See churn coming. Act before it lands.
SuccessOS scores every account from usage, CRM, billing and WhatsApp conversations, then automates the save.
32,000+ accounts scored across 40+ customer success teams
- 32,000+ accounts scored on SuccessOS
- 40+ customer success teams on the platform
Churn is decided long before the renewal call.
Usage slips in March. A champion goes quiet in April. An invoice sits unpaid in May. By the time the renewal call comes, the decision is weeks old.
Most CS tools assume one channel and a team large enough to feed them by hand. The signals already live in your stack. They never meet.
One system for the whole customer lifecycle.
Health scoring
Usage, CRM, billing, conversations and sentiment converge on one live score per account. Every score breaks down into the signals that moved it.
Renewals
Renewal confidence on every account rolls into a quarterly forecast, with committed revenue and revenue at risk side by side.
Playbooks
Risk starts the right play on its own. Each task lands with an owner and a due date, and progress rolls up to team goals.
Integrations
HubSpot, Chargebee, Gmail, WhatsApp, Fireflies and Pendo feed the score directly. Nobody exports a spreadsheet on Friday.
Channels
Email, calls and meetings land on the same account timeline as WhatsApp, and every one of them counts toward the score.
Your customers answer WhatsApp. Now your playbooks do too.
One conversation carries the whole save: the warning, the outreach, the fix and the call on the calendar.
- A live health signal
- Replies and silence on WhatsApp move the score, the same way usage and billing do.
- Plays that talk to customers
- AI CSM Clones open the conversation and carry it forward on your CSM's behalf.
- Alerts the moment health dips
- The CSM hears first, on WhatsApp, with the account context attached.
We fit SuccessOS to your process.
Forward-deployed engineers learn how your team runs success, then shape four parts of SuccessOS around it. Your team keeps its process.
- Sections
- Which modules exist, the order they sit in, and what each is called. If your team does not run onboarding as a stage, it is not one.
- Appearance
- Layout, density and branding of the screens your CSMs live in all day, tuned to how your team reads an account.
- Edition
- The capability set scoped to what you run, so nobody pays for or works around modules the team will never open.
- Functionality
- Fields, health-score inputs, playbook logic and automation rules follow your definitions of risk, readiness and a good renewal.
What teams measure after two quarters.
- −31% preventable churn after two quarters
- +14% gross revenue retention after two quarters
- 9 h saved per CSM, every week
- 1 week from kickoff to a first live health score
Thirty minutes. Your accounts, scored live.
Bring a sample of your book. We score it in front of you, WhatsApp signals included, and you leave with the risk and the renewals on one screen.