Gmail & Outlook
response time · sentiment · promises
Coming soon
Client intelligence for recurring-revenue agencies
Know which clients need you before they tell you.
Bellwize analyzes your client relationships, performance, delivery and revenue signals to identify risk and growth opportunities — and tells your team what to do next.
Free audit · No credit card · Cancel anytime
HIGH RISK₹84,000 MRR
ABC Dental
Renewal in 42 days
Why this surfaced
- Lead volume ↓31% in 30 days
- Report engagement ↓70%
- 2 unanswered emails
- 3 overdue deliverables
Bellwize interpretation
Client may be questioning ROI.
Recommended next action
Schedule an executive performance review.
Actual Bellwize output · names changed
The Command Center · demo workspace
The problem
Your agency has 100 clients. You cannot personally know which five relationships are deteriorating.
- 5–25×
more expensive to acquire a new client than keep one
HBR
- 4–6h
spent per account manager, per month, checking clients manually
agency surveys
- 0
warnings your CRM gives you before a client silently disengages
the gap Bellwize fills
Daily brief
Open one screen. Know what to do.
Every morning Bellwize has already looked through everything for you: which accounts need attention, why, and what to do about each one.
- 01
Import or connect
Upload a CSV today; native connections (email first, then calendar, CRM, project tools) land in roadmap order. Only client_name is required — every other column is optional.
- 02
Signals get assessed nightly
Each signal with data contributes to the assessment; signals without data are reported as unassessed — never guessed, never silently healthy.
- 03
Review the queue with evidence
Protect, renew, expand, resolve, review — every account that needs a human, grouped by the action it needs, with the reason and the evidence attached.
- 04
Take the recommended action
Prepare the meeting, assign the owner, walk in with the brief. The account manager decides — Bellwize never emails your client on its own.
- 05
Record the outcome
Improved, unchanged, worse — the result goes back into the account, so the next assessment starts from what actually happened.
Client intelligence
Know what changed. Know what matters.
Every client gets a persistent intelligence record — commercial, performance, delivery, relationship, engagement, opportunity — with a timeline that never forgets. Rankings and reports don't get their own dashboards here. They show up as evidence, exactly where they explain a problem.
ABC Dental · relationship timeline
- Oct 01Risk increased to High — three signals deteriorated in 21 days
- Sep 29“Can we discuss the lead quality?” — client email
- Sep 27Promise overdue — landing page launch
- Sep 22Meeting cancelled by client
- Sep 15Leads declined 18% vs prior 30 days
This is the account's institutional memory. When the account manager changes, the context doesn't leave with them.
What remains uncertain: whether the email reflects price sensitivity or a competitor conversation — the review will confirm it before anyone acts on the assumption.
Follow-up: executive review scheduled · outcome recorded back into the account
Revenue at risk
Not “17 clients below 40.” ₹5.7L needs intervention.
Revenue is the north-star metric. Bellwize attaches every risk to the retainer behind it, so the morning conversation is about money — protected and expanded — not about dashboards opened.
Example agency · 52 clients
- Critical
- ₹1.4L
- High Risk
- ₹4.3L
- Watch
- ₹7.1L
₹12.8L MRR requires attention.
Intervention
Walk in already prepared.
Before every important meeting, Bellwize builds the brief: what happened, what changed, what not to say, and the agenda that restores confidence. Afterward, the outcome goes back into the system.
- 01Acknowledge the lead-quality decline
- 02Explain what changed
- 03Review the work already completed
- 04Present the 30-day recovery plan
- 05Agree on next-quarter objectives
Sample recovery agenda · ABC Dental
Expansion
Bellwize isn't a churn app.
The same signals that detect risk detect growth: new locations, scope questions, strong performance on a narrow package. Every opportunity ships with evidence and a suggested pitch — so protecting revenue and expanding it happen in the same morning.
Growth opportunity
ABC Dental · +₹40–60k MRR
- Added 3 locations outside the current package
- Asked about local campaigns twice
- Performance is strong where you run it
Recommended: offer multi-location expansion.
Integrations
Keep your existing tools.
Bellwize reads them.
Bellwize is the intelligence layer above your stack — never another system to migrate to. Start with a CSV import in under ten minutes; native connections land in roadmap order, email first.
Live today: Google Business Profile reviews · Slack alerts
Google Calendar
meetings · cancellations · sentiment
Coming soon
HubSpot
pipeline · lifecycle · ownership
Planned
ClickUp & Asana
delivery · deadlines · overdue promises
Planned
Google Analytics
traffic · leads · conversions
Planned
Google Search Console
visibility · commercial intent · search trends
Planned
ROI
Preventing one churned client can pay for Bellwize.
- ₹10L
annual revenue protected by keeping one ₹84k/mo client
example retainer math
- 10 min
to work the morning brief instead of 4 hours of manual checking
the capacity argument
- 5–25×
more expensive to acquire a client than to keep one
HBR
Free · No sign-up
Find your
hidden revenue risk.
Upload your client list and discover which accounts may need attention: revenue exposed, the five clients to investigate first, and the signals behind each one. Then monitor them continuously.
Find my revenue at risk≈ 5 min · CSV upload · No email needed
Client portfolio
5 accounts to investigate
Attention needed₹2.4L
Potential revenue at risk
Northstar Studio
Marketing Agency
₹84,000
High riskEngagement ↓ 70% · 2 overdue promises
₹84,000
Acme Growth
SaaS Company
₹62,000
WatchLeads ↓ 28% · No recent replies
₹62,000
Nova Dental
Dental Clinic
₹41,000
High riskTraffic ↓ 31% · Renewal in 42 days
₹41,000
The product
Software that knows the client book and tells the team where to act.
Command Center
Seven accounts need attention. Here's what to do.
The morning brief replaces the dashboard-hopping: every account that needs a human, grouped by the action it needs, with the reason and the evidence attached.
- ABC DentalAttentionExecutive review
- Acme RetailWatchRe-engage
- Nova HealthcareExpandPitch multi-location
Revenue at risk
Every risk attached to the retainer behind it. The morning conversation is about money protected — not charts inspected.
Expansion signals
New locations, scope questions, strong performance on narrow packages — with evidence and a suggested pitch attached.
Meeting preparation
What happened, what changed, what not to say, and the agenda — generated before every important client meeting.
An intelligence layer, not another system to migrate to.
Gmail, Calendar, HubSpot, ClickUp, Asana, GA4, Search Console. Your stack stays. Bellwize reads it and tells you what changed, what matters, and what to do next.
Pricing
Built to pay for itself by saving one client a year.
Solo consultants in Pune, agencies in Austin — same product, same math. Every plan includes the daily brief, revenue-at-risk, and action cards.
Pilot pricing · 14-day trial · no credit card
Recommended
For most agencies
- Up to 50 clients
- Daily client brief
- Revenue-at-risk + expansion signals
- Action cards with evidence
- Meeting prep + outcome capture
- Promise ledger
- 3 team members
Starter
·For solo consultants
Up to 10 clients · Daily client brief · Revenue-at-risk tracking · Action cards with evidence
$29/mo
Start trial →Agency
·For agencies scaling past 50 clients
Up to 200 clients · Everything in Pro · Portfolio + profitability views · Team workload analytics
$149/mo
Start trial →- 12
- agencies in private beta today
- 7
- accounts need attention in the demo book
- 1
- saved client can pay for the year