Renewal Manager
Catch an at-risk renewal before you lose it
Flags at-risk renewals before the account quietly slips away.
From $199/mo
Renewal cockpit · Sample
$578K of ARR at risk across 6 accounts
Likely churn: 3 · at risk: 3 · expansion: 3
Gross retention
96%
Net retention
97%
ARR at risk
$578K
6 accounts
Expansion ready
$108K
3 accounts
Likely churn — largest first
- Acme RoboticsRenewal in 21 days High $148K
- Brixton LabsRenewal in 34 days High $96K
- Mailroom IncRenewal in 11 days High $72K
Control: High-value accounts get a second, independent senior review; disagreements come to you
It watches every paying customer every day. When usage drops, a payment fails, or support tickets sour, it drafts a save email with the evidence quoted — and an upsell email when an account is expanding. Each account keeps a written diary that compounds run after run, so nothing about a customer slips. You approve every send — unless you switch on auto-send (Scale and above), which by default covers only low-risk accounts.
Trained on
your Stripe invoices and subscription events + your HubSpot or Salesforce deals + your customer Slack channels + the per-account diary that compounds across runs
Methods
- Every paying customer reviewed daily, 14–90 days out from renewal
- Each verdict anchored to the exact invoice, Slack thread, or deal stage that moved it
- An append-only per-account diary — never edited, never deleted — that compounds over time
- High-value accounts get a second, independent senior review; disagreements come to you
- A save or upsell email drafted on the same evidence the verdict cited
Who it's for
B2B SaaS teams with a book of renewals too large to watch by hand.
How it works
From signup to the first finished piece of work.
Connect your billing and CRM, and list the customers you want watched with their ARR and renewal dates.
Every morning it reviews each account against payments, usage, deals, and support signals.
It classifies each account — expanding, steady, at-risk — and writes a diary entry citing what moved it.
It drafts a save or upsell email anchored to that evidence, and queues it for your one-click Send.
Capability matrix
Does well, with review, won't do.
Out-of-scope tasks escalate · they don't hallucinate
Does well
- Every paying customer reviewed daily
- At-risk and expanding accounts flagged with the evidence quoted
- Save and upsell emails drafted from that evidence
- A compounding written diary per account
- A Monday digest of the ARR in motion
With review
- You approve every save and upsell email unless you switch on auto-send (Scale and above)
- High-value accounts get a second senior review
- Reviewer disagreements come to you to decide
Won't do
- Never invents a Slack thread or deal it didn't see
- Never emits a health score it can't explain
- Never sends a save email without your approval unless you switch on auto-send — Scale and above, low-risk accounts by default
Connections
Per tool: why we need it, what we do, how it's audited.
Connect what you need, when you need it. The assistant only reads tools you explicitly link — never the rest of your stack.
- Your billing — Stripe subscription events and invoices, read-only.
- Your customer list — each account's ARR and renewal date.
- Optional: your CRM and customer Slack channels — for deal stage and conversation signal.
- We assemble each account's evidence bundle before drafting — no guessing, no opaque score.
- We keep the append-only per-account diary that compounds run after run.
- We route your highest-value accounts through a second, independent senior review.
What it reads on every task
Your data. Not the public internet.
Loaded fresh per task — change a doc, the next task picks it up. No retraining, no week-long fine-tune, no stale snapshot.
- Your monitored-customer list — each account's ARR and renewal date, private to your workspace
- Your per-account diary — one paragraph per run, append-only, never edited or deleted
- Your factor weights — payment history, usage trend, champion status, support sentiment — tuned to your business
- Your at-risk threshold and enterprise ARR floor — which accounts trip a save email, and which get the senior review
Guardrails
When it stops and asks you.
- An enterprise account (high ARR) — always routed through two independent senior reviewers before any draft
- An account that swings from steady to at-risk in a single run — promoted to the deeper review path
- A disagreement between the assistant and its independent reviewer — sent to your inbox instead of auto-resolved
- A verdict whose evidence can't be tied to a real source — dropped back to 'steady', never invented
Plans
Team
$199/mo
100 customers checked every day — risks with the evidence, and save emails drafted for you. Reads your CRM: HubSpot, Salesforce, Zoho, Pipedrive or Close.
Choose Teamor $1,990 a year — 2 months free · Pay yearly
The year is billed today; the 14-day trial comes with monthly billing.
Scale
$799/mo
500 customers, every account-health change double-checked by a second, stronger AI model, and save playbooks.
Choose Scaleor $7,990 a year — 2 months free · Pay yearly
Business
$2,499/mo
2,000 customers, plus CRM write-back to Salesforce.
Choose Businessor $24,990 a year — 2 months free · Pay yearly
Enterprise
Custom
Unlimited customers, SSO, and a custom SLA available — sign in to talk to us.
Contact usConnect Stripe or upload a customer list and your first full scan — up to 200 customers — is free, no card. Then try Team for 14 days with a card: cancel before the trial ends and nothing is charged; otherwise it simply continues. During the trial save emails are drafted for you only.
Try the sample, or start with your own data.