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AtomsAI / Customer health

Keep every customer. Grow the right ones.

Listens to every call, ticket and email for signs a customer might leave, or is ready to buy more. It tells the right person why, acts early and runs the renewal.

Built for customer success and retention teams at software and subscription businesses.

Pinecrest Software · Customer success Live
At risk · Maple Logistics · $48,000 a year Renews in 60 days
Call · Tuesday “We're also looking at Flowdesk.”
Tickets · this month 3 complaints about reports
Email Sarah, who chose us, has left
Priya, Maple Logistics may not renew. I've drafted an intro to their new admin, Tom, and offered him a reports training session on Thursday.
Send itEdit first
Call booked with Tom · Thursday 11am
Spotted 60 days before renewal · account owner told · renewal plan started

Why it matters

Customers rarely leave without warning.
They complain, mention a competitor or go quiet, weeks before they cancel.
Those warnings sit in calls, tickets and emails that nobody has time to read.

Found out at renewal

The first sign of trouble is the cancellation email, when it's too late to fix.

Warnings dashboards miss

Usage looks fine while the customer is telling your team they're unhappy.

Too many accounts each

Account managers watch their biggest customers and hope the rest are fine.

Customers tell you before they leave. Someone just has to listen.

Same customers. More of them stay. What 500 renewals in a year look like, without and with a customer health agent
Without an agent
20 of 80 at-risk accounts spotted 60 days early
25 at-risk accounts saved
84% renewal rate
With the agent
72 of 80 at-risk accounts spotted 60 days early
50 at-risk accounts saved
91% renewal rate
25 more customers kept, because the warning came while there was still time to act. Illustrative

What it does

Everything a great account team does. For every account, every day.

Hears risk in every conversation.

Competitors mentioned, repeated complaints, a champion leaving: picked up from calls, tickets and emails.

Example · warnings no dashboard shows
“We're also looking at Flowdesk.” Call Competitor
“The reports still don't load.” Ticket Third complaint
“Sarah has left the company.” Email Champion gone

Scores every account.

With the reasons, not just a number.

Kite Health 88
Brightway Dental 61
Maple Logistics 34
Each score shows the reasons behind it.

Acts before it's too late.

Tells the account owner why, drafts the outreach and books the call, the same day the risk appears.

Example · Maple Logistics, the same morning
Owner told Priya, with the three warnings
Outreach drafted Intro to Tom, the new admin
Call booked Reports training, Thursday
All done by 10am, 60 days before renewal

Runs every renewal.

Reviews, calls and quotes on time, for every account.

90 days Usage review sent
60 days Renewal call booked
30 days Quote sent, signed

Saves cancellations, fairly.

Offers a pause or a better-fit plan within your rules. Cancelling stays easy.

I want to cancel. We're quiet until spring.
I can pause your plan for 2 months at no cost instead. Want that?
Paused, not cancelled · cancelling stays one click

Spots a champion leaving.

Finds who replaced them and helps you meet them.

To Priya · Account owner
Signal
Sarah's email bounced
Found
Tom was added as admin last week
Ready
Intro email drafted

Spots growth too.

Hears when a customer is ready for more seats or a bigger plan, and tells the account owner.

“We're hiring 20 people” Call · more seats
“Does it connect to our warehouse?” Ticket · higher plan
95% of plan limit used Usage · upgrade

More customers kept, and more of them growing.

Warnings arrive while there's still time to act, upgrades are found in what customers say, and no renewal is left to the last week.

Example · one year, one customer success team
91% renewal rate, up from 84%
60 days earlier warning on accounts at risk
50 accounts saved this year
$380k of upgrades found

Signals, capabilities and integrations

Every signal. Connected to your CRM.

Reads what customers say on calls, tickets, emails and chat, alongside usage and billing. Every risk, reason and action lands in your CRM.

6

Signals in. One health view.

Calls Tickets Email Chat Product usage Billing

Secure by default

SOC 2 Type II, HIPAA and GDPR. Your data is never used to train models.

Signals read today 00:00 → 23:59

Always on

Every conversation, every day, for every account, not only the biggest ones.

