What if you could spot a customer about to leave before they even say it?

What's New:

Your Businesses Insights dashboard now flags accounts at risk of churn, automatically. Alongside your usual business counts and trends, you'll see a dedicated Churn Risk list showing exactly which accounts need attention and why.

How It Works:

The system watches account activity in the background and flags a business the moment something looks off, no calls today, a disconnected integration, low ROI. Each flag shows up right on the account, and you can stack multiple flags on one business for a clearer picture. Your team can add flags manually too, for anything the system hasn't caught yet.

The same dashboard also gives you a quick read on your whole business base: Active, Past Due, Inactive, and Archived counts, a 12-month trend to see growth over time, and a breakdown of active businesses by integration.

Impact Created:

Struggling accounts get caught weeks before renewal, not after. Your team stops guessing which customers need a call today and starts acting on it, with the full picture of business health right alongside.