Your system did.

Smart Client Review Trigger:
When spending crosses thresholds →
System analyzes:

Usage Metrics:
• Monthly spend: $5K → $7K
• Product usage: 2 → 4 modules
• User count: 5 → 12

Health Indicators:
• Support tickets: ↓ 30%
• Payment history: Always on time

Auto Actions:
1. Assign a tag to the account in CRM
2. Lists and suggests unused features
3. Creates a task to take action

Because growing clients often outgrow their current plan.

Want your CRM to spot revenue opportunities?
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