Solution · Customer Success Managers
Focus on the accounts that need you — let Quivly handle the rest
Quivly monitors your entire book of business, runs the routine touchpoints automatically, and surfaces the accounts that actually need your attention — so you can spend your time where it matters most.
Customer Success Manager view
Daily cockpitAccounts in book
42
Needs attention
9
next 7 days
Tasks completed
31
this week
Expansion opens
$280K
pipeline signal
Priority accounts
Supabase
QBR prep · tomorrow
Health 78
Vercel
Adoption review · Thu
Health 86
Resend
Exec check-in · today
Health 59
Railway
Usage dip follow-up
Health 74
Neon
Renewal pacing · Fri
Health 81
PlanetScale
Schema review · Mon
Health 71
Next best actions
Trigger rescue play for Resend
Send adoption recap to Supabase
Create expansion brief for Vercel
Schedule technical review for Railway
Proven outcomes
What CSMs achieve with Quivly
3×
more accounts managed per CSM
5×
faster QBR preparation
80%
of routine touchpoints handled automatically
90%
of at-risk accounts flagged before CSM notices
Your AI Co-worker
Know what’s happening across every account — without checking every account
Quivly monitors health signals, usage trends, support activity, and stakeholder engagement across your entire book in real time. When something needs your attention, Quivly surfaces it with the full context you need to act — not just a raw alert.
- Daily digest of the accounts that need your attention today, ranked by urgency
- Full account context in one view: usage, health trend, open tickets, last touchpoint
- Churn risk and expansion signals flagged before they become urgent
Portfolio health
Prioritized account risk list
Resend
Exec escalation · today
Supabase
QBR prep · tomorrow
Railway
Activation checkpoint
Vercel
Expansion review · Thu
Neon
Usage review · Mon
PlanetScale
Schema migration check-in
Render
Capacity planning · Fri
Upstash
Renewal risk · exec sync
Automated admin
QBRs, check-ins, and renewals — prepared before you open your laptop
Quivly handles the routine work so you can focus on relationships. Check-in emails go out automatically, personalised with each account’s actual usage. QBR agendas are pre-built from real data. Renewal prep packages are ready weeks in advance.
- Automated personalised check-ins sent from your inbox on your schedule
- QBR agenda auto-generated from account health, usage highlights, and open risks
- Renewal prep summaries with health trend, expansion opportunities, and risk flags
Playbook execution
Automated CSM motions by signal
Renewal risk rescue
Owner A. Kim
126 runs
Expansion champion loop
Owner J. Park
84 runs
Onboarding adoption ramp
Owner M. Chen
— runs
"As founders we can't be in every QBR and every spreadsheet. Quivly is where we see which accounts are actually healthy and where expansion is real—so we spend time on revenue, not on stitching dashboards together."
One Chowdhury
Co-founder · Octolane AI
Trusted by post-sales teams at
FAQ
Common questions from CSMs about Quivly
Get started
Spend your time where it actually matters
Book a 30-minute demo and we’ll show you what Quivly surfaces across a book of business like yours.