CUSTOMER SUCCESS
Performy detects risk, engagement, and expansion signals in client conversations.
Conversation
Signal
Action
Client · Account A“We're evaluating other options.”
Client · Account B“We're planning to expand this team.”
Illustrative example.
The problem
The CRM shows activity
The conversation shows intent
“We're evaluating other options.”
“We're planning to expand this team.”
What Performy sees
They compare alternatives, question the value, or change contacts.
“We're evaluating other options.”
Who takes part, who stops, and how much energy the account has.
New teams, new use cases, growth plans.
“We're planning to expand this team.”
The action
With the exact quote and the CRM context at hand.
While the intent is still fresh.
In your day to day
Every client conversation is captured.
Risk, engagement, and expansion show up as signals.
The signal is linked to the account history.
You review the account or open the expansion conversation in time.
Outcome
It shows up in the conversation before it shows up in the CRM.
The opportunity is detected while the client is saying it.
You act on intent, not just activity.