Awarded as the top customer success solution by Winning by Design

Needle Movers

Your Health Score is a Rearview Mirror. It's Time to See the Road Ahead.

Introducing Needle Movers by FunnelStory—the AI-powered leading indicator that detects churn risk and expansion opportunities 3-9 months before they happen. Stop reacting to the past and start shaping the future of your revenue.

  • RECOGNIZED BY GARTNER
  • #1 — WINNING BY DESIGN 2025
  • ZERO AI PoCs LOST IN 2025

Real teams. Real numbers.

Discover How Our Customers Are Thriving with FunnelStory!

See more customer stories
60 Needle-Movers Found overlaying the Manage Customers dashboard

The FunnelStory Challenge

See Risk Before It Becomes a Crisis

Move beyond lagging health scores with AI that finds early signals, explains why accounts are changing, and gives your team 3–9 months to act.

The Challenge — The Red Health Score That's Already Too Late.
The Solution — Describe it in your copilot.

Why Choose FunnelStory

From Millions of Data Points to One Actionable Insight. In Minutes

You see 'green,' but you feel the risk. That feeling is real. Your team is fighting blind, trapped by a health score that's built to fail. Here's why:

AI connecting cloud, data blocks, and server stacks into one journey

Bring your own orchestration

Connect & Synthesize

FunnelStory's AI connects to your entire customer data ecosystem—email, Slack, CRM, product analytics—to build a complete, 360-degree journey for every customer.

Magnifying glass and charts detecting needle-mover signals

Open-source Skills library

Detect & Predict

Our temporal prediction models analyze patterns that historically precede churn or expansion, surfacing critical "Needle Movers" long before they become obvious problems or missed opportunities.

Flag planted on data blocks representing prioritized action

Open-source Skills library

Act & Win

Each Needle Mover is presented on an actionable timeline, categorized by type (Pricing, Competition, Personnel Change) and prioritized by impact (Risk or Opportunity), so your team knows exactly where to focus.

Ready to Stop Reacting and Start Winning? Ready to Stop Reacting and Start Winning?

Why teams trust FunnelStory

Hear it from the CS leaders who bet on the foundation.

FunnelStory logo

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

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.

FunnelStory gives me real-time visibility into both presale and post-sale journeys—effortlessly integrated, easy to use daily, and backed by a responsive team that truly listens.

Gilad Shriki

Gilad Shriki

Head of Success, Descope

FunnelStory logo

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.

Sandra B.

Founding LP

FunnelStory logo

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.

FunnelStory logo

With FunnelStory, it was really easy to get up and running, within a few days we had POV going and unlike other tools we could actually go back in time all of the data.

Anthony Bettini

Anthony Bettini

CEO, VulnCheck

Julia Prause

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 logo

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.

Gilad S.

Co-Founder, Descope

Pawan S.

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.

FunnelStory logo

By combining structured and unstructured data, FunnelStory surfaces proactive insights and leading indicators—going live in under 2 hours with seamless onboarding and stellar support.

Sandra Bustos

Sandra Bustos

Head Of Customer Success, Dusty Robotics

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.

FunnelStory logo
Arleen A.

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.

FunnelStory logo
Bill W.

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.

FunnelStory logo

FunnelStory helped us surface churn risks and uncover deep insights from across systems, while revealing customer journey patterns and usage behaviors we never even thought to track.

Mohan Atreya

Mohan Atreya

Chief Product Officer, Rafay

FunnelStory logo

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

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.

FunnelStory gives me real-time visibility into both presale and post-sale journeys—effortlessly integrated, easy to use daily, and backed by a responsive team that truly listens.

Gilad Shriki

Gilad Shriki

Head of Success, Descope

FunnelStory logo

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.

Sandra B.

Founding LP

FunnelStory logo

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.

FunnelStory logo

With FunnelStory, it was really easy to get up and running, within a few days we had POV going and unlike other tools we could actually go back in time all of the data.

Anthony Bettini

Anthony Bettini

CEO, VulnCheck

Julia Prause

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 logo

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.

