See risk while there's still time to act, turn every renewal into a plan, and give your team one place to run the whole relationship — success, support, delivery and revenue.
Usage sits in one tool, tickets in another, the renewal in a spreadsheet. No one sees the whole account until it's too late.
Every quarter-end is a fire drill — chasing context, rebuilding the story, hoping the number holds. There's no plan, just pressure.
CSMs spend their week updating tools and writing recaps instead of talking to the customers who actually need them.
Live health scores roll up usage, sentiment, support and commercial signals into one number per account, ranked by the revenue at stake. The moment an account slips, a save play is one click away.
Know not just who's at risk, but exactly why — and what to do.
Your attention goes to the accounts that move the number.
Recovery playbooks kick in automatically when a band drops.
Support and success finally share one source of truth — history, health, renewal date and delivery work travel with every ticket, so an issue on an at-risk renewal is impossible to miss.
Boards, timelines and stage gates keep implementations on schedule — connected to the same accounts your CSMs work, so a slipping project shows up as account risk, not a surprise.
A live forecast, renewal readiness and expansion signals turn revenue from a quarter-end scramble into a year-round motion — every renewal with a checklist, an owner and a date.
"We stopped finding out about churn in the QBR. Now the risk is on our screen weeks ahead — and there's already a plan attached."
Illustrative — from teams consolidating onto Syndeo
Give your team one connected view of every customer. Request access, bring your accounts, and never get surprised again.
