Product tour
ChurnRisk puts the customers with the most revenue at stake first. Open a warning to see what changed, where the evidence came from, and what your team can do next.
Ranked by dollars
See the account that could cost you the most at the top.
Each row keeps risk, revenue at stake, confidence, and the next step separate. Filter by account owner, segment, or reason.
One page per account
Open a customer and see the account history in one place.
Order changes, unanswered emails, open issues, and past follow-ups sit on one timeline. Nobody has to reconstruct the account from memory.
| When | What happened | Where it came from |
|---|---|---|
| Feb 4 | Reticulated foam ordered on cadence, fourteenth consecutive month. | Invoice 20841 |
| Mar 11 | Short shipment raised by the buyer. No reply from us since. | Email thread |
| Mar 26 | Quote issued for 3.0lb sheet. Not converted. | Estimate 3312 |
| Apr 2 | Reticulated foam stops. The 1.8lb line continues at steady volume. | Invoice history |
| Apr 30 | Reorder now 34 days past this account's own cadence. | Invoice history |
| May 6 | Purchasing contact replaced. The new buyer is in no thread with your team. | Email thread |
Show the work
Open the invoice, order gap, or email behind any warning.
Ordered every 3 weeks for 14 months. Nothing for 9 weeks. No seasonal pattern at this time of year.
If an email signal cannot produce a matching quote, ChurnRisk downgrades it instead of presenting it as fact.
"We are still waiting on the credit for the short shipment. This is the second time I have had to ask."
What this is based on
Human approval
ChurnRisk can draft the follow-up. You can change it, approve it, or throw it away. Live email delivery is not enabled yet.
If a plan has several steps, you see the whole plan first. When one step fails, the rest stop.
Drafted for the rep and held for review. Live tenant-mailbox delivery is not enabled yet.
Held for the following Tuesday, with the preparation card attached.
Written to the account record once the call has a disposition.
What we can see
If ChurnRisk cannot see a mailbox or order channel, it lowers confidence and names the gap.
The coverage page names the connected sources and the gaps for each customer.
| Customer | What we can see | Reading |
|---|---|---|
| Henderson Industrial | Books connected. Two mailboxes connected. | Coverage 91 percent |
| Northlake Packaging | Books connected. One mailbox still pending. | Coverage 64 percent |
| Acme Fabrication | Orders placed by phone to the counter. No mailbox for this owner. | Coverage 38 percent |
What came of it
Record what happened, even when the answer is no.
You confirm whether ChurnRisk deserves credit. The product records losses and no-change outcomes too.
| Customer | What was approved | What happened next | Attribution |
|---|---|---|---|
| Northlake Packaging | Reply to the short shipment thread, approved by the rep | Thread resolved. Ordering resumed on cadence | Credit confirmed by you |
| Acme Fabrication | No action recommended at low confidence | Coverage improved after a mailbox was connected | No credit claimed |
| Harbor Supply Co | Check-in call placed by the account owner | Volume did not return | Recorded as lost |
Connected systems
ChurnRisk reads accounting history and only the team mailboxes you choose.
The tenant-scoped API and signed webhooks are available. The Salesforce sync workflow is built, but live Salesforce access is still disabled.
Open a workspace now, or ask us to walk through a sample account with you.
Nothing connects until you approve it.
