Sales
CRM logging and clean-up
Logs calls, emails and meeting notes to the right CRM record, fills in missing fields and merges duplicates, so the pipeline reflects what really happened.
Automation
Sales · Agent
Renewal and upsell alerts
AI renewal and upsell alerts for account managers
Watches usage, billing and support history to warn account managers about renewals at risk and customers ready for more, with a drafted next step.
01 today
The problem
Renewal dates live in a spreadsheet or a billing system nobody in sales checks. Account managers find out a customer is unhappy when the cancellation arrives. Customers who have outgrown their plan or reorder often are not offered more because nobody spots the pattern.
02 the run
What the AI does
- Step 1: Reads contract end dates and billing history from Stripe, Chargebee or your accounting system.
- Step 2: Combines usage or order data with recent support tickets in Intercom or Zendesk to judge account health.
- Step 3: Spots signals worth acting on, such as falling usage, repeated complaints, seat limits reached or larger repeat orders.
- Step 4: Creates a task on the account in your CRM with the reason, the evidence and a suggested approach.
- Step 5: Drafts a check-in or offer email for the account manager to edit and send.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
The account manager decides whether to act and writes or approves every message to the customer. Discounts and plan changes still follow your normal sign-off rules.
04 after
What changes
Renewals get attention well before the end date, and at-risk customers hear from you before they decide to leave. Expansion conversations happen because the timing is right, not because someone happened to remember.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
Related use cases
Sales
Weekly pipeline summaries
A plain-English pipeline summary lands every Monday: what moved, what stalled, which deals slipped their close date and where the forecast looks shaky.
AutomationSales
Sales call coaching
Recorded sales calls are checked against your own playbook, so each rep gets a short note on what went well and the one thing to change next time.
Custom app
Tell us how your business runs. We'll tell you where AI fits.
A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.