Health score
Combines usage, tickets, payments and engagement into one score with a stated reason — never an unexplained number.
Onboarding playbooks
Segment-based journeys where each step creates a task for the right owner and a checkpoint before the next.
Account plans
Goals, owner, decision makers, risks and next actions for each key account.
Churn alerts
Early warning on falling usage, rising tickets, late payment or the loss of a key contact, with a matching suggested play.
Renewal management
Renewal calendar by contract value, uplift options and negotiation status, tied to the contract record.
Expansion opportunities
Spots accounts whose real usage points to an upsell, handed straight to sales.
Satisfaction surveys
Automatic surveys after service milestones, scored by segment, owner and over time.
Cadence management
A contact cadence by customer tier, alerting when an account has gone quiet too long.
Success log
Every touch linked to the related contract, invoice and ticket, so a new owner starts informed.
Retention reporting
Retention rate, net revenue retention, churn reasons and per-owner performance.
