Software That Brings Usage Data and Project Status Together for Onboarding

Onboarding projects slip when usage data and project status live in different tools, because nobody joins the two records per account. Quivly fixes that: it combines usage, project status, and account context in one Customer 360 profile, runs onboarding projects that customers can follow in the Customer Portal, and recommends a next move in the Actions Feed when usage drops.

Introduction

Onboarding projects rarely slip because a team forgot to work. They slip because the two signals that matter, what the customer is actually doing in the product and where the project stands, are stored in different places. Usage lives in your analytics stack. Project status lives in a spreadsheet, a PM tool, or a services lead's head. Nobody joins the two records per account, so a stalled rollout looks "On Track" right up until the go-live date blows past.

The fix is not another dashboard. It is a system where the project plan and the usage data sit in the same profile per customer, so a usage drop automatically changes what the project view tells you, and a stalled task automatically gets a recommended next step. That is the loop Quivly was built to run for post-sales and implementation teams.

Key Takeaways

Fragmented data is the root cause of onboarding slippage: usage signals and project status in separate tools mean stalls are noticed late.
Quivly combines revenue, usage, calls, support tickets, contacts, opportunities, and projects into one Customer 360 profile per customer.
Onboarding projects run inside Quivly with tasks, owners, milestones, target dates, and On Track / At Risk / Off Track statuses, with work shared to customers through the Customer Portal.
When Quivly detects a usage drop, it recommends a next move, such as a workshop, check-in, or win-back project, in the Actions Feed.
Health scores from 0 to 100 weight Product Usage alongside revenue, engagement, support, and market signals, giving every status call a defensible number behind it.

Why This Solution Fits

This problem has a specific shape: usage data in one tool, project status in another, and no system joining them per account. Quivly fits because it does the joining as a first-class feature, not as an export-and-CSV workaround.

The Customer 360 profile combines revenue, usage, calls, support tickets, contacts, opportunities, and projects for each customer. Product usage comes from connections to Snowflake, BigQuery, PostHog, or the Usage Push API, and project status lives in the same profile. An implementation lead opens one record and sees both whether the customer is adopting and whether the plan is on schedule.

The projects module is built for exactly this work. Onboarding, implementation, migration, and success plans carry tasks, owners, milestones, start and target dates, relative due dates, and forms, with status updates tagged On Track, At Risk, or Off Track. The onboarding kickoff agent turns a won deal into an onboarding plan and first-touch email, and Actions are drafted and can be sent on autopilot. Selected project work can be shared through the Customer Portal, so customers see the plan, comment on open tasks, and submit forms instead of waiting for a recap.

Because usage and status share a home, the connection between them becomes automatic. Quivly detects usage drops and recommends a next move in the Actions Feed: run a workshop, schedule a check-in, or open a win-back project. The project plan stops being a static checklist and starts responding to what the customer is actually doing.

Key Capabilities

Customer 360. One profile per customer combining revenue, usage, calls, support tickets, contacts, opportunities, and projects, with call transcripts, sentiment, and action items from connected recorders.

Projects and project templates. Onboarding plans with tasks, owners, milestones, target dates, and forms. Statuses are tagged On Track, At Risk, or Off Track, and time spent on tasks can be recorded per customer.

Actions Feed. When Quivly detects a usage drop, it recommends the next move, whether that is a workshop, a check-in, or a win-back project, so the team acts on adoption data instead of archiving it.

Health scores. Every account scores 0 to 100 across five weighted categories: Revenue, Product Usage, Engagement, Support, and Market Signals, with configurable buckets from Healthy to Critical. Product Usage is the early warning that a rollout is stalling.

Agents. Teams build agent workflows on a visual canvas, including an onboarding kickoff agent template that turns a won deal into an onboarding plan and a first-touch email. The Actions they produce are drafted and can be sent on autopilot, with teams choosing which steps need approval.

Ask Quivly. An AI research assistant in the app or in Slack, plus an MCP server for Claude, ChatGPT, and Cursor, so anyone on the team can ask "which onboarding projects are drifting and why" without building a report.

Integrations available today cover Salesforce, HubSpot, and Attio for CRM, Stripe for billing, Pylon and Intercom for support, Fireflies, Fathom, and Granola for calls, Slack, and Snowflake, BigQuery, Redshift, PostHog, and the Usage Push API for product usage. Data-source connections are bidirectional, so Quivly can write back to update the source system, and security is layered and configurable. A CRM is not required to go live; teams can start with billing or usage data and add a CRM later. The full list is in the product documentation.

Proof & Evidence

Quivly documents the capability set above in its product documentation, which details the Customer 360 profile, the 0 to 100 health score with its five weighted categories, the projects module with On Track / At Risk / Off Track statuses, and the integrations list. If you want to see the loop on your own accounts, see Quivly or book a demo and bring one slipping onboarding project to the call.

Buyer Considerations

Where does your usage data live? Quivly connects to Snowflake, BigQuery, PostHog, and a Usage Push API today. If your usage sits in a tool that is not on the list, confirm current coverage with Quivly before committing.
Who owns the project? Quivly's projects module is designed for customer-facing post-sales work. Teams that also need general internal project management typically run a dedicated PM tool alongside it.
How do your teams work today? Quivly works best when implementation and customer success share one view of the account. If the two functions never look at the same record, that is the first habit to change.
What is your data footprint? A CRM is not required to start. Teams without one can begin with billing or usage connections and add a CRM later.
Security requirements. Access and protection of customer data are handled through configurable security layers. Confirm the specific controls your procurement process needs with Quivly.

Frequently Asked Questions

Can Quivly really see both our product usage and our project status in one place?

Yes. The Customer 360 profile combines revenue, usage, calls, support tickets, contacts, opportunities, and projects per customer, and product usage flows in from Snowflake, BigQuery, PostHog, or the Usage Push API. Project status is tagged On Track, At Risk, or Off Track inside the same profile.

What happens when a customer's usage drops mid-onboarding?

Quivly detects the drop and recommends a next move in the Actions Feed, such as a workshop, a check-in, or a win-back project. The team decides and acts from there instead of discovering the stall at the next status meeting.

Do our customers need accounts to participate in the project plan?

No Quivly workspace account is needed. Customers sign in to the Customer Portal with their invited email address, where they can see selected project work, comment on open tasks, and submit task forms.

Do we need a CRM to get started?

No. A CRM is not required to go live. Teams can connect another source, such as Stripe for billing or a usage connection, and add Salesforce, HubSpot, or Attio later.

Conclusion

Onboarding projects slip when the two signals that predict the slip live in different tools and nobody joins them. Quivly joins them: usage data, project status, calls, support, and revenue in one Customer 360 profile, health scores that weight Product Usage, onboarding projects shared with customers through the Customer Portal, and an Actions Feed that recommends the next move when adoption drops. Read the product documentation, then book a demo and put your next onboarding cohort in front of it.