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For Account Management & Customer Success

Never miss a client moment again

Renewals and expansions happen when you show up at the right time. ForeBrief surfaces those times for you.

Protect and Grow Accounts ?

The best CSMs stay human at scale

Your clients don't churn because of features. They churn because they felt forgotten. The accounts that stick around? Those are the ones where you showed up when something actually mattered to them?a birthday, a big local event, a rough week in their city.

But tracking 30 clients' personal details across timezones isn't realistic. So you focus on usage metrics and miss the human signals that actually build loyalty.

What ForeBrief gives you

Birthdays, events, wins

Track birthdays, local events, and team wins for key contacts. Get notified so you can drop a quick, human message that actually matters.

Daily digest of who to contact

See at-risk or high-value accounts worth contacting today?complete with the reason why. No more guessing who needs a check-in.

Message prompts, not templates

Suggested openers based on what's happening in their world. Personalized outreach takes 30 seconds, not 30 minutes.

What this does for retention

Show clients you actually care

A quick "Hope you're staying safe" after a major weather event builds more trust than a dozen quarterly business reviews.

Catch expansion opportunities early

When you're top-of-mind because you showed up at the right moments, clients think of you first for new projects.

Reduce churn through genuine connection

Clients don't leave partners who remember their birthday or check in after a tough week. It's that simple.

"I saved two at-risk accounts this quarter just by reaching out at the right moment. One was a birthday, one was a local storm. Both said it meant the world that I checked in."

? Customer Success Manager

Stay human, even at scale

Start your 14-day free trial. Track up to 25 key contacts. No credit card required.

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