1
Every renewal walks in pre-briefed
Risks flagged · Next Steps written · Close Plan drafted · ROI calculated, for renewals and expansions, not just new biz. Sixty days out, the prep is already done.
Account Manager 
Account Manager
Renew on time. Expand on signal. Every account arrives with MRR, risks, and expansion levers named, every renewal deal pre-briefed, every quote signs itself into Stripe, and an agent that knows your book.
AI-automated Retention
Customer book · MRR
Search
Filter
Add
Customer MRR Plan Status
T Tesla $48,000Enterprise Active
N Nvidia $32,000Enterprise Active
S Stripe $24,000Scale Active
O OpenAI $18,500Scale Active
A Anthropic $12,500Scale Active
F Figma $499Pro Past due
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Your CRM
This is your CRM.
Pipeline, Accounts, Contacts, Activity, Quotes, Customers. All native. No Salesforce license required.
Pipeline AccountsContactsActivityQuotesCustomers
Pipeline value $148.5K 8 open deals
Accounts 164 +12 this week
Contacts 847 +34 today
Activity 47 Today
Quotes Q-0040 Latest
Today's pipeline 8 deals · $148,500
Tesla · Q3 Expansion
$48,000
Nvidia · GTM Standardize
$32,000
Stripe · Renewal
$24,000
OpenAI · Team Rollout
$18,500
Already on a CRM?
graph8 syncs bidirectionally. Keep your system of record, run your day here.
+ more Trusted byEnterpriseteams on graph8
How Account Managers use graph8
Your day, briefed and on autopilot
2
Expansion levers, not vibes
Credits exhausted · plan-utilization · usage cadence · /pricing revisits, every signal surfaces on the Health card. Quote-to-Stripe in one tool when the conversation lands.
3
An agent that knows your book
Natural-language agent on every page. Reachable from WhatsApp · Slack · Roam · iMessage, ask 'who's at risk this quarter?' from your phone.
Inside graph8
The 5 surfaces you'll live in
5 places in graph8 you'll open every day.
Surface 1 · Customers
Your book of business, sorted by MRR
Open `/deals/l/customers`, sort by MRR descending. Top accounts come first. The right-rail Health card shows MRR · ARR · Health · Expansion Levers · Risk Signals · Role Assignments, that's your QBR prep, written from the data.
- Columns: Status · MRR · Plan · Subscription · Customer Since · Owner · Deals · Deal Value
- Right-rail Health card, MRR · ARR · Health score · Expansion Levers · Risk Signals
- Filter Owner = you for your book of business
- past_due flag for renewal-risk customers
app.graph8.com/deals/l/customers
Customer book · MRR
Search
Filter
Add
Customer MRR Plan Status
T Tesla $48,000Enterprise Active
N Nvidia $32,000Enterprise Active
S Stripe $24,000Scale Active
O OpenAI $18,500Scale Active
A Anthropic $12,500Scale Active
F Figma $499Pro Past due
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Surface 2 · Renewal pipeline
Every renewal arrives with a written plan
Create a renewal deal sixty days ahead of contract. The same Deal Intelligence stack that briefs an AE on new biz now briefs you on the renewal, Risks named, Next Steps written, Close Plan drafted, ROI re-calculated from the last twelve months of usage.
- Strategy: Deal Risks · Next Steps · Close Plan
- Analysis: ROI · Competitive read
- Stage Readiness gauge, green when ready to advance
- Suggest next step, one click when the renewal stalls
app.graph8.com/deals/pipeline
Dialer / Live Deal · live
History
NV
Nvidia · Q3 Renewal + Expansion
$32,000 · Engaged Value
$32,000
Stage
Engaged
Close
Jul 15
Details
Close plan Annual renewal + 2-seat expansion. Champion: VP RevOps. Risk: credits underused last quarter. Mitigation: usage-tier downgrade option offered. Expected close: Jul 15.
