Five signals that a customer is about to leave
Customers rarely tell you first. The data does — if you know where to look and how early.
Read the guide →Help centre
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Type a few words, or pick a topic below. If the answer is not there, message support — real people, during working hours.
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Scoring customer health in a service business
Five scattered data sources, one 0–100 scale the whole team reads the same way — and how to…
Read the guide →MRR, ARR and the metrics worth watching monthly
Seven metrics are enough to run a subscription service business — and four that sound clever but decide…
Read the guide →A 90-day onboarding playbook for new customers
Customers decide whether to stay during the first quarter. This is the outreach schedule we use ourselves.
Read the guide →Version 4.0: revenue forecasting and churn alerts
A 12-month forecast built from real contracts, 30-day early warnings and automatic payment reconciliation.
Read the guide →Hexadev: renewals from 78% to 92% in two quarters
A 90-person software company, 320 support contracts, and a familiar problem: nobody knew which customer was about to…
Read the guide →FAQ nhanh
The most common questions, grouped
Account and billing
The unused part of the old plan is credited against the new invoice. Upgrades take effect immediately; downgrades start next cycle so nothing in use is lost.
Go to Settings → Members and invite by email. You are charged for the remaining days of the cycle, added to the next invoice.
Send the request from the registered email with your company registration number. Support verifies it and restores access within one working day.
Data and imports
Download the CSV template in Settings → Import. Customer name and email are required; the rest map themselves by column heading, and you can correct any mismatch at the preview step.
Records are matched on email and registration number. Duplicates are merged, the newer details win, and the merge is logged so you can undo it.
Settings → Data → Export everything. You get a ZIP with CSVs for customers, contracts, invoices and notes, emailed within about fifteen minutes.
Integrations and engineering
About fifteen minutes for the supported gateways. You need an API key from the provider and admin rights on that account.
600 requests a minute per key. Go over and you get a 429 with a header telling you how long until the next call is allowed.
Yes. Every account gets a sandbox with fully separate data and its own API key, free of charge.
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Support works 8am–6pm on weekdays. Enterprise customers get a private channel and a one-hour response commitment.
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Want someone to build the playbook with you?
Our onboarding team will build your first success playbook with you, free during your first month.