Customer Success
Spot At-Risk Accounts Before They Leave
Turn NPS, CSAT, and support feedback into an account health score, let Clue AI flag churn signals in the comments, alert the owner on every low score, and close the loop with workflows that sync to your CRM and helpdesk.
- Health scores from feedback
- Clue AI churn signals
- Alerts on low scores
- CRM and helpdesk sync
The Challenge
Churn Is Announced Weeks in Advance
Customers tell you they are unhappy long before they cancel. The problem is hearing it in time.
Scores Without Context
An NPS number says how a customer feels, not why, and the why is buried in open-text comments nobody reads.
Low Scores Found Too Late
Detractors sit in a dashboard until the monthly review, and by then the renewal conversation has already gone wrong.
Feedback Outside the CRM
Account managers cannot see survey answers next to the account, so they walk into calls without them.
No One Owns the Follow-Up
Without a workflow, closing the loop depends on someone remembering.
The Solution
Built for Retention and Renewal
Account Health Scores
Combine NPS, CSAT, and CES results per account into a health score you can sort, filter, and trend over time.
Churn Signals with Clue AI
Clue AI reads open-text answers, flags accounts whose comments signal risk, and groups the reasons into themes.
Alerts on Low Scores
Notify the account owner by email, Slack, or Teams the moment a detractor responds, with the full answer attached.
CRM and Helpdesk Sync
Push scores and comments to Salesforce, HubSpot, Zoho CRM, Pipedrive, Zendesk, Freshdesk, or Intercom so the whole team sees them.
Closed-Loop Workflows
Create a follow-up task, send a personal reply, and confirm resolution automatically, then measure whether the score recovered.
Post-Interaction Surveys
Trigger CSAT after a ticket closes, a QBR ends, or an onboarding milestone is reached, by email, SMS, or in-app.
Platform Facts
Why Claform
Every Answer Reaches the Right Person
Encryption
Customer responses are encrypted in transit and at rest.
SAML SSO
Team sign-in through your identity provider.
Role-Based Access
Account managers see their accounts; leadership sees the portfolio.
Audit Logs
Every survey, workflow, and data change is recorded.
Multi-Region Reach
SMS delivery to 190+ countries for global customer bases.
Dashboards
Health, NPS, and CSAT by account, segment, and owner over time.
Close the Loop On Every Low Score
Free plan with no credit card. Upgrade to Professional with a 7-day free trial when you are ready.