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
Agent layer · coming later · the foundation is free to start today
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
Free to start · no credit card · connect your CRM in one click
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 Quote
Multi-year pricing variants with stacked-uplift math, an AI-authored anchor recommendation, and expansion add-ons — Inbox-ready on any connected CRM, with an optional HubSpot quote-module embed
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+
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. Renewal Playbook is part of the always-on agent layer coming later.
Free to start. No credit card.
Agent layer · coming later · the foundation is free to start today
Free to start · no credit card · see pricing