Features

Built to act, not just to report.

Most CS tools tell you what already happened. Playbooks and Aruvi decide what happens next, and the rest of CSHUBB feeds them.

11alert types
6integrations + any webhook
5AI tools
A
AruviShared an outcome
Outcome recorded

Nice work, Priya. Helix renewed and your playbook is linked to it.

Health41 to 68
Renewed₹2,00,000
Led byAt-risk renewal playbook
+10 pts to Priya
The two that matter most

Everything else shows you the problem. These two do something about it.

Playbooks

The best CSM on your team, copied to every account.

A playbook is a rule your whole team follows without being reminded. Health drops, a renewal gets close, an NPS score slips, and the next step is already in someone's queue.

  • Triggers on real signals. Health, renewal windows, NPS and alerts.
  • Starts without a Monday meeting. Tasks land with the right owner on their own.
  • Same care on every account, including the day your best CSM is on leave.

What would change if nobody could forget a follow-up?

WHENHealth drops below 50ANDRenews in under 60 daysTHENTask to the owner CSMTHENAruvi drafts the check-inTHENAlert the managerSame care on every accountNothing waits for someone to remember
Aruvi co-pilot

A co-pilot that has already read every account.

Ask in plain language and Aruvi answers from your real data. Then it does the busywork: drafts the email, logs the note, books the meeting. It opens as a docked panel with a Brief tab and a Chat tab, so your team spends the day on conversations.

  • Knows your portfolio, not the internet. Answers come from your accounts.
  • Acts, not just answers. Books meetings, adds stakeholders, starts playbooks, updates accounts and drafts emails.
  • Asks before it writes. Every change is logged and one message undoes it.

Ask it the question your spreadsheet cannot answer.

AAruviBriefChat
Who should I call first today, and why?
Three accounts, in this order:
HelixChampion left 3 weeks ago. Renews in 24 days.
Acme CoTickets doubled this month. Health slipping.
BrightlineNo login from the admin in 19 days.
Draft the email to HelixBook a callLog a note
Measured, not assumed

Effort is easy to claim. Here, it is recorded.

Your team does hundreds of things a week. Which ones moved revenue? CSHUBB scores the account, runs the workflow, rewards the effort and records the outcome. Nothing is guessed: a person links the work to the result.

SignalHealth score flags the account
WorkflowA playbook starts the next step
ActivityCalls, notes, plans and tasks
PointsGamification rewards real work
ImpactThe outcome is recorded and linked
Health scoring

A score you define, not one you inherit.

Choose which signals matter and how much each one weighs. Save once and every account recalculates. Your team stops arguing about the number and starts acting on it. And the score is only the start: see the evidence below.

  • Admin controlled. Save Health and NPS signals separately and recalculate every account.
  • Industry presets give you a working start, then you adjust.
  • Feeds everything: alerts, playbooks and Aruvi all read the same score.

Whose definition of healthy are you using today?

SIGNALS AND WEIGHTSProduct usageSupport ticketsNPSEngagement40%25%20%15%72HEALTHYSave and apply for all accountsExample signals and weights
Scores with evidence

Health says 85. The numbers say look closer.

Health and NPS are the start, not the finish. Churn risk, expansion and trajectory are each scored out of 100, and every score lists the numbers behind it: usage, CSAT, open tickets, ARR drift, renewal dates. Then it tells the CSM what to do and by when.

What if your healthiest looking account is the one about to leave?

Example account. Real screens use your data.
Account · Overview and Insights
Alpine EnterprisesEnterprise · Active · Renews 12 Sep
Health score85auto
Engagement151 key contact
RiskLow 
NPS73auto
Account AI InsightsLast run today
CHURN RISK
62/100High risk
  • Usage sits with one power user. The other team members log in less than once a week despite 18 active users.
  • CSAT is 60, with critical tickets open on the mobile app.
  • First renewal is 12 Sep and ARR drifted from ₹2,02,000 to ₹2,00,000 over 6 weeks.

Call the main contact today about the app crash, and agree a training plan for the wider team before renewal.

Due 4 Sep
EXPANSION
42/100Not yet
  • Usage is concentrated in one power user, so wider adoption is not there yet.
  • CSAT is 60 alongside unresolved tickets about the mobile app.
  • Account notes ask for a careful approach despite the headline health of 85.

Drive team adoption and resolve the app crash tickets before any add-on pitch.

TRAJECTORY
42/100Stable
  • Product usage is siloed in a single user while the rest of the team logs in rarely.
  • CSAT is weak at 60 and tied to open support tickets.
  • Notes flag a multi account enterprise that needs careful handling before renewal.