Hands over to your team

The account owner, with the warnings, the reasons and a suggested next step.

When it hands over
  • As per your rules
  • A large account is at risk
  • A save offer needs approval
  • The customer asks for a person
AI agent
  1. Champion left PM Priya M. Account owner
  2. Large account at risk LK Lena K. VP customer success
  3. Save offer approval MD Marco D. Retention lead
Handover note · warnings, reasons, suggested next step

At home in your stack

Salesforce, HubSpot and Zoho. Gainsight, ChurnZero and Vitally. Zendesk and Intercom. Stripe and Chargebee for billing. Product analytics and your data warehouse. JustCall for calls. Anything else through APIs and webhooks.

Scoped access, approved per action

Accounts

Every account. Every risk and opening, acted on.

See who is at risk or ready to grow, where you heard it, and what was done.

Accounts · this month Where we heard it Illustrative
Renewals due 42
At risk 7
Saved this quarter $214k
Renewal rate 91%
Maple Logistics · $48k Call Email Renews in 60 days · champion left Call booked
Brightway Dental · $12k Usage Logins down 40% this month Training sent
Nova Retail · $96k Call Ticket Asked about a cheaper plan Owner + VP told
Kite Health · $30k Call Hiring 20 people next quarter Upgrade lead
Orbit Media · $8k Chat Wants to cancel next month Paused 2 months
1 save offer waiting for approval Review Hold outreach
  • One view of every account Health, renewal date, warnings, growth signals and actions, in one list.
  • See where you heard it Every warning links to the call, ticket or email it came from.
  • Offers within your rules Discounts and pauses above your limit wait for approval.
  • Review or hold Approve a save offer, or hold outreach for an account your team is handling.

Customers who renew? There's a play for that.

Pick your industry to see how the agent spots risk and growth, saves accounts and runs renewals.

B2B software

Renewals are lost months before anyone notices.

  1. Early warning

    Champion has left

    EmailCRM
    Trigger

    The person who chose you leaves the customer.

    Agent

    Finds the new admin and drafts an intro.

    Result

    New champion before renewal

  2. Growth

    “We're hiring 20 people”

    CallCRM
    Trigger

    A customer mentions hiring on a check-in call.

    Agent

    Tells the account owner and suggests more seats.

    Result

    Upgrade before renewal

Illustrative workflows, configured around your rules and integrations. Contact us

Telecom & internet

Customers leave after repeated problems, often without complaining first.

  1. Early warning

    Third outage this month

    ChatSMS
    Trigger

    A customer has had three outages.

    Agent

    Apologises, offers a credit within your rules.

    Result

    Customer stays

  2. Save

    “I'm switching provider”

    Voice
    Trigger

    A customer calls to cancel.

    Agent

    Offers the plans they qualify for, or cancels if they insist.

    Result

    Kept on a better-fit plan

Illustrative workflows, configured around your rules and integrations. Contact us

Insurance

Policies lapse at renewal when customers shop around.

  1. Renewal

    Policy renews next month

    EmailSMS
    Trigger

    A car policy renews in 30 days.

    Agent

    Explains the new price and any discounts that apply.

    Result

    Renewed, not lapsed

  2. Early warning

    Unhappy after a claim

    VoiceEmail
    Trigger

    A customer complained about a claim.

    Agent

    Flags the policy as at risk to the retention team.

    Result

    Called before renewal

Illustrative workflows, configured around your rules and integrations. Contact us

Gyms & fitness

Members stop coming weeks before they cancel.

  1. Early warning

    Hasn't visited in 3 weeks

    SMSWhatsApp
    Trigger

    A member's visits stop.

    Agent

    Checks in and offers a free class.

    Result

    Back in the gym

  2. Save

    “Cancel my membership”

    Chat
    Trigger

    A member asks to cancel.

    Agent

    Offers a pause, and cancels in one step if they still want to.

    Result

    Paused, not lost

Illustrative workflows, configured around your rules and integrations. Contact us

Media & streaming

Subscribers drift away when they stop finding things they like.

  1. Early warning

    Watching less

    Email
    Trigger

    A subscriber's viewing drops sharply.

