CRM
Never miss a renewal again
Example prompt from Customer Success
Flag customers with renewals coming up in 30 days and draft a renewal outreach for each.
Customer Success
Renewal windows are easy to miss when they're scattered across dozens of deals. Dex scans HubSpot for upcoming renewals, pulls the account's recent activity and health signals, and drafts a renewal email tuned to each customer's situation.
How Dex does it
- 1Find HubSpot deals with renewal dates in the next 30 days
- 2Pull recent usage data, support tickets, and call notes per account
- 3Flag at-risk accounts based on activity and sentiment
- 4Draft a renewal email tuned to each account's situation
Want this running for you?
Install Dex and paste this prompt to get started.