Keflo for Customer Success

Catch churn before it catches you.

Real-time sentiment, account health, and churn risk — plus onboarding project management, right inside the CRM. Save the renewal you didn't know was at risk.

salesforce / keflo · account health live
Health · 38 accounts Last touch · varied
Healthy
At risk
↓ 22
Watch
Healthy
Critical
↓ 41
−41%
Churn caught earlier
$240k
Avg. renewal saved per CSM/yr
2 wks
Earlier than rep flags
0
Status emails to write
Sentiment, real-time

Customers tell you they're leaving. Two weeks before they do.

keflo hears every call, reads every email. It tracks sentiment shifts, response latency, stakeholder dropout, feature requests gone quiet. The alert fires before your CSM has any idea something is off.

  • 01 Per-account sentiment trendline, updated per touchpoint
  • 02 Stakeholder-drop detection: who used to reply, who stopped
  • 03 Churn probability score with explanation, not a black box
  • 04 Slack alerts only when something deserves attention
GI
Globex Inc
$840k ARR · Renewal in 47d
CHURN RISK · 78%
Why keflo is worried
  • Champion (Jen H.) hasn't replied in 18 days
  • Sentiment dropped 31% over last 3 calls
  • "Evaluating alternatives" said on Sept 12 call
  • Login frequency down 60% MoM
SUGGESTED PLAY Trigger executive sponsor call this week. Loop in CRO. Re-engage Jen via her preferred channel (Slack DM).
Project W1W2W3W4W5W6W7W8
Acme onboarding
Kickoff → SOC2 review
Globex renewal
Save-play in progress
Initech impl.
Data migration → Training
Hooli kickoff
Stakeholder mapping
Wonka rescue
Exec call this week
Onboarding · inside the CRM

Onboarding projects, where the account lives.

Every onboarding, renewal, expansion, and save-play tracked inside Salesforce — Monday-style. Templates per playbook. Tasks tied to accounts. AI analysis on what worked, what didn't, and why this one's running slow.

  • 01 Templates per playbook (onboarding, renewal, expansion)
  • 02 Tasks tied to records — never lose the context
  • 03 AI completion analysis: what worked, what slowed it down
  • 04 Kills the Monday/ClickUp/Asana need entirely

CS, finally proactive.

No more QBRs prepared from memory. No more renewal surprises.

QBR prep in 5 minutes

Account history, key conversations, sentiment trend, open issues — all auto-summarized for your next QBR.

Expansion signals

Heard "we're growing the team" on a call? keflo flags it for the AE. Account expansion plays trigger automatically.

Smart Slack alerts

"Globex sentiment ↓ — exec sponsor call recommended." Not a daily digest. Only when it matters.

Your renewals are about to get safer.

15-minute demo. We install in your sandbox, show you keflo running on your data, you decide.

Book a demo