The AI platform for customer success
Built to make your CSMs irreplaceable.
Leverage for your CSMs. Board-level confidence for their leaders.
Morning queue
Tuesday, May 6Urgent
3Attention
3Opportunity
3The fork
There are two paths for AI in customer success.
The replacement bet
AI replaces your team
- AI runs accounts autonomously
- CSMs become optional, then redundant
- Headcount reduction is the ROI story
- When the AI gets it wrong, no one notices
Our bet
AI makes your team unbeatable
- AI handles the cognitive switching cost
- CSMs do higher-leverage work, faster
- Your best people get more accounts, not fewer
- When the AI gets it wrong, your CSM catches it
The defensibility test
Every claim in Evergreen has a defensible answer.
Metrics
Is this number defensible to a CFO?
Every metric in Evergreen carries its formula with it. Click. Read. Audit. Change the assumption. Watch the number recompute.
The old guard hides methodology in documentation. The new guard hides it in the model.
Signals
Show me the signals that drove this score.
Health is 5 weighted components. Click any component. Trace to source signals — every email, ticket, meeting note. Adjust the weights. Watch the score move.
The old guard overcomplicates. The new guard just asks for your trust.
AI decisions
Can I see the AI's reasoning?
AI decisions in Evergreen are transparent by design. Click the recommendation. See the alternatives. Override with one click. The AI learns from your correction — the human stays in the loop.
The old guard automates with rules. The new guard automates around humans. Neither shows the override.
Commitment tracking
Are we accountable to what we promised?
Every QBR commitment is captured, tracked, and surfaced. Not in someone's notes — in the platform. The next QBR opens with what you said you'd do, and what actually happened.
Commitments lost in notes are commitments lost to memory. Evergreen turns them into structure.
The backbone
Start the day with what matters, ranked by what's at stake.
Most CSMs start Monday morning the same way: open six tabs, scan email, ask Slack who's panicking, try to remember what mattered Friday. Morning Queue replaces all of it. Every account in the book, ranked by signal strength and ARR exposure. AI synthesizes the brief — what changed, what's at stake, what the customer needs from you today. The judgment stays human. The synthesis stops being yours to do.
Today's queue
Updated 4 min ago
- UrgentAcme Corp$480K
6 risk indicators · DPA review escalated · Tom Willis CFO transition rumored
- UrgentBridgewater Co$360K
Pricing concern flagged in 4 email threads with procurement
- WatchStellar Media$295K
Champion silent 30 days · open rate dropped 78% → 12%
- ActiveVoltura Systems$480K
Q3 budget cycle confirmed · Module B launch on track
- SteadyNorthfield Health$310K
No material changes · renewal in 90 days
Devon Walsh, CSM · 22 accounts · 4 urgent today
What CS has been trying to solve for years
Built right, finally.
Four workflows every CS leader has tried to fix and given up on — and one most haven't even named. They're hard because they're cross-functional, judgment-heavy, and resist automation. They're also where AI actually earns its place — when paired with the people who own the relationship.
Every number is defensible
The math behind the numbers your board asks about.
Click any number. See the formula, the inputs, the assumptions, the per-account breakdown. Every signal, every forecast, every flag — defensible by design, not by claim.
Show me the formula
Click any number. See exactly how it was computed.
Customer Lifetime Value, computed at your org's actual scale. Every metric in Evergreen — every claim, every flag — is built on math you can audit.
Customer Success Org
Trailing 12 months · 86 accounts in scope
Average ARR multiplied by expected customer lifetime. Lifetime is derived from the trailing 12-month logo churn rate — floored at 2% and capped at 50% to avoid extreme estimates with small samples.
| Account | ARR | Health | LTV contribution |
|---|---|---|---|
| Summit Logistics | $520K | $6.19M | |
| Acme Corp | $480K | $5.71M | |
| Pinewood Partners | $440K | $5.24M | |
| Globex Industries | $410K | $4.88M | |
| Bridgewater Co | $360K | $4.28M | |
| Northfield Health | $310K | $3.69M |
Show me the assumptions
Every threshold, weight, and cap is configurable — and visible.
