Customers that stay. Accounts that grow.
AI agents that catch churn signals before customers leave, prepare you for every renewal conversation, and turn happy customers into advocates.
8 ways to protect and grow your customer base
Daily health scoring of every customer account. Monitors product usage, support tickets, engagement patterns, and billing behavior. When signals change, your CSM gets an alert with exactly what's wrong and what to do about it. You find out a customer is at risk when behavior changes, not when they ask to cancel.
Creates renewal opportunities in your CRM automatically 90 days before contract end. Assigns the right owner, populates contract details, and lets you track renewal pipeline separately from new business. Renewals become a managed, forecastable process instead of something that happens to you.
60-90 days before renewal, your account manager gets a prep package: customer health signals, usage data, support history, engagement metrics, and AI-suggested renewal strategy. Walk into every renewal conversation knowing whether to push for expansion, reinforce value, or start a recovery conversation.
Identifies happy customers based on NPS scores, support satisfaction, and usage patterns. Triggers personalized outreach requesting testimonials, G2 reviews, case studies, or referrals. You stop asking randomly and start asking the right customers at the right time. Response rates go from 3% to 15%+.
Monitors your CRM for closed-lost deals. After 60-90 days, drafts personalized re-engagement emails based on the original loss reason and any company updates. 'No' often means 'not right now.' This agent works your old pipeline systematically so you don't have to.
Your old leads and lapsed customers are a goldmine you're ignoring. This agent analyzes your CRM for dormant contacts, segments them by original interest and engagement history, then runs personalized re-engagement campaigns. 'Hey, we talked 8 months ago about X—here's what's changed.' Not spray-and-pray. Intelligent sequences based on why they went cold. Turn 'dead' contacts back into pipeline.
AI chatbot that answers customer questions using your actual knowledge base. Maintains conversation history for natural back-and-forth. Escalates to humans when it can't answer confidently. Handles 60-70% of inbound volume automatically. Your support team focuses on problems that actually need human judgment.
Your entire customer success function running on AI. Churn risk monitoring, renewal preparation, contract pipeline management, invoice collection, and customer advocacy capture. All connected. All automated. You set the strategy. Your agents protect the revenue you've already earned.
Everything we build is custom. These are starting points, not limitations. If you have a retention problem that doesn't fit neatly into one of these boxes, we want to hear about it.