Hold a technical alignment meeting on the crash and run an adoption session for non-power users.

Due 5 Sep
Stakeholder riskChampion silent for 69 daysView
Gamification with Aruvi

Effort that counts, so you can see where the team puts it.

Points come from real work: a recovered account, a finished playbook, a completed success plan. Admins set what each action is worth. Monthly tiers, weekly badges and team challenges keep momentum up, and it stays positive. Nobody gets a public "needs work" badge.

  • Earned from work already happening. No extra logging to get credit.
  • You set the values. Weight recovery higher than busywork.
  • Opt-in per workspace. Leaderboards can stay admin only.

What if your best work finally had a score?

Your month310 ptsGold
BRONZESILVERGOLDPLATINUM0100250500
Churn risk recovered+50
Health crosses 80+15
Playbook completed+10
Stage advanced+8
Success plan goal done+5
Whole plan finished+30
Rockstar
This Week
Momentum
Builder
Playbook
Pro
Plan
Champion

Default point values shown. Admins set their own. Example month.

CS Impact tracker

Every day activity, tied to the outcome it led to.

When a playbook or success plan finishes, the CSM records what it led to: health recovered, renewed, expanded, or nothing yet. CS Impact then shows Net ARR improved and Net ARR led by CS, per CSM and per account. It shows influence, not proof of cause, because a person links the work to the result.

  • Outcome on completion. Asked once, at the moment the work is done.
  • Honest by design. Unlinked results wait in "Not attributed yet" instead of being claimed.
  • Per CSM and per account, with CSV export for your review.

Which of your team's efforts actually moved revenue?

What was the outcome?
Health recovered41 to 68
RenewedNew date set
Expanded
Decide later
4.22.83.62.12.91.4MeeraPriyaKarthikNet ARR improvedLed by CS₹ lakh ARR. Example data.
Outcomes to confirm: 3Not attributed yet: 2
Private by design

Your customer data stays yours. Even your AI.

Run the AI tools on your own machine, keep working when the connection drops, and install CSHUBB like an app without waiting on an app store.

DATA STAYS ON THE DEVICE

Local AI through LM Studio

Run the AI tools on your own device so customer data never leaves your machine. Or bring your own key for Claude, Gemini or Groq. You choose where AI runs.

Works offline

Browse your full account portfolio and notes from local cache with no internet. Notes and actions taken offline sync the moment you reconnect.

Installable, no app store

Pin CSHUBB to your desktop or phone from the browser. No store approval cycle, no IT ticket for an installer.

Local AI needs LM Studio running on your own machine. Offline covers browsing and notes, and syncs when you reconnect.

See it

Three screens. About ten seconds each to understand.

If a screen needs a manual, it is not doing its job. Click through, then picture your own accounts on it.

app.cshubb.com
Accounts128
At risk9
Renewing in 60 days14
Healthy87
AccountHealthOwnerRenewal
HelixPriya24 days
Acme CoKarthik51 days
BrightlinePriya73 days
NorthwindMeera142 days

Monday morning, answered in one screen.

Every account, its health, its owner and how soon it renews. The ones that need you float to the top.

See it on your accounts

Example data shown. Assign screenshots in the Framer panel.

Integrations

If it can send a webhook, CSHUBB can read it.

Native integrations get you started in minutes. For everything else, point any app that supports webhooks at CSHUBB. The data lands on the right account and feeds scores, alerts and Aruvi's insights.

HubSpotNATIVEZendeskNATIVEJiraNATIVEGmailNATIVEGoogle CalendarNATIVEMicrosoft 365NATIVEAny app with webhooksCSHUBBANALYSES ITHealth scoreChurn riskAlertsAruvi insights
INHubSpot, Zendesk, Jira, Gmail, Google Calendar, Microsoft 365, and any app with webhooks
CSHUBB analyses it
OUTHealth score, churn risk, alerts, Aruvi insights
  • Native in minutes. HubSpot, Zendesk, Jira, Gmail, Google Calendar and Microsoft 365.
  • Anything else, by webhook. Billing, product analytics, support or your own tools.
  • Analysed, not just stored. What arrives feeds scoring, alerts and insights.

Which tool would you connect first?

Everything else

The rest of the workspace, in the order you will use it.

NorthwindHealthy
Acme CoWatch
HelixRenews 24d
See

Know every account at a glance

GLANCE, account health, stakeholders and Account AI Insights keep your whole book in view.

Churn risk62High
Expansion42Not yet
Trajectory42Stable
Predict

See trouble before it has a name

Account AI Insights scores churn risk, expansion and trajectory out of 100 and cites the numbers behind each. Revenue Intelligence watches renewals 30, 60 and 90 days out.

