AI That Helps You Spot Risk, Track Engagement, and Drive Upsells

Customer Success teams are juggling QBR prep, health scores, usage data, and renewal forecasts—often without a real analytics engine behind them. Scoop connects tools like Salesforce, Gong, and Mixpanel, then runs the analysis for you. It flags slipping accounts, highlights adoption patterns, and surfaces upsell-ready segments—so you can support your CSMs with insights, not guesswork.
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This solution is popular with

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Professional Serivces
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SaaS and Tech
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Healthcare
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Financial Services
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HR/People Tech
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Supply Chain Platforms
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Education Tech

Let AI Do the Heavy Lifting in CS Ops

Scoop pulls product usage, CRM data, and call notes into one place—so you can track goals, build success plans, and back renewals with real evidence.

  • Find What Drives Renewals: Run cohort and behavioral analysis to understand which patterns lead to retention and expansion.
  • Support Health Monitoring: Supplement your existing health scores with usage and engagement trends—no manual analysis required.
  • Streamline CS Data Workflows: Connect tools like Salesforce, Gong, and Mixpanel in one place to support QBR prep, journey tracking, and more.
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Everything You Need to Power Retention and Growth

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Live, Presentation-Ready Reporting

Skip the static dashboards—Scoop gives you live views for monitoring accounts and builds presentation-ready slides for QBRs and exec reviews.

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Cohort and Time-Based Tracking

View changes in customer behavior across time, segments, or lifecycle stages—so you can evaluate what’s working and where accounts fall off.

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Multi-Source Data Blending

Connect Salesforce, Gong, Mixpanel, and more into one analysis-ready layer—no exports, no stitching things together manually.

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AI That Surfaces What to Pay Attention To

Scoop doesn’t just summarize data—it highlights the key accounts, behaviors, or patterns that need action across your portfolio.

Use Cases That Help CS Ops Teams Drive Retention and Expansion

Learn All Use Cases
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CRM Account Health

Maintain a comprehensive overview of account health within your CRM with CRM Account Health . This assesses key indicators such as engagement levels, purchase history, and support interactions to identify at-risk accounts and opportunities for upselling.

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Product Usage by Trial and Customer

Track and analyze how different segments of trial users and paying customers engage with your product using Product Usage by Trial and Customer . This allows you to identify usage patterns, feature popularity, and potential areas for product improvement or customer support interventions.

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RevOps Review

Conduct comprehensive reviews of all revenue-related activities and systems with Rev Ops Review . Tailored for Revenue Operations teams, this includes tools for evaluating sales, marketing, and customer success operations, ensuring alignment and identifying improvement opportunities.

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Early Warning

Proactively identify and address potential risks before they impact your business performance with Early Warning Template. Designed for B2B SaaS companies, this template provides a structured approach to monitoring key indicators that signal early signs of trouble, such as customer churn, declining engagement, or financial discrepancies.

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Rep Scorecard

Effectively track and evaluate the performance of your sales representatives with Rep Scorecard Template. Designed for B2B SaaS companies, this template provides a comprehensive overview of key performance indicators (KPIs), enabling managers to assess individual contributions and identify areas for improvement.

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QBR Deck

Create thorough and impactful presentations for your Quarterly Business Reviews (QBRs) with QBR Deck Template. Designed for B2B SaaS companies, this template provides a structured format to present key performance metrics, strategic updates, financial performance, and future plans to stakeholders and clients.

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Board Deck

Create compelling and comprehensive presentations for your board meetings with Board Deck Template. Designed for B2B SaaS companies, this template provides a structured format to showcase key metrics, strategic updates, financial performance, and business insights in a professional and visually appealing manner.

Fractional CXO

Scale your work across multiple companies with the help of Scoop. Implement any of out-of-the-box s or turbocharge a spreadsheet-based template you already have.

Seamlessly Connect With the Tools
You Already Use

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Help Desk

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Reporting

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CRM

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Project Management

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what our users say
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Scoop’s versatility is mind-blowing - it's a very unique take on an otherwise old and stale category.
Mark Ruch
VP Marketing Operations

Pricing

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