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.
At-risk MRR
$184k
Up $42k from last week.
Renewals next 60d
23
3 flagged at high churn risk.
Expansion signal
9
Accounts trending toward upgrade.
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
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.
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?
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.
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.
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.
Which CSMs are most consistently catching expansion signals?
Where are we missing renewal discovery questions?
Compare resolution sentiment between CSMs on the team.
Onboard 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.
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
Connected data
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
Connect product, billing, and CRM
Bring in Stripe, HubSpot, Intercom, product usage, and call transcripts. Halo builds a unified picture of every account.
Halo scores every account
Health scores, churn probability, and expansion signals appear automatically. Risk gets surfaced. Wins get celebrated.
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
Request a demo and we'll show Halo predicting churn on your real customer data.