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Retention, upsell, and CS strategy built into your growth loop.

Your real-time view of customer retention, risk, and upsell readiness. Monitor account health, identify expansion opportunities, and proactively reduce churn with precision.

📌 Customer Success System Overview

🎯 Retention, Expansion, and Success Strategy — all in one place.

Gain real-time visibility into:

• 💔 At-Risk Accounts – Spot early warning signs and intervene
• 💰 Expansion Opportunities – Identify accounts primed for upsell
• ✅ Customer Health Scores – Auto-calculated based on usage, support, and NPS

Everything here is built to reduce churn, increase LTV, and systematize customer wins.

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Customer Health

Health Score Calculation

Customer Success Playbooks