Everything customer success runs on.
Health scoring, renewals, playbooks and WhatsApp automation in one system, fed by the tools your team already runs.
One score, followed from signal to renewal.
A health score that shows its working.
SuccessOS scores every account from product usage, WhatsApp conversations, billing and call sentiment. Each score lists the signals that moved it, so the number ends the argument.
- Weights tuned per segment you have defined
- A signal-by-signal breakdown on every account
- Alerts on WhatsApp and Slack when an account dips
- AI weights that learn from your renewal history
Every at-risk account, ranked by what it is worth.
Accounts that leave the healthy band or trip a billing signal land on one shared watchlist, sorted by the revenue at stake. Each opens a save play and alerts its CSM on WhatsApp.
- One at-risk watchlist for the whole team
- Revenue at risk, ranked by exposure
- The reason behind every flag: usage, silence or billing
The renewal number, known before the quarter closes.
Every account carries a renewal call: will renew, needs help or will not renew. Those calls roll up by CSM, team lead and segment into a forecast, with the trend behind it.
- Renewal confidence per account and pod
- Revenue at risk and churn trends, quarter by quarter
- Watchlists for accounts with no usage or a renewal due
Every dip starts the next right action.
When an account slips, SuccessOS starts the matching playbook, alerts the CSM and messages the customer on WhatsApp. The task arrives with an owner and a due date. Good process runs without a reminder.
- Playbooks triggered by health, renewal and usage events
- Tasks assigned with owners and due dates
- Completion tracked against team goals
- WhatsApp templates for onboarding, QBRs and save plays
Signals come in on WhatsApp. Save plays go out on it.
SuccessOS reads every WhatsApp conversation as a health signal. When risk appears, a playbook answers through a template or an AI CSM Clone, and each message is filed on the account record.
- WhatsApp engagement tracked as a health signal
- Playbook-driven outreach through AI CSM Clones
- CSM alerts on WhatsApp when health dips
- The full conversation history on the account timeline
Connected to the stack you already run.
Native connections across CRM, billing, product analytics, support, meetings and messaging. The score reads straight from the source, so nobody feeds it by hand.
- HubSpot (CRM)
- Zoho (CRM and suite)
- Pipedrive (CRM)
- Chargebee (Billing)
- Stripe (Payments and billing)
- Amplitude (Product analytics)
- Pendo (Product adoption)
- Zendesk (Support)
- BoldDesk (Support)
- Crisp (Live chat)
- Fireflies (Call intelligence)
- Fathom (Meeting notes)
- Read.ai (Meeting notes)
- WhatsApp (Messaging)
- Slack (Alerts)
- Gmail (Email)
- Google Workspace (Calendar)
- Jira (Project management)
- Confluence (Knowledge base)
- MySQL (Database)
- PostgreSQL (Database)
- MongoDB (Database)
From scattered signals to a renewal you saw coming.
Connect
Link HubSpot, Chargebee, WhatsApp, Fireflies and the rest of your stack. No data team required.
Score
Every account gets a live health score, weighted for your segments and your renewal motion.
Act
Risk starts the matching playbook, whether a WhatsApp alert, an email or a task, and assigns it to the right CSM.
Renew
Walk into each renewal with a confidence call and a record leadership can check.
See the platform on your own accounts.
We score a sample of your book end to end, from first signal to renewal call, while you watch.