Upsell Agent

Surface the buying signals hiding in your product data.

When product usage spikes or an account hits a plan limit, that is expansion revenue hiding in your data. Brazebee reads product usage, CRM, and subscription data and routes the opportunity to your AE with the ARR delta attached, so it does not fade with the usage spike.

How it works:

  • Detect when accounts hit plan limits, add seats, or outgrow their tier
  • Matched to your pricing tiers: this plan, this upgrade, this delta
  • AE gets a brief with the ARR delta and a link to book a call
  • Conversion and ROI traced back to the source signal

No false positives, a Pro customer asking about a Pro feature is just a question.

A Product usage
CRM data
Subscription
Calls
Emails
Upsell signal Acme
Trigger seat limit reached
Plan Starter → Pro
Delta +$120 / mo
Play send upgrade brief
routed to AE
Slack
HubSpot workflow
CRM workflow