Stage readiness 75%
Suggest next step Open close plan
Surface 3 · Quotes
Renewal quote → signed → billed in one tool
Quote-to-cash works the same way for renewals and expansions as it does for new biz. Build the quote, send for signature, Stripe auto-provisions the new subscription the moment they sign. Watch Sent · Viewed · Signed populate live.
- Status filters: Draft · Sent · Viewed · Accepted · Expired · Declined
- Lifecycle timeline per quote, every event timestamped
- Duplicate from last year's quote · update qty · resend
- Stripe customer + subscription + invoice auto-provisioned on sign
app.graph8.com/deals/quotes
Dialer / Live Quote · Q-2026-0048
History
NV
Q-2026-0048
Nvidia · Net 30 · Valid Until Jun 30, 2026 Customer
Nvidia
Status
Accepted
Stripe
Provisioned
Details
Annual Renewal · 750,000 Credits · qty 1 $32,000.00
Sent Jun 4, 10:22 AM
Viewed (×4) Jun 4, 2:18 PM
Signed ✓ Jun 5, 9:47 AM
Duplicate Resend
Surface 4 · Inbox + Bridges
Every customer thread in one place
Email · SMS · WhatsApp · Slack · iMessage, every thread against the customer, sentiment-tagged, sequence-attributed. Before sending a renewal quote, scan the last ten threads. Reference one value moment by name and the response rate jumps.
- Sentiment chips: Interested / Out of Office
- Filter by customer domain to find every thread
- 4 bridges live: WhatsApp · Slack · Roam · iMessage
- Global Agent · sparkle icon · every page · Cmd-K search
app.graph8.com/inbox/email · /profile?tab=apps
RENEWAL_Q3_EXPANSION, SEQUENCE
3 replies - 2 interestedJ(
renewal quote attached, same terms + 2 seats
Jensen (Nvidia)Interested
P(
Q3 usage review · ready for next call
Patrick (Stripe)Interested
D(
out till next week, circling back
Dylan (Figma)OOO
3 of 12 threads - sorted by reply
Filter
Surface 5 · Visitors + Intent
Customer hits your site? That's the call to make today
Identified companies hitting graph8 properties. Cross-reference with your book, a customer on `/pricing` or a competitor-comparison page is either expanding or shopping. Call them today.
- Identified named companies (no IP-only ghosts)
- Per-company page-visit timeline
- Channel mix: Direct · Organic · Referral · AI/LLM
- Cross-reference with your customer list
app.graph8.com/visitors?tab=companies
Identified visitors
Search
Filter
Add
Company Pages / Detail Channel
T Tesla /pricing · /credits Direct
N Nvidia /platform/ai · /pricing Direct
S Stripe /credits · /pricing AI/LLM
O OpenAI /pricing · /dialer Direct
A Anthropic /credits Direct
S Snowflake /blog · /trends Referral
L Linear /platform/ai Referral
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Ask graph8 anything
An agent that knows your world
Sparkle icon, top right, every page. Or DM the same agent from your phone via WhatsApp, Slack, Roam, or iMessage.
Sample agent exchange · illustrative
An agent that knows your world
Online
Recent
Pipeline summarynow
Tesla close plan2h
Renewal riskMon
Best 3 leadsFri
TC
Which of my customers are at renewal risk this quarter and what should I do about it?
9:42 AMRead
6 customers · $135,499 ARR at risk · (across renewals due in next 90 days)
DealStageAmountClose
Tesla · Annual RenewalEngaged$48,000Aug 22
Nvidia · Renewal + ExpansionEngaged$32,000Jul 15
Stripe · Annual RenewalDisco$24,000Aug 04
OpenAI · RenewalDemo$18,500Jul 28
Figma ($499) is past_due, 14 days no reply, last login 21d ago. Anthropic's renewal closes Jun 18 with no meeting booked. Tesla's $48k expansion is healthiest, credit usage tracking 40% above plan, perfect tier-up moment.
