GainTrace From $82/mo · Free plan 8.8 Visit FirstDistro
firstdistro.com
What it is
FirstDistro provides account and revenue intelligence for customer success managers and account executives who need to prioritize accounts by revenue at risk. Its health scores combine activity, engagement, milestones, and recency; connected HubSpot or Attio accounts can add CRM health data. Ask FirstDistro responds to questions using workspace account and portfolio data, and indicates when recent signals are limited or information is incomplete. Alerts cover account risk and customers going quiet, with email and Slack options. After user setup, the SDK captures page navigation by default; teams can also track custom product events for health scoring. Listed integrations include HubSpot, Attio, Slack, Stripe, email, and MCP access from Claude or Cursor. The maker describes Attio sync as bidirectional, sending health data to Attio and importing company, contact, and meeting signals for scoring. The Free plan supports up to 50 customer accounts. Pro costs $49 a month and includes unlimited customer accounts and 365-day data retention. FirstDistro describes its controls as SOC 2 aligned.
Spec sheet
- Purpose
- FirstDistro provides account and revenue intelligence for customer success managers and account executives, helping them prioritize accounts by revenue at risk.Read 30 Sep 2026 · firstdistro.com
- Intended users
- The product is described as built for teams that own a book of accounts and need to triage, prepare, and act, with listed industries including B2B SaaS, fintech SaaS, and healthtech or vertical SaaS.Read 30 Sep 2026 · firstdistro.com
- Integrations
- Available integrations listed by the maker include HubSpot, Attio, Slack, Stripe, email, and MCP access from Claude or Cursor; Salesforce and Pipedrive are on the roadmap.Read 30 Sep 2026 · firstdistro.com
- Security
- The security page states that data is encrypted in transit with TLS 1.3 and at rest with AES-256, with row-level security for tenant isolation.Read 30 Sep 2026 · firstdistro.com
- Compliance
- FirstDistro describes its controls as SOC 2 aligned and says enterprise customers can request a signed Data Processing Agreement.Read 30 Sep 2026 · firstdistro.com
- Support
- The maker lists [email protected] for help and security inquiries.Read 30 Sep 2026 · firstdistro.com
- AI assistance
- Ask FirstDistro answers questions using workspace account and portfolio data and says when recent signals are thin or data is incomplete.Read 30 Sep 2026 · firstdistro.com
- Alerts
- FirstDistro offers alerts for account risk and customers going quiet, including email and Slack alerts.Read 30 Sep 2026 · firstdistro.com
- CRM sync
- The maker describes Attio sync as bidirectional, with health data sent to Attio and company, contact, and meeting signals imported for scoring.Read 30 Sep 2026 · firstdistro.com
- Health scores
- Its health scores combine activity, engagement, milestones, and recency, with CRM health added when HubSpot or Attio is connected.Read 30 Sep 2026 · firstdistro.com
- Retention and deletion
- The security page says account data is retained until deletion is requested or the account is closed, and self-service account deletion permanently removes associated data.Read 30 Sep 2026 · firstdistro.com
- Usage tracking
- The SDK captures page navigation by default after user setup, and custom product events can also be tracked to inform health scores.Read 30 Sep 2026 · firstdistro.com
Plans and prices
Pro $49 a month $49/ month Unlimited customer accounts · No per-account overage · Health scores · Quiet-account alerts · AI prep notes and email drafts · Prioritized recommendations · 365-day data retention Read 30 Sep 2026 · firstdistro.com
Free Price not published $0/ month Up to 50 customer accounts · Health scores · AI prep notes and email drafts · HubSpot and Attio CRM sync · API keys and SDK access Read 30 Sep 2026 · firstdistro.com
Strong points and limits
Strong points
- Health scores combine engagement, activity, milestones, and recency.
- Alerts can identify risk and quiet accounts.
- SDK tracks navigation and custom product events.
- Attio sync is described as bidirectional.
Limits
- Free plan supports up to 50 customer accounts.
- Custom scoring models are not available.
- Salesforce and Pipedrive are roadmap items.
- Pro retains data for 365 days.
Who it suits
It suits customer success and sales teams responsible for a book of accounts who need to triage, prepare, and act. Listed industries include B2B SaaS, fintech SaaS, and healthtech or vertical SaaS.
Verdict
FirstDistro focuses on account prioritization using product and CRM signals, alerts, and AI assistance. The free plan has an account cap, while Pro raises that limit and lists a 365-day retention period.
Where Specifiction places it
- Customer Health Score Software#15 of 267.4
