Coraleye

Product overview

AI Agents That Proactively Manage Your Accounts

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The post sales landscape is changing, with teams being tasked to do more with less. Most tools can’t keep up, running the old playbook: a generic healthscore, static click through actions, context gaps, and no way to connect the work done with the result.

Coraleye takes a different approach and focuses on the last mile of customer success: not just recommending an action, but mapping each action taken to the ultimate outcome: whether the customer realized value. Cory reads every customer signal, contextualizes the account, and drafts the next move. This helps your team work more effectively, take credit for results, and turn the plays that work into best practice.

See how we connect your data

How Cory works every account

Cory keeps the whole story of every account, from the sales handoff to the renewal.

Cory reads the sales calls and emails from before the deal closed, so your team can see why the customer bought and what they were promised.

  • Your customer doesn’t have to repeat discovery to a new team.
  • Cory maps who decides, who champions, and who has gone quiet.
  • New CSMs inherit the full history when an account changes hands.
Handoff Example

Kestrel Systems

Why they bought
Finance closes the month without spreadsheets Google Meet, Mar 4
What sales promised
Data sync live in the first 60 days Gmail, Mar 21
Decision makers
M Mara · VP Ops, champion D Dev · Finance lead
From
Google Meet callGmail threadHubSpot deal

A quiet account can be your happiest customer, and a busy one can be about to leave. Cory looks at whether each customer is getting the result they paid for.

  • Every read comes with an audit trail your team can check.
Accounts Example

Alder Health

Healthy
WHAT IT LOOKS LIKE

No calls or emails in two months

WHAT’S ACTUALLY HAPPENING

Clinicians finish their notes in half the time, which is what they bought the product for.

Kestrel Systems

At risk
WHAT IT LOOKS LIKE

Logs in every day

WHAT’S ACTUALLY HAPPENING

Six tickets about the same report this month. Finance still closes the month in spreadsheets.

Reading from
HubSpotGmailGoogle MeetSlackPylonJiraProduct data

Cory drafts a plan for each account based on its behavior, working end-to-end toward a positive outcome.

  • Recommended steps are dynamic, updating as new signals come in, and always measured on how they contributed to the end result.
Plan for Kestrel Systems Example
Goal

Finance closes the month without spreadsheets. Renews Oct 12.

  1. 1 Fix the report with Dev, the finance lead. Pylon: 6 tickets on one report
  2. 2 Introduce yourself to Priya, the new CTO. Email drafted. Google Meet: competitor question, Oct 2
  3. 3 Walk finance through reporting with product. Google Meet: why they bought, Mar 4
Add something Cory doesn’t know...
Approve and send

Cory tracks each plan against its goal and shows which actions moved renewals and expansion.

  • See what your team did and what changed because of it.
  • Show leadership retention and revenue at risk across every segment.
  • Lessons from one account show up when Cory plans for similar ones.
Results Example

Kestrel Systems

Goal met

Finance closes the month without spreadsheets

  • Report fixed with Dev

    No new report tickets since

  • Intro to Priya

    Replied in two days and booked a walkthrough

  • Reporting walkthrough

    Finance ran September’s close without spreadsheets

Renewed Oct 12 and added 15 seats

Mid-market: 84% of at-risk accounts reached twice in the last 30 days

USE CASES

How teams use Cory

Draft · To: Marcus Lee, Birchway

Hi Marcus, I worked closely with Ana on Birchway's rollout and wanted to introduce myself. Since March your team has cut invoice processing from four days to one. Could we find 20 minutes next week to talk about what you need going forward?

Edit Approve

When the champion leaves

Ana ran the rollout at Birchway and was the team's main contact. She left in July. Her emails started bouncing, nobody updated the CRM, and the renewal call in October was with someone who had never heard of the product.

With Cory: Cory caught the bounce, found who took over her projects, and drafted an intro for the CSM.

Fernbrook

GOAL FROM THE SALES CALLS

Close the month in 5 days, down from 12

Discovery call, Feb 3 · Proposal email, Feb 20

The current plan is all dashboards. Nothing in it tracks close time.

When sales and CS aren't working toward the same thing

Sales sold Fernbrook on cutting their month-end close from twelve days to five. The CSM was told it was a reporting rollout and spent three months building dashboards. At the first QBR, the CFO asked why close still took twelve days.

With Cory: Cory read the sales calls before the deal closed, pulled out what Fernbrook was paying for, and made that the account's goal from day one.

Harbor Supply

  1. Sep 2Support chats mention copying orders into QuickBooks
  2. Sep 3QuickBooks connection was never finished at onboarding
  3. Sep 4Walked Tom, the admin, through connecting it
  4. Sep 18 Orders syncing on their own

1 of 600 accounts Cory is working

The long tail

Harbor Supply is part of the long tail of accounts without a dedicated CSM. They bought the product so their team would stop re-entering orders by hand. Six months in, they were logging in every day and still typing every order into QuickBooks.

With Cory: Cory picked it up from their support chats, saw that the QuickBooks connection was never finished during onboarding, and walked their admin through setting it up. Two weeks later, it checked that orders were syncing on their own.

Find it early. Fix it in time.

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