Where the portfolio stands
How the book of business splits by status, how it is trending, and which segments are pulling it down.
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One system for retention, inside your CRM.
Seeing which customers are slipping, reaching them in time and forecasting what renews are three different jobs. Doing them in three different tools is why they get done late. In CS Motion they run on the same Salesforce records your team already works in.
Portfolio health
Know which customers are slipping before they tell you.
One health standard across the whole book of business, built from data your org already holds — so you can compare accounts, segments and CSMs on the same basis, and see the reason behind every number.
- An enterprise customer and an SMB are not judged by the same bar. Each segment gets the model that fits it.
- One bad week does not sink an account. Signals are grouped — engagement, adoption, support, commercial — so the picture stays honest.
- The model reflects how your team judges risk, because your team sets the factors and what each one is worth.
- Your CSM sees why the number moved, in the wording you chose, not a black-box score.
- It lives where the work happens — on the account record, and colour-coded in the list views your team already uses.
Proactive plays
The next move happens without a meeting.
When health slips or a renewal comes into range, the play starts itself: the owner is told, the task exists, the outreach goes out. Your best CSM's instinct, applied to every account in the portfolio.
- Nothing waits for a weekly review. A score crossing a line, a field changing or a renewal date approaching starts the play immediately.
- The play is real work, not an alert: the task, the email, the check-in, the record update.
- Try it on one account first and read exactly what would have happened before anything is live.
- You stay in control. Publish when you are ready, switch any automation off, undo what it did.
Nothing slips
The right person hears about it in time.
A notification only matters if someone acts on it. CS Motion tells the account owner, their manager or the whole team — in Salesforce or by email — while there is still time to change the outcome.
- Reminders at 7, 3 and 1 day before a date that decides revenue
- Escalation to the manager when an account is not being worked
- Digest mode for leaders — the picture, not the noise
- Wording you control, so the message reads like your team wrote it
For leadership
The numbers your board asks for, already assembled.
Three views built on the same data your team works in — so the number in the board deck and the number on the account are the same number, and nobody spends the week before the meeting rebuilding a spreadsheet.
Why customers left
The reasons behind lost accounts, and how much warning there was before each one went.
What renews next quarter
Revenue up for renewal, split into on-track and at-risk, with the accounts behind every figure.
Setup & security
Nothing new to get approved before you start.
CS Motion runs inside your own Salesforce. The security rules you already trust are the rules it works under, so there is no new vendor to review and no new place your customer data lives.
Your objects, your call
Works on the records that matter to your business — standard or custom — configured to your setup.
No external calls
No sync jobs, no external servers, no second copy of customer data.
Your permissions
Who sees what is decided by the profiles and sharing rules your admin already set.
No engineering time
Your existing admin sets it up end to end — no developers, no code, no queue.
Plans
Start free. Pay when it pays you back.
Free is a working product, not a demo: one scoring model, real automation, the portfolio view. Pro removes the ceilings once your team is running on it.
| What you get | Free$0 | Pro$24 per user / month |
|---|---|---|
| Scoring models per segment | 1–2 segmentation filters | Unlimited, including custom fields |
| Signal groups | Up to 3 | Up to 10 |
| Scoring factors | 6 factors, 2 conditions each | Unlimited, graded and prioritised |
| Health bands | Up to 3 thresholds | Up to 7, editable risk messages |
| Active plays | 10 plays, 2 conditions and 2 actions each | Unlimited, 20 conditions and 20 actions |
| Leadership dashboards | Portfolio health, up to 2 filters | All three, with forecast and export |
Enterprise — priced per organisation. Everything in Pro, with user volume and commercial terms agreed for your company. Talk to us if that is where you are.
Pilot orgs are configured individually, without these limits, for the length of the pilot.
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.