The AI-powered CS system built natively on HubSpot
Your CS team just got
an AI teammate
that never clocks out.
Zen reviews your entire customer portfolio overnight, decides what actually matters, and hands your team a three-item action list every morning. Your CSMs stay in control. Zen handles everything else.
- Retention agent — watches accounts 24/7, acts before renewals slip
- Expansion agent — spots upsell signals, drafts value emails
- Recovery agent — researches closed-lost deals, wins them back
Good morning. I reviewed 14 accounts overnight and handled 6 things while you were away. I need you for three.
Churn is silent. Expansion is invisible. Lost deals are abandoned money.
Your CSMs can't see the signals buried in product usage, support tickets, and stakeholder changes. Sales has already moved on from the deals they lost six months ago.
You don't have a team problem. You need an AI system that sees everything your team can't — and acts on it.
Defend
Usage dropped 40% on your $80K account three weeks ago.
Champion stopped logging in. A support ticket mentioned a competitor. The data is all there — scattered. By the time anyone connects the dots, the customer has already decided to leave.
Expand
Three accounts added 40% more users this quarter.
One is hitting plan limits weekly. Another adopted every premium feature. Your CSM has no idea — because those signals live in product data that never reaches the CRM.
Recover
This time last year you lost 8 deals worth $340K.
Sales moved on. But two of those companies got new leadership. One closed a funding round. That revenue is recoverable — but only if someone is watching 24/7.
From blind spots to a system that defends your renewals, finds your expansions, and wins back your lost deals — autonomously.
Connect HubSpot once. In 15 minutes you get:
The Retention Agent
Detects hidden risk. Sends personalized emails from your domain. Creates HubSpot tasks. Handles replies. Escalates when needed. Full audit trail.
You choose the autonomy: Dry Run → Supervised (email approval) → Fully Autonomous
The Deal Recovery Agent
Scans every closed-lost deal and churned account. Researches company news, funding, leadership changes. Verifies contacts. Drafts and sends hyper-personalized win-back emails.
Tracks outcomes at 7/30/60/90 days. $340K+ already recovered for customers.
The Guarantee Dashboard
Live proof that the agents are protecting and recovering real ARR. When you cross your contract threshold, it auto-celebrates and emails your whole exec team.
Full impact attribution chains: detection → intervention → outcome
This isn't another dashboard. This is Zen — an AI CS team that reviews your portfolio every night and lives inside the CRM your people already use.
Five capabilities no other tool combines
Health scores that update nightly. A Retention Agent that acts on risk. An Expansion Agent that finds hidden revenue. A Recovery Agent that wins back lost deals. And Zen ties it all together.
Health scores that catch what your CSMs miss
RetentionZen scores every account from actual usage, CRM activity, and support signals — written to HubSpot every night. When a "healthy" account's trajectory matches the pattern of accounts that churned last quarter, the agent flags the contradiction and acts.
An AI agent that doesn't just alert — it acts
Usage drops on your $8K/month account? The retention agent sends a personalized check-in from your domain within hours. It creates a follow-up task in HubSpot, handles any replies, and escalates to a human when needed. The Recovery Agent watches the ones that got away. Both operate with full audit trails, rate limits, and the autonomy level you choose.
Expansion intelligence that surfaces money you're leaving on the table
The agent finds accounts hitting plan limits or adopting premium features heavily, then drafts value-focused expansion emails referencing their exact usage. $200K+ in expansion your team would never have spotted.
Win back the deals everyone gave up on
Closed-lost deals aren't dead. The Recovery Agent researches them live, finds the perfect moment, and sends the outreach that gets replies. Start in Dry Run. Go autonomous when you're ready.
Zen ties it all together
Every morning, your team gets a first-person briefing: what Zen did overnight, and the three things that actually need a human. No more combing through alerts. Zen reviews what the agents did, flags anything it disagrees with, and gives your CSMs a clear action list.
Your AI CSM started work last night.
Zen is the AI teammate that reviews your entire customer portfolio overnight, decides what actually matters, and tells your team exactly what to do — every morning, without being asked.
- Reviews every account overnight — health changes, renewal timelines, agent actions, alerts — and synthesizes it into a first-person briefing your team can act on in minutes.
- Triages ruthlessly. If ten things deserve attention, Zen picks the top three by ARR at stake and handles the rest itself. No more alert fatigue.
- Remembers context across days. Tell Zen “this account always goes quiet in Q4” — it factors that in every quarter, automatically.
- Responds to your replies. Tell it “I called them, they’re fine” and Zen snoozes the account, logs a HubSpot note, and moves on.
While your team was in meetings, Zen reviewed every account, ran the agents, and drafted the three emails your CSMs would have spent two hours figuring out. It's already done.
Good morning. I reviewed 14 accounts overnight. I’ve already handled 6 things — including drafting outreach for WeWork. But I need you for three.
Your team never has to leave HubSpot again.
Renewal probability, ARR at risk, recovery pipeline stage, and live agent actions appear as native HubSpot data — where your team already lives.
Zero tab-switching. Zero new logins.
Just smarter data where your team already lives. Every insight RetentionZen generates becomes a HubSpot property, timeline event, task, or pipeline stage.
Four revenue scenarios. Here's how RetentionZen handles each one.
Catching hidden risk
Health score says 78 — looks healthy. But behavioral pattern matching flags a contradiction. Zen flagged this in the morning briefing. CSM had the context before the call.
Your $96K account just went quiet
The AI agent sends a personalized check-in from your domain. Champion replies. The agent responds and CCs your CSM. Renewal signed.
$45K expansion hiding in your usage data
The agent sends a value-focused email referencing the features they're using heavily. Customer replies.
$67K closed-lost deal. Won back 4 months later.
Recovery Agent detects new CTO and competitor price increase. Researches the company. Drafts outreach. Deal re-opened and closed-won at $72K.
These aren't hypotheticals. The Guarantee Dashboard tracks every single dollar.
See RetentionZen in ActionConnect HubSpot. Agents running in 15 minutes. Results in 30 days.
No consultants. No data migration. No risk.
Connect
One-click OAuth. Full sync.
Renewals pipeline created automatically. Full CRM sync — companies, contacts, deals, owners, renewal dates, and ARR.
See
Instant Day Zero analysis.
Every account scored. Every lost deal triaged. Renewal probability, ARR at risk, expansion signals, and recovery opportunities — all visible immediately.
Watch
Watch the agents work in Dry Run mode.
Then flip the switch to Supervised or Autonomous. At-risk renewals flagged. Expansion signals surfaced. Recoverable deals identified. You see everything before committing.
Not a CS platform. The revenue operating system for everything sales doesn't touch.
We don't want you to move your team into a new dashboard. We push everything into the HubSpot records and pipelines your team already lives in.
And unlike every other tool, we actually go after your closed-lost deals with live web intelligence.
And unlike any CS tool on the market, Zen reviews your entire portfolio every night and briefs your team every morning — so nothing falls through.
The ROI math your CFO will ask about
Drag the sliders. See the math across all three pillars. Then connect HubSpot and see your real numbers.
The Math
in revenue RetentionZen finds and protects.
These aren't hypothetical. RetentionZen customers see these numbers within 30 days of connecting HubSpot. The agents find at-risk accounts, surface expansion signals, and identify which lost deals are ready to come back — then act on it.
Start Your Free 30-Day Dry RunReady to give your CS team an AI teammate that never clocks out?
Start your 30-day Dry Run today.
Watch autonomous agents defend, expand, and recover your ARR — inside HubSpot — before you pay a cent.