Customer intelligence, on autopilot.
Merrily reads every customer conversation, meeting, product event, invoice, and contract across the tools you already run, and turns them into one live view of account health.
Every signal, one graph
Merrily reads across the tools you already run: messaging, email, meeting notes, support tickets, product events, billing, and contracts. No data entry, no surveys, no parallel system to maintain.
- Conversations, meetings, and email read end to end
- Product usage, invoices, and contracts in the same model
- New sources start contributing the day you connect them
Connected sources
One signal graph
42 accounts, 1,184 signals this week
A live health score you can explain
One score per account, updated continuously from what is actually happening. Every score comes with the plain-language reasons behind it, so a CSM can act on it and a CEO can believe it.
- Continuously recomputed, not a quarterly snapshot
- The signals that moved the score, in plain language
- Tuned to your definition of healthy, watch, at risk, critical
Account health
Northwind Labs
Renews in 47 days · $84k ARR
Catch churn before the renewal
Your book ranked worst-first, with the reasons attached and the renewal date in view. Walk into every save play already briefed, weeks before the contract is up.
- At-risk accounts surfaced the day the signals appear
- Risk tied to renewal date and ARR
- No more finding out at the QBR
At risk, renewing soon
Vela Logistics
Champion left · renews in 21 days
Cobalt Systems
Tickets up, sentiment down · 38 days
Harbor Health
Usage flat since onboarding · 52 days
Surface expansion you would have missed
The same signal graph that flags risk also finds momentum: new teams onboarding, usage climbing past a plan, champions advocating internally. Expansion moments, the day they appear.
- Usage and adoption trends per account
- Champion and advocacy signals from real conversations
- Expansion candidates ranked alongside renewals
Expansion signal
Orbit Software
Weekly active users
A second team started using the product and usage is past the current plan. Time for an expansion conversation.
The whole relationship on one timeline
Every touchpoint across every channel in one place, each scored for sentiment and urgency. Stop stitching together tabs to reconstruct what happened with an account.
- Channel, author, sentiment, and urgency on every touchpoint
- One timeline across messaging, email, calls, and tickets
- Searchable history, no manual logging
Communication timeline
Slack · Customer
"Still blocked on the export bug."
Call · CSM
QBR: agreed on rollout plan
Email · Champion
"This saved us a full day."
Briefed before every renewal
Merrily hands you a running brief for each account: what changed, why the score moved, and what to do next. Spend your week on the accounts that need you, not on reporting.
- A plain-language brief per account
- Change summaries since you last looked
- Quiet when nothing needs you, loud when something does
Renewal brief · Meadowlark
Score: 71, up 6 this month.
What changed: support backlog cleared, two new seats activated.
Watch: exec sponsor has not replied in 3 weeks.
Next: confirm the sponsor before the 60-day renewal window.
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
Meetings & calls
CRM
Billing & revenue
Product analytics
Support
Data & source of truth
Contracts & calendar
Not another dashboard to keep alive.
Merrily computes itself from the signals you already generate. There is nothing for your team to maintain.
No surveys
Health comes from real conversations and usage, not an NPS blast.
No manual entry
Nothing to log. The score updates from what already happened.
No implementation
Connect a source or two and see your first scores within the hour.
See your accounts the way Merrily does.
Connect your stack and watch your first health scores land within the hour. No surveys, no manual entry, no project.