# Use Case: Account Management / Client Success Teams

## Overview
ScreenReply enables Account Management and Client Success teams to record personalized onboarding videos, walk clients through reports, and request quick video feedback directly from their CRM. No apps or installations required.

## Supported Integrations
- HubSpot (CRM card on Contacts/Companies/Deals, timeline sync)
- Front (composer integration, desktop app support)
- Attio (CRM integration)
- Intercom

## Workflow
1. Account manager generates a recording link from CRM or dashboard
2. Client clicks the link and records via browser - no extensions or account creation
3. Video is automatically uploaded and attached to the client timeline
4. AI generates a text summary with clickable timecodes

## Key Differentiators
- 100% browser-based recording for clients
- No client account creation required
- Video auto-attaches to CRM timeline
- White-label support: recording page displays company branding
- Custom S3 hosting option for data compliance

## Use Cases
- Personalized client onboarding walkthroughs
- Quarterly business review presentations
- Metric updates and report walkthroughs (replacing scheduled calls)
- Client feedback collection on workflows

## AI Summary Features
- Automatically generated text recap of recording
- Clickable timestamps identifying key questions and feedback moments

## Pricing
- 14-day free trial with unlimited users and recordings
- Team, Business, and Enterprise plans available