Customer success

Keep customers before they think about leaving

Retain customers with data: usage, tickets, payments and renewal dates on one board.

Health scores and early warnings for at-risk customers
Renew on time without missing a single contract
Onboarding, NPS and helpdesk in one app

Book a demo Pricing

Screenshot 1 of 6

20
capabilities: 10
advanced & AI features: 1
AI assistants on this data: Web
on mobile

Sound familiar?

The problems this app removes

Customers leave before you learn they were unhappy
Contracts expire with no renewal reminder
Every new customer is onboarded differently
Support tickets drift across channels and miss SLAs

Capabilities

20 capabilities in Customer success

Catalogued against screens that exist in the product, grouped by the work they do — not a flat marketing list.

Customer health

Health scoresAdvanced
Score contacts and accounts on a schedule or recalculate on demand.
Health alertsAI
A list of at-risk customers, filterable by account, with resolution tracking.
Health tab in CRM
Sales and CS see customer health right on the CRM account page.

Renewals

Renewal pipeline
Create and progress renewals, with a list of upcoming expiries.
Automatic renewal alertsAI
An AI assistant alerts owners when contracts approach renewal.
Renewal to documentsAdvanced
Turn a renewal into a Quotation, contract or Service Order without re-entry.

Onboarding & NPS

Onboarding templates
Standardise new-customer onboarding with reusable templates.
Onboarding progress
See where each customer stands and tick off completed steps.
NPS surveys
Create and send NPS surveys, then review responses and the overall score.
NPS response details
Read every response and comment to learn what customers like or dislike.

Playbooks

Playbook templatesAdvanced
Write customer-care scripts for each situation, with multilingual versions.
Automated playbook runsAdvanced
Configure playbook triggers and review the history of every run.

Helpdesk & SLA

Tier-1 support ticketsMobile
Create, handle and progress customer support tickets.
Escalate to Service ManagementAdvanced
Escalate technical tickets to the service team with full history kept.
Customer portal
Customers check ticket status via a portal link without an account.
SLA managementAdvanced
Set response and resolution targets and track tickets nearing breach.

CS team & AI

CS reps
Manage customer success reps and their portfolios.
CS teams & data scopeAdvanced
Assign customers by team so each team only sees its own accounts.
CS Guardian AIAI
AI watches risk signals and suggests retention actions.
CS overview & reports
A dashboard of health, renewals and support for CS leaders.

Real screens

Inside Customer success

Customer Success — Customer Health scoring board

In practice

When you reach for it

Spotting a customer about to churn before renewal

Customers rarely announce it; the signals sit scattered across systems.

1.The health score combines usage, ticket volume, satisfaction and payment delay
2.When the score crosses a threshold it raises an alert with the specific reason
3.An owner picks it up with a play already prepared

Intervention before the renewal date instead of after the decision.

Assistants on this app

1 assistants work on this data

Each assistant carries its own skills on this app’s data, inside the caller’s permission scope.

Customer Success Assistant15 skills

Customer success assistant — tracks account health, churn and renewal risk, NPS follow-up, onboarding milestones, expansion signals and lifecycle transitions.

Explore skills

Customer Health MonitorWeekly analysis of customer health based on engagement, payment history, and activity patterns. Flags at-risk accounts before they churn.
Health Score Trend AnalyzerDetects improving and declining customer health trends weekly by analyzing score history. AI recommendations for declining accounts.
Contract Renewal Risk PredictorPredicts renewal risk for upcoming contracts using health scores, renewal type, churn reason, upsell value, overdue invoices, and support load. Identifies upsell and cross-sell opportunities.
Expansion Signal DetectorIdentifies customers showing expansion signals — invoice growth ≥20% MoM, champion/loyal health score, positive NPS, or open upsell renewals
Lifecycle Transition MonitorTracks contact lifecycle stage changes daily, flags regressions (e.g., customer → churned), and suggests AI-powered playbook actions.
Customer Journey SummarizerGenerates AI-powered executive summaries of customer journeys using the unified timeline — activities, deals, invoices, and support tickets.
NPS Follow-up AgentIdentifies NPS detractors (score ≤6) from NPS surveys and low-rated service feedback. Flags critical responses (≤2) for immediate outreach and creates prioritized follow-up actions.
Onboarding Milestone TrackerMonitors onboarding_plans and csm_onboarding_tasks for stalled plans, overdue tasks, and go-live dates at risk. Alerts CSMs to accounts needing intervention before they fall behind.
Contact Financial InsightsAnalyzes invoice payment behavior per contact and flags financial risks — overdue invoices, slow payers, and high outstanding balances.
Churn Prevention AgentAggregates multi-dimensional signals: usage drop, unresolved ticket backlog, payment status, onboarding completion, login frequency. Computes Churn Risk Score 0-100.
Feature Adoption AgentAnalyzes api_request_logs and tenant_events to detect enabled modules with zero activity for 14+ days. Creates inline announcements with tips and tutorial links.
Usage Pattern AnalystSynthesizes behavioral report: DAU/MAU ratios, power user identification, plan tier usage comparison, upgrade suggestions when approaching quota limits.
Onboarding Progress AgentMonitors tenant onboarding checklist progress. Detects skipped steps after 2+ days and sends nudge announcements with step-by-step guidance.
Customer Success NarratorGenerates a weekly CS health narrative from customer health scores, renewal pipeline risks, onboarding progress, and NPS/satisfaction signals. Highlights champions, at-risk customers, and renewal exposure.
QBR PrepAssembles the quarterly business review pack for accounts approaching renewal — adoption, support burden, NPS trajectory, open opportunity and the asks worth making

FAQ

Frequently asked

How does CS helpdesk differ from Service Management?

CS handles tier-1 support; technical or billable work escalates to Service Management.

Is health scoring on by default?

No, it is off by default; enable it in settings to calculate on schedule.

Do customers need an account to view tickets?

No, they view tickets through a portal link.

Nearby apps and assistants

See Customer success running on your data

A thirty-minute demo focused on the process you are actually stuck on.

Book a demo See all 38 apps