See which clients are at risk. Renew the rest on time.
Usage, tickets and payments come together into one health score, renewals start 90 days out, and your account managers spend their time on the clients who need them.
The parts of this recipe, one at a time.
Each module runs on its own, so you can start with one and add the next. Available modules can start as a pilot now; the rest are in development.
- One view across systems Client 360 for risk review Available
- Health score and alerts Available
- Renewal desk Available
- Offers from client events Available
- Conversation recap Available
- Links to product, billing and support data System connector Available
- Clean data CRM data quality Available
- Back-office steps prepared for sign-off Back-office automation Available
- Renewal meeting prep Research and meeting prep Available
You find out a client is leaving when they've already left.
- Product usage sits in one system, tickets in another, invoices in a third — nobody sees the whole picture.
- Renewals start when the contract is about to end, so there's no time to fix what went wrong.
- Account managers find upsell moments by memory, not by what the client actually did.
- Every quarterly review starts with a day of pulling numbers by hand.
From the first warning sign to a signed renewal.
Step 1See the client
Usage, tickets, payments and contacts sit in one view in Creatio.
Step 2Score health
Each client gets a health score, with the reason behind it.
Step 3Act on risk
A drop in health becomes a task for the account owner, with a suggested next step.
Step 4Renew on time
At 90, 60 and 30 days the renewal is prepared: terms, history and a draft offer.
Step 5Grow
Client events — a new team, usage near the limit, a project closed — turn into offers for the owner to send.
The best of what exists, put together.
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See the client
Creatio, out of the box Customer 360Creatio agents —Creatio Marketplace — -
Score health
Creatio, out of the box DashboardsCSAT and NPS surveysSegmentationCreatio agents —Creatio Marketplace SurveysWhat we add Health score and alerts -
Act on risk
Creatio, out of the box TasksCreatio agents Account AwarenessNext best actionCreatio Marketplace — -
Renew on time
Creatio, out of the box Contracts and opportunitiesCreatio agents —Creatio Marketplace — -
Grow
Creatio, out of the box Cross-sell and upsell recommendationsCreatio agents —Creatio Marketplace —What we add Offers from client events
| Layer | What you get |
|---|---|
| Creatio, out of the box | Customer 360, contracts and opportunities, cross-sell and upsell recommendations, segmentation, CSAT and NPS surveys, dashboards |
| Creatio agents | Account Awareness and Next Best Offer agents from Creatio Sales; for banks, Bank.ai Retention and Renewal agents |
| Apps from the Creatio Marketplace | Surveys and feedback tools — connected when you need them |
| What we add | Links to your product, billing and support data, the health score and its rules, the renewal desk, offers from client events, the whole process with its rules and approvals |
The model judges. Code decides. A practitioner approves.
The model
Reads the signals, explains a health score, drafts renewal and growth offers
Code
Pulls data from your systems, calculates the score, runs the 90/60/30-day renewal schedule, writes back to Creatio
A practitioner
Your account manager: decides what to do with a client at risk and sends every offer
Three weeks. Two or three modules. Live in your Creatio.
We usually start with one view across systems and a first health score for one client segment. Access, data and who signs off are settled before we build.
Questions about customer success on Creatio CRM
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Which Creatio products does customer success need?
Creatio Sales: Customer 360, order and contract management, and its Next Best Offer and Account Awareness agents. Add Creatio Service if your support tickets live in Creatio too.
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We already run Creatio. What changes for our account managers?
They see each client's health score with the reason behind it, get a task when it drops, and find every renewal prepared 90 days out — on the account records they already use.
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What does the customer success recipe connect to?
Product usage data (such as Mixpanel, Amplitude or your own database), billing (such as Stripe, Zuora or GoCardless), support tickets, NPS surveys (such as Qualtrics or SmartSurvey) and meeting recordings from Microsoft Teams, Zoom or Google Meet.
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How is a customer health score calculated in Creatio?
From signals you already have — usage, tickets, payments and NPS — weighted by rules you agree on. Every score shows why it moved, so an account manager can act on it, not just read it.
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Where does a customer success project start, and how long does it take?
With one view across your systems and a first health score for one client segment, as a 3-week pilot. The renewal desk and offers from client events follow, one module at a time.
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Do we need a separate customer success platform, or can Creatio CRM do it?
Creatio CRM can do it. Customer 360, contracts and renewals are already there; we add the health score, the renewal desk and links to your product and billing data. One system for sales, service and customer success, with no second tool to keep in sync.
Then renewals and growth — and support that feeds the score.
Renewal desk, offers from client events. Tickets from your Customer Support process feed the health score directly.
Creatio CRM
See which of your clients need a call this week.
30 minutes. We look at the data you already have and pick the first modules with you.