Weekly account priorities
- Account A 42 / 100
- 37% of seats active. Renews in 35 days.
- Account B 61 / 100
- Main contact inactive for 41 days.
- Account C 94 / 100
- 98% of seats used. Near the seat limit.
See which accounts need you this week, what is at risk, who is ready to buy more, and get the email drafted.
Request early accessBuilt for solo CSMs, account managers, and small SaaS customer success teams, especially teams managing franchises or other multi-location customers.
Start with your product usage export.
See which accounts need attention first and what triggered each flag.
Read the briefing and personalize the draft email before sending.
A 0–100 score combines seat usage, feature adoption, login trends, and how long the main contact has been inactive.
Spot weak adoption ahead of renewal and accounts nearing their seat limit.
See recurring revenue at risk, revenue tied to expansion signals, average health, and the healthy, watch, and at-risk breakdown.
Claude drafts an account summary, risks, opportunities, three next steps for the week, and a customer email.
Each upload creates a saved report. Log in to revisit past reports or export them as CSVs.
We plan to add API connections to CRM systems, product usage data sources, QuickBooks Online, and ERP systems. Today, Customer Insight uses CSV uploads.
Free to try, pricing coming soon.