Product
Customer success
Renewals, churn signals, onboarding handoffs, surveys and collections. Outreach is drafted for a person to approve.
Customer success
- Renewal radarwatch renewals 120 days out, score risk from usage, replies and champion changes, brief the owner.
- Date- and event-triggered lifecycle outreach templatesrenewal and warranty reminders, service and reorder reminders, and onboarding plays.
- Churn signals (champion departures, headcount drops, support tone, sentiment) that open a retention play.
- Customer health scorecards, customer grids, retention forecast boards, product-usage and support-ticket tracking per account.
- White-space mapping, cross-sell and upsell detection, expansion signals.
- Dormant or declining account detection from order and spend history, with a drafted re-engagement opener and win-back trigger.
- Onboarding agent90-day plan to first value with milestone tracking.
- Closed-won handoffkickoff task, handoff note to an onboarding channel, handoff-notes skill.
- NPS surveys drafted for approval, with alerts and feedback synced to the CRM.
- Payment follow-up and collections from Stripe invoices, drafted for approval.
Other areas
Try it with your own data
Free for up to 3 seats, no card.