Risk arrives without runway
By the time an account is flagged, the renewal conversation has already started and there is nothing left to fix.
Stop discovering churn at renewal.
CS Motion gives you one view of customer health, proactive plays that win customers over, and a renewal forecast you can defend — inside the Salesforce your team already uses.
The quarter is the first place you hear bad news.
Healthy means something different to everyone
Without one standard, account health is an opinion. You cannot compare two CSMs, two segments or two quarters.
The forecast is a story, not a number
Renewal projections assembled from gut feeling and a spreadsheet do not survive the first question in a board meeting.
See·Act·Engage
A 360° view of your customer portfolio.
Every account carries one health number, built from the signals already in your CRM and from the definition of healthy that you set. You can see the whole book of business at a glance and drill into any account without asking anyone for a status update.
- One standard applied to every account, every CSM, every segment
- Different models per segment — enterprise and SMB are not judged by the same bar
- The score sits on the record your team already opens, with the reason it moved
- Leadership sees the same number the CSM sees — no reconciliation meeting
See·Act·Engage
Proactive moves that win your customers over.
When health slips or a renewal comes into range, the next move happens on its own: the owner is notified, the task is created, the outreach goes out. Your team reaches the customer while there is still something to win, instead of apologising later.
- The customer hears from you before they have to ask
- Executive check-ins, adoption pushes and renewal prep start themselves
- New CSMs work to the same standard as your best one from week one
- Test on one account first, publish when you are ready, switch off any time
See·Act·Engage
Renewal revenue you can put a number on.
Renewals surface early, ranked by the revenue at stake rather than by date, with the work that still needs doing attached to them. When the board asks what is coming, the answer comes from the same data your team works in every day.
- Renewals ranked by ARR at stake, so attention goes where the money is
- Every renewal has an owner and a plan, not just a date
- The forecast and the CSM's view are the same number
Trust
Secure by design.
CS Motion works inside your own Salesforce. Your customer records stay where they are today — we do not copy them to our servers, and there is no second system holding your customers' data. Anyone who can already see an account sees its health; anyone who cannot, does not.
In plain terms: nothing new leaves your company, so there is nothing new for your security team to sign off before you can start.
Stays in your SalesforceYour data never moves to another vendor's platform.
One source of truthNo sync to reconcile, no second version of the account.
Your existing permissionsAccess follows the rules your admin already set.
Nothing new to approveNo new vendor review standing between you and week one.
Compared with enterprise CS platforms
Maximum impact, minimum lift.
Enterprise Customer Success platforms deliver results, but only after an implementation project, a dedicated owner and a second tool your team has to adopt. CS Motion is built to give leaders the same grip on retention without any of that overhead — starting at zero.
| Criterion | Enterprise CS platformGainsight, Planhat, ChurnZero | CS MotionFree · Pro $24 per user / month |
|---|---|---|
| Platform cost | From $800 to $5,000+ a month per org | $0 to start, $24 per user / month |
| Getting it live | An implementation project, usually paid and partner-led | Your own Salesforce admin, no project |
| Who runs it day to day | A dedicated platform owner | The team you already have |
| Where your customer data lives | Copied into a second system | Stays in your Salesforce |
| Where your team works | A second tool to log into and adopt | The account record they already open |
| What leadership gets | Reporting once the data is synced and mapped | Portfolio view and forecast from day one |
| What you commit to | An annual contract, signed before you see results | Start free, move to Pro when it earns it |
Built for Customer Success, Account Management and RevOps teams in B2B SaaS, FinTech, HR Tech and MarTech companies running on Salesforce.
How we work
We build the system around your challenges.
You do not buy a licence and hope. We start from the challenges in your customer-facing processes and results, design the setup that solves them, and look at the outcomes together over a period we agree upfront.
We look at your challenges
Where retention leaks, where your team loses time, and what that currently costs you — in your numbers, not in benchmarks.
We design the system with you
Scoring, thresholds and plays configured around those challenges, with your team in the room while it is built.
We review the outcomes together
At the end of the agreed period we sit down over what changed and decide the next move from evidence.
Built by Customer Success, for Customer Success. More than ten years of running customer-facing teams went into this product — we know what your quarter looks like. You get a dedicated team that stays reachable and is measured by whether your customers succeed.
Questions we get from revenue leaders
What is CS Motion?
CS Motion is a Customer Success application that runs inside Salesforce. It gives you one view of customer health across your whole book of business, prompts your team to act before a customer is at risk, and turns that into a renewal forecast you can take to a board meeting.
What does it actually do for my team?
It scores every account from the signals already in your CRM, shows the score and the reason for it on the account your team already opens, and starts the next play automatically when health drops or a renewal comes into range. Your CSMs stop assembling status and start working the accounts that need them.
What changes in our numbers?
Three things move: risk becomes visible with enough runway to act on it, every account gets the same standard of attention regardless of who owns it, and the renewal forecast comes from the same data the team works in rather than a spreadsheet assembled the week before the board meeting. Which of these we measure, and against what baseline, we agree with you before the pilot starts.
How is CS Motion different from Gainsight and other CS platforms?
Enterprise Customer Success platforms are a second system: an implementation project, a dedicated owner and another tool your team has to log into. CS Motion delivers the same outcomes inside the Salesforce org your team already works in, starts at zero, and is configured by your own admin without code. Maximum impact for minimum lift.
What does CS Motion cost?
There is a Free plan at $0, a Pro plan at $24 per user per month, and an Enterprise plan priced per organisation. Enterprise includes everything in Pro, with volume terms agreed per company. See what each plan includes.
How do we start?
You apply for a 30-day pilot. We look at the challenges in your customer-facing processes, design the setup around them together with your team, and review the outcomes at the end of the period we agree.
Do we need a developer?
No. Setup is no-code: no Apex, no Flow Builder, no SOQL. Your existing Salesforce administrator configures scoring, thresholds and plays in the app's own screens, and every automation can be switched off again.
Is our customer data safe?
Your customer data stays inside your own Salesforce. Nothing is copied to our servers, so there is no second system holding your customers' records and no new vendor for your security team to approve. Who can see what is decided by the Salesforce permissions you already have.
Is CS Motion on the Salesforce AppExchange?
An AppExchange listing is in progress. Pilots run today through direct deployment into your Salesforce org, so no listing is required to start.
See it on your own data
Apply for a 30-day pilot.
Thirty days, your accounts, your definition of healthy. At the end we look at what moved and you decide from evidence.
- Set up on your Salesforce org, with your accounts
- One health model configured with your team
- The outcomes we will look at agreed before we start
Available on the Salesforce AppExchange soon — pilots run today, no listing required.