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Renewal Manager Cockpit Health Forecast Save plays Portfolio Setup

Setup

Sample data

What the Renewal Manager connects to, how its autonomy is governed, and where results are delivered. This is a read-only preview on sample data — connect your own data to make it real.

Connections

Stripe

Connected Read-only
Why
The required source: renewal dates, ARR and payment health come from your billing.
Reads
Subscriptions, invoices and renewal metadata — via a restricted read-only key you paste.
Unlocks
The daily scan, the renewal board and every ARR figure.
Last sync
Today 06:00 UTC (daily scan)
Use this setup

CSV import

Import Import
Why
The no-Stripe on-ramp: bring your accounts from a spreadsheet.
What you import
Account name, ARR, renewal date, cadence and owner from your CSV.
Unlocks
A monitored book without connecting billing first.
Last sync
62 accounts imported
Use this setup

HubSpot

Available on request Read-only
Why
Deal stages and contact engagement sharpen the at-risk verdicts.
Reads
Deals, stages, amounts and engagement signals — read-only.
Unlocks
CRM evidence in every save-play draft.
Request access

Salesforce

Available on request Read-only
Why
Same role as HubSpot for Salesforce teams, plus renewal-date sync.
Reads
Opportunities and renewal dates — read-only.
Unlocks
CRM evidence and synced renewal dates.
Request access

Slack

Not configured Read-only
Why
Customer-channel messages become churn signals.
Reads
Messages in the customer channels you map — nothing else.
Unlocks
Conversation signals in the evidence bundle and the Slack digest.
Connect my data

NPS webhook

Receiving events Signal only
Why
Score drops are one of the earliest churn signals.
Reads
NPS responses posted to your webhook.
Unlocks
NPS trends inside each account's evidence.
Last sync
Last response 2 hours ago
Use this setup

CRM write-back

Available on request Write-back
Why
Push the verdicts back where your team works.
What it writes
Writes account health and save-play outcomes to your CRM.
Unlocks
CRM fields your AEs see — no new tab to check.

Ships with the Business plan.

Request access

Policy & autonomy

  • Approval mode: every drafted save or upsell email waits for your click — auto-send is off by default.
  • Per-severity rules: medium and high severity always go to review; low severity may auto-send only after you explicitly widen it.
  • Coverage floor: never acts on billing signals alone, and never contacts the same account twice within 3 days.
  • Notice windows: each account carries its renewal date and notice deadline — work starts early enough to matter.
  • The 30-minute cancel-save email is OFF until you enable its webhook — then it sends automatically.
  • Escalation: reviewer disagreement and accounts at $50K+ ARR route to your inbox instead of auto-resolving.

Notifications & delivery

  • Monday digest at 12:00 UTC — the ARR in motion this week, by email.
  • Slack digest: not configured — connect Slack to mirror the digest into a channel.
  • Channel map: 3 customer channels mapped to accounts.
  • Owner-notification steps are recorded in the audit timeline and play-run view; external email or Slack delivery is not enabled yet.

Usage & limits

Team plan (sample)

62 of 100 monitored accounts

Choose a plan

Billing

Plans are priced by monitored accounts. Pick one on the role page — the checkout keeps your role and tier.

Choose a plan Connect my data