Templates / Sales

Retentive

A customer success command center that turns health signals, renewals, and playbooks into daily action. CSMs see every at-risk account, every expiring contract, and every overdue touchpoint in one place, with AI alerts that trigger the right playbook and track every intervention's impact on health scores. Leaders get real-time visibility into portfolio health, team workload, renewal pipeline, expansion, and CSM effectiveness, without chasing updates across five tools.

Amitay Gilboa, CEO and Co-founder
CEO, Co-founderAmitay Gilboa
Use Template
Retentive CSM Performance dashboard with team retention, expansion, total ARR managed, and at-risk ARR
Retentive renewals pipeline with at-risk ARR, expansion pipeline, and per-customer renewal dates
Retentive revenue analytics with NRR, GRR, churn trends, and segment performance
Retentive team workload view showing per-CSM ARR distribution and account capacity
Retentive playbook library with health recovery, onboarding, renewal preparation, and expansion plays
Retentive task detail with related AI alert flagging missed touchpoints
Retentive success plan editor with objectives, milestones, and business outcomes