A customer success platform built for UK post-sales teams
Aitelligent automates the entire post-sales lifecycle by combining CRMs, tickets and integrations to help businesses drive customer retention and grow revenue. It gives your CS team account health, churn alerts and playbooks in one place, with the UK data protection commitments your procurement team will ask for.
What the platform does for a CS team
Six capabilities that replace the spreadsheet, the health-score guesswork and the handoff email chain.
One record per account
CRM contacts and deals, support tickets, email threads, call transcripts and revenue history land in a single account 360 view, so nobody rebuilds context before a renewal call.
Proprietary Churn Model
Health scores combine adoption, engagement, sentiment and commercial signals into an explainable risk score, with the drivers shown next to every account.
Churn and expansion alerts
Risk and upsell signals fire as alerts to the owning CSM, with configurable recipients, thresholds and escalation rules.
Playbooks and task inbox
Turn a signal into a sequenced playbook, then work it from a filterable task inbox with due dates, owners and quick actions.
Email Centre
Generate follow-up, renewal and risk emails with tone and length controls, send from a connected Gmail, Outlook, iCloud or Proton mailbox, and capture replies back onto the task.
CSQL handoff to revenue
Customer Success Qualified Leads are written back into Salesforce and HubSpot with owner routing rules, SLA timers and retry monitoring.
CRM vs helpdesk vs customer success platform
Most teams already own a CRM and a helpdesk. This is the work neither tool was designed to do.
| Job to be done | CRM | Helpdesk | Aitelligent |
|---|---|---|---|
| Own the post-sale lifecycle | Built around the deal; post-sale activity is free text | Ticket-level only, no account view | Account-level system of record |
| Predict churn | Manual health fields | CSAT on individual tickets | Explainable churn model with drivers |
| Structure calls and tickets | Notes pasted by reps | Tags and macros | AI extracts blockers, champions, pricing concerns |
| Trigger revenue action | New-business pipeline only | Escalation to support queues | CSQL handoff with owner routing and SLAs |
| Enterprise controls | Varies by edition | Varies by edition | SSO/SAML, tenant-scoped access, export controls, audit log |
Built for UK buyers
- Aitelligent Ltd is registered in England and Wales and operated from London.
- UK GDPR and Data Protection Act 2018 aligned, with a signed Article 28 DPA available to paying customers.
- EU data residency and customer-managed keys available on Enterprise plans.
- Pro subscriptions billed in GBP per seat, with a 14-day free trial.
- Customer content is never used to train foundation models.
Full control detail is set out on our security and compliance page.
Common questions
What is a customer success platform?
A customer success platform is the system of record for everything that happens after the sale. It pulls customer data out of your CRM, helpdesk, calls and product usage, turns it into account health and churn signals, and gives your CS team a prioritised list of accounts and next actions instead of a spreadsheet.
How is this different from our CRM?
A CRM is built to close new business, so its data model stops at the deal. Aitelligent starts where the CRM stops: it reads the ongoing signals (tickets, replies, transcripts, renewals) and writes qualified risk and expansion records back into HubSpot or Salesforce so revenue teams keep one source of truth.
Is Aitelligent suitable for UK and EU data requirements?
Yes. Aitelligent Ltd is registered in England and Wales. We offer a UK GDPR Article 28 DPA, EU data residency and customer-managed keys on Enterprise, and customer content is never used to train foundation models. Full detail is on our security page.
How long does implementation take?
Connect your CRM and helpdesk with OAuth, import historic revenue data by CSV if you have it, and the account 360 view populates from your existing data. There is no data warehouse project to run first.
What does it cost in the UK?
Pro is billed per seat per month in GBP with a 14-day free trial. Enterprise adds SSO/SAML, tenant export controls, audit logging and customer-managed keys. Pricing is on the homepage.
See your own accounts scored
A private 20-minute walkthrough of health scoring, churn alerts and CSQL handoff, with a security review section for Pro and Enterprise teams.