Account and revenue intelligence
Know which accounts need you this week.
Catch retention risk, prepare for renewals, and surface expansion opportunities before they're missed.
Used by
- Polymail
- OnBuddy
- Wordsmith AI
- UseLay
- CFX
Synthwave AI
Recommended next step
Reach out today and ask what is blocking rollout this week.
The decline is sharp, recent, and still recoverable if the team acts this week before renewal momentum fades.
Best person to involve now: Liv Berg · VP Product
Ask your customer data a question or prep for the next customer conversation.
Grounded answers from your actual account and portfolio data, plus prep support for intervention, renewal, and expansion conversations. Not a generic chatbot — every answer starts from real health scores, risk signals, activity data, and account context.
Know what's at stake before the renewal call.
Health tells you something changed. Commercial tells you how much is on the line and when. ARR, renewal date, and renewal status sit on every account—synced from CRM or edited in FirstDistro—so prep starts from revenue reality, not a separate spreadsheet.
At portfolio level, see overdue and upcoming renewal ARR in one pipeline—then drill into any account from Customer Insights.
Synthwave AI
Commercial · synced from HubSpot
Renewal pipeline
Portfolio view · ARR basis
$42K/yr
Overdue
2 accounts
$186K/yr due
Next 30d
5 accounts
$520K/yr due
This quarter
12 accounts
Get ahead of critical customers.
When health scores move, your team gets tiered Slack alerts via Incoming Webhooks. Urgent accounts surface first, declining accounts are grouped, and stale accounts stay suppressed.
4 customers need attention
🔴 Globex Inc
Active yesterday, dropped 43 pts (55 → 12)
🔴 Acme Corp
Active 2 days ago, dropped 42 pts (60 → 18)
• Umbrella Corp — Active 8 days ago, trending down steadily
• Initech — Active 5 days ago, score declining (peak 60, now 35)
Teams were flying blind until churn, so we built the full account cycle.
Ready to act on customer signals?
Growth
30-day trial
For B2B SaaS teams that want one clear operating system for churn risk, renewals, and expansion.
50-account minimum · Unlimited seats
- Health scores and churn alerts
- Ask FirstDistro agent chat
- Prep for churn, renewal, and expansion conversations
- CRM sync and SDK tracking
- Unlimited seats across your team
Enterprise
For larger rollouts
For larger account volumes, custom commercial terms, and white-glove rollout support.
Talk with us about packaging, procurement, and onboarding.
- Larger account volumes
- Custom commercial terms
- Procurement and security review
- White-glove onboarding
- Priority support and rollout planning
Get started with guided onboarding.