Local-first Customer Success workspace
CS Ledger
A working command centre for enterprise account health, renewal risk, expansion, tasks, playbooks and executive reviews. Scores are calculated from adoption, support, sentiment, engagement and financial signals.
Health, renewals and expansion in one view
Portfolio health
Prioritise accounts using evidence instead of instinct.
| Account | Health | ARR | Renewal | Expansion | Next action |
|---|
Operating model
Weighted score used across every account.
Adoption
Support
Sentiment
Engagement
Financial
| Account | Health | ARR | Renewal | Stage | Products |
|---|
Renewal command centre
Move accounts across the commercial workflow and keep the close plan visible.
Action register
Complete or remove tasks as work progresses.
Reusable playbooks
Create a complete action plan in one click, then tailor it to the account.
Account record
Set commercial context and the five health signals.