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PYRAMYD

Accounts hub

See churn coming while you can still stop it.

Your CRM knows the renewal date. The graph adds what the account's staff say about their tools in public reviews, how its hiring is moving, and the competitors named in your open deals — and turns it into a churn read with named drivers and the play to run next.

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churn risk 0–100 with named drivers · 8-dimension account score · every churn call scored when its window closes · your data stays private to your company

Built for

Customer success and account management, sales and RFP teams, sales operations and RevOps, and product marketing. See each team's work

Plans

Included in Growth and Enterprise. See pricing

What's inside

6 modules, named as they appear in the app.

Each one reads and writes the same graph, so a signal that lands in one place shows up everywhere it matters.

Account 360

Churn calls that come with a scorecard.

  • Know who is at risk, and whyA churn score from 0 to 100 with up to four named drivers, once the account is linked to your CRM.
  • See where the account is headingWhich tools its staff rate poorly, how its hiring is moving, and the competitors named in your open deals.
  • Run the right playRetention and expansion plays from the evidence, ranked cross-sell, and a QBR outline to walk in with.

See Account 360

Discover

Find the companies that look like your best customers.

  • Build the profile from evidenceYour ideal customer drawn from the real reviewers of your product: industries, countries, roles and needs.
  • Find the lookalikesCompanies that match the profile, scored high, medium or low, with the reasons explained.
  • Win a rival's customersAdd a competitor's product and find the companies whose staff reviewed it, with the contacts to reach.

See Discover

Segments

Coming soon

Build any audience, and see exactly how it was built.

The audience builder is in the app; calculating who is in each segment is not switched on yet.

  • Target preciselyCombine accounts, contacts and products in one audience, and follow relationships such as contacts with open deals.
  • Trust the resultSee a plain-language summary and the query behind the segment before you save it.
  • Send it where it is usedPush the audience to HubSpot, Klaviyo, Mailchimp or a webhook.

See Segments

Opportunities

Run every opportunity and RFP from one record.

  • Decide whether to bidA bid or no-bid scorecard from requirement coverage, fit, must-haves, past wins and likely competitor moves.
  • Answer faster, togetherCited drafts, an answer library, reviewers and approval chains, and reminders before anything is due.
  • Send it back their wayThe buyer's own Excel, PDF or Word file filled in place, or a fresh copy, with a read-only link for the buyer.

See Opportunities

Engagement

Ask every buyer why.

  • Hear from every buyerEach closed deal sends its own invitation, so the sample is not only the friendly ones.
  • Let them answer their wayA survey, an AI interview or a voice conversation, from one invitation.
  • Put answers to workDeal-linked answers flow into win/loss stories and each battlecard's win/loss section.

See Engagement

Support

Coming soon

See what support costs per account, and let a bot answer first.

Planned. It is not in the app yet.

  • See the cost to serveWhat each account costs in support, next to what it is worth.
  • Answer before the ticketA bot takes the routine questions, so people handle the hard ones.
  • Balance the teamsSupport load by team, so staffing follows the work.

See Support

Also included

A Trust Center for your security answers

Publish approved security answers on a public Trust Center page, instead of answering the same questionnaire twice.

RFX Radar

A daily alert when a company you track shows buying signals, so an RFP is not the first you hear of it.

Or buy just one

No plan and no account: pay once, as a guest.

One Account 360 report

Coming soon

A single account's 360 from public data, paid for once as a guest. It has no churn score: that needs your CRM.

See the 360 reports

Who uses it

The work each team brings to Accounts.

The recurring jobs these teams run, how each one runs here, and the modules it uses.

Customer success and account management

Measured on: Renewals, retention and expansion across the accounts they own.

  1. Review at-risk accounts

    Weekly

    In Account 360, read each linked account's churn score and the drivers behind it, then run the retention play that comes with its evidence.

  2. Prepare for a renewal or business review

    Per renewal

    Generate a QBR outline, and check which tools the account's staff rate poorly, how its hiring is moving and which competitors your open deals name.

  3. Find the next expansion

    Quarterly

    Work the ranked cross-sell: capabilities they hire for without a tool, tools their staff rate poorly, and gaps in categories they already buy.

Customer success & accounts across every hub

Sales and RFP teams

Measured on: Winning the formal bids the company is qualified for, on time and with accurate answers.

  1. Decide whether to bid

    Per RFP

    Upload the RFP and read the bid or no-bid scorecard: requirement coverage, fit, must-haves, past wins and likely competitor moves.

  2. Answer an inbound RFP

    Per RFP

    Draft cited answers for each extracted requirement, route them to reviewers for approval, and return the buyer's own file filled in place.

  3. Send unmet requirements to product

    Per RFP

    Send a requirement you could not answer to the product backlog, tagged with the opportunity it came from.

Sales & enablement across every hub

Sales operations and RevOps

Measured on: Target lists and a pipeline view the revenue team can plan from.

  1. Build the prospect list

    Quarterly

    Score account lists against your ideal customer profile, find lookalikes and a rival's customers, and push them to HubSpot or Klaviyo.

  2. Review the opportunity pipeline

    Weekly

    Run each opportunity from one record, where the pipeline, the requirements and the response are three views of the same deal.

Sales operations & RevOps across every hub

Product marketing

Measured on: Knowing why buyers choose you or a rival, in the buyers' own words.

  1. Interview the buyer after every closed deal

    Per closed deal

    When a deal closes, Engagement invites the buyer to an AI interview or survey, and deal-linked answers feed win/loss and the battlecard.

  2. Share what buyers said with product

    Quarterly

    Read the answers in Win/Loss, and link the features buyers named to Gaps so product hears them directly.

Product marketing across every hub

How it works

From a CRM row to a save you can prove.

  1. 01

    Your data meets the graph

    CRM renewals, health, NPS and ARR fuse with firmographics, stack, reviews and live signals — and your side stays private to your company.

  2. 02

    The account is assembled

    The buying committee by function and seniority, the tech they run, and which competitors are already inside.

  3. 03

    Risk gets named drivers

    Churn scored 0–100, where every point traces to a driver you can act on — not a black box.

  4. 04

    The play is prescribed

    Retention and expansion plays with the evidence attached — and the call is graded later, misses included.

Bring one account you're worried about.

We'll show you what the graph already knows about it — the committee, the competitor inside, and the play — in a live session on your book of business.

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