Three things, in this order, before the customer writes the cancellation email.
Import a CSV or send them by webhook from billing. Each customer gets a segment, a renewal date and an owner.
Usage, tickets, sentiment and payment history roll into one score per account, recalculated on a schedule you pick.
A score falls under 60 and the renewal-risk playbook starts: tasks assigned, check-in drafted, QBR queued.
Every account carries its stage, its score and its next play. The same four stages your renewal pipeline already tracks.
Kickoff tasks from the onboarding playbook. Score starts on day one.
Health recalculated on your schedule. A drop triggers the right play.
Renewal lands in the pipeline with value, owner and a QBR queued.
Seats added and upsell signals feed the next score.
Your first five users are free for as long as you use Customer Success. Every user after that is $2 a month, or $20 a year. No tiers, no contracts, no per-feature upsells.
Lead, Sell and Customer Success price the same way. Run all three and the whole CRM suite tops out at $6 per user per month.