Every renewal opens with a case, not a countdown
The Renewal Manager weighs usage, sponsor health and open risks 90 days out, then hands your team the play to run, with the evidence behind it.
Renewal in 90 days · Ridgeline
Renewal ManagerRidgeline’s window just opened. Weighing which play the evidence supports.
Reading usage and health trends3sUsage is up 24% since signing and spread across three teams, not one.
Checking sponsor activity and open risks2sThe exec sponsor joined both QBRs and there are no open risks. This account is stronger than the day it signed.
Sending the play to the CSM1s
How it works
Renewal in 90 daysRenewal in 60 daysHealth change in windowSponsor changed · Meridian
Play sent · multi-yearEvidence pack attachedRenewal record updatedRenewal call proposedTriggered by the renewal window
When an account crosses 90 days to renewal in Salesforce or HubSpot, the agent opens the motion. No renewal starts as a surprise.
Weighs the account, then takes a position
Usage trends, sponsor standing, ticket history and open risks get weighed together, and the agent argues for a specific play rather than reporting a health score.
Delivers the play to your team
The recommendation lands in Slack and on the CRM record with its evidence attached: the play, the price position, and the pitch draft.
Without Relevance
With Relevance
A CRM reminder fires at 90 days and the CSM starts researching from scratch.
The window opens with the research already done: the account’s trajectory, the sponsor’s standing, and a recommended play.
Default to a flat renewal because nobody has time to build the case for more.
The agent weighs the signals and argues for a position: multi-year when the account is stronger than at signing, defensive when it is not.
A healthy usage graph hides a departed champion until the renewal call goes sideways.
Contradictory signals get weighed against each other, and the recommendation follows the whole picture, not the single best chart.
The top accounts get renewal strategies. The rest get an invoice.
Every renewal in the book gets the same researched recommendation, at 90 days, without exception.
The ask is justified by instinct in the room, so procurement pushes back.
Every recommendation ships with its evidence attached: usage deltas, sponsor activity, resolved risks, ready to reuse in the pitch.
Every renewal is called "on track" until the month it is not.
The agent says when the case is weak or the data is too thin to call, and lists what to learn before the ask.
Held to a quality bar, on every run
Every recommendation is checked against eval test cases written for this exact job before your team acts on it. If a run fails the bar, it never ships.
Renewal ManagerPass rate · last 14 days
Sampling 2% of live runs · 92% passing this week
Train your agent like an employee
Onboard it with your playbooks and correct it in plain English. It learns the lesson for good, and nothing changes until you approve it.
Built for enterprise teams
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.
Monitoring
Real-time visibility into every agent’s activity, performance, and cost.
RBAC
Control who can use, build, edit, and deploy agents.
Data residency
Multi-region deployment keeps your data within your required geography.
Version control
Full version history on every agent. Roll back to any previous state.
Audit logs
Every action, every decision, every tool call logged and exportable.
Human-in-the-loop
Set approval gates on any action or allow agents to ask questions.
SSO / SAML
Enterprise single sign-on with SAML 2.0. Centralize identity & access.
PII masking
Detect and redact personally identifiable information.
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."
Levi Watters
Partner, KPMG Australia
"The key for us was how we can modularize industry knowledge and the best playbooks, and apply it."
Allen Roh
Senior Marketing Manager, Autodesk
"We're looking for every place where AI can allow sellers and customer success reps to be more engaged with customers."
Rob Giglio
Chief Customer Officer, Canva
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."
Levi Watters
Partner, KPMG Australia
Team it up with more customer success agents
Deal won- 1Handoff brief sent
- 2Intro email sent
- Kickoff booked
Customer Transitioner
Hands new customers off from sales to success.
Onboarding Guide
Drives new customers through every setup step.
UpsellUpsell & Cross-Sell
Spots upsell and cross-sell potential per account.
Ticket resolvedSupport Triage
Classifies, prioritizes and routes inbound tickets.
Every agent you add shares one stack
These agents all run on one platform: one gateway, one router, one eval suite, one audit trail. Every agent after the first ships faster.
- Triggered by key events or signalslike Zapier
- Given access to contextlike Zep
- Connected to your appslike Composio
- Access to all LLMslike OpenRouter
- Performance evaluatedlike Braintrust
- No-code agent builderlike Dust.tt
- Coordinated into teamslike CrewAI
- Chained into multi-step processeslike n8n
- Kept alive through long-running worklike Temporal
- Traced at every step of every runlike Langfuse
Put the Renewal Manager to work this quarter
We partner with enterprise teams to take this work off their plate. An agent built with you, proven against your quality bar, and live in weeks.