Create customer success playbooks with health scoring and expansion strategies
CS playbooks: health scoring, onboarding flows, QBR templates, expansion identification, and risk mitigation.
Deploy at scale across your organization with SSO, audit logs, and team management.
Integrate into daily operations to reduce manual work and improve accuracy.
Major rewrite with improved accuracy
Major rewrite with improved accuracy — see release notes for details.
3/18/2026
Game changer
This completely transformed how our team works. ROI was immediate.
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Strong recommendation
I've recommended this to three other teams already. Everyone loves it.
10x productivity boost
Not an exaggeration — our team is genuinely 10x more productive with this.
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