Health dropsPlaybookTask
Plans, pipeline, meetings and emails live with the account.
Act

Turn a signal into a next step

Playbooks, Success Plans, the Pipeline board, meetings and emails, all in one place with the account.

HubSpotZendeskJiraGmailCalendarMicrosoft 365Any webhook
Connect

Work where your data already lives

CRM, tickets, email and calendar flow into every account. Anything that can send a webhook feeds in too, and CSHUBB analyses it. No middleware, no CSV exports.

Which renewals are due this month?
Four. Helix and Acme Co need a call first.
Ask

Query your CS data from Claude

The MCP server lets you ask which accounts are at risk and which renewals are due, where you already work. Read-only, with admin control.

Start

Live in about an hour

Import your CSV, pick your industry in Blueprint, and scoring, pipeline and alerts are ready to adjust.

  1. 1Import your CSV
  2. 2Pick your industry
  3. 3Adjust the rules
  4. 4Invite your team
Day to day

The small things that keep a team moving.

Built for the daily work of a CS team: moving accounts, chasing tasks, building the view you need and working when the signal drops.

Pipeline

Every stage move records why

Moving an account opens a short dialog for a comment and any fields your admin set for that stage. The move, the comment and the changed fields are saved on the account as a Stage Move note. Secondary and Supporting CSMs get a bell alert.

Pipeline, Accounts quick panel, bulk edit and mobile
Pipeline

Let the data move accounts

Admins set rules such as "when Tags contains onboarding-done, move to Adoption". A rule fires once when an account starts matching. Preview the count, then apply a rule to existing accounts. Admins also pick a colour for each stage.

Pipeline, Stage move fields and rules
Insights

Build the view you need

Insights has an Analytics tab with built-in dashboards. Duplicate one, change it, share it and set one as the workspace default. The Reports tab turns a dashboard into a report, previews the email and sends a test to you.

Insights, Analytics and Reports tabs
Reminders

Nothing slips

A bell and an Actionables list show your Quick Tasks and the active playbook steps you own that are due today, due tomorrow or overdue.

Notification bell
Accounts

Filter with one click

ARR at Risk, Expansion ARR and Churn MRR on the Accounts page filter the list to At-Risk, expansion-flagged or churned accounts. Click again to clear.

Accounts page
Top bar

A top bar that learns

Accounts is always first. The next four slots show the modules you open most, or the ones you choose and order. The rest sit behind an arrow. Your layout is saved in your own browser.

Top bar, Customize bar
Offline

Offline, with a status you can see

A small chip shows what is waiting: changes saved on this device, syncing, or changes that could not sync, with Retry and Discard. Changes replay in order when you reconnect.

Bottom left of the app
Aruvi

Aruvi, docked

Aruvi opens in a panel at the right edge and the page narrows to make room. The Brief tab shows what needs you today. The Chat tab answers and acts, asks before it writes, and can undo.

Top bar, Aruvi
Mobile

Move stages from your phone

The mobile Pipeline page shows stage tiles and cards with a Move button, tinted with your stage colours. It opens the same stage move dialog.

Mobile Pipeline page
20 minutes

Bring your messiest spreadsheet. We will find the account you are about to lose.

On a short call we load your accounts, score them and show you who needs a call today. If we find nothing, you lost 20 minutes. If we do, you may have kept a customer.

No credit card7 days, everything unlockedPrivate by design

The customer success platform for teams who care about data privacy. Know which accounts need you, why, and what to do next.

Contact

hello@cshubb.comDemos and inquiries
founder@cshubb.comFeedback and pricing
support@cshubb.comProduct issues
security@cshubb.comSecurity questions
See the platform in action.4.5 minutes, all modules.
Momentum AIOffline mode11 alertsLocal AI via LM Studio
Watch demo
© 2026 CSHUBB Innovations. Built by a CS professional, for CS professionals.Need hands-on help? CS consulting
SupabaseCloudflareMulti-method authRLS enforcedMSME registeredUdyam certified

The customer success platform for teams who care about data privacy. Know which accounts need you, why, and what to do next.

Contact

hello@cshubb.comDemos and inquiries
founder@cshubb.comFeedback and pricing
support@cshubb.comProduct issues
security@cshubb.comSecurity questions
See the platform in action.4.5 minutes, all modules.
Momentum AIOffline mode11 alertsLocal AI via LM Studio
Watch demo
© 2026 CSHUBB Innovations. Built by a CS professional, for CS professionals.Need hands-on help? CS consulting
SupabaseCloudflareMulti-method authRLS enforcedMSME registeredUdyam certified