One account view your whole team trusts.
Health with the reasons behind it, ARR and renewal exposure, a sentiment trend that reads calls and threads, QBR synthesis on demand — every account assembled from the work your team already does, into one record support, CS, and sales can all stand behind.
Brief the exec sponsor before the renewal call — clear the open P1, then confirm the sentiment curve turns.
Three views, one customer.
Support sees tickets. CS sees adoption. Sales sees the renewal date. Same customer, three slices — and the whole picture only exists in someone’s head the morning of the call.
The unhappy signal is worse: it hides in a call aside, a terse thread, a response time that keeps slipping. By the time it reaches a survey score the save is a renewal negotiation instead of a fix — and QBR week is still manual assembly.
One record, assembled from the work itself.
Health with the reasons, not just a score.
62, amber, trending down — shown with the tickets, sentiment, and adoption that moved it. Your team sees why the number changed, so the next step is obvious instead of a guess.
Sentiment trend, not survey scores.
The curve reads across tickets, email, and meetings — where feelings actually surface — rather than a quarterly form nobody fills in. It alerts when the line bends, not when it finally breaks.
Renewal risk with the next play attached.
ARR and renewal exposure per account (Acme, $340k, 47 days) paired with the specific move that protects it — surfaced early enough to land in a forecast review, not the renewal call.
QBR synthesis on demand, evidence attached.
A per-account summary — health, ROI, open risks, recommended path — drafted from the work your team already logged, with the tickets, calls, and sentiment attached as receipts. Human-reviewed AI drafts it; your team keeps the judgment.
Meetings and calendar, logged into the account.
Summaries land on the account on their own — “Acme weekly sync · 32 min · 4 action items” — and the QBR prep is already on the calendar. The account timeline stays current without anyone updating it.
When the account record is the source of truth.
Your team stops assembling the picture and starts using it — in the meetings where it actually matters.
Risk shows up before the renewal call.
The signal reaches the forecast review while there is still room to move. Saves happen as fixes, not as end-of-quarter negotiations.
QBR week becomes reading, not assembling.
The narrative is drafted from real work and waiting when you open the account. Your team edits and adds judgment instead of hunting across five systems the morning of the meeting.
One picture support, CS, and sales all trust.
The same record, the same numbers, the same history — so the account conversation stops opening with “which version is right?” and starts with what to do next.
Built for VP Customer Success — and the TAMs and CSMs who live in these accounts every day.
Modules that share the same account spine.
See it before your next renewal call.
A 30-minute walkthrough of the platform, with the person who built it.