Hi Clara! I don't know if this is helpful, but we've built our own internal system/app for this as nothing out there could do what we were looking for.
It may be worth exploring this option for your needs.
For us, it works like this: it analyzes client meetings and scores "account health", "engagement", "CSM", the relationship, churn rate, and more (it even produces coaching advice for the CSM). We have connected this with our app, which has activity tracking, and with the ticketing system. Then the system reads all the signals daily, proposes the next immediate action (when, how, etc.), and pushes it to ClickUp as a task.
