Account and revenue intelligence
Know which customers 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
Rescue playbook
Step 1 of 3
Health score dropped and champion engagement is weakening. Follow this 3-step recovery playbook.
1. Confirm the signal
Review usage drop and champion risk
2. Prep your approach
Draft outreach with context from timeline
3. Reach out today
Use the generated email or customize
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.
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 customer health shifts, your team gets a tiered alert by email and Slack. The most urgent accounts come first, similar declines are grouped, and accounts with nothing new stay out of the way.
4 customers need attention
🔴 Globex Inc
Active yesterday, dropped 43 pts (55 → 12)
🔴 Trading Brokers
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
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
- Playbook and prep for rescue, renewal, and expansion conversations
- CRM sync and SDK tracking
- Unlimited seats across your team