Turn your reactive CS team into a proactive revenue engine

The AI teammate your CS team has been missing.

Retain Alpha reads every signal across your stack, scores every account, and drafts the next best action — so your CSMs spend time on customers, not spreadsheets.

Built for mid-market SaaS Human-in-the-loop SOC 2 ready architecture
The CSM tax

Your CSMs are drowning in tabs.

Every week, your CS team opens the same 6 tabs, exports the same CSVs, and still misses the account that's about to churn. The old way is breaking — and throwing more headcount at it just burns budget.

The old way

Manual, reactive, and one cancellation behind.

  • × Spreadsheets full of stale health scores updated the day before the QBR.
  • × Signals scattered across Stripe, Gmail, Jira, Zendesk, HubSpot — nobody sees the full picture.
  • × Churn discovered after the cancellation email arrives. Silent churn—the quiet drop in admin activity—goes undetected until the cancellation email arrives.
  • × Hours lost every week stitching together QBR decks and weekly reports — pulling data from 6 tools, chasing context before every customer call.
With Retain Alpha

Proactive, unified, and three weeks ahead.

  • One unified score per account — continuously updated, explainable down to the signal that moved it.
  • Every signal in one core — usage, sentiment, support tickets, billing, communication. No more CSV stitching.
  • Silent churn caught 3 weeks early — drop in admin logins, sentiment velocity, feature abandonment, all flagged before they cancel.
  • Unified reports, generated for you — QBRs, weekly pulse, renewal briefs. Your CSMs walk into every call with full context, not a half-built slide.

Let your team do the magic of building relationships.
We'll handle everything else.

How it works

Four capabilities. One system.

Retain Alpha replaces the spreadsheet-and-status-update layer of customer success with an autonomous teammate that watches, scores, acts, and reports — so your CSMs can finally focus on customers.

Pillar 01
Unified Signal Layer

Everything that matters about your customer, in one place.

Usage logs, support tickets, billing events, email and call communication, product telemetry — Retain Alpha pulls it all into one continuous stream per account. No more CSV exports at 11 PM. No more CSMs building decks from five dashboards.

  • Every system, one account view — CRM, helpdesk, billing, product, communication.
  • Continuous, not snapshot — signals update in real time, not on QBR eve.
  • Pre-built connectors for the stack your team already runs.
signal-ingest · live
Zendesk
HubSpot
Stripe
Email
Call logs
Product logs
Signal core Acropolis Inc.
Health
Risk
Expansion
Pillar 02
Explainable Scoring

Know who's at risk, who's ready to expand — and exactly why.

Every account gets a dynamic health score that updates the moment a signal moves. When a score changes, your CSM sees the exact signal, the exact weight, and the exact trend — not a black-box number to argue with.

  • Dynamic, not a monthly refresh — scores shift the moment behaviour does.
  • Silent churn detection — admin logins dropping, sentiment velocity turning, features going cold.
  • Fully explainable — every score change shows the signal behind it, down to the ticket or login.
account-score · acropolis_inc
−42 ↓ 18 this week Acropolis Inc.
support_tone_shift · 7d −14
admin_last_login · 18d ago −11
tickets_open_priority_1 · 3 −9
invoice_paid · on time ±0
feature_adoption · core_workflow +4
Pillar 03
Next Best Action

The agent does the prep. Your CSMs do the conversation.

Retain Alpha doesn't just flag problems — it drafts the fix. Recovery emails, upsell nudges, re-onboarding sequences, all tailored to the account's signals and written in your team's voice. Every action waits for a human approval before it goes live.

  • Personalized drafts — every email cites the specific signal it's responding to.
  • Human-in-the-loop — your CSM edits, approves, or rejects. You own the send button.
  • Pre-call context, always ready — before any customer meeting, the agent briefs your CSM on what's changed, what's at risk, and what to lead with.
action-queue · awaiting approval
Recovery email · Acropolis Inc.
Quick check-in — noticed a few things on your end
Hey Monica, I saw the team opened a few priority tickets last week and wanted to get ahead of it. Could we find 20 minutes this week to walk through what's blocking you?
drafted 2m ago
Upsell nudge · Northwind
You're approaching your seat limit — expansion options inside
Pillar 04
Reports, Generated

QBRs, weekly pulse, renewal briefs — generated, not built.

Stop losing Fridays to deck-building. Retain Alpha generates QBR decks, weekly pulse emails, and renewal briefs from live data — so your CSMs walk into every customer call with full context instead of a half-built slide.

  • One-click QBR decks with usage trends, wins, and at-risk callouts.
  • Weekly pulse digest — every Monday, every account, what changed and why.
  • Renewal-ready briefs generated 60 days before contract end.
reports · this week
Q
Q4 QBR — Acropolis Inc.
14 slides · generated Oct 14
Ready
W
Weekly pulse — Portfolio
42 accounts · 7 movers
Generating
R
Renewal brief — Northwind
Contract ends in 58 days
Scheduled
Built for every stage
Onboarding
Adoption
Retention
Cross-sell
Upsell
Renewal
Integrations

Works with everything your team already uses.

Connect your stack in minutes. The real work begins after. Retain Alpha reads signals from the tools your CS team lives in — no rip-and-replace, no forced migration.

one API away

Every tool your team lives in — already wired in.

CRM, helpdesk, billing, communication, product analytics, warehouses. Retain Alpha speaks all of them natively. And when something new comes along, a connector is a webhook and a spec away.

40+
native connectors
5+
categories covered
0
code required
via REST & webhooks
One signal, one action — end to end.
example · acropolis inc. · live trace
01 · INGEST
Zendesk
Priority-1 ticket count crosses 3 in 7d
02 · SCORE
Signal core
Account health drops −14 → flagged at risk
03 · DRAFT
Email + Gong
Recovery email drafted, cites recent call transcript
04 · APPROVE
Slack
CSM gets pinged, approves in one click

Your CSMs aren't the problem.
Your tooling is. Let's fix it.