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Watch the agents work.
Real output shape on sample data from a real CRM we connected. No signup, no OAuth.
Accounts
Account Brief
Complete account intelligence in 30 seconds — health score, stakeholder map, risk signals, and actions
Sample scenario
Acme Industries: at-risk account, 38 days to renewal
Accounts
Customer Health Monitor
Portfolio-wide health scores for every account — not just renewals — using standard HubSpot data
Sample scenario
47-account CSM book: 28 healthy, 11 watch, 8 at-risk
Revenue
NRR Command Center
Live NRR waterfall with component breakdown, cohort analysis, and trending from your HubSpot data
Sample scenario
Mid-market SaaS quarter: $4.2M starting ARR, +12% NRR
Accounts
QBR Report
Complete QBR document from HubSpot data in 60 seconds
Sample scenario
GrowthCo Software: Q3 QBR, expansion-track account
Expansion
Expansion Scout
Ranked expansion opportunities with revenue estimates and recommended approach
Sample scenario
Healthy book: 28 accounts at health ≥ 75
Accounts
Meeting Brief
Complete meeting brief for any customer conversation in 60 seconds — adapted to the meeting type
Sample scenario
Renewal call: Acme Industries, Wed 2pm
Renewals
Renewal Cadence Orchestrator
120/90/60/30/0-day cadence framework with role + CC matrix, multi-year anchor language, early-renewal incentive logic
Sample scenario
Acme Industries: full cadence map, 38 days to renewal
Renewals
Renewal Quote
Multi-year pricing variants with stacked-uplift math, an AI-authored anchor recommendation, and expansion add-ons — rendered inside the HubSpot quote the customer receives
Sample scenario
GrowthCo Software: Annual renewal + +50 seat expansion
Mid-Contract
Mid-Contract Scout
Ranked mid-contract expansion opportunities — accounts >60 days from renewal with signals-driven upside estimates
Sample scenario
Accounts in months 4-9: 18 in range, 6 expansion-ready
Mid-Contract
Mid-Contract Cadence Orchestrator
90/180/270-day touch cadence per account, QBR triggers, and accounts overdue for a mid-contract check-in
Sample scenario
Mid-contract cadence: 18 accounts, tailored touch plan
Mid-Contract
Mid-Contract Velocity
Closed-won mid-contract ARR, owner leaderboard, and weekly close rate — distinct from the renewal window
Sample scenario
Mid-contract velocity scan: 18 accounts tracked
More agent demos shipping every week. Want to see a specific one first? Tell us which one.
Or, see it inside the actual dashboard
Preview the full Suite on a sample 12-account renewal book.
Same renderers a paid customer sees (Renewal Forecast Roll-Up, NRR Command Center, Churn Risk Scanner), running on a sample portfolio. No signup, no OAuth.
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