Your CRM. As a command center. Live account health, generated risk scores, and one-click AI actions, on top of your HubSpot, Salesforce, or warehouse. Most CRM views answer one question: what happened? They tell you about the last meeting, the last email, the last update someone remembered to log. This view answers a different question: what needs to happen next? Horizon Labs: health 30/100, risk 33/100. Nova Systems: health 29/100, risk 42/100. Apex Partners: health 58/100, risk 47/100. Every account scored. Every score generated from what's actually in the system: meeting recency, engagement patterns, support volume, contract signals. Not a manual assessment someone filled in last quarter. A live read that updates as the data changes. On the right: suggested actions. Summarize my accounts. Prep for upcoming meetings. Ask about Horizon Labs. The AI doesn't just show you the problem. It shows you what to do about it. Your CRM already has the data. This is what it looks like when the data does the work. What's the account on your list right now that you know is at risk but haven't had time to look at?

Red Oak Development's CRM sat untouched for years. When the team came back to it, much of the knowledge of how it worked had gone cold. Three months on Software Factory, it is back in active development. The full story: