For Heads of Customer Success
Your CSMs spend 80% of their time on the work that doesn't move retention.
zeeproc's AI agents handle QBR prep, health scoring, renewal outreach, and advocacy follow-ups. Your team focuses on the 20% of accounts that actually move NRR. First useful output, same day. Excel upload or CRM, your call.
Or take the 60-second NRR gap test. Six questions, no signup →
"QBR prep used to take my team 10 hours per account. It's 30 minutes now. The hours we got back went into actual customer conversations. NPS didn't drop."
"Within 60 days we'd identified 14 expansion-ready accounts our team hadn't noticed. We closed 7. NRR moved from 97% to 105%. The signal had been in our data the whole time."
What changes in your world
Outcomes, not chores eliminated.
CS leaders already know the pain. What matters is what shifts in the numbers your CEO asks about.
The product, briefly
Three agents. One Monday-morning workflow.
Each agent runs daily, surfaces the accounts that need attention this week, and explains its reasoning. You stay in the loop. Your CSMs stay in control.
Health Scoring & Churn Prevention
Detects silent churn 60 to 90 days earlier than CRM signals alone.
- Combines product usage, support tickets, email engagement, CSM notes
- Flags what changed and why, not just a score
- Confidence-capped when data is thin, never fabricated
Expansion Revenue
Identifies accounts ready to expand, not just accounts open to a pitch.
- Surfaces the specific seat, module, or plan upgrade
- Drafts the outreach so the CSM only edits
- Maps each opportunity to a named usage signal
Customer Advocacy
Finds your happiest customers and the right time to ask.
- Generates NPS, CSAT, case study, and referral asks on schedule
- Tracks responses without you opening another tool
- Skips accounts in active support or expansion conversations
Speed to value
From signup to first useful output: same day.
Two paths in. Pick the one that won't slow your week down.
Connect or upload
Two routes. Either gets the agents working on your data the same day.
Agents run their first pass
Within hours, the three agents have produced their first ranked lists. You see what they found, what the signals were, and how confident they are in each call.
No "wait until next quarter for it to learn." First useful output, same day.
Act on what matters
Open the top account. Decide one next step. That's day 1.
From the next morning is the agents' ranked list. 20 minutes with that list per week is what turns it from a tool you logged into into the thing your week runs on.
Customer stories
Two CS teams. Different shape. Same result.
An enterprise contract management platform and a security and compliance SaaS, both running leaner with zeeproc.
How SimpliContract cut QBR prep from 10 hours to 30 minutes
"My CSMs were spending Friday afternoons in spreadsheets so they could be in customer meetings on Tuesday. That math never worked. zeeproc gave them their Fridays back."
How Blacklock.io found expansion revenue their team had been sitting on
"We thought we knew our top accounts. zeeproc surfaced 14 we'd been under-serving. We closed expansion on 7 of them inside a quarter. The signal had been in the data the whole time."
How we fit in the ecosystem
zeeproc vs Gainsight, ChurnZero, Catalyst, Vitally
We are the alternative to traditional Customer Success Platforms for teams that want autonomous execution, not another dashboard to fill in.
Works with your stack
Honest answers
Three things every CS leader asks us first.
Will this replace my CSMs?
No. zeeproc removes the 80% of admin and analysis work that prevents your CSMs from being strategic. They keep all the high-judgment work: customer relationships, escalations, executive QBRs, the calls where the room reads body language. Your team gets back the hours, not their jobs. Teams that grew with zeeproc grew their CSM headcount alongside it, not in place of it.
How long does this take to set up?
5 minutes if you upload an Excel of your accounts. About an hour if you OAuth a CRM. No procurement project. No implementation partner. The first health score is same-day. If you'd rather see it on your own data before deciding, the Excel path is built for exactly that.
What does zeeproc actually read in our data?
For CRM and product analytics: account records, ticket data, usage events, deal data. For email: only headers (sender, recipient, subject, timestamp) matched against your configured customer domains. We never read message bodies. Personal email, management discussions, and internal team correspondence are invisible to the platform. Full detail in our Email Integration and Privacy Guide.
Three ways in. Pick the one that fits your week.
No procurement project. No implementation partner. Same-day value or your time back.
Book a 20-minute walkthrough
I'll show you the three accounts in your book most likely to churn this quarter, on a call.
Upload your Excel of accounts
5 minutes. Your first health score and expansion list, same day.
60-second NRR gap test
Six questions. See how much expansion revenue you're likely sitting on.