AI-native CSM · Trinity One

Customer success that sees every signal.

Beacon is the AI-native customer success platform built for SMB software teams. Predictive health, signal-driven playbooks, and a co-pilot that knows every account.

3 weeks to live·AI included, no upcharge·Six sister products sync in
I · What Beacon does

Tell every CSM what to do this morning — backed by the signal, not the gut.

CSM teams drown in dashboards. Beacon collapses the noise. Health scores compose every signal that matters — product usage, engagement, sentiment, support load, renewal proximity — and Sonnet picks the top three plays for every account, every day.

Predictive health

Opus computes a health score nightly across all your accounts. Every score is explainable: which signals moved, why, what to do.

CTAs that earn the call

Daily ranked queue: who to call first, what to say, what to send. Tied to your real playbooks, not generic best-practice templates.

Renewal forecast

Kanban pipeline by stage. Forecast weighted by health score, not just stage — so commit numbers reflect reality.

Co-pilot · ⌘J everywhere

"What happened with Acme in the last 30 days?" "Draft the renewal email." Streaming Sonnet with full account context.

II · How it's different

CSM tools were built for the playbook era. Beacon was built for the signal era.

Gainsight. ChurnZero. Totango. Built when CSM was rules + cadences + a CRO-built spreadsheet. Beacon was built when AI can read every email, watch every product event, and reason across the whole account history in real time. The difference shows up in your first week.

01

Predictive health, not reactive.

Health scores compose product usage, engagement signals, sentiment, support load, and renewal proximity. Opus refreshes nightly. Every score is explained.

vs. Gainsight rule trees · ChurnZero recipes
02

Signal-driven playbooks.

Define the outcome (“recover an at-risk account”). Sonnet picks the play, the channel, and the moment based on signals. You approve every external send.

vs. static CTAs · static cadences
03

Co-pilot for every CSM.

⌘J everywhere. “Who should I call first this morning?” “What happened with Acme in the last 30 days?” “Draft the renewal email.” Sonnet with full account context.

vs. assistant chatbots · AI search bars
04

Three weeks to live.

Connect your data, map your accounts, tune the playbooks, train your CSMs. Live in three weeks. Not three months. Not nine.

vs. Gainsight 6-month implementations
05

Honest, flat pricing.

Per-CSM seat. AI included. No AI tier upcharge. No customer-count gates. No mandatory professional-services contract.

vs. enterprise quote-only · CSM-tax pricing
III · Stack the Trinity suite

One sync fabric. Seven products.

Beacon runs standalone for any CRM. Stack it with Keystone, Cadence, DreamCompass and the customer record becomes a single living thread — health scores feed sales, engagement signal feeds health, dream progress feeds retention.

Forge
SEO · Lead-gen
Calibrate
Audit · Consulting
Cadence
Engagement
Meridian
Projects
Beacon
CSM · Retention
DreamCompass
Dream Management
Keystone
CRM · The spine
IV · Capabilities

Everything a CSM team runs on — with AI woven through every surface.

  • Customer 360Every signal, every touchpoint, every dream — on one record
  • Health Score EngineComposable rules + Opus nightly explanation
  • Renewal pipelineKanban by stage; forecast weighted by health
  • CTAs · auto-prioritizedSonnet picks what matters most this morning
  • Playbooks · goal-drivenYou set the outcome; AI picks the next play
  • Activity timeline + notesEvery email, call, meeting auto-attached
  • AI Copilot (⌘J)Streaming Sonnet with full account context
  • NPS surveys + responsesAuto-categorized; rolls into health score
  • Reporting + CSV exportsDrill into customers, renewals, CTAs, NPS
  • Sync to Keystone CRMHealth flags surface in sales pipeline + inbox
  • DreamCompass integrationIndividual engagement signal feeds the score
  • Client Portal previewCustomer-facing view across their Trinity stack
V · Walk-through

Thirty minutes. Your portfolio. Live.

We'll spin up Beacon against a slice of your real CSM data — Gainsight, ChurnZero, HubSpot, spreadsheets, anything — and walk you through your own health scores, your own CTAs, your own renewal forecast. Three weeks from yes to live.