Run Your Customer Success Inside Claude & ChatGPT.
Move beyond rigid legacy software and lagging health scores. Deploy autonomous AI agents that analyze 100% of your customer signals and deliver proactive intelligence directly to the Copilots your team already uses.
- End Surprise ChurnAI prediction with 80–90% Recall. Uncover hidden risks before they leave.
- See the FutureForecast expansion and churn risk 3–9 months out.
- Zero Developer Dependency"Vibe code" complex workflows in plain English.
- Automate Grunt WorkInstantly generate QBRs, account briefs, and summaries.
- Trust Through MathEliminate hallucinations. Every signal is mathematically validated.
Ready to see FunnelStory in Action?
Customer teams use FunnelStory to stay ahead of risk and ship intelligence at agentic scale
About FunnelStory
What is FunnelStory?
FunnelStory is a customer intelligence platform for Customer Success teams. It helps CS leaders analyze structured and unstructured signals across accounts, identify hidden renewal risk earlier, and give teams a clearer view of customer health than dashboards and static health scores can provide.
Instead of relying on siloed reporting and manually maintained account narratives, Customer Success teams use FunnelStory to understand what is changing across customers, why it matters, and where to focus next.
Cuts Surprise Churn by > 90%
AI-Driven Autonomous health scoring - Live and accurate
Future-Proof Revenue Streams
AI-powered Leading Indicators of Churn 3-9 months in advance
Super Fast Deployement
Go live in <1 day — No professional services required
Triples CSM Productivity
3X your productivity - Support more customers per CSM
Powered by Built-in AI-Agents
AI Agents for Retention and productivity
Cut Busywork by more than 80%
Cut busywork with AI-generated journeys and Needle Movers
How does it work?
Get, Set, Go with FunnelStory
Three layers of intelligence, automation, and delivery — working together so your CS team can focus on what matters.
Get — the intelligence
The Reality: Connect all your customer data — CRM, product usage, support tickets, emails, and conversations — into a single, unified Customer Intelligence Graph.
The Solution: Every signal is mathematically validated against Precision, Recall, and F1 scores. No hallucinations. No guesswork. Just a single source of truth your AI Agents can actually trust.
Connects CRM, usage, support, sentiment & account signals
Patent-pending graph synthesizes structured & unstructured data
Time-travel discovery maps every interaction from day one
Set — the agents
The Reality: Deploy autonomous AI Agents that watch every account around the clock. Agents detect usage drops, sponsor changes, ticket spikes, and sentiment shifts — then act immediately.
The Solution: Use "vibe coding" to build custom agents in plain English. Describe the workflow you need, and FunnelStory deploys it directly across your entire portfolio. No developers. No professional services.
AI Agents monitor 100% of accounts 24/7
Vibe-code custom workflows in natural language
Automatic alerts, QBR drafts, and Slack notifications
Go — where your team already works
The Reality: Use FunnelStory UX or Deliver your entire Customer Intelligence Graph directly into Claude, ChatGPT Enterprise, or Slack via FunnelStory's Enterprise MCP Server. CSMs ask questions and get instant, grounded answers.
The Solution: Pre-built Skills load in under 5 minutes. Chat with accounts, generate QBRs, spot risk, and take action — all without leaving the tools your team already loves.
Works inside Claude, ChatGPT Enterprise & Slack
Pre-built Skills: Hundreds of skills including QBR deck, book of business, Risk Spotter, Account brief and much more
Intelligence delivered where your team already works
For CS Ops & Technical Leaders
Scale Your Automations.
No Developers Required.
Traditionally, building AI agents and complex automations required heavy reliance on professional services. FunnelStory empowers your Ops team to create powerful tools through “vibe coding”—using natural language to build agents and automations that run natively on our infrastructure.
Simply describe the workflow you want directly inside your Copilot, and watch it deploy instantly across your portfolio.
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.
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.
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.
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.
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.
Stay ahead of the curve
How Far ahead is
FunnelStory
| Funnelstory is far ahead of the maturity curve than it's competitors |  |  |  |  |  |  |
|---|---|---|---|---|---|---|
| AI-Native Platform | Yes★ Only FunnelStory | |||||
| AI-Health Scoring (Usage+Conversation) | AI Generated (Patent pending)★ Only FunnelStory | |||||
| Prediction Accuracy | Poor | Poor | Poor | High Accuracy★ Only FunnelStory | Poor | Poor |
| Leading Indicators of Churn/Opportunities | AI Generated (Patent pending)★ Only FunnelStory | |||||
| Time to Deployment | Months | Months | Months | Less than a Day★ Only FunnelStory | Months | Months |
| Agentic AI-Workflows | Native AI Agents★ Only FunnelStory | |||||
| Cuts Busywork | Yes (by up to 80%)★ Only FunnelStory | |||||
| Customer Journeys | Manual | Manual | Manual | Autonomous (Patent Pending)★ Only FunnelStory | Manual | Manual |
| Agentic Workflows | Yes★ Only FunnelStory | |||||
| Claude / ChatGPT Support | Yes | Yes★ Only FunnelStory | ||||
| Enterprise MCP Server | Yes | Yes★ Only FunnelStory | ||||
| Customer Intelligence Graph | Yes★ Only FunnelStory | |||||
| Vibe Coding of AI Agents | Yes★ Only FunnelStory | |||||
| Outperforms Claude in Accuracy & Determinism | Yes★ Only FunnelStory |
Teams Love FunnelStory
Hear directly from our customers
Frequently Asked Questions
What is FunnelStory for Customer Success?
FunnelStory helps Customer Success teams detect renewal risk earlier, cut surprise churn by > 90%, triple customer success productivity, and identify leading indicators of risk and expansion 3-9 months earlier.
FunnelStory helps Customer Success teams detect renewal risk earlier, cut surprise churn by > 90%, triple customer success productivity, and identify leading indicators of risk and expansion 3-9 months earlier.
How is FunnelStory different from a traditional health score?
Traditional health scores are based on structured data - that is, usage and revenue data. However, FunnelStory builds prediction scores on a broader category that includes both structured data (usage, revenue) and unstructured data (conversations), as well as third-party intelligence. With this, FunnelStory can cut surprise churn by >90% by analyzing data that traditional health scores do not include.
Traditional health scores are based on structured data - that is, usage and revenue data. However, FunnelStory builds prediction scores on a broader category that includes both structured data (usage, revenue) and unstructured data (conversations), as well as third-party intelligence. With this, FunnelStory can cut surprise churn by >90% by analyzing data that traditional health scores do not include.
What can FunnelStory help Customer Success leaders do?
FunnelStory reduces surprise churn by predicting hard-to-measure risks. It can also predict risk 3-9 months in advance, giving CS teams enough runway to mitigate it.
FunnelStory reduces surprise churn by predicting hard-to-measure risks. It can also predict risk 3-9 months in advance, giving CS teams enough runway to mitigate it.
What data does FunnelStory use?
FunnelStory can incorporate product usage, support data, CRM, account activity, customer conversations, onboarding progress, and other customer and business signals.
FunnelStory can incorporate product usage, support data, CRM, account activity, customer conversations, onboarding progress, and other customer and business signals.
How quickly can teams get started?
FunnelStory's median deployment time is less than a day once it receives approval to connect to enterprise data.
FunnelStory's median deployment time is less than a day once it receives approval to connect to enterprise data.
Ready to Transform Your Post-Sales Motion?
Discover how the Customer Intelligence Graph can predict churn, uncover growth, and supercharge your team's Copilot today.
Security Built for the Enterprise
Role-Based Access Control and detailed Audit Logging ensure your data is protected at all times.
Ensured 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
