Sell again to your customers

Who already bought from you is the next to buy.

Offer, cross-sell and upsell at the right moment, by someone who knows the account. An AI agent follows each customer in the base and opens the conversation when the reason appears.

Book a demoSee the plans
Where the agent works

The agent takes care of what happens after the sale. The account owner negotiates.

Read the accountFollow signalsPick the offerOpen the conversationMeasure interestOpen the opportunityNegotiateCloseAI agentYour team
A customer's year

The agent follows the account all year and talks when the reason appears.

Each signal opens a different conversation, on the channel that person responds to.

purchasemonth 3month 6month 9month 12
Signalsalways on
follows history, usage and company
New decision makerwho decides changed
new front in the account
Renewalbefore it ends
prepares the talk

Example of one customer. Signals and offers come from your base.

Base map

Who has what, and where the next offer fits.

The agent crosses what each customer already bought with what you sell. The gaps with a reason are where it opens a conversation.

Pro planModule AModule BSupportZELVARÓRBITA SEISQUATORZEPERENEVALLORIM
Already hasAgent opens a conversationNo reason now

Example with illustrative data.

The right moment

The reason to talk is already happening in the account.

The agent reads the customer's history and follows the company's signals. When something changes, it opens the conversation while the subject is still hot.

Signals in the base
Thiago BastosZELVAR opened 3 sales rep positions
Upsell
Renata AguiarNew module solves what the account asked for
Cross-sell
Priscila NogueiraQUATORZE opened a new location
Upsell
Otávio BrandãoNo contact for 7 months
Inactive customer
What the agent does

Four conversations that almost never happen.

Upsell

The account grew and the current plan will get tight. The agent shows the next step before the customer hits the limit.

Cross-sell

A product came out that solves what the customer already asked for. The agent goes back to exactly that point.

Inactive customer

Bought once and disappeared. The conversation restarts from what they bought, not from a coupon.

New decision maker

Who used to decide left or someone new arrived. The agent opens a new front in the same account.

In practice

It's not a campaign to the base. It's a conversation with each customer.

Each message comes from what that customer bought, how much they use and what changed at their company. It goes out on behalf of the account owner, on the channel that person responds to.

Thiago BastosCOO · ZELVAR

Thiago, Rafael here, from NORTVALE. I saw ZELVAR opened three sales rep positions. With the team growing, the 8-seat Essential will get tight. Want me to show you what Pro looks like before you hit the limit?

Good call, Rafael. We're already at 7 of 8.

Then it's worth seeing before you hire. Tuesday at 11, 20 minutes?

Done.

Upsell opportunity opened in Rafael's pipeline
The screen

Each customer's history, and what the agent did with it.

From the signal in the account to the opportunity opened for the account owner.

Opportunities
1,730 eligible for reactivation · sample of 23
ListTableKanbanExport
Search contact or companyFilters
All 23R5A4Z8E6
Thiago Bastos6 Oct
Good call, Rafael. We're already at 7 of 8. Tuesday 11am?
ERecoveredZELVAR
Isadora Lins2 h ago
New module resolves the objection · message for approval
ZAwaiting approvalTREVOSUL
Gustavo Amaral1 h ago
Touch 1 of 4 · read
ZIn contactPERENE
Vicente Pazyesterday
Renewal in 30 days · waiting for the trigger
AWaiting for a triggerNORTVALE
Fernanda Duarteyesterday
Enters tomorrow's queue
REligibleVALLORIM
Cristiane Nobre5 days ago
Recovered for Rafael · asked for a proposal
ERecoveredTREVOSUL
Thiago Bastos
COO · ZELVAR · rep Rafael · Inactive customer · no contact for 210 d · Pipedrive
ERecoveredContinue in GetRaze
StoryDossier final
RecoveredWhatsApp · 1 of 4 touches · on behalf of Rafael · signal: opened 3 sales rep positions
Marchbefore the agent
RAgent detected a signal: customer since Mar 2025 · Essential plan, 8 seats · renewal 7 months ago, no contact since
3 OctFri · 21 days ago07:00
AAgent detected a signal: ZELVAR opened 3 sales rep positions
6 OctMon · 18 days ago10:20
ZAgent sent WhatsApp on behalf of Rafael · touch 1 · Trigger of the moment — delivered 10:21, read 14:20
Thiago, Rafael from NORTVALE. I saw ZELVAR opened three sales rep positions. With the team growing, the 8-seat Essential will get tight. Want me to show you what Pro looks like before you hit the limit?
14:22
EThiago replied on WhatsAppInterest · score 82
Good call, Rafael. We're already at 7 of 8. Tuesday 11am?
14:23
EUpsell opportunity opened · in Rafael's pipeline · stage Reactivated · task “Confirm Tuesday 11am”
Next step: now it's on Rafael: confirm Tuesday 11am and bring the Essential × Pro comparison
Under control

The base is your most sensitive asset. It stays under your rules.

The agent doesn't touch whoever is already negotiating with the team. You approve messages before they go out, and whoever asks to stop receives nothing more, on any channel.

Base rules
Doesn't reach out to who is with the team
Message approval before sending
Opt-out on all channels
Writes on behalf of the account owner
Immediate pause, in one click
The numbers

Selling to who already knows you is cheaper and closes more.

up to 5xless: what it costs to sell to an existing customer

Win rate

Cold outreach19%
Contacts who already know you37%

Sources: Bain & Company; Salesmotion

The other solutions
B2B ProspectingInactive Lead ActivationB2B Events

The next sale may already be in your base.

In 30 minutes, we show you how the agent works your company's customers.

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