Customer intelligence
Keep more clients. Grow the rest.
Monitor account health to reduce churn, identify accounts ready to grow, and equip your CSM with the context behind every next best action.
See which accounts are ready to grow.
Estimated ROI
See what catching risk early is worth.
$3.6M walks out the door this year. Over half of it signals first, 30 to 60 days before renewal.
- 55% of churn shows early warning in usage, support, or conversation data
- 22% of flagged accounts are saved once a CSM acts in time
- 12% of customers show expansion signals; spotting improves from 1 in 10 to 1 in 3
- Half of spotted expansions close, averaging 25% of the account's ARR
- 1.5 hrs per account per quarter in review, plus 3 hrs per closed-won handoff, 70% automated
Conservative estimates based on catching risk while there's still time to act. Adjust the sliders to your book of business.
Trusted by the best customer success teams
The challenge
Proactive customer success is hard at scale.
Retention and expansion are only getting harder. Health, conversations, and context stay scattered, so risks and opportunities surface too late to act.
- 01
Handoffs start blind.
CSMs inherit accounts without the context behind how the customer bought, what they value, or what comes next. First 90 days decides the renewal.
- 02
Churn shows up too late.
Warning signs appear long before renewal, but most teams don't recognize them until it's too late.
- 03
Too many accounts. Too little visibility.
Without clear priorities, CSMs react instead of focusing on the accounts that matter most.
- 04
Customer knowledge gets buried.
Conversations, support history, and feedback stay scattered instead of following the customer.
The better way
The answer isn't another health score. It's connecting the complete customer journey.
Health scores tell you what changed. Shared context tells you what to do next.
The solution
Turn customer context into retention and growth.
Customer Intelligence uses AI to monitor account health to reduce churn, identify accounts ready to grow, and give CSMs the context behind the next best action.
- 01
Start every customer with context.
Give every CSM the sales cycle context behind how the customer bought, what they value, and what comes next.
- 02
Reduce churn.
Identify customer risk early so your team has time to act before renewal is at risk.
- 03
Grow the right accounts.
Surface expansion opportunities backed by customer context and buying behavior.
- 04
Guide every next action.
Equip every CSM with the context behind every recommendation, so they know exactly what to do next.
What your CSM sees
Who's at risk. Who's ready to grow.
The moment an account moves, this lands in Slack or email, where your CSM already works.
Account alert
Churn risk · renewal in 45 daysNorthwind Labs
$86K ARR · customer for 2 years · CSM: Dana
- Weekly active users down 38%
- Champion hasn't logged in for 3 weeks
- 2 open support tickets
Suggested next move
Usage dropped right after their team lead changed. Book a 20-minute check-in with the new lead this week and walk them through the onboarding the last one built.
The outcomes
Less churn. More renewals.
Customer Intelligence surfaces risk and expansion signals early, so your CSMs act while there is still time to change the outcome.
Save accounts earlier.
Catch churn 30 to 60 days out, while you can still act.
Protect revenue you already earned.
Keeping a customer costs a fraction of winning a new one.
Renewals never sneak up.
Milestones and renewal prep surface on time.
Onboarding starts strong.
CSMs inherit full context the moment a deal closes.
Grow what's working.
Expansion-ready accounts get surfaced, not just the ones at risk.
Humans stay in charge.
Your CSMs approve every move. AI does the work, people keep the relationships.
The compounding effect
Your competitive advantage shouldn't reset every prompt.
AI transformation isn't just about using AI. It's about building connected systems that share context, learn continuously, and work together across your GTM organization. Every customer interaction, renewal, and expansion becomes shared context that helps your team strengthen relationships and uncover new growth opportunities.
Day 1 without RevOnyx
- Churn risks caught before renewal
- 22%
- Handoffs with full sales context
- 15%
- Expansion spotted before the ask
- 1 in 10
Shared context compounds over time.
6 months in with RevOnyx
- Churn risks caught before renewal
- 48% +26 pts
- Handoffs with full sales context
- 100% +85 pts
- Expansion spotted before the ask
- 1 in 3 3x
The tools you buy work the same on day 500 as day one. This does not.
Sales Intelligence and Marketing Intelligence come included. One shared context, so every system gets smarter as the others run.
Built to deliver
Live in 30 days. Yours forever.
This could be you
Happy GTM leaders.
“RevOnyx is the strategic partner every growth-focused company needs. We highly recommend RevOnyx to anyone serious about building a high-performance revenue engine.”
Olu AladebumoyeCo-Founder, StartWiz“The RevOnyx team has been an invaluable partner and an important part of our optimization journey.”
Alex GannonSVP of Commercial Finance & Business Analysis, System1“I don't know how we'd operate without RevOnyx.”
JoAnn MartinCRO, Black Crow AIFAQ
Your questions, answered.
Gainsight, Catalyst, and ChurnZero are platforms you staff and configure, and they hand you dashboards to watch. RevOnyx Customer Intelligence is built into your stack, run by us, and kept learning from your actual churn and renewals. It doesn't just score health. It tells your CSM what to do about it, and who to act on first.
No, Customer Intelligence is not just a health score. A health score tells you a number moved. Customer Intelligence tells your CSM why it moved, which account to act on first, and what the next move should be.
No, Customer Intelligence does not replace your CSMs. It does the opposite. It clears the monitoring and note-digging off their plate so they spend their time with customers. Humans keep the relationships. AI keeps the watch.
No, Customer Intelligence never messages a customer without approval. Every suggested action waits for a human to act on it, snooze it, or dismiss it. Nothing reaches a customer on its own.
If Customer Intelligence flags a healthy account, your CSM dismisses it and the system learns. Every action feeds back in, so the signals get sharper against your actual churn and renewals the longer it runs.
No, your CSMs do not learn a new platform. Alerts and next steps land in Slack or email, where your team already works. There's no new dashboard to babysit.
Keep the customers you earned. Grow the ones ready for more.
We'll show you what catching churn early and growing existing clients looks like for your team.
Book a strategy call