Refix logo

PRISM

Automate the revenue engine you're still running manually.
Stop firefighting. Start scaling.

Prism unifies CRM, billing, product, and analytics to automate workflows, flag revenue risks, and surface expansion opportunities—so RevOps runs on autopilot.

RevOps is a bottleneck.

Your team is drowning in busy manual work

Sales, CS, and marketing all need different reports. Meanwhile, revenue leaks go unnoticed.

Turn RevOps from cost center to revenue driver.

Unify revenue data in one place

Connect CRM, billing, support, product analytics, and marketing tools. No more Salesforce vs. Stripe reconciliation nightmares.

Single source of truth

Automate manual RevOps workflows

Auto-update deal stages, trigger renewal reminders, flag at-risk accounts, sync product usage to CRM—hands-free.

Save 20+ hrs/week

Spot revenue risks before they hit

Get alerts when usage drops, contracts lapse, or high-value accounts go quiet. Fix issues before they churn.

Prevent 15% MRR loss

Surface expansion opportunities

Identify power users ready for upsells, accounts hitting usage limits, or cross-sell signals automatically.

30% more expansion ARR

Set up Prism in just 1 day.
No engineers, no workflows.

Refix logo
Slack Logo
1Invite Prism to Slack
2Connect your data sources
3Connect your knowledge base (optional)
4Connect your action tools (optional)
5Approve or add business goals and KPIs

Prism watches your data and turns every change into the next best move.

See the whole picture

Prism connects signals across marketing, product, support, and beyond to reveal insights no single tool ever could

Notion
Jira
Hubspot
Refix logo
Slack
Google Ads
Stripe

Understands your business

Prism connects to your knowledge bases to pick the right context. It learns your business, its goals, and its people

Activation rateActivation rate

% of users completing onboarding

Takes action

Prism acts on insights for you, saving hundreds of manual hours with 100+ integrations.

Issue refund
Draft winback campaign
Reply to customer
Trigger feature flag
Open ticket
Send in-app nudge
Open upsell opportunity
Pause ad campaign
Generate PRD draft
Issue refund
Draft winback campaign
Reply to customer
Trigger feature flag
Open ticket
Send in-app nudge
Open upsell opportunity
Pause ad campaign
Generate PRD draft

Proactive by design

Prism is always on, surfacing opportunities before they slip away.

Your first 30 days automating RevOps.

Day 1

Centralize your go-to-market data

  • Connect CRM, billing, product usage, and support tickets to Prism.
  • Define SLAs and playbooks for lead routing, renewals, and expansions.
  • Set Slack alerts by team so nothing falls through the cracks.
Day 7

Keep pipeline, renewals, and revenue in lockstep

Prism monitors the entire revenue engine and calls out what needs action.

  • Sales sees risk on active deals based on product engagement drops.
  • Customer success gets renewal and expansion alerts with playbooks attached.
  • Executives review a single feed summarizing bookings, churn, and forecast shifts.
Day 30

Revenue motions run themselves

Workflows stay automated while RevOps focuses on optimization.

  • Lead-to-customer handoffs fire automatically as Prism detects readiness.
  • Finance trusts real-time metrics without manual reconciliation.
  • RevOps spends time on strategic projects instead of spreadsheet triage.

Let RevOps run itself. Focus on strategy.