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1 · From Data Hub (opens in a new tab)

Data Hub

Clean, connected customer data for every team

Sync your warehouse, ERP and billing tools into the Smart CRM, keep records clean automatically and decide who can see and change each field.

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Data Hub's syncs: 1.2M records synced at 99.8% health, beside a Data Agent suggestion to merge 38 duplicate companies.
2 · From Keep customers longer (opens in a new tab)

The retention playbook

Four steps to fewer surprise cancellations

Warning signs, owners and offers, all on the customer record.

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  1. See risk early

    The Data Agent flags falling usage and rising tickets. Each flag explains its reasons.

  2. Act with the right person

    Tasks go to the account owner on their own. A plan for each kind of risk.

  3. Win them back with relevance

    Campaigns based on what each customer uses. Offers that fit their history.

  4. Renew with confidence

    Renewal dates and health on every account. Ideas for growing healthy customers.

A weekly list from the Data Agent: one account to grow, one at risk and one ready to buy, each with its reason.
3 · From Keep customers longer (opens in a new tab)

What changes

Retention is a team effort

An account health card: six months of customers ready to grow and at risk, with a weekly list for the success team.

What your service team notices

Service sees the tickets, marketing sees the emails and sales sees the renewal date. On one record, everyone sees the same warning signs and knows who acts.

Customers notice the difference: help arrives before they ask, and renewal conversations start with what they’ve achieved.

Learn more about the Data Agent