1
Every at-risk account flags itself
Critical / Warning / Healthy scored from engagement and billing. Risk signals named. Past_due flagged before the renewal call.
Customer Success Manager 
Customer Success Manager
Save logos. Expand revenue. Every customer arrives scored, every past_due account flagged, every expansion lever named - and an agent on every page that answers anything you ask about your book.
AI-automated Retention
Customer book · MRR
Search
Filter
Add
Customer MRR Plan Status
T Tesla $48,000Enterprise Active
N Nvidia $32,000Enterprise Active
S Stripe $24,000Scale Active
O OpenAI $18,500Scale Active
A Anthropic $12,500Scale Active
F Figma $499Pro Past due
6 of 8 shown
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Your CRM
This is your CRM.
Pipeline, Accounts, Contacts, Activity, Quotes, Customers - all native. No Salesforce license required.
Pipeline AccountsContactsActivityQuotesCustomers
Pipeline value $148.5K 8 open deals
Accounts 164 +12 this week
Contacts 847 +34 today
Activity 47 Today
Quotes Q-0040 Latest
Today's pipeline 8 deals · $148,500
Tesla · Q3 Expansion
$48,000
Nvidia · GTM Standardize
$32,000
Stripe · Renewal
$24,000
OpenAI · Team Rollout
$18,500
Already on a CRM?
graph8 syncs bidirectionally - keep your system of record, run your day here.
+ more Used daily by top-performing GTM teams
How Customer Success Managers use graph8
Your day, briefed and on autopilot
2
Expansion levers, not vibes
Credits-exhausted, plan-utilization, and usage-cadence signals surface per customer. The Health card tells you what to do, not just how to feel.
3
An agent that knows your book
Natural-language agent on every page. Reachable from WhatsApp · Slack · Roam · iMessage - same agent, your phone.
Inside graph8
The 5 surfaces you'll live in
5 places in graph8 you'll open every day.
Surface 1 · Customers
Your book of business - sorted by MRR
Open the Revenue dropdown. The full post-sale lifecycle is here: paying customers, trial accounts, churned accounts. Sort by MRR descending and your top accounts become your morning call-list.
- Customers - active paying book of business
- Trials - about to pay, your conversion pipeline
- Churned - post-mortem and win-back candidates
- Columns: Status · MRR · Plan · Subscription · Customer Since · Last Activity
app.graph8.com/deals/l/customers
Customer book · MRR
Search
Filter
Add
Customer MRR Plan Status
T Tesla $48,000Enterprise Active
N Nvidia $32,000Enterprise Active
S Stripe $24,000Scale Active
O OpenAI $18,500Scale Active
A Anthropic $12,500Scale Active
F Figma $499Pro Past due
6 of 8 shown
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Surface 2 · Past_due
Catch churn before it lands
Subscription status filter slices the book to past_due only. These are failed-payment customers - usually a card expired, not intent to cancel. Call before the renewal date, save the logo.
- Filter Subscription = past_due in one click
- MRR-at-risk visible inline
- Primary contact + last-touched date per row
- Move to Churned only after a real conversation
app.graph8.com/deals/l/customers · filter=past_due
Customer book · MRR
Search
Filter
Add
Customer MRR Plan Status
F Figma $499Pro Past due
N Notion $2,500Scale Past due
D Datadog $2,000Scale Past due
D Databricks $2,000Scale Past due
V Vercel $1,500Pro Past due
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Surface 3 · Customer Detail
Every customer arrives scored, with the next move written
Open any customer. The right rail is the CSM's panic-button - a Critical / Warning / Healthy badge, automatic Risk Signals, and Expansion Levers based on real usage. You don't interpret a number; the system tells you what to do.
