The operating system for post-sales.

Start the day knowing what needs you.

Not an org-wide dashboard - only your book. Tasks due today, the signals that fired on your accounts overnight, and the meetings you have coming. It is the page a CSM opens first, and the reason nothing else needs checking.

• Tasks due today, across every account you own
• Signals raised on your accounts while you were away
• Today's meetings from your connected calendar
• Scoped to you - a CSM sees only accounts assigned to them

Health you can defend in a board meeting.

Most health scores are one number nobody trusts. Clynto scores six pillars separately - adoption, engagement, support, relationship, commercial and sentiment - and shows the driver behind every movement. Weights are yours to set; Clynto proposes a starting model from your historical churn.

• A per-factor breakdown behind every score, visible on the account
• Missing data is never penalised - no Mixpanel means no adoption penalty
• Recomputed on a schedule you set, per Profile or per account
• Pin a score by hand to pause recompute while you investigate

20 specialists, working every account, every day.

Each agent has one job. They read signals, reason about them with a tiered model architecture (heavy reasoning where it’s needed, lightweight classification where it isn’t), and act according to the policy you set.

• Notify, draft for approval, or execute - set per workflow step, per Profile
• A full audit trail carrying the reasoning behind each decision
• Build custom agents without code, and test them against historical accounts

Reach a segment without mail-merging a spreadsheet.

Build the audience with a filter, compose in a block editor, then send now or schedule it. Marketing campaigns honour unsubscribes automatically - anyone who has opted out is skipped without you managing a list - and sending is paced rather than dumped at your mail provider in one burst.

• Audience built from a filter, materialised one recipient at a time
• Block email builder, from a template or blank
• Send now or schedule for a date and time
• Delivered, open, click, bounce and failure rates per campaign
• Paced sending, so a large campaign does not trip your provider

The accounts too small for a CSM, covered anyway.

Your longtail still churns and still expands - it just never gets a human. Pick the Self-Serve / PLG profile for that part of your book, and its steps run automatically by default while your High-Touch Enterprise accounts stay approval-gated. The seeded workflows already route through Playbook Executor and Escalation Handler, so the "let it run itself on the small accounts" pattern is set up out of the box.

• Three built-in Profiles by ARR range, each with its own thresholds and approval rules
• Steps run automatically on Self-Serve / PLG while staying approval-gated on High-Touch Enterprise
• Playbook Executor drives each sequence one step at a time
• Escalation Handler is the circuit-breaker when a sequence stalls instead of looping

Where the revenue actually moved, and why.

Two views. Financial breaks ARR into new, expansion, contraction and churn by year, so a movement has a cause rather than just a delta. Billing projects invoice by invoice - who gets billed which month and for how much - driven by each account’s billing frequency.

• ARR waterfall: new, expansion, contraction and churn
• Invoice-level projection by month, from each billing frequency
• Movements arrive from Stripe or from CSV import
• Behind its own permission, separate from account access