Retain and expand, with the full picture of every account.
Halo connects product usage, billing, tickets, and call transcripts so your B2B SaaS knows exactly where every account stands. Predict churn before it happens, brief CSMs in the inbox with HaloPilot, and ramp new hires in days instead of weeks.
Health score
Down from 81 in the last 30 days.
Last login
Champion has logged in once this month.
Churn probability
Renewal in 47 days. CSM intervention suggested.
Halo's read
Acme's primary champion has logged in once in 30 days, and a power user filed two tickets about an unresolved bug. The QBR call transcript flagged budget pressure. Recommend a renewal conversation this week.
Use cases
The CS team's
operating system
Account health on demand
Founders, executives, and CS leaders can ask Halo for a full breakdown of any account. Health score, last login, recent tickets, expansion signals, and risk factors, all in one answer.
Give me a full health breakdown for Acme Corp.
Which of our top 50 accounts are showing churn signals?
How is product usage trending across our enterprise tier?
Predict churn before it happens
Halo watches login patterns, ticket sentiment, NPS responses, and product usage. When an account starts trending the wrong way, you find out before the renewal call, not after.
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 accounts that haven't logged in for 14 days.
HaloPilot in every inbox
HaloPilot sits next to every CSM in the inbox. It briefs them on the customer, drafts replies, suggests resolutions from similar past tickets, and stays aware of new messages in real time.
Brief me on this customer before I reply.
Draft a response that fits our tone and policy.
Show me how we resolved this exact issue for other customers.
Ramp new CSMs in days
New customer success hires used to spend weeks shadowing reps. With Halo, they ask questions and get answers grounded in your real customers, your real product, and your real resolutions.
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.
A copilot for every
CSM, in every conversation
HaloPilot lives in the inbox alongside your CSMs. It briefs them on the customer the moment a ticket lands, suggests replies grounded in how your team has resolved similar issues, and stays aware of new messages in real time.
Customer brief on every conversation
When a ticket lands in your inbox, HaloPilot already knows the customer. Plan, MRR, last login, recent tickets, expansion history, and tone preferences, all surfaced before you reply.
Resolution suggestions from past tickets
HaloPilot pulls how your team resolved similar issues for other customers and suggests the closest match. Your CSMs benefit from collective experience, not just their own.
Live awareness of new messages
When a customer sends a follow-up mid-thread, HaloPilot updates the brief and the suggested reply in real time. No stale context.
Drafts in your voice
Replies are drafted in your team's tone, with your policies baked in. Edit and send, or let Halo send autonomously when confidence is high.
HaloPilot briefLive awareness onCustomer
Jane Doe
Acme Corp, Growth plan, $2.4k MRR
Suggested reply
Looks like Jane is stuck on the same webhook setup that tripped up two other customers last month. Suggest the fix from ticket LIN-2812 and link the doc.
Similar resolutions
- LIN-2812 · resolved with API key regeneration
- LIN-2755 · same pattern, doc updated
Built for the whole team
Founders, leaders,
and CSMs
For VPs of Customer Success
Stop guessing about retention. Get a real-time view of account health across the whole portfolio, predict churn weeks ahead of time, and route the right intervention to the right CSM.
- Portfolio health score in plain English
- Churn prediction grounded in real signal
- Expansion opportunities surfaced automatically
For Customer Success Managers
Walk into every call with the full picture. HaloPilot briefs you on the account in seconds, drafts replies in your tone, and recalls how the team has handled similar issues before.
- Pre-call briefs in seconds, not hours
- Suggested resolutions from similar tickets
- Real-time inbox copilot on every reply
For Founders and Execs
Walk into board meetings with answers, not spreadsheets. Ask Halo for a customer health summary, the top expansion opportunities, or the biggest churn risks. Get a number you can defend.
- Real-time portfolio pulse without dashboards
- Defensible answers backed by source data
- Spot trends weeks before quarterly reports
Connected data
Every signal that
matters for retention
Halo blends product usage, billing, tickets, and call transcripts into a single picture of every customer. The more you connect, the sharper the prediction.
Subscriptions, MRR, plan changes
Tickets, sentiment, conversation history
Contacts, accounts, lifecycle data
Internal account discussions
QBR transcripts, success calls
Meeting notes and action items
Feature requests and bugs by customer
Last login, feature adoption, activity
How it works
Live in days,
impact in weeks
Connect product, billing, and CRM
Bring in Stripe, HubSpot, Intercom, your product usage data, 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.
Your team works smarter
Leaders ask Ask AI. CSMs work alongside HaloPilot in the inbox. New hires ramp faster than ever. Retention and expansion compound.
Make retention a tailwind, not a panic
Request a demo and we'll show Halo's churn predictions and HaloPilot working on your real customer data.