- Health Score: Critical · Warning · Healthy (auto-computed)
- Risk Signals: No meeting on record · Engagement counters at 0 · Past_due
- Expansion Levers: Credits exhausted · Plan utilization · Usage cadence
- Tabs: Overview · Data · Notes · Tasks · Deal Room · Activity · Contacts · Sites Visited · Jobs · Next Steps
app.graph8.com/deals/l/customers/{customer-id}
Dialer / Live Deal · live
History
FI
Figma · Renewal at Risk
$499 MRR · Critical Value
$499 MRR
Stage
Critical
Close
Renewal Apr 30
Details
Close plan Card expired May 12 · 0 logins in 14 days · 1 contact has left the company. Action: email primary contact today, propose 15-min sync to refresh payment + walk through new features.
Stage readiness 18%
Suggest next step Open close plan
Surface 4 · Account Health Report
Your whole book in one view
When you don't have time to open every customer detail, the Account Health Comparison report ranks active workspaces by outbound volume and engagement. Bottom-quartile workspaces are the 'are they actually using it?' calls.
- Account Health Comparison - per-workspace volume + engagement
- Cross-Account Drift - accounts that used to be active and aren't
- Idle / Stalled sister report under Drift
- Acquisition channel breakdown for context
app.graph8.com/reports · /reports?report=a15
Dialer / Live Live call - auto-logged
History
JH
Jensen Huang - CEO
Nvidia - $32,000 - Eval Deal
$32,000
Close
Jun 15
Stage
Eval
Transcript Auto-summary on
Jensen Tell me how this compares to what we use today.
You Same outbound surface - but one platform instead of five.
Jensen What's the lift for an SDR team of 12?
Drop VM Transfer Note End
Connected Decision-maker Auto-logged to deal
Surface 5 · CSM Toolkit
Visitors, replies, and a support agent - one tab
Four shared surfaces with CSM framing: which customers are on the site right now, what they replied, what the agent knows about them, and the dedicated Support Agent that handles inbound. Same agent reachable from WhatsApp · Slack · Roam · iMessage.
- Visitors - scan for customer domains hitting `/docs` or `/pricing`
- AI Inbox - search by customer domain · Interested chips often mean expansion
- Global Agent - sparkle icon · every page · Cmd-K search
- graph8 Support Agent - handles customer-support inbound at `/agents`
app.graph8.com/visitors · /inbox/email · /agents
CUSTOMER_HEALTH_OUTREACH - SEQUENCE
3 replies - 2 interestedE(
loving the new dialer - quick question on credits
Elon (Tesla)Interested
P(
renewal coming up · can we sync?
Patrick (Stripe)Interested
D(
out until next week
Dylan (Figma)OOO
3 of 12 threads - sorted by reply
Filter
AI Chat & Email Autopilot
Every reply for Customer Success Managers, drafted in your voice and queued for one-click send.
Incoming Message
Hi, I downloaded your eBook last week and wanted to learn more about your solutions.
From: [email protected]
AI Draft Response
Tone:
Hi! Thanks for your interest in Graph8's enterprise solutions! 😊 I'd be happy to connect you with our team. I can schedule a call for you today - what time works best? We have slots available at 2 PM, 3:30 PM, or 4 PM EST.
Campaign BuilderPersonalization EngineData CloudVisitor ID AI
Ask graph8 anything
An agent that knows your world
Sparkle icon, top right, every page. Or DM the same agent from your phone via WhatsApp, Slack, Roam, or iMessage.
Sample agent exchange · illustrative
An agent that knows your world
Online
Recent
Pipeline summarynow
Tesla close plan2h
Renewal riskMon
Best 3 leadsFri
TC
Which of my customers are at renewal risk this month?
9:42 AMRead
3 at-risk customers · $3,499 MRR at risk · (filtered to past_due + Critical health)
DealStageAmountClose
Figma · ProCritical$499 MRRApr 30
Notion · ScaleCritical$2,500 MRRMay 12
Datadog · ScaleWarning$2,000 MRRMay 18
Databricks · ScaleWarning$2,000 MRRMay 24
Figma's renewal closes Apr 30 - that's 8 days out, card expired May 12, zero logins in 14 days. Email today. Notion is past_due with a primary contact who left their company; reassign before the renewal call.
