See account risk early enough to act.
Bring CRM, product usage, support, billing, renewal, and engagement signals into one operating view. Give customer-success and revenue teams clear health scores, visible confidence, risk drivers, and practical next actions.
Account operations
A consistent view of customer health, change, and exposure.
RetainIQ sits beside the systems your team already uses as an intelligence and decision-support layer, prioritizing exceptions without replacing the workflow that owns the action.
Operating workflow
From scattered account signals to an explainable retention action.
RetainIQ resolves incoming signals into an account timeline, calculates health and supporting risks, explains what changed, and recommends the next customer-success action.
Normalize
Resolve CRM, usage, support, billing, and engagement events to the right account.
Score
Calculate account health, supporting risks, trend, confidence, and revenue at risk.
Explain
Rank the signal changes and evidence that materially moved the account.
Act
Recommend, assign, and track a practical retention action with human ownership.
Focused capabilities
Start with the account changes customer teams can act on.
The first release emphasizes explainable account signals, visible confidence, and manageable action queues instead of trying to replace the CRM.
Usage and adoption decline
Track active users, seat utilization, feature depth, milestone progress, and material changes against the account’s own baseline.
Support pain and escalation
Surface high-severity tickets, reopened issues, aging cases, escalation patterns, and negative support sentiment.
Stakeholder disengagement
Identify sponsor silence, missed touchpoints, declining response activity, and uncertain champion coverage.
Renewal and billing pressure
Combine renewal proximity, contract value, payment friction, downgrade signals, and prior renewal behavior.
Revenue-level prioritization
Move from account risk to a book-of-business decision.
RetainIQ connects account health to ARR or MRR, renewal timing, ownership, top risk drivers, action status, and outcome feedback so leaders can see where attention protects revenue.
Prioritize by business impact
Keep account risk beside recurring revenue, renewal timing, and current ownership.
Explain the movement
Show which usage, support, engagement, or billing changes materially moved the score.
Learn from outcomes
Capture the action and result so playbooks and thresholds can improve over time.
Fits the current stack
Bring signals in. Send decisions back where work happens.
RetainIQ is designed to complement your current systems. Start with files or APIs, then add connectors and workflow routing as the operating model matures.
Decision standard
Useful intelligence without hidden certainty.
RetainIQ is designed for decisions that need visible evidence, understandable limits, and accountable human ownership.
Account-specific baselines
Measure meaningful change against the customer’s own operating pattern instead of one generic threshold.
Confidence before certainty
Missing, stale, or weakly matched sources reduce confidence and remain visible beside the score.
Human-owned retention
RetainIQ recommends and prioritizes; account owners decide how and when to engage the customer.
Focused first. Expanded with evidence.
RetainIQ is being designed to recommend practical customer-success actions without silently automating outreach or presenting weak data as certain prediction.
- CSV and API account-signal import
- Account health, trend, confidence, and risk bands
- Usage, support, engagement, billing, and renewal drivers
- Account detail, action queue, and outcome feedback
- CRM, support, usage, and billing connectors
- Revenue-at-risk and executive reporting
- Tenant-specific thresholds and playbooks
- Role controls, webhooks, audit exports, and calibration
Product development
Bring a more disciplined account-risk view into your retention program.
RetainIQ is in development. We are evaluating customer-success, account-management, RevOps, support, and revenue requirements against the initial product scope.