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Customer Intelligence

Spot at-risk customers early from usage, support, contract and relationship signals.

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Built for

  • Customer Success
  • Sales leadership
  • Account management

Systems involved4 connected

  • CRMAccountsContactsRenewals
  • Product analyticsWeekly active usage
  • Support deskCasesPriorityAge
  • ContractsRenewal datesTerms

Conversational Analytics

AI-powered insights through natural conversation

Which customers are at risk this quarter, and why?

14 accounts worth $3.2M ARR show two or more churn signals and renew within 120 days. Five renew within 60 days and carry 71% of the revenue at risk.

Highest-value accounts at risk

  • Brightline Foods: $640K · Usage drop, open P1 · Nov 18
  • Orion Capital: $520K · Usage drop, sponsor left · Dec 2
  • Halcyon Labs: $470K · Open P1, sponsor left · Nov 27

Recommended next step: Start success plans for the five highest-value accounts this week. They renew within 60 days and carry 71% of the revenue at risk.

14 accounts

  • Usage drop
  • Open P1s
  • Sponsor left

AI can make mistakes. Check important info.

Representative demo data. Company names and figures are illustrative.

Outcomes

What changes for your team.

  • Earlier warning

    Risk surfaces from usage, support and contract signals before the renewal conversation, not during it.

  • A reason for every flag

    Each at-risk account comes with the evidence behind it: open cases, usage trends and relationship changes, linked to their source.

  • Clear ownership

    Recommended actions go to the right team with the context attached, so Customer Success and Sales work from the same picture.

  • Learn from past saves

    See what worked the last time an account looked like this, and reuse the playbook instead of starting over.

Related

Other decisions Ontio supports.

See Customer Intelligence on your own data.

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