Know which customers are at risk before they churn
tracview scores every account on each sync, flags the ones that need you, and tells your team what to do next.
How It Works
From hidden risk to clear action in minutes
Connect your tools, see which accounts are slipping, and get the next step for each one.
Salesforce
HubSpot
Jira
Gmail
Outlook
Connect your stack
Sync accounts, contracts and conversations from Salesforce, HubSpot, Jira, Gmail and Outlook. Every customer lands in one list with an owner and a stage.
Score every account
Each customer gets a Health Score on every sync, banded Healthy, At Risk or Critical, with the trend and the factors behind it.
Titan Cybersecurity: Critical health
Critical Health Score of 38, trending declining
Meridian Health: Critical health
Critical Health Score of 24, trending declining
Crestview Retail: Critical health
Critical Health Score of 31, trending declining
Nexus Biotech: Contract expiring
Contract expires in 25 days, no auto-renew
Act on what needs you
Attention Required lists critical accounts and expiring contracts. Open the account, assign a task, or launch a playbook.
Features
Not just insights: clear actions
Built for customer success teams who need to see risk early and know what to do about it.
$2.28M
161%
Revenue Trend
ARR growth with expansion revenue
Revenue & NRR
ARR, MRR and net revenue retention over time, with expansion called out and revenue at risk split by health band.
Cascade Legal Partners
$96K7d leftAuto-renew
Nexus Biotech
$150K25d left
Vantage Media Group
$132K43d left
Renewal pipeline
Every renewal by date, value and health, so the risky ones get a conversation before the notice period, not after.
Crestview Retail
Critical health scoreTitan Cybersecurity
Negative health trendVelocity Automotive
Upcoming renewalChurn Prediction
Customers ranked by Churn Score, with the contributing factors and the recommended action for each.
Crestview Retail
Health score
31
ARR
$42K
Trend
Declining
Customer 360
Stage, health, ARR, owner and sync source on one page, with the timeline, contacts, contracts and tickets a tab away.
NPS 44
NPS & CSAT surveys
Send NPS, CSAT and CES surveys and see promoters, passives and detractors next to each account's health.
Use Cases
Built for teams responsible for retention
Each team starts in a different part of tracview.
Customer success managers
Start the day on Attention Required, open the account, and log the next step.
- Dashboard
- Customers
- Tasks
Account managers
See every renewal by date, value and health, with the contract behind it.
- Renewals
- Contracts
Onboarding
Run new accounts through a playbook and watch their first Health Scores land.
- Playbooks
- Health
Support leads
Read customer emails and tickets next to the account's Health Score.
- Communications
- Health
Revenue operations
Track ARR, MRR and NRR over time, with revenue at risk split by health band.
- Revenue
- Reports
Leadership
See retention across the book and which accounts need rescuing first.
- Dashboard
- Churn Prediction