How is Outlit different from a CRM or customer success dashboard?

A CRM records customer data. Outlit monitors changes across your systems, explains why a customer needs attention, and prepares or completes the next step. That helps your team act instead of checking another dashboard.

How does Outlit find customers that need attention?

Outlit connects product usage, CRM, support, billing, and customer conversations into one current view. It looks for changes such as stalled onboarding, falling usage, unresolved issues, upcoming renewals, and signs that a customer is ready to buy more.

What customer work can Outlit handle?

Outlit prepares renewals, follows up with stalled customers, starts conversations with customers ready to buy more, alerts your team to urgent issues, creates tasks, and keeps your CRM current. You decide which actions run automatically and which require approval.

How do you set up Outlit?

Connect the tools you already use. Choose a type of work, such as renewals, stalled onboarding, or growth opportunities. Then set what Outlit can do and what requires approval. Launch with one customer group, review the results, and expand from there.

How does Outlit protect customer data?

Outlit is SOC 2 Type II and ISO 27001 certified. Customer data is encrypted at rest and in transit and is never used to train models.

Backed by

Combinator

Retain and grow more customers without adding headcount.

Outlit monitors your customers, follows up when they stall or are ready to buy more, and alerts your team before a customer leaves.

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Live customer profile

Checking for customer changes

Stripe

Renewal in 47 days$45K a year. All invoices current. Teammate confirmed. No billing disputes

3h ago

Outlit

Customer ready to buy more4 teams use reporting weekly. More people need seats and another team is interested

2m ago

PostHog

Product usage fell 38%Key product actions declined over the last 14 days. 2 frequent users are inactive

5m ago

Key contact changed rolesSarah Chen started a new position. The customer record needs a new contact

34m ago

Pylon

Urgent support issue openedPriority raised to urgent. Teammate assigned. Customer update due today

48m ago

Outlit

Renewal summary preparedUsage, support, key contacts, concerns, and ways to grow are summarized

7m ago

Gmail

Follow-up ready for approvalCustomer update drafted with renewal risks and the recommended next step

1m ago

Slack

Main contact replied todayAsked about adding reporting for a second team

3m ago

Google Calendar

Customer review confirmed tomorrow3 attendees confirmed. Key decision maker accepted. Agenda shared 2 days ago

22m ago

Fireflies

Positive sentiment in last callCustomer confirmed value from reporting and agreed on next steps

1h ago

HubSpot

Additional seats under review12-seat request logged for the operations team. Teammate assigned

12m ago

Activity will appear here

You know your top customers.You have no idea about the rest.

Key contacts leave, usage drops, concerns surface, and buying intent appears. Outlit catches those changes, explains what matters, and prepares the next step for your team.

Key contact changed roles

Started a new position

PostHog

Product usage fell 38%

Key product actions · last 14 days

Exa

Hiring plan reduced

New openings down this month

Salesforce

Renewal date moved forward

Now closes in 21 days

Granola

Customer raised concerns on last call

Customer concerns surfaced in conversation

Pylon

Urgent support issue opened

Priority raised to urgent

Keep customers moving, renewing, and buying more.

Outlit finds customers who are stuck, may leave, or are ready to buy more. Then it follows up, prepares the next step, or brings in your team.

Keep every customer progressing

When onboarding stalls, Outlit follows up, helps the customer complete the next step, and brings in your team only when needed.

Gusto

Back on track

Onboarding stalled for 12 days

Billing connection still incomplete

Follow-up sent to Priya

Josh E.

Your team is one step from going live. Want help connecting billing?

Priya

Yes, please send me the setup link.

Setup link sent after Priya replied

Next step saved to HubSpot

Act before a customer leaves

When usage drops or a renewal starts to slip, Outlit shows why and reaches out or prepares the next step.

Gusto

Why Gusto needs attention

Why this account needs attention now

Jun 24
Key decision maker left Gusto
A new teammate needs to own the renewal relationship
LinkedIn
Jun 28
Weekly reviews fell below the 76-review baseline
Customer activity is below its normal range
PostHog
Jul 1
Gusto announced company-wide layoffs
The responsible teammate may change during the restructure
Exa
Jul 3
Two priority support cases remain unresolved
Open support issues may affect the renewal
Pylon
Jul 10
Renewal decision is 97 days away
Renewal planning should begin now
HubSpot

Help successful customers buy more

When a customer is ready for more, Outlit explains why, starts the conversation, and saves the reply and next step.

outlit.com/customer-growth

Prepare renewals, grow revenue, and act before customers leave.

Prepare renewals early

Outlit prepares each renewal, follows up, and keeps your CRM current.

Learn more

Act before a customer leaves

Outlit catches early warning signs, starts the right follow-up, and brings in your team when needed.

Learn more

Help customers buy more

Outlit finds customers ready for more and starts the upgrade conversation at the right time.

Learn more

Start with one customer group.

Start with one type of customer work, prove it works, then expand.

01
Pick where Outlit starts
Start with upcoming renewals, stalled onboarding, or customers ready to buy more.
02
Choose what Outlit can do
Choose which follow-ups Outlit sends, what it prepares, and when your team approves.
03
Go live, then expand
Review the results, then add more customers and more types of work.