Platform Features

From real-time health monitoring to automated workflows, iQcadence gives your team the complete toolkit to retain and grow your customer base - with guided onboarding so you can get live quickly with your own data.

AI Health Scoring

Composite health scores calculated from login frequency, feature adoption, support tickets, NPS, and custom signals - all weighted to your business model.

Proactive Churn Alerts

Get notified the moment a customer shows early warning signs. Smart alerts prioritize by revenue impact so your team acts on what matters most.

Lifecycle Management

Track every customer from onboarding through renewal. Automated stage transitions ensure no account falls through the cracks.

Dynamic Dashboards

Real-time portfolio heatmaps, trend sparklines, and customizable views give your leadership team instant visibility into customer health.

Expansion Intelligence

Identify upsell and cross-sell opportunities with usage-based growth signals. Know which customers are ready to expand before they ask.

Custom Scorecards

Build multiple scoring profiles for different segments. Weight metrics differently for enterprise vs. SMB, or by product line and lifecycle stage.

A Closer Look

See the Product
in Depth

From portfolio heatmaps to scoring config, these screens show how iQcadence supports your daily workflow.

iQcadence dashboard - tier heatmap view of customer health across the portfolio

Dashboard heatmap by tier: see health distribution across your portfolio at a glance and spot risk clusters quickly.

iQcadence automated alerts - prioritized health, support, and renewal notifications

Automated alerts for health drops, support issues, and renewals - so nothing slips through the cracks.

iQcadence segments - customer segmentation and filtered views

Segment customers by health, tier, lifecycle stage, or custom criteria to focus on the right accounts.

iQcadence weights and config - customize scoring signal weights and thresholds

Configure how health scores are calculated: set weights for each signal and define your own risk thresholds.

iQcadence CSM performance - team and individual metrics

CSM performance view: track portfolio health trends and activity so leaders can support their team effectively.

How It Works

From Data to Action
in Three Steps

Import your data, let iQcadence score every customer automatically, and surface the actions that drive retention and growth.

1

Connect Your Data

Import via CSV, push data through our REST API, or connect webhooks from your existing tools. iQcadence builds a unified customer view automatically.

CSV Upload
REST API
Webhooks
Column Mapping
2

Score Automatically

Our AI engine calculates weighted health scores in real time. Configure thresholds, create scoring profiles, and let the system categorize risk levels automatically.

Healthy - 85
Watch - 58
Critical - 28
3

Act with Confidence

Receive prioritized alerts, assign playbooks, and track outcomes. Your team knows exactly which customers need attention and what action to take.

Schedule executive review
Send re-engagement campaign
Trigger expansion playbook
Integrations

Works Where Your
Team Already Works

Today, iQcadence connects to Slack, email, webhooks, and our REST API so you can get value quickly. As we work with early customers, we're building deeper CRM and support integrations based on real demand.

Get your Friday List delivered to Slack every Friday morning

Your team's prioritized action list - at-risk accounts, upcoming renewals, health drops - pushed directly to your Slack channel before the week wraps up. No logins required.

# cs-alerts
iQ
iQcadence Friday 8:00 AM
Your Friday Priority List
3 at-risk accounts need attention
2 renewals due next week
1 health score dropped below 40

Slack

Friday lists, at-risk alerts, and health drops delivered to any channel

Available

Email Digests

Scheduled summaries, alert notifications, and renewal reminders to your inbox

Available

Team Notifications

In-app alerts for health changes, assignment updates, and escalation triggers

Available

Webhooks

Real-time event hooks for health changes, scoring, and lifecycle transitions

Available

REST API

Full read/write API for custom integrations, data sync, and workflow automation

Available

Salesforce

Planned: sync health scores and alerts bi-directionally with your CRM

Coming Soon

HubSpot

Planned: push health insights into your HubSpot deals and contacts

Coming Soon

Zendesk

Planned: correlate support ticket data with customer health scores

Coming Soon

Intercom

Planned: enrich health scoring with conversation and engagement data

Coming Soon

We prioritize new integrations based on current customers. If your team relies on Salesforce, HubSpot, Zendesk, Intercom, or another tool, let us know during onboarding and we'll discuss what's possible.

Reporting

Reports That Drive Action

Clear, visual reports that help your team understand customer health, forecast renewals, and measure CS impact.

Health Distribution

Solo

See the health breakdown of your entire portfolio at a glance.

Renewal Pipeline

Team

Track upcoming renewals by month with health-weighted risk scoring.

Churn Analysis

Team

Understand why customers churn with pattern analysis and risk factor tracking.

CSM Performance

Pro

Measure CSM effectiveness with portfolio health trends and activity metrics.

Expansion Pipeline

Pro

Identify and track expansion opportunities across your customer base.

Executive Summary

Pro

Board-ready overview of CS metrics, retention, and revenue impact.

Ready to See iQcadence
in Action?

Book a personalized demo and see how iQcadence can transform your customer success workflow.

Book a Demo

No setup complexity. Ready in minutes.