Get the full picture on any account in 30 seconds
Complete account intelligence in 30 seconds — health score, stakeholder map, risk signals, and actions
No credit card. Connect your CRM in one click.
Account Brief
Full account intel in 30 seconds
What you get
Account snapshot: open deal count, open value, contact count, and days since last touch
Stakeholder list with name and role, plus a single-threading flag when only one contact is on file
Risk and expansion signals with specific evidence from account data
Prioritized action plan with concrete next steps tied to real contacts and dates
Delivered in 30 seconds. Run anytime you need complete account context: before meetings, during reviews, or when something feels off.
Live demo · sample data from a real CRM we connected
See Account Brief on a real-shaped portfolio.
Pick a sample book. Run the agent. See the output it would produce, in the same shape as on your real CRM.
A mid-market account in the renewal window. Health is wobbling, the champion left in August, and the CSM hasn't been in front of an exec since June.
Click “Run on sample” to see the output Account Brief produces.
Output renders the same way on your real CRM data. This preview uses sample accounts.
How It Works
Up and running in under 2 minutes
Connect HubSpot
One-click OAuth. Read-only access to deals, contacts, companies, and engagements. Requires HubSpot Professional or higher.
Agent Pulls Full Context
Aggregates deal history, contact engagement, activity timeline, and commercial data into a single intelligence brief.
See the Full Picture
Account snapshot, stakeholder list, risk signals, expansion opportunities, and a prioritized action plan, everything in one view.
The Difference
Stop guessing. Start knowing.
Without Account Brief
20 minutes clicking through HubSpot tabs to understand an account
No single view of account snapshot, stakeholders, and engagement together
Risk signals scattered across deal records, contact activity, and notes
Asking CSMs for account updates because there's no self-serve intelligence
With Account Brief
Complete account intelligence in 30 seconds: type a name and go
Account snapshot, stakeholder list, and engagement recency in one report
Risk and expansion signals surfaced with specific evidence
Self-serve account intelligence: anyone on the team can pull it
Capabilities
What's Inside
Instant Account Narrative
Type a company name and get a structured intelligence brief in 30 seconds. No clicking through tabs or compiling from multiple tools.
Account Snapshot at a Glance
Open deals, open value, contact count, and days since last touch, with a plain-language flag the moment single-threading or a stale deal shows up.
Stakeholder List
Every contact with their role, so you can see who's mapped, plus an account-level single-threading warning when there's only one.
Risk & Expansion Signals
Specific risk and expansion signals with evidence from actual data, not generic categories.
Recommended Actions
Prioritized actions specific to this account and grounded in its real contacts and deal data, like reaching out to the one contact on file before the deal goes any longer without a touch.
Built for you if…
You're a CSM who needs quick account context before any conversation
You're a VP of CS who wants account intelligence without asking each CSM
You're covering for a teammate and need to get up to speed on their accounts fast
You want a Gainsight-style C360 view without leaving HubSpot
20 minutes of manual research per account, 50 accounts per CSM. That's 16 hours/month.
Free to start · no credit card · connect your CRM in one click
Common Questions
Read-only access via OAuth to deals, contacts, companies, and engagement history (emails, meetings, calls, notes). We never modify your data.
About 30 seconds. Type a company name and get the full intelligence brief.
They cover different jobs. Customer Health Monitor scores your entire portfolio at once, great for weekly reviews. Account Brief gives deep intelligence on a single account, great for meeting prep and ad-hoc research.
Yes. When only one contact is on file for an account, the agent flags single-threading as a risk signal on the account snapshot.
Yes. Cancel anytime. No contracts, no minimums. Your first 3 runs are free.
More in Accounts
Start free and see results in 2 minutes
Connect your CRM and BaseCommand goes to work across your portfolio: health scoring, dashboards, and renewal reports on the data you already have. Account Brief is part of the always-on agent layer coming later.
Free to start. No credit card.
Free to start · no credit card · see pricing