The customer success intelligence
platform for revenue teams
Everything your customer success team needs to detect risk, run your playbooks, and grow revenue - all in one place.
Spot risk before it becomes churn
CSSignal tracks product usage, support volume, billing health, login frequency, and engagement signals across every account in your book - surfacing risk on the accounts that need attention today.
- 6 weighted health factors you control
- At-risk accounts surfaced to the responsible CSM
- Recalculated live every time you open the app
- Automatic risk flags with severity
- Bring data in via CSV today, Salesforce, HubSpot, and Zendesk connectors coming soon
Dynamic scores that actually reflect reality
Stop guessing which accounts are healthy. CSSignal builds a health score for every customer from 6 weighted factors you control - product usage, support trends, billing data, and relationship signals - recalculated live every time you open the app.
- 6 weighted factors combined into a single score
- Adjust health-score weights and thresholds for your workspace
- Historical score trends, see when health changed
- Portfolio breakdowns by tier, industry, and CSM
- Engagement measured on a rolling 30-day window
Standardize your entire customer success motion
Standardize how your team responds. Apply a playbook to an account and CSSignal assigns the steps as tasks, so onboarding, at-risk outreach, and renewals run the same way every time.
- Apply a playbook to any account in a click
- Assign tasks to CSMs, AEs, or external contacts
- Every step owned, dated, and tracked to completion
- Standardize onboarding, at-risk outreach, and renewals
- Track completion rates and time-to-close per playbook
Revenue intelligence at a glance
Build custom dashboards for every stakeholder, from individual CSMs tracking their book of business to VPs reporting on portfolio health and renewal confidence to the board.
- Pre-built dashboards and 13 ready-made reports
- NRR, GRR, churn rate, and expansion pipeline
- Print-ready reports and QBR decks
- Filter reports by tier, region, owner, industry, health, and period
Meeting notes that stay with the account
Capture what happened on every customer call - themes, risks, and next steps - against the right account record, so the context is there at renewal instead of in someone's notebook.
- Notes, themes, and next steps captured per account
- Action items assigned as tasks to the right owner
- What you log feeds the account's health picture
- QBR history in one place, ready for the next review
Your customer success team's intelligent assistant
Ask questions in plain English, get instant answers across your entire customer base. Signal AI turns your portfolio data into concise, actionable insight - so you go into every customer interaction fully prepared.
- Natural language queries across all account data
- AI portfolio and risk reports
- Pre-built templates, AI drafts on request
- Risk explanations with recommended next actions
- Flags upsell candidates and opens opportunities automatically
Maximize revenue recovery
Don't treat churn like a dead end. When an account is lost, log the reason in a structured churn library, then work it in the win-back pipeline so the lessons and the revenue both stay recoverable.
- Churn reasons and lessons logged in a structured library
- Win-back pipeline with re-engagement tracking
- Outreach playbooks you build from what the churn log tells you
- Recovered-revenue reporting for the board
Native dual-currency & Spanish workspace
Run customer success across borders. CSSignal displays your accounts in Spanish and in the currencies your regional teams actually use. Set your base currency and the exchange rate you want to work with - for example, a US company managing accounts in Mexico or across LATAM - and CSSignal shows both currencies side by side, using the rate you set.
- One-click workspace switch between English and Spanish
- Dual-currency account values using the exchange rate you set. No fluctuating third-party rates
- Set your base currency (e.g. USD) and a secondary display currency (e.g. MXN) per workspace
- Localized date, number, and currency formats per user
- Region-aware reporting for distributed teams
Ready to see the full platform?
Get a personalized 30-minute walkthrough with a CSSignal product expert.
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