For customer success teams
Know which accounts need you
before they start leaving.
Veermo replaces gut feel with real signals. Health scores, alerts and playbooks give your team a clear view of every account in their book, ranked by the ones that need attention now.
200+
accounts per CSM, scored daily
41%
average save rate improvement
90 days
of renewal visibility
Daily prioritization
Prioritize your book every morning
When every account looks the same in the CRM, the loudest ones get attention and the quietly disengaging ones slip through. Veermo’s health scores rank your entire book by risk, so you open your day knowing exactly who to call first.
Each score shows the signals that moved it: a usage drop, a support spike, a billing downgrade. Your CSMs see what to fix, not just that something is wrong.
Workflow
How CS teams use Veermo
- Morning reviewOpen Veermo and scan the accounts whose health changed overnight. The riskiest ones are at the top.
- Investigate the alertClick into the account to see which signals moved: usage down, support tickets up, seats removed. No digging through three tools.
- Run the playbookTrigger a save playbook that sends the right outreach at the right time, so every save attempt follows a proven sequence.
- Track the outcomeSee whether the account’s health recovers after your intervention. Measure save rates by CSM, segment and playbook.
Playbooks that standardize saves
Define timed sequences of tasks and messages triggered when an account crosses a risk threshold. Every CSM follows the same proven process, whether they joined last week or last year.
Renewal prep starts 90 days out
Upcoming renewals ranked by risk and revenue, so your team knows which QBR prep matters most and which accounts are safe to let auto-renew.
“We went from reactive check-ins to knowing exactly which accounts need attention every morning. Our save rate jumped from 15% to 41% in one quarter.”
Sarah Chen
VP Customer Success, Recurly
FAQ
Questions CS teams ask us
How does Veermo fit alongside our existing CS platform?
Veermo sends health scores and alerts into the tools you already use, including Slack, HubSpot and Salesforce. It adds the early-warning layer without replacing your CRM or CS workflow.
Can each CSM see only their own accounts?
Alerts are routed to the account owner, so each CSM gets notified about their own book. The full team view is available for managers running health reviews.
How quickly can our CS team start using it?
Most teams connect their data sources and see initial health scores within a day. There is no engineering work for the standard integrations, and Veermo backfills 12 months of history on connection.
Stop finding out about churn at renewal.
Connect your data today and see which accounts need attention by tomorrow morning.