Customer retention intelligence

Know who's about to leave — and exactly what to do about it.

Messy CRM? Data scattered across different platforms or spreadsheets? Doesn't matter. ChAi turns whatever data you've got into a clear picture of who's slipping — and what to do about it, before it's too late.

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Why this customer is at risk

ChAi analyzed Competitor mentioned, Usage declining and Below benchmark engagement. Here's what's driving the risk.

Competitor mentioned22% of risk

Customer referenced evaluating an alternative provider in a chat.

Usage declining32% of risk

Logins dropped 61% over the last 30 days versus their baseline.

Below benchmark engagement18% of risk

Feature adoption is 40% below the industry benchmark for SaaS.

Confidence: 87% — based on the volume and quality of data available for this customer.

Recommended actions

Ranked by expected revenue saved.

Schedule an executive review meeting

High

Direct senior contact rebuilds trust when an account shows declining sentiment and competitor interest.

Difficulty: ModerateImpact: StrongEst. saved: $3,342

Resolve all open support issues

High

Unresolved tickets are the top churn driver here — closing them removes the most immediate frustration.

Difficulty: EasyImpact: StrongEst. saved: $3,413

Health score

25 /100

Features

Everything you need to stop guessing and start saving customers

Built for how your own business actually works — not a generic dashboard bolted onto your data.

Stop guessing which numbers matter

ChAi learns how your business works and generates custom metrics that you should be measuring — no generic templates, no vanity numbers.

A health score you can actually trust

You decide what matters most. ChAi builds your health score around your judgment, not a predetermined black-box formula.

One customer, one true picture

Data from different sources? No problem. ChAi figures out how to merge them — so you're never acting on only part of the story.

Delete data without losing insight

Honour a customer's erasure request in seconds, without punching a hole in your historical retention intelligence.

See the dollar value, not just the risk

Every at-risk customer comes with a number attached — how much revenue is exposed, and how much is realistically recoverable. Prioritize by impact, not instinct.

Skip the digging. Go straight to the fix.

No more trying to figure out "why" from scattered tickets and call notes. ChAi consolidates your intel, explains root causes in plain English and ranks next steps by the revenue they'll save.

ChAi top retention recommendations ranked by estimated revenue saved
No clean-up required

Just drop your data in. We'll handle the rest.

You don't need a data team to get started. Export whatever you've got — from your CRM, billing tool, support platform, or a spreadsheet nobody's touched in a year — and drop it into ChAi. It automatically sorts, formats and maps everything into the metrics your health scores are built on.

No templates to fill in.

No fields to match manually.

No "come back once your data's clean."

Your retention analyst, on call

Ask ChAi anything

No dashboard-diving required. Ask a plain question — "how do I improve retention?" — and get a specific, prioritised answer, grounded in your actual customer data.

Ask ChAi chat widget showing a retention question and a prioritised, data-grounded answer
How scoring works

One score. One meaning. Everywhere.

Every customer gets a 0–100 health score on the same four-stage scale — on this page and inside the app — so a colour always tells you the same thing.

Healthy

Engaged, paying on time, trending steady. Nothing to do here.

Watch

Early softening in usage or support signals. Worth keeping an eye on.

At risk

Clear decline. Worth a conversation this week.

Critical

Likely to leave soon without direct intervention.

Onboarding

From connected to in control, in three steps

01

Connect your tools

Bring in CRM, billing, support and spreadsheets — clean or messy, doesn't matter.

02

ChAi learns your business

It studies your industry, picks the metrics that matter, and scores every customer continuously.

03

Act before customers churn

Wake up to a prioritised list of who to talk to today, and exactly what to say when you do.

Integrations

Works with the tools you already run on

No migration. No rebuild. No "rip and replace." ChAi plugs into your existing stack and starts scoring from day one.

Zendesk

Support

Intercom

Support

Freshdesk

Support

HubSpot

CRM

Salesforce

CRM

Zoho CRM

CRM

QuickBooks Online

Billing

FreshBooks

Billing

Xero

Billing

Stop losing customers you could have saved.

Bring your data — messy or not. Let ChAi tell you who's at risk and exactly what to do next, in plain English.

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