Forecasts move with your reality. Stretch upside scenarios show what's possible if signals close as expected.
Net Revenue Retention
Q3 2026 · Mid-Market team · 32 accounts in scope
If all signaled expansion closes, save rate hits 100%, and at-risk accounts renew at predicted probability.
- Renewal probability weights: 40 / 20 / 20 / 20 (health · engagement · signals · historical)
- Renewal thresholds: 80 / 60 / 40 (renew · at-risk · downgrade)
- Historical baseline: trailing 12 months
- Coverage factor: 1.00× (no save-rate adjustment)
Show me what's pushing the score
Five components. Weighted. Traceable.
Every health number traces back to engagement, sentiment, behavior, business signals, and renewal proximity. Configurable. Always current.
BetterPath HR
Devon Walsh · $340K ARR · Live calculation
Live composite of five weighted components — engagement, sentiment, behavior, business signals, and renewal proximity. Each contributes to a 0–100 score; the tone band is derived (green ≥70, attention 40–69, at-risk <40). Weights are manager-configurable.
Show me the proof
Most CS tools forecast and never look back. We publish our own accuracy.
Per snapshot, per metric, per period — so you know exactly how much trust to place in next quarter's number based on how last quarter's held up.
Trailing 4 closed quarters
Customer Success Team scope · 6 forecast types
Forecast accuracy is computed for closed periods by comparing each snapshot's forecasted value against the actual outcome at period end. We report it per snapshot, per metric, per period — granularity matters because aggregated accuracy hides the snapshots and metrics that moved the headline. Six forecast types are covered: NRR, GRR, Logo Retention, Expansion, ARR at Risk, and Save Rate. The headline rolls four trailing closed quarters; closed-period actuals are immutable once locked, and snapshots are versioned by generation date so historical accuracy is reproducible.
| Forecast type | Last quarter | Trailing 4Q |
|---|---|---|
| NRR | 96.2%↑ 2.4pp | 93.8% |
| GRR | 94.1%↑ 1.6pp | 92.5% |
| Logo Retention | 97.8%↑ 2.4pp | 95.4% |
| Expansion | 88.3%↓ 0.8pp | 89.1% |
| ARR at Risk | 91.6%↑ 1.4pp | 90.2% |
| Save Rate | 95.5%↑ 0.8pp | 94.7% |
- Expansion forecasts skew low when champion turnover spikes mid-period — re-baseline triggered automatically at 30-day silence threshold.
- Save Rate accuracy improves with longer at-risk dwell time before save attempts; rushed save plays compress signal coverage.
- Logo Retention is the most stable type — driven by contractual data with low signal noise.
Pricing
Built around your team, priced around your wins.
Hybrid platform fee plus per-seat — designed so cost grows with your team's value, not punitively with seat count.
Starter
Best for
- Founder-led teams running CS hands-on
- Small CS orgs with a Manager, Director, or Head of CS
- Pre-seed through Seed-stage SaaS
What you get
- Email-first methodology
- AI brief + morning queue
- Health scoring with weights
- NRR + LTV forecasting
- Coverage routing
- Up to 3 CSMs
Scale
Best for
- Mid-market CS teams running 4–12 CSMs
- Series A through Series C SaaS
- Multiple segments, regions, or verticals
- Need defensible numbers and operational clarity
What you get
- Everything in Starter
- Multi-team segmentation
- Custom dashboards
- Salesforce or HubSpot integration ($500/mo + $5K impl)
- Advanced forecasting
- Up to 12 CSMs
- Priority support
Enterprise
Available Q3 2026
Best for
- CS orgs with 13+ CSMs across multiple teams
- Regulated industries needing SOC 2 Type II
- Custom integration and dedicated CSM
What you get
- Everything in Scale
- Unlimited CSMs
- SOC 2 Type II compliance
- Custom integrations
- Dedicated CSM
- SLA-backed support
The math
ROI typically lands at 16–20× year one for a 6-CSM team.
We built the calculator so the math is yours, not ours.
See the math →Ready?
Make your CSMs unbeatable.
30 minutes. We'll walk through what Evergreen does, how it fits your team, and whether it makes sense for where you are.
Book a demo