CoreShift CS Engine
Production-Ready Customer Success Platform
Built on the C-OS Framework. Our battle-tested Customer Success platform customized to your exact workflows. See what 80% proven + 20% custom looks like in action.
Customer Health & Retention
Predict churn before it happens and take proactive action
Predictive Health Scoring
Real-time health scores analyzing usage patterns, engagement metrics, and sentiment to identify at-risk customers 90 days before churn.
Early Warning Alerts
Automated alerts when customer health drops below threshold, with recommended playbooks and actions to prevent churn.
Usage Pattern Analysis
Track feature adoption, login frequency, and engagement trends to surface declining usage before it becomes critical.
Revenue Growth & Expansion
Surface upsell opportunities and maximize account value
Expansion Opportunity Detection
Automatically identify upsell and cross-sell signals based on product usage, company growth indicators, and engagement patterns.
Predictive Revenue Forecasting
ML models forecast MRR, churn risk, and expansion revenue with 95% accuracy, giving executives confidence in pipeline projections.
Pipeline Visibility
Track $2M+ expansion pipeline in real-time with clear visibility into deal stages, risk factor, and expected close dates.
Team Productivity & Automation
Free your CSMs from manual work and focus on customers
Automated Workflows
Automate QBRs, renewal prep, health check triggers, and routine touchpoints - saving 20+ hours per CSM weekly.
Smart Task Management
Priority-based task routing with ARR-weighted visibility, ensuring your team focuses on highest-impact accounts first.
Playbook Library
Battle-tested playbooks with step-by-step guides for onboarding, adoption, renewal, and expansion - proven by 20+ years of CS experience.
AI-Powered Intelligence
ShiftIQ & CompassAI - Your intelligent co-pilots
ShiftIQ - Predictive Analytics Engine
ML-powered insights that predict customer behavior, identify risk patterns, and surface opportunities 90 days in advance with 95% accuracy.
CompassAI - Conversational Intelligence
Natural language interface to query your customer data, generate reports, and get instant answers. Ask "Which accounts are at risk?" and get actionable insights.
Automated Recommendations
AI-driven next best actions for every customer interaction - from personalized outreach to playbook suggestions, always backed by data.
Systems That Power Growth
Purpose-built platforms for every critical workflow in your business
Customer Function
Success, Support, and Experience
Revenue Function
Pipeline, Forecasting, and Growth
Finance & Billing Function
Subscription, Revenue, and Compliance
Your Unique Processes
Whatever Matters to Your Business
Ready to Transform Your Business?
Start with a 2 week Blueprint Sprint. See your system before you build it.