One platform.One record.
Health, adoption, and renewals on one timeline. CSMs spend time with customers, not stitching reports.
CSMs spend time with customers, not spreadsheets.
Pipeline, calls, forecast, health, renewals, delivery — all in line with the work, all writing to the same shared timeline.
- 01
Health scores
Composite signals from product, support, and sentiment.
- 02
Adoption tracking
See which features land and which never get touched.
- 03
Renewals
From early-warning to signed contract on one workflow.
- 04
Playbooks
Trigger the right motion the moment a score drifts.
- 05
Expansion signals
Surfacing the accounts ready to grow this quarter.
- 06
QBR prep
One-click decks built from the last 90 days of data.
Know who needs you today.
Composite health blends usage, support load, exec engagement, and sentiment. Drill in to any account in two clicks.
- Custom score weights per segment
- Trend lines, not just snapshots
- Alerts in Slack the moment a score moves
From early-warning to signature on one workflow.
Forecast renewals 120 days out, run risk plays automatically, and ship quotes without leaving Kelk.
- 120-day renewal forecast
- Risk plays triggered by score and contract date
- Quoting and e-sign built in
Make CS repeatable, not heroic.
Pre-built playbooks for onboarding, low adoption, exec disengagement, and renewal risk. Customise once, fire forever.
- Library of proven motions
- Tasks routed to the right owner
- Outcome tracked back to the score
See churn coming weeks before revenue does.
Health that blends product usage, sentiment, and engagement — not just last-login. Every CSM, every account, every morning.
3-tool consolidation replacing Salesforce, Gong & Outreach. Champion: VP RevOps. CFO needs ROI proof by EOM.
- Weekly exec sync with VP RevOps
- Dedicated Slack channel + onboarding owner
- Custom QBR template by Apr 30
Nothing falls between the cracks.
Decision summary, customer goals, success criteria, risks, and commitments — the full brief lands in your CSM's inbox the moment ink dries. One click to accept, decline, or mark complete.
Stop stitching five tools together.
Run sales, customer success, and operations on one platform — and keep the budget you used to spend on integrations.