Capability index

Every Beacon surface. On one page.

Built for evaluators who want a single reference and operators who want to know what they're getting. Four groups: records, AI, workflow, suite integration.

I · Records & data

Records

The data layer every CSM team runs on — Customer 360, activity, renewal pipeline.

  • Customer 360Every signal, every touchpoint, every dream — on one record
  • Activity timeline + notesEvery email, call, meeting auto-attached
  • Renewal pipelineKanban by stage; forecast weighted by health
II · AI surfaces

AI

AI through every surface — health scoring, ranked CTAs, goal-driven playbooks, Co-pilot.

  • Health Score EngineComposable rules + Opus nightly explanation
  • CTAs · auto-prioritizedSonnet picks what matters most this morning
  • Playbooks · goal-drivenYou set the outcome; AI picks the next play
  • AI Copilot (⌘J)Streaming Sonnet with full account context
III · Workflow primitives

Workflow

NPS, reporting, exports, embedded portal. The operational glue.

  • NPS surveys + responsesAuto-categorized; rolls into health score
  • Reporting + CSV exportsDrill into customers, renewals, CTAs, NPS
  • Embedded customer portalCustomer-facing view across their Trinity stack
IV · Suite integration

Suite

Keystone CRM + DreamCompass — what makes Beacon the retention spine when you stack.

  • Sync to Keystone CRMHealth flags surface in sales pipeline + inbox
  • DreamCompass integrationIndividual engagement signal feeds the score
Walk-through

Open the capability that's on your checklist.

Tell us what your evaluator team cares about most — AI quality, ramp time, pricing transparency, suite integration — and we'll walk those specific surfaces live in thirty minutes.

Book a walk-throughProduct tour →
Keep reading

Product

Keep reading

Compare

Keep reading

Trinity suite