Keep every customer.
Grow every account.
See which accounts are at risk before they churn, never miss a renewal, and find expansion in the accounts you already have. Everything your customer success team needs, in one place.
Built around the numbers that matter: retention and growth
Keeping a customer costs far less than winning a new one. XPI CRM gives your team early warnings and a clear next step for every account.
See churn coming
An automatic health score built from usage, engagement, sentiment, NPS, billing and overdue work. Alerts flag the accounts that need you now.
Never miss a renewal
Every renewal on one board with stage, value and forecast. Renewal playbooks start on their own 90 days before the date.
Grow existing accounts
Track upsell, cross-sell and seat expansion in a pipeline, and see your net revenue retention go up.
Prove the value you deliver
Agree success goals with each client, measure NPS and CSAT, and walk into every review with the numbers.
From scattered spreadsheets to one plan for every account
Bring your data in
Import clients, contacts, invoices and usage from CSV, or keep them in sync through the API and webhooks.
Spot risk and opportunity
Health scores, alerts and your “My day” page show what needs attention today, across your whole book of business.
Act the same way every time
Playbooks turn your best practice into steps and tasks that start automatically for onboarding, renewals and at-risk accounts.
One workspace for the whole customer journey
My day
Alerts, tasks, meetings and renewals for your accounts, ready when you sign in.
Dashboards
ARR, ARR at risk, gross and net retention, NPS, CSAT and renewals by month.
Renewals and expansion boards
Drag deals between stages, with totals and forecasts for every column.
Playbooks and templates
Reusable plans with relative due dates that start on rules you set.
Conversation timeline
Emails, calls and meeting notes per client and contact, upcoming first.
Usage analytics
Daily, weekly, monthly and quarterly usage trends, including unique users.
Team view
Book of business per CSM, with one-click reassignment for holidays and leavers.
Make it yours
Custom objects, fields, formulas, page layouts, roles, saved views and a full audit log, all without code.
Free for every team. Enterprise when you want a hand.
The full platform, free to use, provided as is.
- Unlimited clients, contacts and records
- Health scores, alerts and My day
- Renewals, expansion, goals, NPS and CSAT
- Playbooks, templates and automation
- Dashboards, team view and audit log
- CSV import, API and webhooks
- Custom objects, fields, layouts and roles
Community help only.
Everything in Free, plus people to help you succeed.
- Premium support with agreed response times
- Guided onboarding for admins and CSMs
- Help moving data from spreadsheets or another tool
- Health score and playbook design workshops
- Admin and end-user training
- A named contact for your account
Tell us about your team and we’ll get back to you.
Ideas for customer success teams
Why your customer success team needs its own CRM
Sales CRMs are built to win deals. Customer success is about keeping and growing them. Here is what a dedicated customer success CRM changes for retention, expansion and your team’s week.
Read the article →