Stop discovering churn at renewal.

CS Motion gives you one view of customer health, proactive plays that win customers over, and renewals you see coming — inside the Salesforce your team already uses.

Secure by design Set up by your own admin 30 days free
CS Motion Health Score card on a Salesforce account: score 10, At-Risk, with the reason it moved and display settings
Health Score card on a Salesforce account.

The quarter is the first place you hear bad news.

Risk arrives without runway

By the time an account is flagged, the renewal conversation has already started and there is nothing left to fix.

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

Customer health scores inside Salesforce.

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
CS Motion Score Logic Builder in Salesforce: a health score model with a group score, two weighted factors and their conditions
Score Logic Builder: groups, factors and thresholds.

See·Act·Engage

Customer success playbooks that run themselves.

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
Design preview of the CS Motion playbook builder: trigger, conditions, actions and a test run
Playbook builder — coming soon. Design preview.

See·Act·Engage

Renewal visibility in the CRM you already use.

Know which renewals are at risk, and what they are worth.

One view shows how much revenue sits in at-risk accounts and which accounts need attention first, ranked by ARR rather than by who shouts loudest. Each one carries its renewal date, owner and the reason it is slipping, so when the board asks what is coming, the answer comes from the same data your team works in every day.

  • Accounts ranked by revenue at risk, so attention goes where the money is
  • Every at-risk account shows its renewal date, owner and top risk
  • Leadership and the CSM read the same number, with no spreadsheet in between
CS Motion Customer Health Overview dashboard: revenue at risk, score distribution and trend, and accounts needing attention with ARR, renewal date and top risk
Customer Health Overview: revenue at risk and the renewals behind it.

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.

CS Motion compared with an enterprise Customer Success platform
Criterion Enterprise CS platformGainsight, Planhat, ChurnZero CS Motion30 days free · Pro $24 / user / month
Platform cost Annual contracts, median $39,000–51,000 a year1 30 days free, then $24 / 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 from day one
What you commit to An implementation project before you see results 30 days on your own data, then decide

Built for Customer Success, Account Management and RevOps teams in B2B SaaS, FinTech, HR Tech and MarTech companies running on Salesforce.

1 Median annual contract value reported by buyers on Vendr, October 2026: ChurnZero ≈ $39,000, Gainsight ≈ $51,000.

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, with the renewal forecast coming soon, turns that into a number 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?

Free is $0 for 30 days, up to 60 days by agreement. Pro is $24 per user per month. Enterprise has custom pricing: 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.

Does Salesforce have a built-in customer success tool?

Not as a ready-made module. Salesforce gives you reports, dashboards and formula fields, and many teams build a basic health score from those. What it does not give you is segment-specific scoring models, a history of why a score moved, or automatic plays when health drops. That gap is what Customer Success apps on the AppExchange, CS Motion among them, fill inside the org.

How do I track customer health in Salesforce without Gainsight?

Use an app that scores accounts inside Salesforce instead of syncing them to a separate platform. With CS Motion you pick the signals already on the account, such as product usage, support cases, renewal date and engagement, weight them per segment, and the score appears on the account record with the reason it moved. Your admin sets it up without code. How to build a health score in Salesforce.

How much does a Gainsight alternative cost?

Enterprise CS platforms are sold on annual contracts: buyer-reported data on Vendr puts the median Gainsight contract at about $51,000 a year and ChurnZero at about $39,000. CS Motion is free for 30 days, then $24 per user per month. Gainsight alternatives compared.

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.

We use your details only to run the pilot conversation. No newsletter, no list sharing. See our privacy notice.