Merrily - The customer intelligence layer for B2B software teams
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Merrily is the customer intelligence layer for B2B software teams. It reads every signal across every account (conversations, meetings, product events, invoices, contracts) from the tools you already run, scores who's slipping and who's ready to grow, and briefs your team before every call with the evidence attached. It then serves that same live context to Claude and any AI agent through the Merrily MCP. Catch churn early, protect renewals, surface expansion.
Replies
Curious how you handle data privacy when pulling in invoices and contracts from systems like NetSuite or Salesforce. Do customers get to control which fields get ingested, or is it an all-or-nothing sync right now?
@fatmasavluhstl yes you have full control of what data syncs into Merrily
One thing I'd love to see is a simple weekly digest email that summarizes the top churn risks and expansion opportunities across our book, so account managers who aren't logging into the app daily still know where to focus that week.
One thing I'd love to see is a Slack channel digest mode, like a weekly recap that drops into a specific channel summarizing which accounts are heating up or cooling off across the whole book. Right now the briefings feel per call, but sometimes I just want a Monday morning view without opening the app.
@kumsalmnyj we have that!
finally tried this and the pre-call brief thing is genuinely useful, mine actually pulled up a contract renewal window i would have missed. curious how it handles noisy tools like slack.
@smailryet it filters out all of the noise and produces a clean dataset of only signal
Pulled all our scattered account signals into one place and the pre-call briefs actually feel useful, not just a CRM summary dump. The MCP handoff to Claude is the part that made me go back for a second look.