Let portfolio health guide your next conversation
The post-sales team usually discovers the risk when renewal is already close and there is little room to recover value.
OmniSmart consolidates signals of usage, tickets, satisfaction, and commitments into a per-account reading. The CSM sees where adoption is strong, where there is friction, and which customer needs a conversation first.
Playbooks turn diagnosis into action: review goals, train users, resolve pending issues, or prepare expansion. Each interaction updates the history and prevents the plan from depending on one person's memory.
With a prioritized portfolio, the team replaces reactive meetings with continuous monitoring, protects recurring revenue, and identifies expansion where proven value exists.
How OmniSmart organizes customer success
Health signals, alerts, and playbooks help CS prioritize risk, adoption, and expansion in the portfolio.
Churn alert
Drops in account signals generate a warning before cancellation becomes a surprise.
Playbooks
Each scenario can open a clear sequence of tasks for rescue, adoption, or expansion.
From adoption to renewal
Onboard
Record goals, responsible parties, and the first expected milestones for the account.
Monitor
Track health, NPS, tickets, usage, and activities in a single portfolio.
Act
Trigger the appropriate playbook when risk or opportunity arises.
Renew
Arrive at renewal with a history of value, pending items, and next steps.
Portfolio prioritized by health and action
The CSM sees where to act now, the reason for the alert, and the recommended playbook for each account.