Run a customer success team: account health scores, renewals and net revenue retention, onboarding and save playbooks, QBRs and touchpoints. Describe it once and Atomix builds the whole app — sign-in, database, payments and hosting built in — tested in a real browser before you see it.
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Portfolio ARR, average health, ARR up for renewal and the accounts sliding toward risk.
Every account with tier, ARR, health and renewal date; select one for its touchpoints and playbooks.
Renewals by date across the next two quarters with likelihood and proposed ARR; open negotiation and close them.
Onboarding, adoption and save tasks by status; drag to done.
QBRs, check-ins and escalations across the book with sentiment; log the next one.
CSMs with book ARR and account load; rebalance books.
NRR, churned ARR, health distribution and renewal outcomes by quarter.
Health score weights, playbook templates and renewal reminder windows.

A paying customer in the book.
namearrtierstagehealth scorerenewal date
A CSM carrying a book of accounts.
nameemailregionbook arraccount capactive
One renewal event on an account: the ARR at stake and how it closed.
renewal datecurrent arrproposed arrstatuslikelihoodowner note
A QBR, check-in, training or escalation logged on an account.
typesummarysentimentowner namefollow up
One step of an onboarding, adoption, renewal-prep or at-risk save playbook.
playbooktitlestatusdue dateowner name
Owns a book of accounts; runs onboarding, QBRs and renewals.
Watches portfolio health and NRR across every book; rebalances accounts.