Customer Success Intelligence Platform

Drive Retention
with All Round
Visibility.

— Retention is growth.

The complete intelligence platform that gives your CS team full visibility across the entire customer lifecycle — so every account gets the attention it deserves.

Book a DemoSee the platform →
Account Health
82
Nexaflow Inc
Healthy · $64K ARR
Live signals
Orbitex — NPS detractor · score 3
2 hours ago
Prism Labs — usage down 34%
5 hours ago
Renewals · Next 90 Days
$1.4M
ARR across 12 accounts
Live signals
Orbitex· NPS detractor · score 3
Prism Labs· usage dropped 34%
Nexaflow· renewal confirmed · $64K
Crestview· champion dark · 18 days
Stackform· health score dropped to 44
Brightpath· expansion · +20 seats
Velomark· onboarding complete
Axient Corp· support escalated
Orbitex· NPS detractor · score 3
Prism Labs· usage dropped 34%
Nexaflow· renewal confirmed · $64K
Crestview· champion dark · 18 days
Stackform· health score dropped to 44
Brightpath· expansion · +20 seats
Velomark· onboarding complete
Axient Corp· support escalated
$2.1M
ARR Retained
↑ across 38 renewals
847
Signals fired · 30d
94% acted on
76
Avg Health Score
↑ 4.2 vs last 90d
24h
Live in
No implementation needed
Retention is growth.

Your next dollar of revenue is already a customer. The CS teams that win are the ones with full visibility — who see everything, act early, and never let an account go dark.

Sage · AI Intelligence

Portfolio intelligence your team would otherwise miss.

Ask across your entire portfolio. Sage synthesizes signals, surfaces patterns, and tells you what to do next — not just what happened.

SageAI · Portfolio Intelligence
You
Which accounts are most likely to churn this quarter and why?
Sage
Three accounts show compounding risk this quarter. Orbitex has declining DAU (−34%), a recent NPS detractor, and a champion inactive for 18 days — renewal is 42 days out. Prism Labs shows similar usage decline with no QBR scheduled. Stackform's health score dropped 22 points in 30 days. I'd prioritise Orbitex — the timeline is tightest and the champion relationship is the most recoverable signal.
Connects to
Salesforce
HubSpot
Slack
Zendesk
Mixpanel
Segment
+ CSV / Push API
All Round Visibility

See everything that drives retention.

Most CS teams operate on partial data. SuccessMetrix brings every signal — health, sentiment, lifecycle, activity — into one complete picture.

Account Health Scoring
Every account scored daily across 10+ signals. Always know who's healthy, who's drifting, and who needs you today — before they tell you.
Daily Signals
Risk flips, usage drops, NPS detractors surfaced every morning.
Customer Journey
Every lifecycle stage visible from onboarding through renewal.
NPS & Sentiment
Continuous NPS tracking and detractor alerts across the portfolio.
CSM Activity & Productivity
See what your team is working on, who's meeting their cadence, and where accounts are going under-serviced. Coach with data, not instinct.
Renewal Pipeline
Every renewal date, ARR at risk, and forecast in one view.
Executive View
QBR, MCR, exec dashboards — board-ready metrics always current.
AI Intelligence
Portfolio-level insights your team would miss — patterns, risks, opportunities across all accounts simultaneously.
The Full Lifecycle

From day one to renewal. Every stage covered.

Retention isn't won at the renewal call. It's built across every stage of the customer journey.

Onboard
Kickoff trackingTime-to-value monitored
Milestone alertsStalls caught in week one
At-risk flaggingEarly intervention
Adopt
Usage depthFeature adoption tracked
Training gapsIdentified proactively
PlaybooksConsistent execution
Engage
QBR builderWalk in prepared
Success plansGoals aligned
Champion trackingKey relationships
Retain
Health scoringRisk 60–90 days early
NPS automationSentiment continuous
Renewal intelEvery date and ARR
Expand
Upsell signalsExpansion surfaced
Seat growthUsage identifies fit
ARR trackingLeaderboards

01 · Health Intelligence

Know the real state of every account. Not just the loudest ones.

