The Customer Success workspace.
Success pulls your CRM, contracts, billing, and product analytics — plus the signals from your customer conversations — into one workspace. Answer "who's at risk?", "who's about to convert?", "who needs outreach?" without leaving a single screen.
Six surfaces, one workflow
Route accounts between them as the relationship evolves — Health to Convert when a trial heats up, Convert to Pipeline when it's a real deal, Contracts when you need a renewal review.
Health
The renewal-and-risk queue. Health scores, ARR distribution, accounts approaching renewal, payment state.
Convert
Prioritize trial and prospect accounts by conversion likelihood and urgency. Sync from your CRM and billing.
Contracts
Contract listings with renewal dates, payment state, MRR/ARR — from your CRM and billing tools.
Pipeline
Kanban + table views of deal pipeline, enriched with Health and Convert context.
Re-engage
Closed-lost revival queue. AI-scored re-engagement likelihood, lost-value totals, prioritized outreach.
Releases
Match customer feature requests against shipped releases. Send "we shipped your request" emails.