9:42 AMgraph8
TC
Ask anything - try "show open deals over $20k"
Send
Try
which customers haven't been emailed in 30 days? show me past_due customers + total revenue at risk which of my customers visited /pricing in the last 7 days?
Value
What changes when you ship with graph8
For you
For you, the Account Manager
- Every renewal walks in pre-briefed and ready
- Expansion signals surfaced, credits, usage, intent
- Quote → signed → billed without leaving the deal
- Agent in your pocket via WhatsApp / Slack
For team
For your team
- Renewal forecast you can actually see
- Net revenue retention you can defend in a board meeting
- Quote-to-cash inside one tool, no DocuSign tab
- Churn risk caught before the renewal call, not after
+18%
Net revenue retention lift on graph8
How AI automates the work
The agents that run behind your day
Three engines built into the surfaces above. Same product, named for what they do.
Renewal Agent
Writes Risks · Next Steps · Close Plan · ROI for every renewal deal sixty days ahead of contract. Refreshes after every call transcript and email reply against the customer.
Expansion Agent
Watches credit usage, plan utilization, and site intent across your book. Surfaces expansion candidates on the Health card with the lever named, not just 'looks ready', but 'credits exhausted, 40% above tier'.
graph8 Agent
Answers natural-language questions about your book. Reachable from any page or your phone via WhatsApp · Slack · Roam · iMessage.
Connected roles
A Account Manager on graph8 works with
Account Executive
Closes the new logo · hands you the customer with the deal context, contracts, and stakeholder map already written.
Open role Customer Success Manager
Drives adoption while you drive commercial outcomes, same surfaces, different framing, one shared Health card.
Open role Onboarding / Implementation
Kicks off post-signature · hands you a customer with usage already trending up by the time the first renewal conversation lands.
Open roleAbout graph8
Account Managers use graph8 to move faster, and sell smarter.
Early customers automate follow-ups, scheduling, and CRM updates so reps stay in flow and spend more time in conversations.
More qualified pipeline
Real-time engagement + instant scheduling turn interest into booked work without extra tools.
Less busywork
AI drafts replies, logs activity, and syncs data automatically, so every role focuses on people, not paperwork.
One operating picture
Every signal rolls up to deals and accounts, giving leadership real visibility and IC's clear next steps.
graph8 Execution Plan
$499 /month
7-day free trial. No credit card. Cancel anytime.
All B2B data, intent, and visitors, free Search, segment, identify. App, MCP, or CLI. No credits charged for browsing.
You only pay for execution
75,000 execution credits / month included
Sending, dialer, AI voice, AI workflows
Meeting routing and booking
Unlimited users, no seat fees
Pay As You Go Free data, intent, and visitors included. Pay only when execution runs.
$0.05 /credit
Start free in 3 minutes. No credit card required.
Free intelligence layer Free in every plan
700M+ contacts and 100M+ companies
Search by title, seniority, industry, and tech stack with real-time filters.
Intent + visitor signals
See which companies research your keywords and visit your site.
Unlimited users
Invite your whole team: sales, marketing, RevOps, founders, agencies. No per-seat fees.
App, MCP server, and CLI
Same free data through the app, the MCP server (Claude, Cursor, ChatGPT), and the CLI.
Usage-based execution Metered
Full GTM platform
Sequencer, dialer, inbox, campaigns, CRM, and AI agents in one system.
AI voice agents
Clone any rep's voice for inbound and outbound calls with live booking.
5-channel sequencer
Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.
AE cockpit
AI-prioritized deal actions with meeting prep and risk alerts.
Waterfall enrichment
Pay only when a provider returns a match. Bring your own vendors too.
Always-on principles
No seat licenses
Invite everyone. Pricing never scales with headcount.
Every feature unlocked
No tiers gating voice, enrichment, sequencer, or campaigns.
No contracts
Month-to-month, cancel anytime, credits never expire.
Fair-use guardrails
Free data is designed for real GTM execution, not bulk export or scraping.
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