🏅 Ranked #1 in AI solution for Customer Success, Expansion and Renewals
AI-Native Customer SuperIntelligence for B2B Teams
FunnelStory turns scattered customer, product, support, sales, and business signals into a shared intelligence layer for B2B teams. Use it to surface risk earlier, answer complex operational questions, and give CS Ops, Support Ops, Product Ops, Sales Ops, and leadership one grounded view of customer reality.
- Explainable signals validated with precision, recall, and F1
- Shared intelligence layer across teams
- Live in hours, not weeks
Loved by CS & RevOps Leaders.
Rated 4.8Customer teams use FunnelStory to stay ahead of risk and ship intelligence at agentic scale
What is FunnelStory?
FunnelStory is a B2B SuperIntelligence platform. It builds a Customer Intelligence Graph from structured and unstructured enterprise data, then turns that context into grounded answers, operational signals, and leadership-ready intelligence across teams.
Customer Success is often the first place teams deploy FunnelStory, because churn, adoption, expansion, and account risk are urgent and measurable. But the same intelligence layer can support Support Ops, Product Ops, Sales Ops, and leadership teams that need one source of truth across the customer journey.
Why Choose FunnelStory
A shared intelligence layer for teams that run the business
Shape Future Revenue with Needle Movers
See churn risks and expansion opportunities 3-9 months in advance, and act while you have enough runway to act successfully.
AI Agents for (almost) everything
Access hundreds of pre-configured, "High-Value" agents ready for immediate use. Deploy rapidly through a standardized, governed workflow:
Template → Draft → Dry Run → Enable.
AI Reasoning over your Enterprise Data
FunnelStory uses deep AI reasoning across all enterprise data to surface key insights and prioritize high-impact actions
Cut Surprise Churn by 90%
Unlike tools that rely only on usage data, FunnelStory analyzes all enterprise data to detect churn 3-9 months early - cutting surprise churn by up to 90%.
PLATFORM
Customer SuperIntelligence, built on a context graph
FunnelStory turns scattered customer signals into a Customer Intelligence Graph — then makes that intelligence usable through insights, workflows, and AI agents.
Customer Intelligence Graph
FunnelStory's core: a graph that connects accounts, contacts, interactions, product usage, outcomes, and signals across tools.
Context Graph for Agentic AI
A context graph makes agents reliable: it grounds reasoning in shared, inspectable customer context.
Intelligence Fabric
One shared intelligence layer for frontline, ops, and leadership — delivered in the right place and format.
Unified Journey
Our patent-pending graph synthesizes the 4 pillars—Usage, CRM, Conversations, and Business Intel—into a single source of truth
Time-Travel Discovery
The graph maps every interaction from the first touchpoint, building a historical context that "learns" your specific business DNA.
Mathematically Validated
Every signal is validated by rigorous math (Precision, Recall, F1 scores), ensuring your agents act on facts, not fiction.
USE CASES
One intelligence layer. Many ways to use it.
FunnelStory’s Customer Intelligence Graph sits at the center — enabling frontline intelligence, leadership synthesis, and agentic workflows.
Intelligence for frontline teams
- Signals & insights delivered where CSMs and AEs already work
- Account health explained with narrative, not just scores
- Personalized recommendations on what to do next
Delivered where you work. Intelligence and actions can surface inside your CS/CRM workflows, not in yet another dashboard.
HOW IT WORKS
From raw data to customer intelligence in hours, not weeks
FunnelStory creates tailor-made intelligence from structured + unstructured data, then turns it into insights and actions at 1% of the time and effort.
Step 1: Connect your operating systems
Bring in CRM, product, support, billing, conversations, notes, and business context.
Step 2: Build the Customer Intelligence Graph
Link entities and events into a graph that captures customer truth over time — with explainable lineage.
Step 3: Deliver intelligence where decisions happen
Deliver signals to frontline teams, synthesize for leadership, and run agentic workflows to execute.
Benefits
Bring in structured signals (CRM, product, billing) and unstructured context (calls, emails, tickets, notes).
- Visualize end-to-end customer journeys
- AI-driven churn & expansion prediction, 3-9 months in advance
- Spot at-risk customers early with AI-powered predictions
- Eliminate 80% of manual work with AI-driven tasks & playbooks
What makes it different
FunnelStory is not another dashboard. It's an intelligence fabric: a customer-aware context layer that both humans and agents can use.
Grounded answers. Agents reason over a graph, not scattered text. Outcomes are explainable.
Made for B2B workflows. Built around accounts, renewals, expansion, adoption, & stakeholder dynamics.
