CUSTOMER RETENTION INTELLIGENCE In development

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-level intelligence Revenue-at-risk context Human-owned actions
LIVE
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RetainIQ account health interface showing customer risk, revenue exposure, evidence, and recommended retention actions.
HealthyKeep the normal customer-success motion moving.
WatchInspect a weakening signal or confidence gap.
At riskAssign an owner and a practical retention action.

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.

HealthyKeep the normal customer-success motion moving.
WatchInspect a weakening signal or confidence gap.
At riskAssign an owner and a practical retention 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.

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RetainIQ workflow showing customer signals moving through account resolution, health scoring, explanations, and assigned retention actions.
01

Normalize

Resolve CRM, usage, support, billing, and engagement events to the right account.

02

Score

Calculate account health, supporting risks, trend, confidence, and revenue at risk.

03

Explain

Rank the signal changes and evidence that materially moved the account.

04

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.

01

Usage and adoption decline

Track active users, seat utilization, feature depth, milestone progress, and material changes against the account’s own baseline.

02

Support pain and escalation

Surface high-severity tickets, reopened issues, aging cases, escalation patterns, and negative support sentiment.

03

Stakeholder disengagement

Identify sponsor silence, missed touchpoints, declining response activity, and uncertain champion coverage.

04

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.

01

Prioritize by business impact

Keep account risk beside recurring revenue, renewal timing, and current ownership.

02

Explain the movement

Show which usage, support, engagement, or billing changes materially moved the score.

03

Learn from outcomes

Capture the action and result so playbooks and thresholds can improve over time.

LIVE
SYSTEM STATUS |
RetainIQ book-of-business view showing revenue at risk, renewal timing, account drivers, owners, and next actions.

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.

Example sources
CRMProduct analyticsSupport deskBillingEngagementRenewal calendar
Decision outputs
Account healthRisk driversRevenue at riskAction queueOutcome feedback
Operational flowCustomer-controlled
01
Source systemsRecords, events, documents, and evidence
02
RetainIQResolve, score, explain, and recommend
03
Owned workflowReview queue, application, report, or API action

Decision standard

Useful intelligence without hidden certainty.

RetainIQ is designed for decisions that need visible evidence, understandable limits, and accountable human ownership.

01

Account-specific baselines

Measure meaningful change against the customer’s own operating pattern instead of one generic threshold.

02

Confidence before certainty

Missing, stale, or weakly matched sources reduce confidence and remain visible beside the score.

03

Human-owned retention

RetainIQ recommends and prioritizes; account owners decide how and when to engage the customer.

Product roadmap In development

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.

Initial release focus
  • 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
Planned expansion
  • 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.