Buoy

Coming soon

Alternative to Vitally

Also replaces Planhat, ChurnZero

Renewal dates beside billing and support evidence, each decision recorded.

Buoy is customer success and renewals for a small B2B software company. It keeps confirmed renewal dates beside billing and support evidence, lets you work an approved at-risk playbook, and records the renewal decision.

What it does

  • Record each account's confirmed renewal date, notice days and contract reference
  • Show account health from billing and support snapshots, with missing or stale evidence clearly labelled
  • Prepare an at-risk playbook action, have an owner or admin approve it, and record completion with evidence
  • Prepare and approve a renewal outcome (renewed, churned or deferred) with a reason and evidence
  • Import accounts, billing and support snapshots from a documented JSON format with a preview and undo
  • Let an assistant prepare playbooks and renewal proposals for people to approve
  • Back up, restore and erase an account

What it promises

  • HTTP-001Every request checks the current sign-in, role and origin; assistant access is limited to reading and preparing.
  • DATA-001Invoice balances cannot go negative, dates and observations are checked, and missing or stale evidence stays visible.
  • APPROVAL-001A proposal captures the account as it was; approval records who approved and when, and is checked against that same version.
  • APPROVAL-001Completing an action needs separate evidence, and refreshing the source data leaves earlier decisions untouched.
  • IMPORT-001An import is applied only against the data you reviewed, is journalled, and undo is refused for accounts that were edited or have dependent work.
  • ERASE-001Erasing an account removes its work, decisions and imported copies together, and stops it being re-imported in that installation; copies you exported or hold elsewhere are outside this.
  • RESTORE-001A backup restores into an empty installation with a new sign-in; damaged backups and non-empty destinations are refused.
  • Buoy sends no messages, collects no billing and makes no churn predictions.
Read the full contract

Move in from

  • Account, billing and support JSON snapshot (Buoy's documented format)

Run it yourself

Install the command once, then clone a product and start it.

Terminal
npx -y @runeditrun/rer cli install
git clone https://github.com/just-every/run-buoy
cd run-buoy && rer dev

No npm? curl -fsSL https://runeditrun.com/install.sh | sh installs the same command.

Runs on
your own Cloudflare account (or on your computer to try it)
Licence
MIT, free