CSM

Keep customers from going quiet, and learn why they leave

The CSM talks to every account: health checks and NPS as conversations, win-back, and failed payments worked by decline reason.

DDaniela R.AccountAt risk
Healthlast 6 weeks
Last login18 days ago
NPS6 → 4
Capturedchurn reason: price
  • Bitso
  • Grupalia
  • Contalink
  • Solvento
  • Digitt
  • Vitau
  • Mattilda
  • Kontempo
  • Wallbit
  • Terapify
  • Nexu
  • Kroni
  • AnswerThis
  • Dogelthy
  • Treo
  • Commons
  • VitalBotanics
  • Sleep Rituals
  • Sleepy Bear Studio
  • Mubson
  • Bustin Boards
What it does

Coverage your CS team cannot buy back with headcount

Most accounts hear from a CSM only when they are leaving. This one talks to all of them.

01

NPS with the reason

Asks every account for a score, then why, so a low NPS comes with a reason.

02

Win-back and dunning by reason

Reopens dormant accounts and chases failed payments by decline reason, from expired cards to hardship.

03

Risk you can see coming

Flags accounts drifting toward churn before they cancel, while a save is still possible.

Payment failed
Routed by decline reason
Expired cardUpdate linkAI
Insufficient fundsRetry on paydayAI
HardshipHand to a personYou
worked by the reason it failed
The status quo

A notification and a prayer is not retention

Most teams answer a cancellation with an automated offer and hope. With no conversation, no reason gets captured, and customers keep leaving for reasons nobody wrote down.

One-way tool
Don't miss our new feature
no reply goes anywhere
Boom
Thinking of pausing, it's a lot right now
Got it. Want a lighter plan that keeps your data, or a month on us while you decide?
The lighter plan, thanks
The loop

Every save makes the next one easier

The CSM keeps each account history: the last complaint, your promise, the renewal date, the bounced payment. Churn reasons roll up into patterns your roadmap can act on.

Proof

Reaching the customers a CSM team misses

25 to 30%

A healthtech win-back study reached inactive customers at a 25 to 30% response rate, people one-way notifications never wake.

Research deployment, healthtech
Why it is different

Retention that conversates and scales

One-way toolsHuman CS teamBoom CSM
CoverageEvery customer, no conversationA handful of named accountsEvery account, in a real conversation
Captures the reasonNo, a dropdown at bestYes, where there are hoursYes, on every interaction
Reaches dormant customersSwiped awayRarely, no timeAnswered like a person
Failed payments by reasonOne generic dunning blastManually, if at allYes, by the decline reason
“Today our retention is a notification and a prayer that the user converts. There is no conversation, so we never actually learn why they go.”
Head of Growth, consumer fintech
FAQ

Questions teams ask first

Is this just NPS with extra steps?

No. NPS is only the opening question. The CSM asks the score, then why, and keeps going until the reason is clear, so a detractor tells you what went wrong.

Can it actually recover failed payments?

Yes, by the reason they failed. An expired card gets a quick nudge. A hardship case gets a gentler conversation and a handoff to a person when needed.

When does a human step in?

When a save needs a person's judgment. The CSM hands off in the shared inbox with the full account history, so your team never starts cold.

See retention you can actually staff

Bring us a cohort that is quietly slipping and we will show you the CSM reopening those accounts.