    Agent

    Sends picks based on what they used to watch.

    Result

    Back to watching

  2. Save

    Price rise

    EmailChat
    Trigger

    A subscriber objects to a price rise.

    Agent

    Offers the cheaper plan with ads.

    Result

    Kept on a lower plan

Illustrative workflows, configured around your rules and integrations. Contact us

Banking & cards

Customers move their money quietly, one account at a time.

  1. Early warning

    Salary stopped arriving

    AppEmail
    Trigger

    A customer's salary goes to another bank.

    Agent

    Flags the account and offers a switching bonus.

    Result

    Main account kept

  2. Save

    Annual card fee

    Voice
    Trigger

    A cardholder calls about the fee.

    Agent

    Offers the no-fee card within your rules.

    Result

    Card kept

Illustrative workflows, configured around your rules and integrations. Contact us

Energy & utilities

Customers switch at the end of a fixed deal.

  1. Renewal

    Fixed deal ending

    EmailSMS
    Trigger

    A fixed tariff ends in 6 weeks.

    Agent

    Shows the best new deal and switches them in one step.

    Result

    Renewed, not switched away

  2. Early warning

    Billing complaints

    Email
    Trigger

    A customer complains twice about bills.

    Agent

    Flags them as at risk and fixes the bill first.

    Result

    Trust restored

Illustrative workflows, configured around your rules and integrations. Contact us

Subscription boxes

Subscribers skip, then cancel.

  1. Early warning

    Skipped two boxes

    EmailSMS
    Trigger

    A subscriber skips twice in a row.

    Agent

    Asks why and suggests a different box.

    Result

    Back on a box they like

  2. Save

    Too much

    Chat
    Trigger

    A subscriber says it's too often.

    Agent

    Offers a box every other month.

    Result

    Kept on a slower plan

Illustrative workflows, configured around your rules and integrations. Contact us

Education & e-learning

Learners stop logging in and quietly don't renew.

  1. Early warning

    Course stalled

    EmailWhatsApp
    Trigger

    A learner hasn't logged in for two weeks.

    Agent

    Sends a nudge and books a tutor check-in.

    Result

    Course finished

  2. Growth

    Team licence renewal

    EmailVoice
    Trigger

    A company's licences renew next quarter.

    Agent

    Sends a progress report, suggests more seats, books the call.

    Result

    Renewed with more seats

Illustrative workflows, configured around your rules and integrations. Contact us

Save offers follow your rules, and cancelling always stays easy.

Controls and evals

Every warning explained. Every offer fair.

Controls

  • Reasons, not black boxes Every score shows the calls, tickets and numbers behind it.
  • Offers within your limits Only the discounts and pauses you allow. Anything bigger needs approval.
  • Cancelling stays easy The agent offers once. If the customer still wants to cancel, it cancels.
  • Only the data you connect You choose which systems it reads, and nothing is used to train models.

Evals

  • Tested on your past churn Replayed on accounts you lost, to show how early it would have warned you.
  • Re-tested on every change A saved test set re-runs whenever signals or rules change.
  • False alarms tracked Warnings that didn't lead to churn are reviewed, so the team trusts the alerts.
  • Measured against your goals Renewal rate, saves and revenue kept, reviewed with you every month.

Pricing

Custom built. Priced for your requirements.

No fixed tiers. Every customer health agent is built around your journeys, channels and systems, so we price it the same way: after we understand what you need.

What shapes the price

  • Number of accounts
  • Signals: calls, tickets, email, usage, billing
  • CRM and customer success platform
  • Renewal and save playbooks
  • Channels for outreach

Always included

  • Design and build with our team
  • Replay on your past churn before launch
  • Alert quality checks after go-live
  • Monthly reviews and tuning
  • Security: SOC 2 Type II, HIPAA, GDPR

Tell us what you need.

Share your journeys, channels and systems. We'll come back with a scope and a price.

Contact us

Bring last year's lost customers. We'll show you when they first told you.

Share a sample of accounts you lost. We'll show the warnings in their calls, tickets and emails, and how early the agent would have raised them.

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