Risk arrives without runway
By the time an account is flagged, the renewal conversation has already started and there is nothing left to fix.
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.
By the time an account is flagged, the renewal conversation has already started and there is nothing left to fix.
Without one standard, account health is an opinion. You cannot compare two CSMs, two segments or two quarters.
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.
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.
See·Act·Engage
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.
Trust
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.
Compared with enterprise CS platforms
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 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
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.
Where retention leaks, where your team loses time, and what that currently costs you — in your numbers, not in benchmarks.
Scoring, thresholds and plays configured around those challenges, with your team in the room while it is built.
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.
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.
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.
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.
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.
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.
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.
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.
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.
An AppExchange listing is in progress. Pilots run today through direct deployment into your Salesforce org, so no listing is required to start.
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.
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.
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
Thirty days, your accounts, your definition of healthy. At the end we look at what moved and you decide from evidence.
Available on the Salesforce AppExchange soon — pilots run today, no listing required.