Customer success on the same records as sales.
The CSM app scores the health of each account, flags churn risk, drafts renewal briefs and QBRs, and suggests expansion plays. It works from the same records your sales team uses, so your CSMs see the emails, calls and deals from before the sale. Your CSMs choose which plays to run and approve what goes to the customer.
No credit card. Verified companies get 5,000 starter credits on the Free plan.
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You pay execution credits for what the agents run, not per seat.
Atlas Bio added 42 users and opened pricing twice this week.
What CSM includes
Each feature works in the app. Where supported, your team can also use it through the MCP server or the CLI.
Account health scoring
A health score built from usage, support volume, executive changes, and the tone of calls and chats.
Churn risk detection
Flags accounts at risk from falling usage, a rise in support tickets, or executives who have gone quiet.
Renewal workflow
Finds each renewal window, drafts the renewal brief, and sends the contract for e-sign through Quotes.
Expansion play library
Suggests expansion plays from usage patterns and from what worked on similar accounts.
QBR drafts
Drafts the quarterly business review from usage data, support history and your roadmap. Your CSM edits it before the meeting.
Customer-facing AI agent
An agent your customers can ask questions inside your product. It answers from your knowledge base and follows your policies.
Covers the health scores, renewals and lifecycle email teams run in Gainsight or Customer.io, on the platform your sales team already uses.
Related parts of graph8
Sequencer
Email, phone, LinkedIn, SMS and WhatsApp sequences in one place.
Explore In ApplicationsDialer
Reps call one line or several at once. AI voice takes part of the calls.
Explore In ApplicationsSales Coach
Every call recorded and scored, with coaching for the rep and a review queue for the manager.
Explore In ApplicationsVoice AI
AI voice answers inbound calls, makes outbound ones and books the meeting.
Explore In ApplicationsAI Inbox
Every reply from email, LinkedIn, SMS and WhatsApp in one inbox.
Explore In ApplicationsWeb Chat
Website chat, answered by your team or the agents, with visitor identification.
Explore In ApplicationsAppointments
Booking links, round-robin routing and a shared team calendar.
Explore In ApplicationsNewsletter
Broadcast email with personalization and attribution.
Explore In ApplicationsLanding Pages
Landing pages built on your brand and published for you.
Explore In ApplicationsAds
Audience sync, AI ad creative, pipeline attribution.
Explore In ApplicationsConnections
Two-way sync with your CRM, warehouse, calendar and messaging tools.
ExploreFree for verified companies. Pay for what the agents run.
Every plan has unlimited users. Credits pay for sending, calling and running the agents. Three plans.
Inbound, your first campaign and the AI front desk.
- 5,000 starter credits as you get set up
- 250 credits a month
- Unlimited website visitors and form capture
- AI web chat and AI receptionist
- Send from your own business mailbox
- 1 credit per contact reveal
Unlimited contact data and your own sending infrastructure.
- 10,000 credits a month
- Unlimited contact data, fair use
- Mailboxes, domains and LinkedIn accounts
- Dialer and outbound calling
- Outside-provider enrichment
- Export, API, MCP and CRM push
Everything in Team, at the lowest credit price.
- 75,000 credits a month
- Everything in Team
- Lowest credit price, $0.0067
- Agency client workspaces
- Higher fair-use and export limits
Start free with no credit card, or pick Team or Platform and pay monthly or annually at signup. You can change plans inside graph8 at any time, and your setup and data stay where they are.
- Unlimited users
- Free search and browse of graph8 data
- Getting started package: company research, brand kit, first landing page
- Bring your own AI keys
Talk to us. Qualifying teams get 12 months of unlimited contact data, free. Talk to us
What the plans include
One platform, three plansEvery plan opens the same platform for the whole org. The plans differ in monthly credits, the price of an extra credit, contact data and sending infrastructure.
What the agents run
Paid in credits- Campaigns and sending infrastructure Mailboxes, domains, and deliverability run for you, end to end.
- 5-channel sequencer Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.
- Dialer and AI voice agents Reps call from the built-in dialer. AI voice answers inbound calls, makes outbound ones and books the meeting.
- AI inbox Every inbound email, LinkedIn message and reply sorted, drafted and answered.
- Meeting routing and booking Route leads to the right rep and book the meeting automatically.
- CRM, pipeline, and quotes Deals, quotes, and each rep's daily list in My Desk.
- Studio content engine Brand, newsletters, landing pages, ads, and campaign content.
- AI agents and workflows Operator and Executor agents for RevOps, deal reviews, and SDR work.
Contact data
Unlimited on Team- Unlimited contact data on Team and Platform Reveals are unlimited for every user on Team and Platform, under fair use. On Free, each reveal costs 1 credit.
- Export, API and MCP bulk Exports, API and MCP bulk pulls, CRM push and webhooks on Team and Platform, under fair use.
- Buying signals Visitors, intent, hiring, and job-change signals on every account.
- Waterfall enrichment Outside providers on Team and Platform, pay on match or bring your own keys.
- Free search and browse Your whole team explores 700M+ contacts and 100M+ companies.
For the whole team
Always on- Unlimited users, no seat fees Invite everyone. Pricing never scales with headcount.
- Sending infrastructure on paid plans Mailboxes, domains and phone lines at cost plus 30%, LinkedIn accounts at $10 a month, paid from your credits.
- Built-in CDP and integrations Warehouse, 500+ connectors, two-way CRM sync included.
- Monthly or annual Pay monthly and cancel anytime, or pay annually and save 20%.
- Fair-use rate limits Limits apply on all plans. They guard against scraping, not real GTM work.
Credits pay for sending, calling, AI and enrichment. Monthly credits are used first, then starter credits.
Try the CSM app on your own accounts
Sign up and connect your CRM with the setup agent. Health scores, renewal briefs and expansion plays then work from the accounts and sales history you already have.