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Revenue · Account management

Keep every client warm without lifting a finger.

Checks in, surfaces renewal and upsell signals, answers account questions, and flags clients going cold before they churn.

What this AI manager closes
Proactive check-ins on every account
Renewal & upsell signals surfaced early
Instant answers to account questions
Built for B2B SaaS with a client bookAgencies & service firmsAnyone where renewals matter
The problem

Your best clients drift while your team fights fires.

Account managers can only stay close to a handful of clients at once. The rest get a quarterly email — and you only hear about a problem when they’re already halfway out the door.

Clients only contacted at renewal
Upsell signals quietly missed
Churn noticed far too late
Coverage doesn’t scale with the book
What it does

A dedicated account manager for every client at once.

01
Proactive check-ins

Reaches out on a cadence that fits each account — not a generic blast.

02
Health monitoring

Watches usage and sentiment to score account health continuously.

03
Upsell signals

Spots expansion and cross-sell moments and routes them to your team.

04
Renewal prep

Surfaces renewals early with context so nothing lapses by surprise.

05
Instant answers

Handles account, billing and product questions from live data.

06
Risk alerts

Flags accounts going quiet before they become churn.

Every
account actively managed — not just the top ones
Earlier
renewal and churn signal
+Upsell
moments your team would have missed
See it in action

A renewal, saved a month early.

Live conversationrepresentative demo
Heads up: Acme’s usage dropped 30% and renewal is in 45 days — churn risk. Want me to open a check-in?
yes
Sent a value recap and offered a quick call. They booked Tuesday — flagged for your AM.
Risk spotted and acted on weeks before anyone noticed.
How it works

Live in 1–2 weeks, in three moves.

01
Connect CRM & usage

Point it at your accounts, usage and history.

02
It monitors & engages

Each client gets proactive, personal attention.

03
Warm renewals & upsells

You step in when there’s real money on the table.

FAQ

The questions buyers actually ask.

It amplifies them — covering every account proactively so your AMs spend time where it counts.

It watches usage and sentiment and surfaces expansion signals with the context to act on them.

Your CRM and usage systems — every answer and alert is grounded in live data.

Give every client the attention only your top accounts get.

One team, two weeks, real conversations. Prove it before you scale.

Book a pilot
Pilots from $990/mo Live in 1–2 weeks Runs on your data