DEVELOPER-FRIENDLY
Bring the Customer Intelligence Graph into your AI tools via MCP
Use FunnelStory’s MCP server alongside tools like Claude and Cursor to query and act on customer intelligence directly — with context and guardrails.
Why this matters
Agentic workflows get exponentially better when they have reliable context. FunnelStory's context graph turns your customer knowledge into a shared memory layer that agents can use to answer questions, generate assets, and execute workflows — consistently.
- Ask questions
- Generate artifacts
- Run workflows
- Govern outputs
Frequently Asked Questions
If you're evaluating FunnelStory for Customer Success, Revenue Ops, or leadership intelligence — start here.
Who is FunnelStory for?
FunnelStory is used by customer-facing and operations teams that need to understand what is happening across the customer journey. Common users include CS Ops, Support Ops, Product Ops, Sales Ops, RevOps, and leadership.
Is FunnelStory just for Customer Success?
No. Customer Success is often the first team to adopt FunnelStory because churn, health, and adoption are high-priority use cases. But the same intelligence layer supports broader business questions across support, product, sales, and leadership teams.
What makes FunnelStory different from a dashboard?
Dashboards summarize metrics. FunnelStory connects data into context, explains signals, and helps teams reason across accounts, interactions, product behavior, support history, and business events.
How does FunnelStory validate its signals?
FunnelStory uses mathematically validated signals and evaluates predictive performance using metrics such as precision, recall, and F1 score.
Is FunnelStory a BI tool?
FunnelStory is an intelligence fabric for B2B customer teams. Instead of dashboards, it builds a Customer Intelligence Graph (a context graph) and delivers insights + actions to frontline teams, ops, and leadership — including via AI agents.
What data can FunnelStory use?
Both structured and unstructured data: CRM, product usage, billing, support tickets, call notes, emails, docs, and more. The goal is to convert this into unified, account-level context.
How does this reduce churn?
By surfacing risk signals early, explaining the 'why' behind health changes, and automating workflows that turn insight into action — so teams can intervene before churn becomes inevitable.
What's an example agent workflow?
Generating a QBR: the agent pulls cross-team data (usage, outcomes, tickets, renewals, notes), synthesizes narrative, and produces a deck + talking points — freeing CSM time.
How do we use it with Claude/Cursor?
FunnelStory's MCP server exposes the Customer Intelligence Graph so your AI tools can query customer context and execute workflows with reliable grounding.
The FS Impact
I appreciate FunnelStory's highly responsive team who took the time to understand our unique challenges and worked closely with us to address them. I also admire the solution's ability to handle our scale without issues, as we have thousands of customers and needed a solution that could manage significant volume. FunnelStory's predictive accuracy is quite impressive, achieving an 80% recall rate in retention predictability scores, which gives us the confidence to act on their insights and prioritize our success efforts effectively.
Mark P.
Customer Success Leader
Dominique Levin
CEO, Winning by Design
FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.
I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.
Sandra B.
Founding LP
FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.
Jessica C.
VP of CS, Financial
VP of Customer Success
SaaS Software Business
We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.
Cathy G.
CS, Halcyon
FunnelStory transformed how we manage customer journeys. We integrated it with tools like Salesforce and Jira, and within weeks saw a 30% improvement in onboarding time and a 40% boost in CS productivity. It's like going from scattered dashboards to a single intelligent workspace. There's a lot of power here - just expect a bit of a learning curve.
Julia Prause
VP of CS, Nutrient
Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.
FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.
Gilad S.
Co-Founder, Descope
Pawan S.
Director of Product
We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.
Somer S
Support Operations Manager
I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.
Arleen A.
Customer Success Operations Specialist
FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.
Bill W.
Head of CS Ops & Support
FunnelStory's team is incredibly smart, efficient and responsive. It has been an absolute pleasure working with them. I appreciate the platform's ability to ingest all kinds of signals and incorporate them into meaningful and actionable insights. As we scale our business, maintaining close knowledge about all the intricacies of each account becomes more and more challenging.
I appreciate FunnelStory's highly responsive team who took the time to understand our unique challenges and worked closely with us to address them. I also admire the solution's ability to handle our scale without issues, as we have thousands of customers and needed a solution that could manage significant volume. FunnelStory's predictive accuracy is quite impressive, achieving an 80% recall rate in retention predictability scores, which gives us the confidence to act on their insights and prioritize our success efforts effectively.
Mark P.
Customer Success Leader
Dominique Levin
CEO, Winning by Design
FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.
I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.
Sandra B.
Founding LP
FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.
Jessica C.
