Build a custom Customer Success platform in minutes
Tailored objects, health scores, and playbooks — defined in plain English.
Describe your accounts, users, subscriptions, health signals, and renewal workflows. Itura provisions a secure database and an AI that understands your CSM model so your team can work entirely through chat.
Stop bending sales CRMs for Customer Success
Your CSM data model
Custom objects like Accounts, Users, Subscriptions, Health Signals, Playbooks, Renewals.
Secure by default
Dedicated tables with RLS and role permissions for CSMs, Managers, and Execs.
Operate via chat
Create QBRs, track risks, and run playbooks conversationally. No UI builders needed.
How It Works
Describe your CSM system in English
Define entities (Accounts, Users, Subscriptions), health calculations, renewals, and access rules.
Itura provisions everything
We generate a secure database and an AI assistant that understands your CSM rules and model.
Run Customer Success via conversation
Ask for risk lists, renewal forecasts, and adoption trends — all via chat.
Purpose-Built Customer Success Capabilities
Accounts & Users
Track organizations and end users with segments, plans, and ownership.
Health Scores
Combine adoption, support, NPS, and product signals into a single score.
Playbooks & Tasks
Standardize onboarding, risk mitigation, and expansion motions with owners and due dates.
Renewals & Forecasts
Track upcoming renewals, expansions, and churn risk with trending insights.
NPS & Feedback
Capture survey responses and qualitative notes linked to accounts and users.
Role-Based Access
Ensure CSMs, managers, and execs see exactly what they should.
What You Can Ask
- • Show at-risk accounts with health score below 60 and low engagement.
- • Upcoming renewals this quarter by segment and owner.
- • Top 20 accounts by weekly active users vs plan size.
- • List onboarding tasks overdue by more than 7 days.
- • Expansion opportunities with strong adoption and high NPS.
- • Accounts with repeated support escalations in the last 30 days.
- • Product usage trends for Enterprise segment month over month.
- • QBR summaries for all high-touch accounts this month.
Customer Success FAQ
Can I define my own health score?
Yes. Describe the inputs (usage, support volume, NPS, etc.) and weighting. The assistant will compute and explain the score for each account.
How do permissions work?
Describe your roles (e.g., CSM, Manager, Admin) and who can read or update which records. We enforce this with row-level security (RLS).
Can I bring my product usage data?
Yes. You can import via CSV directly in chat or connect data sources, then map to your custom fields.
Where is my data stored?
In a dedicated, secure database. Data is encrypted at rest and in transit.