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FirstDistro
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; connecting HubSpot or Attio can add CRM health data. The Ask FirstDistro assistant answers questions using workspace account and portfolio data and notes when recent signals are thin or data is incomplete. Alerts cover account risk and customers going quiet, with email and Slack delivery. After user setup, the SDK captures page navigation by default, and teams can track custom product events for health scoring. Listed integrations include HubSpot, Attio, Slack, Stripe, email, and MCP access from Claude or Cursor. Attio sync is described as bidirectional, importing company, contact, and meeting signals for scoring and sending health data to Attio. The free plan covers up to 50 customer accounts. Pro costs $49 a month and includes unlimited accounts and 365-day data retention. The security page describes TLS 1.3 in transit, AES-256 at rest, and row-level tenant isolation.
For and against
For
- Health scores combine activity, engagement, milestones, and recency
- Email and Slack alerts for account risk
- Free plan supports up to 50 accounts
- Pro includes unlimited accounts and 365-day retention
Against
- Free plan is limited to 50 accounts
- Pro costs $49 a month
- Salesforce and Pipedrive are roadmap items
The verdict
FirstDistro combines account health scoring, risk alerts, and AI assistance for teams triaging customer portfolios. The free plan has a 50-account limit; Pro is listed at $49 a month.
Who it suits
FirstDistro is aimed at teams managing books of accounts, especially customer success managers and account executives. Listed industries include B2B SaaS, fintech SaaS, and healthtech or vertical SaaS.
Plans and prices
Pro
Unlimited customer accounts · No per-account overage · Health scores · Quiet-account alerts
Read 30 Sep 2026 · firstdistro.com
Free
Up to 50 customer accounts · Health scores · AI prep notes and email drafts · HubSpot and Attio CRM sync
Read 30 Sep 2026 · firstdistro.com
On the record
- AI assistance
- Ask FirstDistro answers questions using workspace account and portfolio data and says when recent signals are thin or data is incomplete.firstdistro.com · read 30 Sep 2026
- Alerts
- FirstDistro offers alerts for account risk and customers going quiet, including email and Slack alerts.firstdistro.com · read 30 Sep 2026
- Compliance
- FirstDistro describes its controls as SOC 2 aligned and says enterprise customers can request a signed Data Processing Agreement.firstdistro.com · read 30 Sep 2026
- CRM sync
- The maker describes Attio sync as bidirectional, with health data sent to Attio and company, contact, and meeting signals imported for scoring.firstdistro.com · read 30 Sep 2026
- Health scores
- Its health scores combine activity, engagement, milestones, and recency, with CRM health added when HubSpot or Attio is connected.firstdistro.com · read 30 Sep 2026
- 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.firstdistro.com · read 30 Sep 2026
- 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.firstdistro.com · read 30 Sep 2026
- Purpose
- FirstDistro provides account and revenue intelligence for customer success managers and account executives, helping them prioritize accounts by revenue at risk.firstdistro.com · read 30 Sep 2026
- 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.firstdistro.com · read 30 Sep 2026
- 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.firstdistro.com · read 30 Sep 2026
- Support
- The maker lists [email protected] for help and security inquiries.firstdistro.com · read 30 Sep 2026
- Usage tracking
- The SDK captures page navigation by default after user setup, and custom product events can also be tracked to inform health scores.firstdistro.com · read 30 Sep 2026
