B2B SaaS
Find SaaS churn risk before the renewal call.
Swivel connects CRM, billing, support, warehouse, product analytics, and customer success data so teams can protect revenue and spot expansion at account level.
The leak
Where recurring revenue slips before anyone files a ticket.
The onboarding cliff
A new account signs, gets a kickoff call, then stalls. CRM says healthy while seat activation and feature adoption collapse.
Billing pressure
Billing shows downgrade pressure, failed payment, seat contraction, or plan-limit friction, but the CSM learns about it late.
Support pain hiding in tickets
Zendesk or Intercom tickets reveal unresolved pain while product and CS tools still route the account into expansion.
The plays
A specialist for every stage of the account.
Each engine works a different account moment: onboarding, seat activation, billing risk, support pain, expansion, and incident follow-up.
Onboarding Autopilot
Get new accounts to first value
Tracks every account toward the activation milestone that makes the product stick.
Onboarding Autopilot
Rescue the stalled rollout
Finds poor seat activation, missing integrations, low feature adoption, or unresolved tickets and routes the right intervention.
Churn Risk Radar
Catch seat shrink early
Watches active-user trends, feature depth, support signals, and CRM ownership to flag contraction before renewal.
Churn Risk Radar
Turn support into retention
Turns repeated tickets and unresolved pain into customer-health signals instead of isolated support work.
Auto Renewal Engine
Protect the renewal
Assembles usage, billing, CRM, support, and product context so at-risk renewals surface early.
Auto Renewal Engine
Route expansion signals
Finds rising usage, new teams, feature-limit pressure, or champion activity and routes it to GTM.
Reads your stack
Connects to the systems your accounts already live in.
The tools the agents read from to do the work, not a list of customers.
Salesforce
HubSpot
Stripe
Zendesk
Intercom
Pendo
Snowflake
Google BigQuery
Databricks
Put the agent team to work on your book.
Have an onboarding rescue, support-to-retention loop, or renewal-risk test your team keeps meaning to run? Let our agent teams work the stuck account moments across CRM, product, billing, and support.