Renewal Playbook
Drafts Salesforce NextStep updates and stage-policy moves for human approval, with outreach when no human touch is logged in the renewal window
This agent's page is still being built · the agent layer itself is live today, on every plan
The Problem
Renewal owners get a generic 'renewal approaching' ping instead of the stage-correct play for where each deal actually sits
What This Agent Does
Every agent on every plan · it's free to connect your CRM
More in Renewals
Renewal Health
A standing Renewal Health Score on every account, with one drafted move per account when the score says act: the email to send, the Risk Tier it sets, and the connection that would sharpen the read
Renewal Cadence Orchestrator
120/90/60/30/0-day cadence with role + CC matrix and drafted emails — Inbox + Salesforce Tasks on Salesforce, HubSpot tasks/workflow on HubSpot Pro+
Champion Watch
Fuses a champion-risk meeting signal with an external leadership-change signal on the same account and drafts a tactful re-thread email to a backup stakeholder
Connect your CRM and see it on your book
Connect your CRM and BaseCommand goes to work across your portfolio: health scoring, dashboards, and renewal reports on the data you already have. Renewal Playbook is included on every plan.
Every agent on every plan.
This agent's page is still being built · the agent layer itself is live today, on every plan
Every agent on every plan · see pricing