b2b SaaS cOMPANIES
Keep 99.9% of Your Users
With Perfect CSMs.
Keep 99.9% of Your Users
With Perfect CSMs.
Cut Churn | Surface Upsells | Get Referrals | Powered by AI.
Our model
How It Works
How It Works
A simple system that connects your data, monitors customer health, and takes action automatically without manual effort.
A simple system that connects your data, monitors customer health, and takes action automatically without manual effort.
Step 01
Connect your data
Sync product analytics, billing, CRM, and support tools in minutes.
Step 01
Connect your data
Sync product analytics, billing, CRM, and support tools in minutes.
Step 01
Connect your data
Sync product analytics, billing, CRM, and support tools in minutes.
Step 02
Train your CSM
We'll create Playbooks based on provided data for the perfect CSM Cadence that your AI Agent will use.
Step 02
Train your CSM
We'll create Playbooks based on provided data for the perfect CSM Cadence that your AI Agent will use.
Step 02
Train your CSM
We'll create Playbooks based on provided data for the perfect CSM Cadence that your AI Agent will use.
Step 03
Launch
Playbooks activate instantly when signals change - Recover 20% of your MRR within the first 30 days of usage.
Step 03
Launch
Playbooks activate instantly when signals change - Recover 20% of your MRR within the first 30 days of usage.
Step 03
Launch
Playbooks activate instantly when signals change - Recover 20% of your MRR within the first 30 days of usage.
Step 04
24/7 Growth
Manage every clients journey, beginning to end - For a fraction of the cost of a CSM Team.
Step 04
24/7 Growth
Manage every clients journey, beginning to end - For a fraction of the cost of a CSM Team.
Step 04
24/7 Growth
Manage every clients journey, beginning to end - For a fraction of the cost of a CSM Team.
Built to work with your existing tools.
The CSMConnect Advantage
The CSMConnect Advantage
Reduce churn, boost retention
Insert a CSM that’s designed to decrease churn and move you toward >95% retention as the system matures.
Recover missed revenue fast
Surface & quantify upsells, win-backs, referrals, and churn alerts in your CRM—then aim to recover at least 20% of that flagged revenue in the first 30 days post-launch.
CSM at a fraction of the cost
Always-on agents operate 24/7 for roughly 1/10th the price of a live CSM.
Consistent, timely outreach
lug-and-play setup creates cadences around billing cycles and churn risk, automates quarterly outreach/follow-ups, and builds a “best time to reach” timeline improving NRR and LTV.
Reduce churn, boost retention
Insert a CSM that’s designed to decrease churn and move you toward >95% retention as the system matures.
Recover missed revenue fast
Surface & quantify upsells, win-backs, referrals, and churn alerts in your CRM—then aim to recover at least 20% of that flagged revenue in the first 30 days post-launch.
CSM at a fraction of the cost
Always-on agents operate 24/7 for roughly 1/10th the price of a live CSM.
Consistent, timely outreach
lug-and-play setup creates cadences around billing cycles and churn risk, automates quarterly outreach/follow-ups, and builds a “best time to reach” timeline improving NRR and LTV.
Reduce churn, boost retention
Insert a CSM that’s designed to decrease churn and move you toward >95% retention as the system matures.
Recover missed revenue fast
Surface & quantify upsells, win-backs, referrals, and churn alerts in your CRM—then aim to recover at least 20% of that flagged revenue in the first 30 days post-launch.
CSM at a fraction of the cost
Always-on agents operate 24/7 for roughly 1/10th the price of a live CSM.
Consistent, timely outreach
lug-and-play setup creates cadences around billing cycles and churn risk, automates quarterly outreach/follow-ups, and builds a “best time to reach” timeline improving NRR and LTV.
Reduce churn, boost retention
Insert a CSM that’s designed to decrease churn and move you toward >95% retention as the system matures.
Recover missed revenue fast
Surface & quantify upsells, win-backs, referrals, and churn alerts in your CRM—then aim to recover at least 20% of that flagged revenue in the first 30 days post-launch.
CSM at a fraction of the cost
Always-on agents operate 24/7 for roughly 1/10th the price of a live CSM.
Consistent, timely outreach
lug-and-play setup creates cadences around billing cycles and churn risk, automates quarterly outreach/follow-ups, and builds a “best time to reach” timeline improving NRR and LTV.
Reduce churn, boost retention
Insert a CSM that’s designed to decrease churn and move you toward >95% retention as the system matures.
Recover missed revenue fast
Surface & quantify upsells, win-backs, referrals, and churn alerts in your CRM—then aim to recover at least 20% of that flagged revenue in the first 30 days post-launch.
