Define the stages your customers move through, gate them on real product state, and let the long tail run without a CSM assigned.
Your team defines the steps and the gates. The automation runs them — it doesn't invent them.
An account can't advance until setup is done, so nobody books a kickoff call they aren't ready for.
CSMs and managers build and edit their own automations without filing an engineering ticket or learning a node graph.
Plans update from live product and CRM data, so the status you're looking at is the status that's true.
Share milestones, onboarding checklists, past decks, and agreed targets in one link your customer can open any time.
Every customer gets their own lifecycle. Define the stages that matter for that account, gate them on real product state, and see which stage they are sitting in right now, how long they have been stuck, and what was promised on the call that got them there.
Where the whole book sits across every stage, what progressed this month, what is stalled, and which accounts need a human this week. Filter by owner, segment, or period.
The customer success jobs this feature does. Entries marked partially shipped have known gaps.
Onboarding calls get booked before the account has done the setup that makes the call worth having, so the first session is spent on prerequisites.
Readiness gates check real product state before a stage can advance. Stalled accounts trigger guidance automatically — with steps your team defines, not steps a model invented.
A stage stays locked until setup is verified, and a stalled account triggers its own nudge.
Onboarding checklists, past QBR decks, recordings, and agreed targets live in email threads nobody can find six months later.
A shared portal holds the plan, the milestones, and the history — visible to your team and the customer at the same time.
One link shows synchronized milestones alongside the account’s document history.
Most books have a long tail of lower-revenue accounts that get no coverage at all, because there aren’t enough CSMs to go around.
The full lifecycle runs on adoption signals — surfacing upsells, presenting usage-based value ahead of renewal, and handling routine renewals without a CSM assigned.
High adoption triggers a personalized renewal or expansion motion with no human in the loop.
Renewal data is split across billing systems, CRM records, and a spreadsheet somebody maintains by hand.
Contracts, renewal dates, payment state, and recurring revenue reconcile into one hub — across multiple billing environments and every connected CRM.
One dashboard shows live subscription data merged from separate billing systems.
Leadership asks for gross and net retention by CSM, region, and tier, and the answer takes three days and a spreadsheet.
Renewals filter by stage, owner, region, and tier so retention reporting comes out of the same system the team works in every day.
Renewals need action at 90, 60, 30, and 15 days out, and the contractual notice period is buried somewhere in the CRM.
Upcoming renewals surface on a schedule with their notice period attached, and auto-renewals are tracked separately from the ones that need paperwork signed.
Building expansion pipeline means guessing which accounts are ready, based on whoever you spoke to most recently.
Conversation signals — a mentioned pain point, a new team, a new use case — turn into prioritized, concrete next actions.
A conversation trigger surfaces a recommended pipeline action against a named account.
Success · Contracts
Contracts is the unified view of every customer subscription across Salesbricks and Stripe. Renewal dates, payment status, MRR/ARR, and contract values — without bouncing between billing tools.
Success · Pipeline
Pipeline shows your opportunity board enriched with health and conversion context from elsewhere in BuildBetter. A deal in Negotiation with a Critical health badge is a deal you need to call about today — your CRM alone wouldn't have told you that
Health
Score every account on the qualitative signals usage data cannot see
Tasks
The work each stage generates, in one queue across BuildBetter, Attio, and HubSpot
