AI-powered analysis across your customer base
SaaS teams sit on more customer signals than they can properly read. Emails, tickets, product usage, sentiment, and contracts often live in separate systems, so the real picture stays blurry.
This assessment pulls those signals together. Our team runs an AI-powered analysis across your customer base and shows you where risk is forming, what is driving it, and what to do next.
A Platform for any Challenge:
Customer 360
Customize one view to fit your needs with all relevant customer data.
Segmentation
Sort your clients by any metric and tailor your strategy for each of them.
Customer Lifecycle
Enable detailed customer interaction strategies and track related lifecycle metrics.
Health Scores
Identify opportunities and risks early by creating personalized scores.
Custom Alerts
Set custom triggers and get a Slack message, email, or notification.
Task Management
Set custom tasks for CSMs when certain actions occur.
CSM rating
Track client health using a custom rating given by your staff.
Automation / Playbooks
Build powerful playbooks and stop spending time on tasks that can be automated.
Integrations
Powerful native integrations so you can consolidate your data and reports in one point.
