Use casesCustomer success

Renewal contacts, confirmed in one click.

Each account sees the details you have on file. They check them, fix what changed, and press Confirm. Your invoices reach the right people.

Make this form, free → Use it in your AI

No sign-up to try. You confirm your email only when you send.

allback.ai/r/danaLive

A real form. Type in it. Nothing is saved.

Say it to your AI

Ask our 40 renewing accounts to confirm their admin and billing contact.

  • 40 prefilled links
  • One-click confirm
  • Every change in one sheet

The old way

  • Invoices go to people who left the company
  • You email each account, then wait
  • Changes hide in email replies

With AllBack

  • Each account sees its own details, ready to confirm
  • Reminders go only to accounts that did not answer
  • One sheet shows what changed

What you collect

CompanyAccount adminAdmin emailBilling emailSeatsPlanPO number

Change any question. Your AI builds the form from what you say.

  1. 1Export your accounts from the CRM as a CSV.
  2. 2Each account gets a prefilled link to check and confirm.
  3. 3Get one sheet with every confirmed contact.

Questions

Is the prefilled data safe?

Each link is personal and hard to guess. For more safety, turn on "Verify it is you": the person gets an email code first.

Can I prefill from my CRM?

Yes. Export a CSV with one row for each account. Columns with the same names as the fields prefill the form.

What if nothing changed?

They press Confirm. That counts as an answer, and the reminders stop.

Try it in one minute.

Make this form, change what you want, and send it when you are ready.

Make this form, free →Pricing

More use cases

Year-end documentsVendor documentsSpeaker detailsClient onboardingPolicy sign-offEvent RSVPsNew-hire detailsPermission slipsCase-study approvals