Drive Predictable Expansion

Pitching an upsell off a single threshold, or off an AM's gut feeling that "this account seems happy," is how expansion pipelines end up full of dead leads. BaseDynamics surfaces expansion-ready accounts with three distinct signals.

Track system ceilings: Monitor when accounts approach their maximum license seats, plan limits, or credit usage.

Verify against sentiment: Confirm customer sentiment and expansion callouts, matching the usage before alerting the team.

Isolate resource spikes and module gaps: Flag accounts showing a sudden, high-velocity spike in one module, and cross-reference it against their usage of supporting modules, like a high volume of scheduled calls with no adoption of the AI notetaker, to surface the specific add-on worth pitching.

A signal that only lives in a dashboard still depends on someone checking the dashboard. BaseDynamics arms your team with everything they need for the conversation, and can start the conversation with the end user directly.

Assemble pre-negotiation briefs: Pack usage limits, feature gains, and contract variables into an objective brief.

Automate in-app offers: Trigger hyper-targeted upgrade flows the instant an account crosses a system milestone.

Eliminate manual checking: Remove the spreadsheet tracking that currently delays every upgrade conversation.