AI-powered revenue intelligence

The post-sale intelligence and autonomous Customer Success layer for recurring revenue businesses.

RetentionZen connects to your product analytics, billing, support, and CRM — then predicts renewals, churn, and expansion, and turns those signals into prioritized actions your team can approve or let run automatically.

  • Defend renewals earlier
  • Uncover expansion opportunities
  • Recover revenue that would otherwise stay lost
Z
Zen · RetentionZen 7:02 AM
3 things need your attention today — $154,800 in focus

Good morning. I reviewed 14 accounts overnight and handled 6 things while you were away. I need you for three.

What I need from you
1
Call WeWork's Head of HR today — renewal in 14 days, no recent engagement.
$26,400 ARR at risk
2
Approve the win-back email I drafted for Salesforce — their new VP used you at a prior company.
$86,000 recovery opportunity
3
Stripe's champion has been dark for 9 days. Confirm I should reach out.
$78,000 ARR watching
Portfolio ARR
$154,800
Handled overnight
6 actions
Needs your call
3 items
Zen learns from outcomes — confidence improves with every recommendation
The Problem

Your team already has the data. They do not have the time.

Customer Success teams are expected to monitor CRM activity, support tickets, product usage, billing, stakeholder changes, renewals, and expansion signals across every account. HubSpot gives you the system of record, but most teams still spend too much time figuring out what matters and too little time acting on it.

  • Risk shows up too late.
  • Expansion opportunities go unworked.
  • Closed-lost revenue is rarely revisited.
  • CSMs spend too much time finding work instead of doing it.
Real Data, Real Scores

Scoring built on signals, not guesswork.

RetentionZen ingests data from the tools your team already uses — product analytics, billing, support, and your own application — then fuses those signals into a single risk and expansion score for every account.

Amplitude

Amplitude

Feature adoption & engagement trends

Segment

Segment

Unified event streams & user identity

Mixpanel

Mixpanel

Product usage depth & retention curves

Stripe

Stripe

Billing health, MRR changes & payment signals

Intercom

Intercom

Support conversations & customer sentiment

Zendesk

Zendesk

Ticket volume, escalation patterns & CSAT

Your Product

Custom usage data via API or warehouse

And More

HubSpot, Salesforce, Slack, Jira, and any REST API

From raw signals to scored priorities

Every night, RetentionZen pulls fresh data from your connected sources. It cross-references product usage drops with open support tickets, billing changes with stakeholder activity, and engagement trends with renewal timelines — producing a composite score that tells your team exactly where to focus.

Churn risk score
Expansion score
Health score
Product usage drop
Amplitude shows 40% feature decline over 14 days
Billing expansion signal
Stripe shows seat count grew 3x in the last quarter
Support escalation
Zendesk tickets spiked with P1 severity this week
Stakeholder change
New VP of Ops added — previously a customer at another company
The Solution

RetentionZen turns post-sale signals into action.

RetentionZen continuously analyzes the accounts in your HubSpot portal and answers three questions: which customers are at risk, which customers are ready to grow, and what should happen next. Then it writes recommendations, tasks, plans, and context directly back into HubSpot so your team starts the day with clear priorities instead of another dashboard.

Native in HubSpot

Native to HubSpot by design.

RetentionZen is built to feel like part of HubSpot, not a separate platform your team has to adopt. Insights and actions appear where your team already works: on records, in workflows, and in portfolio views.

CompaniesAcme Corp
RZ
RetentionZen Insights
Healthy
Renewal Risk
Low
ARR at Risk
$0
Expansion Signal
Strong
Next Action
Upsell
Task created: Schedule expansion call2h ago
Health: Stable → Improving1d ago

Everything lives inside HubSpot.

No new logins. No tab-switching. Every insight and action RetentionZen generates appears as native HubSpot data — on records, in workflows, and in portfolio views.

Account context on company, deal, and contact records
Renewal risk and ARR-at-risk visibility
Recommended next actions written directly into HubSpot
Supervised or autonomous execution inside existing workflows
How It Works

How RetentionZen works

01

Connect your HubSpot portal

Connect your HubSpot portal. Zen starts with the data you already have and gets stronger as you add product usage, billing, and support signals.

02

Zen reviews every account

Zen reviews every account and detects churn risk, renewal risk, expansion potential, and recovery opportunities.

03

Zen creates the next step

Zen creates the right next task, plan, note, or outreach draft directly in HubSpot.

04

Your team approves or automates

Your team approves or automates execution and Zen learns from real outcomes over time.

30-Day Dry Run

See what Zen would do before you flip the switch.

Connect HubSpot and let Zen spend 30 days learning your product, your customers, and your post-sale motion. You get a clear picture of the churn risks it would catch, the expansion it would surface, and the actions it would take — without touching a single customer.

  • No customer-facing actions
  • No credit card required
  • Full visibility into every recommendation
Start your free 30-day Dry Run →

Make HubSpot proactive after the sale.

RetentionZen gives SaaS teams a smarter way to run renewals, expansion, and recovery without leaving HubSpot.

No credit card required
Works with the data already in HubSpot
Results from day one