Stop learning about churn at renewal time
Cadencia gives Customer Success teams a living customer brain, health scoring you can explain, and renewal and expansion Beats that turn signals into action — without creating more admin.
Control the autonomy: suggest → approve → trusted autopilot
No seat tax for CS: no platform fee, no per-seat pricing
Customer health is real. Your systems are scattered.
CS leaders don't struggle with effort — they struggle with signal. Context lives in inboxes, meeting notes, docs, and side tools. Health scoring becomes a spreadsheet. And churn still shows up as a surprise.
“We find out an account is at risk too late.”
QBR prep becomes archaeology: hunting calls, threads, decisions, and next steps.
Expansion is opportunistic instead of systematic, because nobody has time to track the full story.
Make retention and expansion a workflow, not a weekly fire drill
Cadencia turns CRM from a place you log things into a system that quietly runs the rhythm in the background — capturing context, keeping records clean, and turning customer signals into next best actions.
One customer brain
A single, searchable memory of every email, meeting, note, and decision.
Health scoring with receipts
Not just a number — clear drivers tied to real interactions.
Execution built in
Renewal and expansion plays run as Beats, with guardrails you control.
Signals → clarity → follow-through
- Step 1
Capture the story automatically
Connect email and calendar to ingest customer communications into a unified timeline.
- Step 2
Turn interactions into health and risk signals
Cadencia summarizes meetings, extracts decisions and action items, and classifies sentiment and health impact — so what changed is always visible.
- Step 3
Put the next actions into motion
Action items become tasks, and the Rhythm Engine reprioritizes the day based on what actually happened, not stale fields.
Health scores that come with evidence
Cadencia maintains an account health score and updates it based on real activity — summaries, sentiment, engagement, and what's changing over time — so your team can act early and explain the why in leadership reviews.
“Show me why this account is trending down.”
See the meetings, emails, and decisions behind it.
Don't just flag risk — work it
When a meeting ends, Cadencia generates a grounded summary, extracts action items, creates tasks, and reprioritizes your team's day — so risk doesn't sit in a dashboard. It turns into follow-through.
Confirm success plan and outcomes in writing
Schedule exec check-in
Route internal escalation
Draft a customer follow-up, approval optional
Your playbooks, executed consistently
Cadencia uses Beats — repeatable workflows and cadences — to run renewal and expansion motions the same way you'd run outbound: consistently, on time, with context-rich messaging.
Choose autonomy per Beat: suggest → require approval → trusted autopilot.
Renewal Beat
Confirm stakeholders → validate outcomes → risk check → renewal steps
Expansion Beat
Identify interest signals → multi-thread stakeholders → book value review
Re-engagement Beat
Quiet account → context recap → “what changed?” outreach
QBR prep in minutes, not hours
Instead of hunting through threads and notes, your team pulls a grounded narrative — what happened, what changed, what decisions were made, and what's next — backed by the actual timeline.
“What changed since last quarter?”
“What risks are showing up in comms?”
“Who are the active champions, and who went quiet?”
From reactive coverage to a predictable rhythm
| Before Cadencia | After Cadencia |
|---|---|
| Before CadenciaHealth lives in spreadsheets and gut feel | After CadenciaEvery account has a living record and searchable memory |
| Before CadenciaQBR prep is a tab explosion | After CadenciaHealth and risk are tied to real interactions, with reasons |
| Before CadenciaRisk is discovered late | After CadenciaRenewal and expansion plays run as Beats, with guardrails |
| Before CadenciaExpansion depends on heroic CSMs | After CadenciaLeaders get an account health view with expansion opportunities |
See coverage, risk, and expansion in one place
Cadencia supports manager views that roll up account health and risk, plus expansion opportunities — so you can run a tight weekly cadence without asking for manual updates.
Percentage of accounts touched this week
Accounts trending down, with drivers
Renewal pipeline and next-step coverage
Expansion opportunities surfaced from activity
AI you can trust, because you control it
Cadencia is built to be explainable. Answers are grounded in your own customer history, and actions can require approval based on the scenario. You choose where agents can act vs suggest, and every action has an audit trail.
Will it spam customers?
No — configure autonomy and approvals per Beat and per action type.
Can we start suggest-only?
Yes — move up autonomy as trust grows.
Do we need perfect data to start?
No — data hygiene improves as a byproduct of doing the work.
Turn retention into rhythm
Get a demo tailored to your CS motion, or start free and see the customer brain populate from real interactions.