VP of CS, Financial
VP of Customer Success
SaaS Software Business
We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.
Cathy G.
CS, Halcyon
FunnelStory transformed how we manage customer journeys. We integrated it with tools like Salesforce and Jira, and within weeks saw a 30% improvement in onboarding time and a 40% boost in CS productivity. It's like going from scattered dashboards to a single intelligent workspace. There's a lot of power here - just expect a bit of a learning curve.
Julia Prause
VP of CS, Nutrient
Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.
FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.
Gilad S.
Co-Founder, Descope
Pawan S.
Director of Product
We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.
Somer S
Support Operations Manager
I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.
Arleen A.
Customer Success Operations Specialist
FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.
Bill W.
Head of CS Ops & Support
FunnelStory's team is incredibly smart, efficient and responsive. It has been an absolute pleasure working with them. I appreciate the platform's ability to ingest all kinds of signals and incorporate them into meaningful and actionable insights. As we scale our business, maintaining close knowledge about all the intricacies of each account becomes more and more challenging.
I appreciate FunnelStory's highly responsive team who took the time to understand our unique challenges and worked closely with us to address them. I also admire the solution's ability to handle our scale without issues, as we have thousands of customers and needed a solution that could manage significant volume. FunnelStory's predictive accuracy is quite impressive, achieving an 80% recall rate in retention predictability scores, which gives us the confidence to act on their insights and prioritize our success efforts effectively.
Mark P.
Customer Success Leader
Dominique Levin
CEO, Winning by Design
FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.
I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.
Sandra B.
Founding LP
FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.
Jessica C.
VP of CS, Financial
VP of Customer Success
SaaS Software Business
We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.
Cathy G.
CS, Halcyon
FunnelStory transformed how we manage customer journeys. We integrated it with tools like Salesforce and Jira, and within weeks saw a 30% improvement in onboarding time and a 40% boost in CS productivity. It's like going from scattered dashboards to a single intelligent workspace. There's a lot of power here - just expect a bit of a learning curve.
Julia Prause
VP of CS, Nutrient
Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.
FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.
Gilad S.
Co-Founder, Descope
Pawan S.
Director of Product
We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.
Somer S
Support Operations Manager
I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.
Arleen A.
Customer Success Operations Specialist
FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.
Bill W.
Head of CS Ops & Support
FunnelStory's team is incredibly smart, efficient and responsive. It has been an absolute pleasure working with them. I appreciate the platform's ability to ingest all kinds of signals and incorporate them into meaningful and actionable insights. As we scale our business, maintaining close knowledge about all the intricacies of each account becomes more and more challenging.
I appreciate FunnelStory's highly responsive team who took the time to understand our unique challenges and worked closely with us to address them. I also admire the solution's ability to handle our scale without issues, as we have thousands of customers and needed a solution that could manage significant volume. FunnelStory's predictive accuracy is quite impressive, achieving an 80% recall rate in retention predictability scores, which gives us the confidence to act on their insights and prioritize our success efforts effectively.
Mark P.
Customer Success Leader
Dominique Levin
CEO, Winning by Design
FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.
I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.
Sandra B.
Founding LP
FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.
Jessica C.
VP of CS, Financial
VP of Customer Success
SaaS Software Business
We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.
Cathy G.
CS, Halcyon
FunnelStory transformed how we manage customer journeys. We integrated it with tools like Salesforce and Jira, and within weeks saw a 30% improvement in onboarding time and a 40% boost in CS productivity. It's like going from scattered dashboards to a single intelligent workspace. There's a lot of power here - just expect a bit of a learning curve.
Julia Prause
VP of CS, Nutrient
Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.
FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.
Gilad S.
Co-Founder, Descope
Pawan S.
Director of Product
We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.
Somer S
Support Operations Manager
I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.
Arleen A.
Customer Success Operations Specialist
FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.
Bill W.
Head of CS Ops & Support
FunnelStory's team is incredibly smart, efficient and responsive. It has been an absolute pleasure working with them. I appreciate the platform's ability to ingest all kinds of signals and incorporate them into meaningful and actionable insights. As we scale our business, maintaining close knowledge about all the intricacies of each account becomes more and more challenging.
Ranked as "Top AI solution for Post-Sales"
FunnelStory proudly announces its placement in the "Autonomous" stage of Winning by Design's research brief, "AI on the Right Side of the Bowtie: Unlocking Expansion Revenue Using AI"
Read articleEnsured Data Security
Security built for the Enterprise
We've taken the extra steps to ensure your data is safe. Our platform offers Role-Based Access Control and detailed Audit Logging, ensuring your data is protected and monitored at all times