CSM at a fraction of the cost
Always-on agents operate 24/7 for roughly 1/10th the price of a live CSM.
Consistent, timely outreach
lug-and-play setup creates cadences around billing cycles and churn risk, automates quarterly outreach/follow-ups, and builds a “best time to reach” timeline improving NRR and LTV.
Reduce churn, boost retention
Insert a CSM that’s designed to decrease churn and move you toward >95% retention as the system matures.
Recover missed revenue fast
Surface & quantify upsells, win-backs, referrals, and churn alerts in your CRM—then aim to recover at least 20% of that flagged revenue in the first 30 days post-launch.
CSM at a fraction of the cost
Always-on agents operate 24/7 for roughly 1/10th the price of a live CSM.
Consistent, timely outreach
lug-and-play setup creates cadences around billing cycles and churn risk, automates quarterly outreach/follow-ups, and builds a “best time to reach” timeline improving NRR and LTV.
Reduce churn, boost retention
Insert a CSM that’s designed to decrease churn and move you toward >95% retention as the system matures.
Recover missed revenue fast
Surface & quantify upsells, win-backs, referrals, and churn alerts in your CRM—then aim to recover at least 20% of that flagged revenue in the first 30 days post-launch.
CSM at a fraction of the cost
Always-on agents operate 24/7 for roughly 1/10th the price of a live CSM.
Consistent, timely outreach
lug-and-play setup creates cadences around billing cycles and churn risk, automates quarterly outreach/follow-ups, and builds a “best time to reach” timeline improving NRR and LTV.
Reduce churn, boost retention
Insert a CSM that’s designed to decrease churn and move you toward >95% retention as the system matures.
Recover missed revenue fast
Surface & quantify upsells, win-backs, referrals, and churn alerts in your CRM—then aim to recover at least 20% of that flagged revenue in the first 30 days post-launch.
CSM at a fraction of the cost
Always-on agents operate 24/7 for roughly 1/10th the price of a live CSM.
Consistent, timely outreach
lug-and-play setup creates cadences around billing cycles and churn risk, automates quarterly outreach/follow-ups, and builds a “best time to reach” timeline improving NRR and LTV.
Values
Values
The Core Features
The Core Features
If Customer Success was built in 2026… It would be CSMConnect
If Customer Success was built in 2026… It would be CSMConnect
AI-Enabled CSM (Context-Aware)
The agent reads each customer’s full CRM history, then builds outreach cadences around billing cycles and churn propensity—so timing and messaging match real account context. It’s also linked to a real human your customers can speak to when needed.
Smart Sequencing & Outreach
We create a “best-time-to-reach” timeline and automate regular outreach and follow-ups, ensuring consistent touchpoints that drive retention, expansion, and referrals without manual wrangling.
24/7 Coverage with a Human AM
Your CSM works around the clock, and every account includes a dedicated Account Manager who owns the agent, handles escalations, and can take live support calls.
Missed-Revenue Engine
Inside your CRM, we surface upsell opportunities, win-backs, referral prompts, and churn alerts—each quantified—so your team sees where revenue is being left on the table and what to act on first.
Plug-and-Play Integrations
We add ready-to-run workflows and a client dashboard to centralize signals and actions.
Built for Modern SaaS Teams
Built for Modern SaaS Teams
1
Customer Success
Spot risk early, prioritize the right accounts, and scale proactive engagement without manual spreadsheets.
Customer Success
Spot risk early, prioritize the right accounts, and scale proactive engagement without manual spreadsheets.
Customer Success
Spot risk early, prioritize the right accounts, and scale proactive engagement without manual spreadsheets.
2
Revenue & RevOps
Understand how product usage drives renewals, upsells, and expansion to forecast with precision.
Revenue & RevOps
Understand how product usage drives renewals, upsells, and expansion to forecast with precision.
Revenue & RevOps
Understand how product usage drives renewals, upsells, and expansion to forecast with precision.
3
Founders & Leaders
Get clear visibility into customer health and future revenue without asking for manual reports.
Founders & Leaders
Get clear visibility into customer health and future revenue without asking for manual reports.
Founders & Leaders
Get clear visibility into customer health and future revenue without asking for manual reports.
Customer health, fully operational
Customer health, fully operational
CSMConnect unifies your product, billing, and CRM data to surface risk and opportunity in real time and act on it automatically.
CSMConnect unifies your product, billing, and CRM data to surface risk and opportunity in real time and act on it automatically.
All engagement signals in a single system.
Identify churn and expansion signals before they become obvious.
Automated playbooks trigger the right actions without manual effort.
Pricing
Pricing
Get Enterprise-Level Customer Success for a Fraction of the Cost
CSM teams can cost you thousands per month - Recover missed revenue and run 24/7 outreach for a fraction of traditional headcount.
