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Customer success

Renewal and account-risk agent for Zoho CRM

Every renewal forecast, every at-risk account flagged early.

Renewals stop being a surprise. The agent watches every account and gives your team 90 days' notice, not 9.

Book a free call → See how it works

Zoho appsZoho CRMZoho DeskZoho SubscriptionsZoho BooksZoho Analytics

Today

The way it runs now

Renewal quotes go out late. At-risk accounts get noticed after they cancel. Upsell signals sit unread in support tickets.

With the agent

90 daysnotice on at-risk accounts
On timerenewal quotes, every time
Moreexpansion found in tickets and usage

Typical results. We measure yours during the pilot.

How it works

Six steps. A person signs off the one that matters.

  1. 01

    Watch usage

    Tracks logins, usage and payments for every account.

  2. 02

    Read tickets

    Reads support tickets and emails for frustration and churn talk.

  3. 03

    Risk score

    Scores each account and explains what changed.

  4. 04

    Save plan

    Suggests the save: call, training, discount or exec sponsor.

  5. 05

    CSM review

    The account owner chooses the plan.

    A person decides
  6. 06

    Renew and expand

    Sends renewal quotes on time and spots upsell signals.

What you get

Built, connected and run for you.

  • Built inside your own Zoho org, with your fields and Blueprints
  • Scoped access, logged in Zoho and in our audit log
  • Approval steps on anything risky
  • Dashboards in Zoho Analytics
  • Training for the people who use it
  • Support and tuning after launch

Zero upfront cost

You pay when it works.

  1. Week 1Pick the process and agree in writing what success means.
  2. Weeks 2-4We build it and run a pilot on your real work, at our cost.
  3. Day 30We look at the numbers together. You decide.
  4. After launchWe run it, watch it and improve it every month.
Book a free call →

Questions

Straight answers.

Does it work with Zoho Subscriptions?

Yes, along with Zoho Books and Zoho CRM for billing and account history.

Can it offer discounts?

It suggests a save plan. Your account owner decides what is offered.

What does it cost?

Nothing upfront. We run the pilot at our cost. You pay per active user only once the results we agreed in writing show up.

Is our data safe?

Your data stays in your systems. Agents get the least access they need, every action is logged, and nothing is used to train public models.

Keep exploring

More zoho solutions

See all →
DistributionAvailable

Dealer order agent

Dealers order on WhatsApp. Orders land in Zoho, ready to ship.

  • Inventory
  • Books
  • CRM
  • WhatsApp
  • Commerce
Get started

Let’s talk

Put Renewal and account-risk agent
to work.

Tell us a little about it. A real person from our team will reply within one business day.

  1. 1Send the form. Two minutes, no sales script.
  2. 2We reply within one business day with times for a 30-minute call.
  3. 3You get a pilot plan. Zero upfront, yours to keep either way.

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