Customer success

Retain, renew, expand

Every account with a health score, a playbook and an owner. QBRs and renewals stop slipping through the cracks.

128%
Median NRR
-38%
Churn reduction
22%
Expansion rate
4.9/5
CSAT
What you get

Purpose-built for customer success

Health scores

Combine product usage, sentiment and CSM inputs into a score you can trust.

Playbooks

Auto-launch onboarding, EBR and rescue plays based on lifecycle stage.

Renewal risk alerts

Get pinged 90 days out — with root cause and suggested action.

AI meeting notes

Auto-recorded, summarized and pushed to the account timeline.

Stakeholder maps

Track champions, blockers and executive sponsors on every account.

Team inbox

Route customer emails to shared inboxes with SLA tracking.

Everything included, out of the box

  • Onboarding, adoption, renewal and expansion playbooks
  • Native Zendesk, Intercom and Slack integrations
  • Product analytics from Amplitude, Mixpanel, Segment
  • Auto-generated QBR decks and success plans

Ready to move your team to Pulse?

Free for 14 days. No credit card. One-click migration from monday.com, HubSpot or Salesforce.