Starter
CSM Platform
Customer Success Made Visible
Unified customer health dashboard
Flags missed revenue
Alerts on churn propensity
Personalize outreach from CRM history
Email support
Pro
Popular
Full Management
24/7 Client Coverage in 5 days
Access to CSM Platform
Up to 5 CSM Agents + Dedicated AM's to Manage
Automated retention playbooks
Unified customer timeline for upsells
Slack, CRM and workflow integrations
Starter
CSM Platform
Customer Success Made Visible
Unified customer health dashboard
Flags missed revenue
Alerts on churn propensity
Personalize outreach from CRM history
Email support
Pro
Popular
Full Management
24/7 Client Coverage in 5 days
Access to CSM Platform
Up to 5 CSM Agents + Dedicated AM's to Manage
Automated retention playbooks
Unified customer timeline for upsells
Slack, CRM and workflow integrations
Starter
CSM Platform
Customer Success Made Visible
Unified customer health dashboard
Flags missed revenue
Alerts on churn propensity
Personalize outreach from CRM history
Email support
Pro
Popular
Full Management
24/7 Client Coverage in 5 days
Access to CSM Platform
Up to 5 CSM Agents + Dedicated AM's to Manage
Automated retention playbooks
Unified customer timeline for upsells
Slack, CRM and workflow integrations
Let’s Map Out Your Customer Success System
FAQS
FAQS
How is CSMConnect different from traditional customer success tools?
CSMConnect inserts an AI-Enabled Customer Success Manager into your SaaS that identifies missed revenue (upsells, win-backs, referrals, churn alerts), sequences perfectly timed outreach, and runs 24/7 follow-ups—without adding headcount.
How long does it take to get set up?
After completing a 15-min onboarding form, we will be ready to go live after 7 days. We will start by surfacing missed revenue in your account, where we'll typically recover 20% of lost pipeline within the first 30 days.
What do you integrate with?
We will set up within your CRM, AI Notetakers, Emails & Slack and sync subscription data; then we add workflows and a client dashboard with a best-time-to-reach timeline.
How does the AI work with a human?
The agent reads full CRM context and runs cadences around billing cycles and churn propensity; every account also has a dedicated Account Manager who owns the agent, handles escalations, and can take live support calls.
What’s pricing?
Pricing is determined by the scale of which you need CSMs and your current systems/lack thereof. If you are interested in understanding how much this might cost for your company, please book a demo call.
How is CSMConnect different from traditional customer success tools?
CSMConnect inserts an AI-Enabled Customer Success Manager into your SaaS that identifies missed revenue (upsells, win-backs, referrals, churn alerts), sequences perfectly timed outreach, and runs 24/7 follow-ups—without adding headcount.
How long does it take to get set up?
After completing a 15-min onboarding form, we will be ready to go live after 7 days. We will start by surfacing missed revenue in your account, where we'll typically recover 20% of lost pipeline within the first 30 days.
What do you integrate with?
We will set up within your CRM, AI Notetakers, Emails & Slack and sync subscription data; then we add workflows and a client dashboard with a best-time-to-reach timeline.
How does the AI work with a human?
The agent reads full CRM context and runs cadences around billing cycles and churn propensity; every account also has a dedicated Account Manager who owns the agent, handles escalations, and can take live support calls.
What’s pricing?
Pricing is determined by the scale of which you need CSMs and your current systems/lack thereof. If you are interested in understanding how much this might cost for your company, please book a demo call.
How is CSMConnect different from traditional customer success tools?
CSMConnect inserts an AI-Enabled Customer Success Manager into your SaaS that identifies missed revenue (upsells, win-backs, referrals, churn alerts), sequences perfectly timed outreach, and runs 24/7 follow-ups—without adding headcount.
How long does it take to get set up?
After completing a 15-min onboarding form, we will be ready to go live after 7 days. We will start by surfacing missed revenue in your account, where we'll typically recover 20% of lost pipeline within the first 30 days.
What do you integrate with?
We will set up within your CRM, AI Notetakers, Emails & Slack and sync subscription data; then we add workflows and a client dashboard with a best-time-to-reach timeline.
How does the AI work with a human?
The agent reads full CRM context and runs cadences around billing cycles and churn propensity; every account also has a dedicated Account Manager who owns the agent, handles escalations, and can take live support calls.
What’s pricing?
Pricing is determined by the scale of which you need CSMs and your current systems/lack thereof. If you are interested in understanding how much this might cost for your company, please book a demo call.
Build customer success that scales without headcount
CSMConnect gives you enterprise-level customer success operations at a fraction of the cost—fully managed, measurable, and live in days.