Proactive customer intelligence

Knowwhichaccountsareslipping,before they tell you.

Merrily reads every conversation, meeting, product event, invoice, and contract across the tools you already run, and turns them into one live health score per account. The AI does the reading, so there is no CS-ops team, no survey, and no manual CRM entry.

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Portfolio · account health
live
38
Northwind LogisticsAt risk

Sentiment dropped after 2 support escalations. North-star usage down 22% in 14 days.

renewal in 41d$84k ARR
Northwind Logistics38
Atlas Freight91
Vantage Imports64
Cedar & Co22

Reads every signal from your existing stack

Slack
Gmail
HubSpot
Stripe
PostHog
Granola
Salesforce
Zendesk
Gong
Intercom
Mixpanel
Snowflake
Outlook
PandaDoc
Attio
Slack
Gmail
HubSpot
Stripe
PostHog
Granola
Salesforce
Zendesk
Gong
Intercom
Mixpanel
Snowflake
Outlook
PandaDoc
Attio
The problem

Your customers are telling you they will leave. Quietly, across a dozen tools.

The warning signs are already in your stack, scattered across inboxes, call recorders, billing, and product dashboards no one has time to stitch together. By the time it reaches the CRM, the account is already gone.

The reactive way

You find out at the QBR.

  • A frustrated Slack thread no CSM was tagged on
  • Logins quietly sliding for three weeks straight
  • A renewal email that sat unanswered for ten days
  • A QBR where the champion sounded "off," but no one wrote it down
  • The save attempt that starts the week the contract ends

With Merrily

You find out the day it changes.

  • Every message, call, and meeting read and scored the day it lands
  • Usage decline flagged the moment the trend bends
  • Renewals surfaced with the risk context attached
  • Sentiment tracked across every touchpoint, automatically
  • A ranked "needs attention" queue, worst account first
The intelligence layer

One layer of judgment on top of your whole stack.

Merrily sits on top of the systems your team already lives in. It reads your customer signals out of them, reasons over every interaction, and turns them into account health, risk, and renewal intelligence in one place, without replacing a single system.

Your tools · signals in
Slack
Gmail
Granola
HubSpot
Stripe
PostHog
Postgres
Merrily·Intelligence layer

Conversations

sentiment · urgency · touchpoints

Product & billing

adoption · usage · revenue

Relationships

threads · summaries · digests

rolls up toone health score · 0–100
Merrily · intelligence out
Health scoresChurn riskRenewal radarExpansion signalsSentiment trendsAccount digests
Health scoring

A score you can actually explain.

Every account gets a single 0 to 100 score, moved by the real signals across your stack. No black box: open any account and see exactly what moved the number, in plain language.

38score
Northwind LogisticsAt risk

Down 9 points in 14 days · renews in 41 days

Signals moving this score

SentimentTurned negative on the last call
14
North-star usageDown 22% over 14 days
10
Open issues2 escalations this week
5
Renewal41 days out, no expansion in motion
3

Starts at a 70 baseline · recalculated live as new signals land

In plain language

Northwind cooled after two escalations and a sharp usage drop, with a renewal inside the quarter and nothing in expansion. The champion went quiet three weeks ago. Worth a call this week, not at the renewal.

Written from the actual conversations, calls, and usage, every account, every day.

The health ramp

Healthy80 to 100
Watch60 to 79
At risk40 to 59
Critical0 to 39
What you get

The whole relationship, on one screen.

From a portfolio-wide triage queue down to the single message that turned an account. Everything Merrily learns is one click away.

Triage queue, worst account first

A portfolio ranked by who needs you now. ARR tracked, ARR at risk, and the accounts trending the wrong way, surfaced before the renewal call.

Sentiment timeline

Every touchpoint on one thread, with channel, author, urgency, and sentiment scored automatically.

Usage & revenue

North-star usage trend and ARR per account, with the biggest movers called out.

Renewal radar

Renewal dates and notice deadlines parsed straight from your contracts, with risk context attached.

Touchpoint heatmap

See engagement cadence at a glance, and the gaps where an account went quiet.

Account digests, written for you

A plain-language brief for every account: what changed this week, what is at stake, and what to do next, drafted from every signal so you walk into the call already briefed.

How it works

Live in an afternoon. Working from day one.

No data team, no implementation project, no quarter-long rollout. Connect your existing stack and Merrily backfills your history on the first sync.

01

Connect your stack

Link Slack, email, your CRM, billing, product analytics, meeting recorder, and source-of-truth database. Each connection is probe-checked before it goes live, so a bad token never fails silently.

SlackHubSpotStripePostHog
02

Merrily reads everything

It pulls every conversation, meeting, product event, invoice, and contract, then reasons over each thread end to end, scoring sentiment, urgency, and usage automatically.

sentimenturgencyusagetouchpoints
03

You get live signal

A health score per account, a ranked needs-attention queue, renewal radar, and a written digest, updated as new signals land. Open any account to see exactly why the number moved.

health scorechurn riskrenewalsdigests
Integrations

Plugs into the tools you already pay for.

Merrily reads from your existing stack and writes intelligence back. Connections are probe-checked on connect and re-checked on every sync, so you always know a source is actually flowing.

Conversations & email

Slack
Gmail
Outlook
Microsoft Teams
Front
Intercom

Meetings & calls

Granola
Gong
Fireflies

CRM

HubSpot
Salesforce
Pipedrive
Attio

Billing & revenue

Stripe
Chargebee

Product analytics

PostHog
Mixpanel
Amplitude
Pendo

Support

Zendesk

Data & source of truth

Postgres
Snowflake
BigQuery

Contracts & calendar

PandaDoc
DocuSign
Google Calendar
Live today On the roadmapNeed a source we do not list yet? Tell us, new connectors ship regularly.
Who it is for

Built for the team that owns the relationship.

Customer Success

Walk into every renewal already briefed.

Your whole book ranked by risk, each account with the signals that moved it. Spend your week on the accounts that need you, not on stitching together tabs.

Founders & CEOs

See your whole customer base without a CS ops team.

One screen for health, usage, and revenue at risk. Know which logos are wobbling before the board meeting, with no dashboards to maintain.

RevOps & Account Management

Feed the forecast with real health, not vibes.

Expansion and churn signals the day they appear, tied to renewal dates and ARR, so the pipeline reflects what is actually happening in the accounts.

Stop guessing which accounts are healthy

Know every account.
Save the ones you'd hate to lose.

Connect your stack and watch your first health scores land within the hour. No surveys, no manual entry, no implementation project.

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