Every CS platform can show you a health score going red. PilotPM Retention is the one that does something about it: a goal-based agent reads each account — tickets, sentiment, usage, renewal date, ARR — and picks the next best action, on the brain that already answers your support.
Free preview on any paid plan — 10 managed accounts. Paid tiers from $499/mo — full rate card.
No journey canvas to wire, no rule library to maintain. You set the goal — keep this segment, grow that one — and dial the autonomy.
Support tickets, App Store reviews, CRM notes, usage from your warehouse, billing from Stripe — health, renewal risk and expansion signals assemble from the channels the brain already reads.
Per account, against the goal you set: schedule the check-in, draft the save offer, brief the CSM, open the expansion conversation. Chosen from what actually worked before — not a static playbook.
Shadow → suggest → approve → auto. It earns each rung: watch what it would have done, let it propose, approve every action — and grant autopilot only where it's proven itself.
Honest by design: nothing touches a customer without clearing the same approval gates and audit trail as every other PilotPM action.
Account health from every channel plus a 90-day renewals view and a billing audit straight from Stripe — bad surprises surface in the dashboard, not in the churn report.
Set the outcome, not the if-then tree. The play engine proposes the next best action per account and remembers which plays actually moved renewals.
Relationship NPS with cadence built in. Detractor responses don't rot in a spreadsheet — they land as signal next to the account's tickets and health.
“Enterprise accounts renewing in 90 days with negative sentiment” is a segment, not a SQL request to the data team. Membership updates as the signal does.
Before every call, the AI assembles the account one-pager: open asks and where each sits in your tracker, recent sentiment, ARR and renewal date. Thirty minutes of prep becomes zero.
Account review, revenue and voice-of-customer on connected tabs, drawn from your CRM, warehouse and Stripe. Prep time: opening the tab.
In suggest mode, the agent queues its next best actions with the evidence attached. You approve, edit, or dismiss — and it learns from all three.
Illustrative — product screenshots coming soon. The live queue runs on your accounts' actual signal.
Retention adds to any paid plan. The numbers below are the same source of truth as the pricing page.
Only managed accounts meter — the accounts you point the agent at, not your whole CRM. AI work draws from your plan's one credit pool, same as the inbox.
Migration is white-glove — we move your segments, health inputs and play history with your team, and the importer does the heavy lifting. See the honest side-by-side on the Gainsight alternative page.
Bring your account list to a 30-minute call — we'll show you the plays the agent would have queued last week. No slides.
The free preview runs on any paid plan — point it at 10 accounts and watch the queue fill.