Account Health Scores
Composite health scores calculated from product usage, NPS, support ticket volume, and payment status. Drill into any account to see exactly what's driving the score up or down.
Churn Risk Detection
Automated risk flagging when accounts go quiet, NPS drops, or renewal dates approach without engagement. Surface at-risk accounts before they churn.
Renewal & Expansion Tracking
Track renewal dates, contract values, and expansion opportunities across your entire book of business. Get alerts when renewals are approaching and accounts haven't been contacted.
NPS & CSAT Integration
Survey responses from the Surveys app are automatically ingested and matched to CSM accounts. NPS and CSAT scores update health calculations in real time.
Automated Playbooks
Define trigger-based playbooks — onboarding, QBR prep, renewal outreach, churn intervention — that fire automatically based on health events, dates, or thresholds.
AI QBR Summaries
One click generates a structured QBR summary from account activity, health history, support tickets, and NPS data — ready to share with the customer or use as meeting prep.
CS Workflows
Date-based workflow triggers (no engagement, renewal approaching, task overdue) automatically create tasks, send notifications, or kick off playbook steps across your team.
CRM Integration
CSM accounts are linked to CRM contacts and companies. Deal history, email activity, and contact records are available in context — no switching between tools.