Platform Features
AI-powered insights, 26-factor health scoring, NRR forecasting, and 9 categories of proactive alerts - everything your CS team needs to retain and grow customers, live in 15 minutes.
AI-Powered Insights & QBR Prep
AI-generated risk analysis, meeting prep with talking points, and save playbooks. Narrative intelligence that tells you what's happening and what to do - not just dashboards.
26-Factor Health Scoring
Proprietary signal model with recency decay, plateau detection, and trend acceleration across engagement, usage, sentiment, support tickets, and custom signals. Transparent and fully adjustable.
NRR Revenue Forecasting
Project MRR impact per account with churn probability modeling and waterfall visualization. Classify accounts as expand, retain, contract, or churn - give CS a seat at the revenue table.
9-Category Proactive Alerts
Health, renewal, cadence, sentiment, momentum, tickets, engagement, quiet accounts, and expansion alerts. Custom AND/OR rule builder with smart re-triggering across Slack, email, Teams, and webhooks.
CSM Performance Dashboard
Composite performance index per manager - score health, risk ratio, contact cadence, and MRR managed. Know who needs coaching and who's crushing it.
Segmentation & Trends
Tag-based segments with cross-segment comparison, dual-metric trend charts, and CSM overlays. See health by tier, lifecycle, tag, or any custom dimension.
Touch Calendar
Visual contact scheduling with renewal dates, overdue alerts, and touch history. Plan your week and never miss a critical touchpoint.
Automated Workflows
Custom condition-based rules with AND/OR logic, multi-channel delivery to Slack, Teams, email, and webhooks. Playbooks auto-reset so recurring risks resurface.
Sentiment Tracking
Log call sentiment (positive, neutral, negative) with history and automatic alert triggering when accounts shift negative. Track trends over time.
See the Product
in Depth
From forecasting to meeting prep, these screens show how iQcadence supports your daily workflow.
Track CSM activity and engagement across your team: response times, touch frequency, and portfolio coverage at a glance.
Generate a structured save plan for at-risk accounts: AI analyzes health signals and creates weekly action steps to turn things around.
Walk into every meeting prepared: AI generates an executive summary, flags risks to address, and suggests talking points based on live account data.
See where your revenue is headed: MRR waterfall by status, revenue concentration risk, and projected churn so you can plan ahead.
Group accounts by health, tags, or custom criteria to focus your outreach and prioritize the right customers.
Set up automated alerts for renewals, health drops, NPS changes, and more. Choose who gets notified and how.
Track portfolio health over time: see average scores, trend direction, and which accounts are improving or declining.
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.
Connect Your Data
Import via CSV or connect Salesforce, HubSpot, Stripe, Slack, or Microsoft Teams. You control which metrics sync and whether new accounts are created automatically.
Score Automatically
The scoring engine calculates weighted health scores in real time. Configure thresholds, create scoring profiles, and let the system categorize risk levels automatically.
Act with Confidence
Receive prioritized alerts, assign playbooks, and track outcomes. Your team knows exactly which customers need attention and what action to take.
Works Where Your
Team Already Works
Today, iQcadence connects to Slack, HubSpot, Salesforce, Stripe, email, webhooks, and the REST API so you can get value quickly. Deeper support integrations are on the roadmap - I'll prioritize based on what early customers actually need.
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.
3 at-risk accounts need attention
2 renewals due next week
1 health score dropped below 40
Salesforce
Sync contacts, accounts, and deal data from your CRM to enrich health scoring
AvailableHubSpot
Sync contacts, deals, and engagement data to enrich health scores and track customer lifecycle
AvailableStripe
Sync subscription and billing data to automatically track revenue health and churn risk
AvailableSlack
At-risk alerts, health drops, and scheduled digests delivered to any channel
AvailableMicrosoft Teams
Alerts and notifications delivered directly to your Teams channels
AvailableEmail Digests
Scheduled summaries, alert notifications, and renewal reminders to your inbox
AvailableWebhooks
Real-time event hooks for health changes, scoring, and lifecycle transitions
AvailableREST API
Full read/write API for custom integrations, data sync, and workflow automation
AvailableZendesk
Planned: correlate support ticket data with customer health scores
Coming SoonIntercom
Planned: enrich health scoring with conversation and engagement data
Coming SoonI'll prioritize new integrations based on what early customers need. If your team relies on Zendesk, Intercom, or another tool, let me know during onboarding and I'll discuss what's possible.
Reports That Drive Action
From CSV exports to visual dashboards and strategic analysis, iQcadence gives you the reports your CS team needs to drive action.
Customer Health Export
Download all customers as CSV with scores, signals, status, MRR, and tags.
Score History Export
Per-customer score changes over time with all signal snapshots.
Portfolio Health Summary
Printable dashboard snapshot covering KPI cards, status distribution, segment breakdown, and top at-risk accounts.
Weekly Health Digest
Email-ready weekly digest with KPIs, at-risk accounts, and score movers.
At-Risk Report
Critical and At Risk customers sorted by MRR, with scores, trends, days since contact, and renewal dates.
Renewal Forecast Report
Customers grouped by renewal window (this month, 30/60/90 days) with health status and MRR.
Trend Report (30/60/90d)
Overall portfolio health score trend over time with status mix and MRR changes.
Churn Risk Report
Combined risk ranking with estimated revenue impact, scored by health, trend, NPS, engagement, and renewal proximity.
Segment Analysis Report
Health breakdown by tier, lifecycle, and tag - with MRR at risk per segment.
CSM Performance Report
Per-manager portfolio metrics - avg score, risk ratio, MRR managed, contact cadence.
Ready to See iQcadence
in Action?
Sign up and see how iQcadence can transform your customer success workflow.
No setup complexity. Ready in minutes.