Product walkthrough
SuccessOS in ninety seconds: dashboards, health scores, renewals, playbooks, WhatsApp, reports, customization and integrations.
Intro
The operating system for customer success.
How it works
Every signal moves the score. A falling score starts the save.
Five signals land on one account in turn, each with its reason, and each drop starts its own action.
Dashboards
See churn coming. Act before it lands.
Every account in the book, scored live and ranked by risk.
Health score
One live score per account.
Every score breaks down into the signals that moved it.
Renewals
Walk into every quarter knowing what renews.
Renewal confidence on every account rolls into a quarterly forecast.
Playbooks
Risk starts the right play on its own.
Each task lands with an owner and a due date.
WhatsApp
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.
Reports
Reports that turn your customer base into a forecast.
Every report drills from a headline number down to the accounts behind it.
Customization
We fit SuccessOS to your process.
Forward-deployed engineers set the sections, appearance, edition and functionality.
Integrations
Connected to the stack you already run.
22 native integrations. The score reads straight from the source.
Results
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