For Customer Success Leaders
Catch churn before it ships, coach CSMs with real data.
Halo gives B2B SaaS CS leaders portfolio-wide health, churn prediction grounded in real signal, and the same Ask AI brain their CSMs work alongside in the inbox. Retention becomes a tailwind, not a panic.
Portfolio at riskAt-risk MRR
$184k
Renewals next 60d
23
Expansion signal
9
Halo's read
Two enterprise accounts ($186k combined ARR) show declining logins, unresolved bugs, and budget pressure mentioned on the QBR. Suggest renewal calls this week. CSM brief attached.
Use cases
What CS leaders
use Halo for
Healthy
74%
Watch
18%
At risk
8%
| Segment | Accounts | Health |
|---|---|---|
| Enterprise | 38 | 82 · Healthy |
| Mid-market | 121 | 76 · Healthy |
| Growth | 153 | 61 · Watch |
| Top 50 by ARR | 50 | 84 · Healthy |
Portfolio health in one query
Stop chasing CSMs for status updates. Halo synthesizes product usage, billing, support sentiment, and call notes into one health view across your entire book.
Try asking
- Give me a portfolio-wide health summary across all accounts.
- Which segment has the lowest health score this month?
- How are our top 50 accounts trending vs. the rest of the book?
Acme Robotics · $112k
Logins −46% · 3 open P1 bugs
Datawise · $74k
Budget pressure on QBR call
Brightline · $38k
Champion left the company
TechFlow · $26k
Ticket sentiment trending down
Churn prediction before the renewal call
Halo flags accounts trending toward churn weeks before renewal. Login drop-off, ticket sentiment, billing anomalies, QBR transcript signals all in one model, all explained.
Try asking
- Which accounts are most likely to churn in the next 60 days?
- What signals are most predictive of churn in our customer base?
- Show me at-risk MRR by tier.
Rachel Kim
14 signals · 6 upsells opened
Jason Park
11 signals · 4 upsells opened
Elena Morales
7 signals · 1 upsell opened
Tom Becker
5 signals · 0 upsells opened
Coach CSMs from real conversations
Just like sales coaching, Halo can review CSM calls and suggest where the team is missing expansion opportunities, mishandling escalations, or dropping discovery on objections.
Try asking
- Which CSMs are most consistently catching expansion signals?
- Where are we missing renewal discovery questions?
- Compare resolution sentiment between CSMs on the team.
Ask AIOur best saves follow three steps:
- 1.Find the unused seats or features · pull usage first
- 2.Offer a right-sized plan · not a discount
- 3.Book a 20-min value review · saves 61% of requests
38 tickets
StripeOnboard CSMs in days
New CSMs ask Halo and get answers grounded in your real customers, your real product, and your real resolutions. The shadowing window collapses.
Try asking
- How do we usually handle a request to downgrade?
- What are the most common onboarding blockers and how do we fix them?
- Walk me through how to run a quarterly business review for a Growth-tier account.
Why CS leaders pick Halo
Retention becomes
a tailwind
- Portfolio health score in plain English
- Churn prediction grounded in real signal
- Expansion opportunities surfaced automatically
- CSM onboarding measured in days
Stripe
Billing · MRR, invoices, plan changes
HubSpot
CRM · accounts, renewals
Slack
Slack Connect · shared channels
Zoom
QBR and check-in recordings
Fathom
Call notes · highlights
Linear
Bugs · feature requests
Product usage
Logins, events, seats
Every signal that matters. Logins, billing, ticket sentiment, NPS, and call transcripts feed into one model so churn risk is grounded in evidence.
How it works
Live in days,
impact in weeks
Stripe
Billing · MRR, invoices, plan changes
HubSpot
CRM · accounts, renewals
Linear
Bugs · feature requests
Product usage
Logins, events, seats
Connect product, billing, and CRM Bring in Stripe, HubSpot, Linear, product usage, and call transcripts. Halo builds a unified picture of every account.
Northwind
Usage up 22% · NPS 9
Brightline
Champion change
Acme Robotics
Logins down 46%
TechFlow
Seat limit reached
Halo scores every account Health scores, churn probability, and expansion signals appear automatically. Risk gets surfaced. Wins get celebrated.
Renewing ARR
$2.1M
GRR
94%
NRR
112%
Acme Robotics
Renews Nov 30 · $112k
Run CS with conviction Portfolio reviews, renewal forecasts, and CSM 1:1s all anchored in the same source of truth.
Want to see how CSMs work day to day?
HaloPilot briefs every CSM in the inbox in real time.
Make retention a number you control
Start free, or request a demo and we'll show Halo predicting churn on your real customer data.