9:42 AMgraph8
TC
Ask anything - try "show open deals over $20k"
Send
Try
which customers haven't logged in for 30 days? summarize my last QBR with Stripe show me expansion levers for Tesla
Value
What changes when you ship with graph8
For you
For you, the Customer Success Manager
- Every customer arrives scored - Critical, Warning, Healthy
- Past_due flagged before the renewal call
- Expansion levers named, not guessed
- Agent in your pocket via WhatsApp / Slack
For team
For your team
- Net Revenue Retention you can actually see
- Renewals saved before they become saves
- QBR prep without the Monday-morning spreadsheet
- One tool for the post-sale lifecycle
3h/day
Average CSM time back on graph8
We replace every other tool
How AI automates the work
The agents that run behind your day
Three engines built into the surfaces above. Same product, named for what they do.
Health Score Agent
Auto-computes Critical / Warning / Healthy from engagement counters, billing state, and meeting cadence. Names the risk signal so you act, not interpret.
Expansion Signal Agent
Surfaces expansion levers - credits exhausted, plan-utilization at ceiling, new stakeholders on the site. Drafts the QBR talk track in your voice.
graph8 Agent
Answers natural-language questions about your book. Reachable from any page or your phone via WhatsApp · Slack · Roam · iMessage.
Connected roles
A Customer Success Manager on graph8 works with
Onboarding / Implementation
Hands off the post-implementation moment - health baseline established, first QBR scheduled, expansion levers tagged.
Open role Trial Specialist
Pre-CSM lifecycle. Trial accounts arrive on your desk already scored, with the conversion path written.
Open role Account Manager
Commercial sibling. You save the logo, they grow it - same customer record, two views, one timeline.
Open roleAbout graph8
Customer Success Managers use graph8 to keep accounts - and grow them.
Early customers route every customer signal into one timeline so onboarding, renewal, and expansion stay on track.
More qualified pipeline
Real-time engagement + instant scheduling turn interest into booked work without extra tools.
Less busywork
AI drafts replies, logs activity, and syncs data automatically - so every role focuses on people, not paperwork.
One operating picture
Every signal rolls up to deals and accounts, giving leadership real visibility and IC's clear next steps.
graph8 — Everything Included
$499 /month
7-day free trial. No credit card. Cancel anytime.
2,500 free credits to start
75,000 AI credits/month included
Every feature — voice, email, chat, data, coaching — included
Automatic upgrades
Pay As You Go Not ready for a plan? Start small.
$0.05 /credit
Start your first campaign in 3 minutes. No credit card required.
Calculate my ROI Everything in One Place
Full GTM Platform
Sequencer, dialer, inbox, campaigns, CRM, and AI agents in one system.
AI Voice Agents
Clone any rep's voice for inbound and outbound calls with live booking.
5-Channel Sequencer
Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.
AE Cockpit
AI-prioritized deal actions with meeting prep and risk alerts.
44-Doc Intelligence Engine
Auto-generated battle cards, personas, and competitive analysis per org.
Smarter Data, Better Targeting
700M+ Contacts & 100M+ Companies
Search by title, seniority, industry, and tech stack with real-time filters.
Waterfall Enrichment
5+ providers queried in sequence - only pay for the one that matches.
Intent + Visitor Signals
See which companies research your keywords and visit your site.
AI Staging Tables
Enrich, score, and classify leads with AI formulas before they hit your CRM.
Simple, Transparent Pricing
Unlimited Users
No per-seat fees, ever.
Every Feature Included
Voice AI, enrichment, sequencer, campaigns - nothing locked behind tiers.
No Contracts
Month-to-month, cancel anytime, credits never expire.
Ready to Replace Your Sales Stack?
One platform. $499/month. Unlimited everything. Battle-tested and launching campaigns in 3 minutes.
