Grow revenue from the customers you already have.
CSNook links customer health to revenue, so CS, sales and leadership work from the same picture. Spot expansion moments early, prepare every renewal ahead of time and forecast with confidence.
Renewals · next 90 days
Turn customer data into expansion and renewals.
Expansion signals
Find upsell and cross-sell moments from usage, health and lifecycle data, and route them to account managers.
Health-directed revenue
Connect health changes to renewal likelihood and growth potential for every account.
Proactive renewals
Renewal reminders, tasks and risk alerts keep every renewal on track well before the date.
Lifecycle playbooks
Automate adoption, renewal and expansion plays so every account gets the same quality of attention.
Revenue visibility
MRR and ARR trends across the book, by segment, plan and CSM.
Plans and tiers
Track which plan each customer is on and where they're ready to move up.
Revenue starts with the first onboarding task.
Faster time to value
Templates and early usage tracking prevent drop-offs and set up lifetime value from day one.
Value realised
Health changes guide outreach, so CS effort goes where it moves revenue.
Expansion and renewals
Usage and lifecycle data reveal upsell moments and keep renewals predictable.
Built for every stage of growth.
Know when an account is ready to grow.
Build a segment for healthy, growing accounts and let CSNook keep it current. Trigger a playbook that alerts the account manager the moment an account qualifies.
- Health and usage based segments
- Automatic hand-off to account managers
- Shared visibility for CS and sales
Segment · High value clients
No renewal arrives as a surprise.
Playbooks start the renewal process months ahead, check health along the way and branch into a save plan when risk appears.
- Pre-renewal tasks and reminders
- Risk branches with if/else logic
- Escalations to the right owner
See revenue and plans side by side.
Calculated metrics and plan data show where revenue comes from and which customers are ready to move up a tier.
- Net revenue retention and custom formulas
- Clients by plan
- MRR on every account card
Calculated metric
Clients by plan
Revenue intelligence with Nook AI
Nook AI reads the conversations behind the numbers.
Churn reasons surface before they reach the forecast.
"Which healthy accounts are ready to upgrade?"
Renewal and upsell emails drafted for your review.
3 accounts need attention before renewal.
Questions, answered.
How does CSNook find expansion opportunities?
Build segments using health, usage, MRR and plan. Accounts that qualify appear automatically, and a playbook can notify the account manager.
Can CSNook help with renewals?
Yes. Use playbooks for pre-renewal tasks and reminders, with branches for at-risk accounts, and alerts when health drops.
Can sales and CS share the same view?
Yes. Everyone works from the same company profiles, segments and reports.
See CSNook on your own accounts.
Book a 30-minute walkthrough. We'll connect a sample of your data and show you where Nook AI would have flagged risk this quarter.