Salesforce sync and CSV import today. Usage, support and engagement signals next.

AI renewal intelligence for customer success

Renewals, seen early.Accounts, grown.

Tellstay turns your Salesforce data, and every signal you connect next, into a scored and explained book of business: who will renew, who is at risk and where expansion is waiting. Months before the date.

Book a pilotSee how it works
Pilot partners: coming Dec 2026
Coming soonComing soonComing soonComing soon

The whole book, read live.

Risk, caught 84 days out.

Every score, with the working shown.

Growth, spotted and worked.

Tellstay · My Portfolio Latest signal:Usage event · Northwind · 3 Dispatch seats activated Fictional demo data

My Portfolio

31 accounts · as of Thu 22 Oct, 9:00 AM ET · synced from Salesforce 12s ago
PortfolioRenewal RoomExecutive
Ask about your book⌘K
ARR managed
$4.20M
ARR known for 29 of 31
▲ 3.1%
Renewals · next 90 days
$1.06M
6 accounts · 1 date unknown
Q1
At-risk ARR
$176K
3 accounts at risk
Expansion signals
4 accounts
2 too early to call
▲ 1
Portfolio health
74 /100
Unknown: 2 accounts
▼ 2
Accounts needing attention 7Renewal ≤ 180 daysSort: risk
AccountCSMHealthTrend · 12 wksARRRenewalTop driver
Renewal Room · next 120 days4 in motion
Discovery 120–90d
Vela Analytics$88K
Ostara Bank$310K
Proposal 90–60d
Northwind · +40 seats$184K
Brightline Freight$142K
Negotiation 60–30d
Meridian Retail$96K
Signed early
slot
Today's AI action centre
Meridian Retail: 2 P1 tickets openRenews in 42 days · support strain rising
Ostara Bank: exec sponsor quiet 21 daysBook a sponsor touchpoint before Feb
Northwind: propose +40 Dispatch seats96% of seats in use · Dispatch usage +44%
Quarry Labs: CSV import finished1 assessment so far, trend in 2 weeks
Revenue at risk $176K
Meridian Retail$96K
Teton Outdoor$80K
Salesforce · live sync
 12,480 signals read today
Champion left
Medium confidence, shown
Every claim cites a signal
Halcyon · expansion
Northwind signed early, +40 seats

Why renewals slip

By the time a health score turns red, the renewal is already decided.

The early warnings are real, but they're spread across your CRM, your product, your support queue and your inbox. Nobody sees the whole pattern until the renewal call.

Signals live in too many tools

Usage dips, a reopened ticket and a quiet sponsor each look small alone. Together they're a renewal at risk.

Scores without reasons

A number nobody can explain doesn't survive the forecast call. CS leaders need the working behind every score.

Prep by hand, every quarter

CSMs rebuild the same account story from exports and Slack threads before every QBR and renewal review.

The product

One place to run the renewal business.

Six parts that work as one system, from the first Salesforce sync to the report your executive reads.

Fictional demo data

Health scoring

Five dimensions, one explainable score. Missing data is shown as missing, never as zero.

Health scoring

Renewal Room

Every renewal in the next 120 days, by stage, with a likelihood range and the confidence behind it.

Renewal Room

AI briefs, with evidence

Account, renewal and portfolio briefs. Every claim cites the signals behind it and says whether it's a fact or a hypothesis.

AI briefs

Salesforce sync

Read-only, scoped to the Account object. Your admin confirms every field mapping.

Salesforce sync

CSV import

Not on Salesforce yet? Load accounts from a CSV. A dry run checks every row before anything is written.

CSV import

Share reports

Send an executive one account or the whole portfolio as a read-only link that expires. No login needed.

Share reports

Honest by design

Unknown stays unknown. Early stays early.

Execs trust a system that admits what it doesn't know. Tellstay never fills a gap with a guess.

  • Scores are deterministic and versioned. The AI explains them; it never computes them.
  • Every forecast carries a range and a confidence level, so a "54%" is never mistaken for a promise.
  • Nothing reaches a customer without your approval. Tellstay drafts; your team decides.
Northwind LogisticsHealthy
86/100 · up 10 in 12 weeks

E4 96% of seats in use · E7 Dispatch usage +44%

Ostara BankUnknown
—Outcome dimension not connected

Shown as not connected, never as 0. Connect a source or add a manual check-in to score it.

Quarry LabsToo early to call
1assessment so far · trend in 2 weeks

New accounts wait for enough history before Tellstay calls a trend.

Fictional demo data.

Positioning

The system CS leaders run the business on. Not an agent project.

You could assemble renewal agents yourself. Then you'd own the prompts, the signal definitions and the evaluations, and still have no account history to stand on.

An agent project

  • You write and maintain the prompts and signal definitions
  • Outputs land as notes scattered across the CRM and Slack
  • No persistent health history to explain last quarter's call
  • Model spend and evaluation upkeep become your job

Tellstay

  • A customer-success data model that works from day one
  • A portfolio view and Renewal Room your team works in every day
  • Versioned health history: ask why an account was red on any date
  • Evidence attached to every score, brief and forecast

How it works

From first sync to forecast call, in four steps.

  1. 01

    Connect

    Read-only Salesforce, or a CSV. Your admin confirms the field mapping.

  2. 02

    Score

    Every account gets a deterministic health score across five dimensions.

  3. 03

    Explain

    Drivers and evidence for each score, plus AI briefs when you turn AI on.

  4. 04

    Act

    Work renewals in the Renewal Room and share a report with your executive.

See how it works

Security & data

Your customer data, handled like it's ours to lose.

We publish what is in place and what isn't yet. We hold no security certifications today, and we won't imply that we do.

Security & data

Tenant isolation

Every record belongs to one workspace. Isolation is checked by automated tests.

Read-only access

Salesforce access is read-only. Tellstay never writes back to your systems.

AI off for pilot data

AI stays off until the AI provider confirms zero data retention in writing.

Deletion on request

At the end of a pilot, or whenever you ask, we delete your data and confirm in writing.

Renewals, seen early.
Accounts, grown.

Join the December 2026 design-partner pilot. See your own book scored, explained and forecast in days, not quarters.

Book a pilotExplore the product
Unknown stays unknownConfidence on every forecastNothing sent without approval
Pilot partners: coming Dec 2026