Customer success, joined up

Keep every customer. Prove every dollar of value.

Mainstay CVT brings customer success, go-to-market, and every internal team into one place — with AI that cuts manual data entry, resource planning that keeps your team efficient, and a proven risk model that protects revenue.

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Enterprise-grade customer success — without the enterprise price tag.

Retention isn't a CS problem. It's a whole-company problem.

Customers churn in the gaps between teams — when CS, sales, product, and support each hold a different picture of the account. Mainstay CVT closes those gaps and makes customer value visible, measurable, and actionable across everyone.

Cross-functional by design

CS, sales, renewals, product, and support work from one shared view of every account — same risks, same plan, one source of truth. Retention is a team sport; this is the team's field.

AI that kills the busywork

Integrates with your AI and data tools to capture customer activity automatically — so CSMs and agents spend their time with customers, not updating spreadsheets.

Resource allocation built in

Match the right CSM or agent to every account by skill, capacity, and value. See who's stretched, who's free, and where the gaps are — so your team is efficient and effective.

Dashboards for doing and deciding

Everything CSMs need to run the day and everything leaders need to be strategic — health, risk, adoption, churn, renewals, and resource performance, all in one place.

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A proven risk model

A mature, battle-tested risk-management framework — a full signal taxonomy with mitigation tracking — refined at enterprise scale to catch churn before it costs you revenue.

Customers build the plan with you

Customers define the outcomes they want and track their own progress — so the Success Plan reflects what they actually care about, and your CSMs drive to goals the customer owns.

Value you can prove

Turn those outcomes into measurable results, and walk into every renewal with the numbers to prove the value you delivered.

Up and running today

No implementation consultants. No quarter-long rollout.

1

Import your customers

Drop in a CSV from your CRM or a spreadsheet. Health, ARR, and renewals populate instantly.

2

Track health & value

Build Success Plans, log risks, and watch value realization climb as customers hit their goals.

3

Act on priorities

Each morning your team gets one ranked list of who to save, grow, and renew — with the play attached.

Simple, honest pricing

One flat price for your whole team — not per seat. Priced for companies that can't stomach enterprise contracts.

Team plan
$49 / month

Unlimited customers · unlimited CSMs · all reports

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