See churn coming.Grow every accountyou already won.
Usage, support, billing, and every customer conversation, in one view your CSMs and account managers trust. We build the CRM, data, and AI layer that flags risk early, forecasts renewals honestly, and hands your team the next best move.
Trusted by companies with $1B+ VC/PE raised and asset managers with $500B+ AUM
Where it breaks today.
What we hear most from customer success and account management teams before we start.
Health scores nobody believes
A red-yellow-green field someone updates before the QBR. Usage lives in the product, tickets in the help desk, and invoices in billing, so the score is a guess.
Renewals surprise the forecast
The renewal call is the first time anyone hears the champion left or the budget moved. Finance finds out at the end of the quarter.
Expansion depends on who remembers
Upsell signals sit in call notes and support threads. Without a system, growth comes from the few CSMs who dig, not from the whole book.
02 · The system we build
Four layers. One system.
The AI your team works in, the CRM underneath it, the tools that feed it, and the data you already have, connected and governed.
LAYER 01
AI Transformation
What your team works in
Claude, ChatGPT, or Grok prepping QBRs, drafting renewal plans, and summarizing every account from your CRM, calls, and tickets, with your team approving what goes to the customer.
LAYER 02
CRM
The system of record
Salesforce or HubSpot modeled for accounts, contracts, renewals, and health, so CS, sales, and finance work from the same customer record.
LAYER 03
Overlay products
Data and workflow on top
LAYER 04
Your data
Where the truth lives today
The renewal command center
Every account, scored on what's actually happening.
One view of the book: who's healthy, who's slipping and why, which renewals are at risk this quarter, and where the expansion is. Built from the data, not from a dropdown.
- Health from usage, tickets, billing, and sentiment, explained in plain English
- Renewal forecast by quarter that finance can plan on
- Expansion signals routed to the account owner automatically
Arcadia Robotics' champion left on June 3 and weekly usage is down 38% since. Their new Director of Ops joined from a current customer. Intro email and save plan are drafted.
Draft save planIllustrative example. Names and figures are fictional.
The agent menu
The agents we build most often for customer success and account management teams. If your team repeats it, we can build it.
Account Health Monitor
Scores every account daily from usage, tickets, billing, and call sentiment, and explains what changed.
Pulls product usage, support volume and severity, invoice status, and call summaries, recalculates health, and posts a short reason with every drop so the CSM knows exactly where to look.
What changes
What your team gets back.
Risk you see a quarter early
Health scores built from real signals, with a reason attached, so the team acts before the renewal call.
A renewal forecast finance trusts
Renewals tracked like new business, with forecast categories and the evidence behind them.
Expansion from the whole book
Signals land with every account owner, not just the ones who have time to dig.
FAQ
Common questions
What's the best CRM for customer success teams?
Most of our clients run customer success in Salesforce or HubSpot, alongside sales, so renewals, expansion, and health live on the same account record. We'll recommend dedicated CS tools only when the CRM can't do the job.
How do you build a health score people trust?
We build it from the signals that actually predict churn for your business (usage, support, billing, sentiment, stakeholder changes), test it against past renewals, and show the reason behind every score so CSMs can act on it.
Will AI agents talk to our customers directly?
Only if you want them to. Most teams start with agents that brief, draft, and flag, with a person approving anything that goes to a customer.
How long does it take?
A first version of health scoring, renewal tracking, and one or two agents typically takes 6 to 10 weeks, depending on how clean your usage and billing data is.