Retention is a team sport. We build the scoreboard.
Help customer-success teams see risk before it becomes churn, and act on it while there is still time.
The problem
Customer signals live in five tools. By the time someone stitches them together, the renewal is already at risk.
Our approach
Connect your CRM and inbox once. tracview scores every account, explains the score, and flags who needs you now.
The outcome
CSMs spend their week on the right accounts, with Playbooks doing the routine follow-up from their own mailbox.
What we believe
Signal over noise
A CSM with forty accounts doesn't need another dashboard. They need to know which three customers to call today, and why.
Next steps, not just scores
A health score that drops with no explanation is a guess. tracview shows what moved it and hands you a Playbook to respond.
Your customers' data stays theirs
We read only what you connect, redact email text before AI sees it, and never use your data to train models.
Automation with a human in the loop
Playbooks send emails from your own mailbox and create real tasks, and someone on your team can send a scheduled email now or skip it.