Custom health models built on your data — NPS, product usage, support load, engagement — scored daily. No guesswork. No gut feel. Just a clear signal for where your team needs to be.

10+ signal typesIndustry presetsCustom weightsDaily scoring
Portfolio Health · Today
Nexaflow Inc82Healthy
Velomark74Healthy
Prism Labs52At Risk
Stackform44At Risk
Orbitex31Critical

02 · Signal Intelligence

Every morning, your team knows exactly where to focus.

Risk flips, usage drops, NPS detractors, renewal windows crossing — surfaced automatically in a daily feed. One click to create a task from any signal. Nothing falls through the cracks.

Risk detectionAuto-notificationsOne-click tasksDaily digest
Today's signals · 6 new
Orbitex — NPS detractor submitted · score 3
Critical · 2h ago · Sara K
Prism Labs — Usage dropped 34% this week
At Risk · 5h ago · Renewal in 64d
Stackform — Health score dropped to 44
At Risk · 8h ago · Was 66 last week
Brightpath — Expansion signal · +20 seats
Opportunity · 10h ago · Marcus T

03 · Sentiment Intelligence

Know how your customers feel. Not just what they're doing.

Launch NPS campaigns to your entire portfolio in two clicks. Detractors flagged immediately. Promoters identified for expansion. Trends tracked over time automatically.

Bulk campaignsDetractor alertsTrend analysisSegment targeting
Portfolio NPS · Last 6 months
42
↑ 6 pts this quarter

04 · Execution Intelligence

Your best CSM's playbook. Available to every CSM. On every account.

Success plans, playbooks, and meeting notes — codified and accessible across the team. Consistent execution, measurable outcomes, and full accountability at every stage.

Playbook librarySuccess plansMeeting notesTask automation
Active Playbook · At-Risk Recovery
Identify risk trigger signal
Schedule executive check-in
Deliver tailored success plan
Confirm renewal path in writing
For CS Leadership

Leadership always has the full picture.

Walk into every board meeting, every renewal conversation, every monthly review — fully prepared. No last-minute data pulls.

QBR Builder
Walk into every quarterly review prepared. Account history, health trends, success plan progress — built in minutes, not the night before.
Monthly CS Review
Full monthly snapshot of your team's performance — portfolio health, renewals closed, NRR, CSM activity, at-risk ARR. Ready for your CRO before you ask.
Executive Dashboard
Board-ready retention metrics always current — NRR, churn rate, ARR at risk, renewal forecast, NPS trends. One dashboard, one source of truth, zero manual updates.
CSM Productivity

Your CSMs spend time with customers. Not on manual tasks.

The biggest lever in CS isn't headcount — it's how much of a CSM's day is spent on customers. SuccessMetrix gives that time back.

Signals surface themselves
CSMs don't hunt for what's wrong. The daily feed tells them where to focus before the day starts.
No more status update meetings
Every manager sees portfolio health in real time — no weekly roundup calls eating into customer time.
QBR prep in minutes
Account data, health history, success plan progress pulled automatically — not assembled the night before.
My focus today
S
Orbitex — NPS detractor follow-upCritical
Prism Labs — usage drop check-inAt Risk
Nexaflow — renewal callOn Track
Brightpath — expansion discussionExpand
12
Accounts
84
Avg Health
$1.2M
ARR Owned
“

We went from finding out about churn in the exit interview to catching it 60 days out. Every CSM now starts the day knowing exactly where to focus. That's what all round visibility actually means in practice.

J
Jordan M.
VP Customer Success · Series B SaaS · 180 accounts
Ready when you are

See what retention-led growth looks like.

30-minute demo. We'll walk through your lifecycle, your team, and show you exactly what all round visibility looks like for your accounts.

No pressure · No sales cycle · We'll respond within 24 hours