Customer Intelligence Platform

Find what's driving value across every customer

Intelligence Navigator unifies revenue, usage, and engagement into one profile per customer — then scores health, ranks your accounts, and surfaces who's at risk and who's ready to grow. One complete view, ready to act on.

  • A unified, scored profile for every customer
  • See where your revenue is really concentrated
  • Spot risk and expansion before renewal
Customer 360 profile
CRM
Billing
Support
Product usage
Reviews
Spreadsheets

Customers by segment

Ranked by revenue & health

High value+9%
Developing+14%
At risk-6%
Dormant-3%
Which accounts are at risk before renewal?Where is my expansion upside?
Ask about any customer…

Your tools. Your rules. Any integration.

Salesforce
HubSpot
Slack
QuickBooks
Pipedrive
Stripe
Google Sheets
OneDrive
Google Business
GoHighLevel

The problem

Your customers are telling you what they need. The signals are just scattered and hard to read.

Customer data lives in silos

Revenue, product usage, support, and feedback each sit in a different tool. Without a connected view, no one can see the full account — only fragments that rarely line up.

Averages hide your real risk

A single blended number masks which handful of accounts carry your revenue and which ones are quietly slipping. The loudest customer is rarely the riskiest.

You find out too late

Without health scores and concentration signals, churn and missed expansion only surface after the quarter closes — long after you could have done something about it.

The solution

Connect every signal into one live customer view

Intelligence Navigator unifies your data into a scored, segmented view of every customer — ranked by revenue, health, and opportunity — so you always know who to focus on first.

Customer 360 · Results

Customers

362

Total revenue

$1.3M

Avg / customer

$3.5K

Growing

7%

Declining

8%

Revenue concentration

76%from top 20%
  • Top 5%36%
  • Top 20%40%
  • Everyone else24%

Top customers by revenue

Northwind Co.
Globex
Initech
Umbrella
Soylent

Unified profiles

A complete, scored profile for every customer

Intelligence Navigator stitches revenue, orders, usage, and engagement into one profile per account — then scores its health and explains the drivers behind the score. Open any customer and see the whole relationship at a glance, not a pile of disconnected reports.

  • One unified profile per customer or account
  • AI health score with the reasons behind it
  • Revenue, orders, and trend in context
  • Risk, renewal, and expansion signals surfaced
NW

Northwind Co.

High valueEnterprise · since 2022
82HEALTH

Revenue

$184K

Orders

1,204

Avg order

$153

Revenue trend

Usage up 18% MoMRenewal in 47 days2 expansion signals1 open support ticket

Prioritized action

Focus on the accounts that move the needle

Stop treating every customer the same. Intelligence Navigator ranks your book by revenue, health, and opportunity, then hands your team a prioritized queue — the accounts trending toward churn and the ones showing clear expansion signals — so the day starts with the work that matters most.

  • A ranked worklist of at-risk and expansion-ready accounts
  • Concentration analysis — see who really drives revenue
  • Segment your base by value and behavior
  • Catch declining accounts weeks before renewal

Today's priority queue

Ranked by health and opportunity

Live
GL

Globex

Usage down 22% · renewal soon

At risk
IN

Initech

3 expansion signals · ready for upsell

Expansion
UM

Umbrella

Support spike · sentiment dipping

At risk
SO

Soylent

Adoption up 40% · new teams active

Expansion
VA

Vandelay

Champion left · low logins

At risk
GL

Globex

Usage down 22% · renewal soon

At risk
IN

Initech

3 expansion signals · ready for upsell

Expansion
UM

Umbrella

Support spike · sentiment dipping

At risk
SO

Soylent

Adoption up 40% · new teams active

Expansion
VA

Vandelay

Champion left · low logins

At risk

Get one complete view of every customer

See how Intelligence Navigator turns scattered customer data into a scored, prioritized dashboard your whole team can act on — concentration, segments, top accounts, and revenue distribution at a glance.

Customer Intelligence
Revenue ConcentrationCustomer 360
LineAreaBarPieDonut
  • Top 5%
  • Top 20%
  • CR4
Top 10 CustomersCustomer 360
LineAreaBarPieDonut
Revenue DistributionCustomer 360
LineAreaBarPieDonut
Revenue TiersCustomer 360
LineAreaBarPieDonut
  • High
  • Medium
  • Low