Client 360°
Every contact, note, deal, and document for each account in one workspace.
AI-Powered Client IntelligenceProactively prevent churn.
Proactively prevent churn.
Grow every account.
ClientSuccess Pro unifies your client data, surfaces risks before they hurt revenue, and turns every meeting into action — all in one AI-powered platform.
Built for agencies, SaaS companies, and consultancies managing 10–500+ accounts.
The platform
Three pillars of modern client success
Proactive Intelligence
AI continuously monitors signals across meetings, projects, and engagement to surface churn risks weeks earlier.
Unified Client View
Every contact, conversation, deal, and document for an account — together in one 360° workspace.
Action-Oriented Insights
Daily AI briefings tell your team exactly what to do next, with action items auto-extracted from every meeting.
Everything in one place
One platform. Six superpowers.
Replace the patchwork of spreadsheets, CRMs, and notes with a single intelligent layer.
Meeting AI
Auto-generated summaries, agendas, takeaways, and assignable action items.
Health Scores
0–100 health scoring with status workflow and risk alerts.
Reports
Action items and pipeline rollups across CSMs and segments.
Control Tower Sync
Bi-directional sync of clients, projects, meetings, and deals.
Daily Briefings
Each CSM gets a morning brief on what needs attention today.
Manual vs AI
See the difference
Without AI
The manual way
- Skim through 45 minutes of recordings
- Re-type notes into the CRM
- Forget half the action items by Monday
With ClientSuccess Pro
AI does the heavy lifting
- AI summary delivered the moment the call ends
- Action items auto-assigned with due dates
- Recap email sent to client and BCC'd to manager
Impact metrics
50%
Faster client insights
30%
Earlier risk detection
100%
Account visibility
Who it's for
Built for client-led businesses
Digital Agencies
10–100 clients, scattered context, reactive ops.
SaaS Companies
20–500 accounts, churn risk, expansion tracking.
Consultancies
5–50 engagements, knowledge that walks out the door.
Managed Services
10–200 accounts, CSM workload, coverage gaps.
Connect your data in minutes.
Plug in Control Tower, import your accounts, and let AI start working on day one.