27001, GDPR, and undergoes regular security audits to ensure enterprise-grade protection.
We offer SLAs based on your subscription tier, with options including 24/7 support, priority response, and guaranteed resolution windows.
Yes, the platform includes real-time monitoring dashboards for tracking system performance, adoption rates, and usage metrics across departments.
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