FirstDistro

No phone app

  • Recognised40% of the score50
  • Phone app26% of the score0
  • Documented20% of the score92
  • Free plan14% of the score100
Free plan
Yes
Paid plans from
$49/mo
Runs on
api, Web

Summary

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 $49.00 USD per 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.

Who it is for

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.

What is good

  • 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

What to know first

  • Free plan is limited to 50 accounts
  • Pro costs $49.00 USD per month
  • Salesforce and Pipedrive are roadmap items

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 $49.00 USD per month.

FirstDistro plans and pricing

All plans
Pro $49/mo $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 firstdistro.com · 30 Sept 2026
Free 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 firstdistro.com · 30 Sept 2026

Compared on customer health score software

Free plan
Yesfirstdistro.com
Paid from
$49/mofirstdistro.com
Product usage data
Yesfirstdistro.com
Support data
Yesfirstdistro.com
Outcome data
Yesfirstdistro.com
Custom scoring models
Nofirstdistro.com
Automated score updates
Yesfirstdistro.com
Health score segments
Yesfirstdistro.com
Risk alerts
Yesfirstdistro.com

Facts

Purpose
FirstDistro provides account and revenue intelligence for customer success managers and account executives, helping them prioritize accounts by revenue at risk.firstdistro.com · 30 Sept 2026
Health scores
Its health scores combine activity, engagement, milestones, and recency, with CRM health added when HubSpot or Attio is connected.firstdistro.com · 30 Sept 2026
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 · 30 Sept 2026
Alerts
FirstDistro offers alerts for account risk and customers going quiet, including email and Slack alerts.firstdistro.com · 30 Sept 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 · 30 Sept 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 · 30 Sept 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 · 30 Sept 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 · 30 Sept 2026
Compliance
FirstDistro describes its controls as SOC 2 aligned and says enterprise customers can request a signed Data Processing Agreement.firstdistro.com · 30 Sept 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 · 30 Sept 2026
Support
The maker lists [email protected] for help and security inquiries.firstdistro.com · 30 Sept 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 · 30 Sept 2026

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