All Use Cases
Customer Success

Detect Churn Before It's Too Late

Retention depends on understanding your customers. Sync My Calls gives AI the conversation history to spot risks and surface expansion opportunities.

Your CSMs Are Flying Blind Between QBRs

Customer health scores based on product usage miss the most important signal: what customers actually say. Without conversation context in your CRM, AI can't detect frustration, track commitments, or identify upsell opportunities.

Every Customer Conversation. Analyzed Automatically.

Sync My Calls captures every call and updates customer records with AI-extracted insights. Health scores reflect real sentiment. Renewal prep includes complete conversation history. And AI alerts you to churn risks before it's too late.

Proactive customer management

Getting transcripts into your CRM enables data-driven customer success.

Churn Risk Detection

  • Identify negative sentiment trends early
  • Surface accounts with declining engagement
  • Detect complaints or frustration in conversations
  • Alert CSMs before renewal conversations

Health Scoring

  • Ground health scores in actual conversation data
  • Track product adoption discussions over time
  • Monitor executive sponsor engagement
  • Identify accounts that need intervention

Upsell Intelligence

  • Capture mentions of new use cases and pain points
  • Track feature requests across customer conversations
  • Identify expansion opportunities from actual needs
  • Connect product usage to customer goals

Renewal Preparation

  • Review complete conversation history before renewals
  • Track commitments and expectations from both sides
  • Identify potential objections and prepare responses
  • Document value delivered throughout the relationship

Typical CS workflow

1

CSM conducts QBRs and check-in calls with a recording device

2

Each call is transcribed and linked to the customer account

3

AI updates health score based on conversation sentiment

4

Manager reviews at-risk accounts with conversation context

5

Renewal prep includes complete relationship history

For CS teams managing 50+ accounts

Earlier

Churn risk detection

Higher

Net revenue retention

Better

CSM handoffs

Faster

QBR preparation

Ready to improve retention?

Give your CS team complete visibility into customer relationships.

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