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Rev Agent Mobile CRM Features Overview 01 · Revenue Diagnostic 02 · Pipeline Intelligence 03 · ICP Intelligence 04 · Forecasting & Reporting 05 · Smart Activity Capture 06 · CRO Command Center 07 · Conversation Intelligence 08 · Rep Coaching Coworker 09 · Outbound Prospecting 10 · Customer Health Coworker Pricing ✍️ Blog
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Post-Sale Revenue Intelligence

Stop losing customers you could have saved — 60 days earlier.
Customer Health Coworker

Churn doesn't happen suddenly — it builds over 90 days of declining engagement, unresolved issues, and missed value moments. By the time you see it, it's too late to fix it.

Scale+

You find out a customer is churning when the renewal email goes unanswered.

Churn doesn't happen suddenly — it builds over 90 days of declining engagement, unresolved issues, and missed value moments. By the time you see it, it's too late to fix it.

Your CS team is reactive by design
Without real-time health data, customer success managers can only respond to tickets, QBRs, and inbound escalations. The customers who churn quietly — no complaints, no tickets — fall through the gap entirely.
Expansion revenue is sitting in plain sight and getting ignored
Your best expansion candidates are your happiest current customers, but nobody is systematically identifying which accounts are ready for an upsell conversation. That revenue is going unclaimed every quarter.
QBR prep takes 3 hours per account
Pulling usage data, writing the narrative, formatting the slide deck. It's manual work that CS managers dread and often rush. The result: QBRs that cover what happened, not what's next.

Real-time health monitoring for every customer account.

01
Multi-signal health scoring
The coworker aggregates product usage, support ticket volume, NPS trends, email response rates, contract milestone proximity, and stakeholder engagement into a single health score — updated daily, not quarterly.
02
60-day churn prediction
Using historical churn patterns, the coworker identifies customers on a trajectory toward non-renewal 60 days before the renewal date — when there's still time to intervene, solve the problem, and save the account.
03
Expansion opportunity identification
Accounts that show high engagement, recent team growth, or new use cases are flagged as expansion-ready. The coworker surfaces these to the AE or CSM with context for the upsell conversation.
04
Automated QBR generation
Full Quarterly Business Review documents — usage summary, value delivered, goals vs. actuals, and next-quarter recommendations — are generated automatically. CS managers spend 20 minutes reviewing instead of 3 hours building.

What proactive customer health management returns.

−20%
gross revenue churn
60-day early warning gives your CS team enough time to schedule an executive call, solve the problem, and demonstrate value before the renewal conversation.
>110%
net revenue retention (NRR)
When you combine churn reduction with systematic expansion identification, NRR moves above 100% — your existing customer base grows revenue even without new logos.
3hrs → 20min
QBR prep time per account
CS managers get back 2–3 hours per account per quarter — time they reinvest in high-value customer relationships instead of slide decks.
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Ten modules. Each one standalone.
Better together.

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