Turn Customer Success into a proactive growth engine.
See how Insitio helps CS teams protect revenue, expand accounts, and stay ahead of every change.
Customer Success teams use Insitio to stay proactive - identifying risk signals early, spotting expansion opportunities faster, and communicating with strategic clarity.
Most CS teams learn about churn risk or expansion opportunities after the fact.
They're busy reacting to:
Layoffs they didn't know about
Changing priorities
M&A consolidations
Budget shifts
M&A consolidation
Shifting customer priorities
New leaders with new agendas
Renewal blockers discovered too late
Late information, fire drills
Signals delivered instantly
Insitio gives them the ability to see these changes as they happen - and respond with strategic relevance, not panic.
Monitoring Agent detects layoffs, restructuring, leadership shifts, M&A, funding, and strategic initiatives - giving CSMs early visibility into risk and opportunity.
Research Agent gives CSMs a fast understanding of the customer's industry, terminology, competitive environment, and market pressures.
Content Agent drafts renewal narratives, expansion angles, POVs, and executive summaries based on ContextHub - using real customer outcomes and case studies.
Contacts Agent verifies existing contacts, identifies new leaders, and updates CRM automatically.
Layoffs, budget changes, champion departures, and restructuring are detected automatically.
M&A, new product lines, growth initiatives, and leadership hires create new pathways for value.
Content Agent uses ContextHub to position your value based on the customer's real outcomes and current situation.
Research Agent accelerates understanding of industries and business models without manual homework.
Contacts Agent ensures you engage the right people from day one.
- Account Executive
- Account Executive
- Account Executive
With Insitio, Customer Success teams operate with clarity:
From signal → insight → narrative → action.
See how Insitio helps CS teams protect revenue, expand accounts, and stay ahead of every change.