Catch churn before it happens.
Every account graded nightly, with its calls, tickets and renewal date beside the score.
Replies have slowed and three tickets are still open.
Sample account. Drag the score.
Keep what sales promised.
- The won deal, one click from the account
- Transcripts and summaries from the sales calls
- A kickoff task the moment the stage changes
Let customers reach you their way.
Conversations land on the customer's record, and replies go back on the same channel.
See communications →A health score you can explain.
You write the rubric: usage, recent calls, open tickets. Every point on the score is a line anyone can read.
How usage tracking works →Sample data
A day on the Success team.
A sample day, start to finish.
Three accounts slipped to At risk overnight.
Globex went quiet. Its score takes the hit.
Acme's review call, summarized on the record.
Initech moves to At risk. The save playbook starts.
Umbrella's seats are full. Stella drafts the upsell.
Sam logs off. Every account re-scores overnight.
Everything a success team runs.
Your book, ranked by risk.
- Accounts shaped the way you track them
- Health or churn-risk grades, re-scored nightly
- Usage and tickets rolled up to the account
- Saved views by score, tier or renewal
Questions success leaders ask.
How is the health score calculated?
It's a grade: a rubric of lines you write, each worth points. It re-scores when the account changes and every night.
Where do the signals come from?
Usage from your product through the API, tickets and survey scores rolled up, recent calls and emails, and signals like an account going quiet.
Can an agent email a customer on its own?
Stella asks before sending any email. For agents that run on their own, you choose which tools each one can use.
How do renewals and expansion fit in?
Renewals are deals with stages and close dates, on their own board. A usage threshold finds the accounts ready to grow.
What happens at the handoff from sales?
Nothing to move. The won deal stays linked to the account, with the contacts and calls from the sale.
Does this replace a customer success platform?
For most teams, yes. Health grades, playbooks, the inbox and renewal boards are built in.
Stop losing accounts you could have saved.
Write the rubric once, and the at-risk list ranks itself every night.
Plans from $39 a seat a month, billed annually. See pricing