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. 500 free execution actions to start.
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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.
ExploreYou pay for what the agents run. Every user is included on the Team plan.
Execution credits send, call, and run agents. Contact credits reveal and enrich the people you target. Three ways in.
A free entry point to the full platform. No credit card.
- 1,000 contact reveals to start
- 500 execution actions free
- Full platform access, no card
- Then $0.05 per credit
Unlimited contact data, in the tools you already use.
- Unlimited contact data, fair use
- 2,500 execution credits a month
- Priced per user, not per org
Unlimited users and data. Every app, one bill.
- Campaigns, dialer, AI voice, and AI workflows
- Meetings routed and booked for you
- 10,000 execution credits a month
- Unlimited users, no seat fees
- 7-day free trial, no credit card
Everything in the Team plan
$99 / mo, all includedThe $99 Team plan is the full platform: everything below, for the whole org. MCP Unlimited and Pay as you go are lighter entry points with usage and seat limits.
What the agents run
10,000 credits included- 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
Included- MCP Unlimited for every user A $25 per user value, included for the whole org on the Team plan.
- No monthly cap on contact data Reveals, lookups, enrichments, and exports run org-wide, every seat.
- Buying signals Visitors, intent, hiring, and job-change signals on every account.
- Waterfall enrichment Third-party providers, 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.
- Every feature unlocked No tiers gating voice, enrichment, sequencer, campaigns, or desktop.
- Built-in CDP and integrations Warehouse, 500+ connectors, two-way CRM sync included.
- Month-to-month, no contracts Cancel anytime.
- Fair-use rate limits Limits apply on all plans. They guard against scraping, not real GTM work.
Execution credits send, call, and run agents. Contact credits reveal and enrich the people you target.
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.