Gilad S.

Co-Founder, Descope

Pawan S.

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.

FunnelStory logo

By combining structured and unstructured data, FunnelStory surfaces proactive insights and leading indicators—going live in under 2 hours with seamless onboarding and stellar support.

Sandra Bustos

Sandra Bustos

Head Of Customer Success, Dusty Robotics

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.

FunnelStory logo
Arleen A.

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.

FunnelStory logo
Bill W.

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.

FunnelStory logo

FunnelStory helped us surface churn risks and uncover deep insights from across systems, while revealing customer journey patterns and usage behaviors we never even thought to track.

Mohan Atreya

Mohan Atreya

Chief Product Officer, Rafay

FunnelStory logo

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

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.

FunnelStory gives me real-time visibility into both presale and post-sale journeys—effortlessly integrated, easy to use daily, and backed by a responsive team that truly listens.

Gilad Shriki

Gilad Shriki

Head of Success, Descope

FunnelStory logo

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.

Sandra B.

Founding LP

FunnelStory logo

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.

FunnelStory logo

With FunnelStory, it was really easy to get up and running, within a few days we had POV going and unlike other tools we could actually go back in time all of the data.

Anthony Bettini

Anthony Bettini

CEO, VulnCheck

Julia Prause

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 logo

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.

Gilad S.

Co-Founder, Descope

Pawan S.

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.

FunnelStory logo

By combining structured and unstructured data, FunnelStory surfaces proactive insights and leading indicators—going live in under 2 hours with seamless onboarding and stellar support.

Sandra Bustos

Sandra Bustos

Head Of Customer Success, Dusty Robotics

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.

FunnelStory logo
Arleen A.

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.

FunnelStory logo
Bill W.

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.

FunnelStory logo

FunnelStory helped us surface churn risks and uncover deep insights from across systems, while revealing customer journey patterns and usage behaviors we never even thought to track.

Mohan Atreya

Mohan Atreya

Chief Product Officer, Rafay

FunnelStory logo

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

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.

FunnelStory gives me real-time visibility into both presale and post-sale journeys—effortlessly integrated, easy to use daily, and backed by a responsive team that truly listens.

Gilad Shriki

Gilad Shriki

Head of Success, Descope

FunnelStory logo

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.

Sandra B.

Founding LP

FunnelStory logo

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.

FunnelStory logo

With FunnelStory, it was really easy to get up and running, within a few days we had POV going and unlike other tools we could actually go back in time all of the data.

Anthony Bettini

Anthony Bettini

CEO, VulnCheck

Julia Prause

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 logo

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.

Gilad S.

Co-Founder, Descope

Pawan S.

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.

FunnelStory logo

By combining structured and unstructured data, FunnelStory surfaces proactive insights and leading indicators—going live in under 2 hours with seamless onboarding and stellar support.

Sandra Bustos

Sandra Bustos

Head Of Customer Success, Dusty Robotics

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.

FunnelStory logo
Arleen A.

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.

FunnelStory logo
Bill W.

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.

FunnelStory logo

FunnelStory helped us surface churn risks and uncover deep insights from across systems, while revealing customer journey patterns and usage behaviors we never even thought to track.

Mohan Atreya

Mohan Atreya

Chief Product Officer, Rafay

Why teams trust FunnelStory

Recognized, proven, and built for the enterprise.

Recognized by Gartner

Enterprise-grade compliance

#1 — Winning by Design

Top AI solution for Customer Success, Expansion & Renewals, 2025.

Zero AI PoCs lost in 2025

Every proof-of-concept we ran converted. The foundation shows up in the pilot.

Unified Journey — patent-pending

Our Unified Journey and needle-mover methods are patent-pending technology.

Enterprise security in our DNA

Built by founders with deep enterprise-security backgrounds.

Governed & auditable

Role-based, permissioned access to every part of the context graph.

SOC 2 Type IIISO 27001GDPRUS Data PrivacyTrust Center →

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