Solution · VP Customer Success
Run your CS team like a revenue engine
Quivly gives CS leaders a real-time view of account health, team capacity, and revenue risk — so you can make faster decisions, hit your NRR targets, and prove the impact of CS on the business.
CS leadership — portfolio
Exec viewNet revenue retention
115%
vs 112% plan
At-risk & watchlist
$2.1M
13 accounts
Active escalations
7
3 over 5 days
CS team capacity
86%
QTD coverage
Portfolio health index
Trailing 12 weeks · org blended
NRR run rate (6 mo)
Indexed · quarter-over-quarter
Account distribution by health band
CSM book load vs. target
Leadership priorities
Supabase
CSM A. Kim
Vercel
CSM J. Park
Resend
CSM M. Chen
Proven outcomes
What CS leaders achieve with Quivly
98%
renewal forecast accuracy within 30 days of renewal
40%
reduction in escalations to leadership
3×
faster QBR preparation for CSMs
22pts
average NRR improvement in year one
Executive visibility
One dashboard. Every account. No spreadsheets.
Quivly gives you a real-time portfolio view across your entire customer base — health scores, renewal risk, expansion pipeline, and CSM capacity — all in one place. Drill into any account in seconds. Walk into any board meeting fully prepared.
- Portfolio health heatmap updated in real time
- Renewal risk pipeline with probability-weighted ARR at stake
- CSM workload and capacity view to spot overload before it causes churn
Portfolio command center
Heatmap · renewals · team load
Portfolio health heatmap
Segments × regions · warmer tone = more attention needed
Renewal risk · ARR at stake
prob.-weighted
CSM workload & capacity
Revenue attribution
Finally prove what your CS team is worth
Quivly tracks every intervention — every save, every expansion, every churn prevention — and ties it back to revenue impact. You get the data to show Finance exactly what CS delivers, and the ammo to justify headcount, tooling, and strategy.
- Saved ARR tracking per CSM and per playbook
- Expansion revenue attributed to CS-initiated plays
- Churn prevention reports ready for board and finance reviews
Revenue attribution
CS-tied impact · finance-ready rollups
Saved ARR (YTD)
$2.4M
+18% vs prior year
Expansion · CS-attributed
$890K
Play-level match 94%
ARR protected · churn saves
$1.1M
Rolling 90 days
Attributed impact · by account
Supabase
ExpandExpansion play · QBR follow-up
+$240K
Vercel
SaveChurn intervention · rescue path
+$120K
Railway
RenewRenewal defend · exec sponsor
+$95K
Resend
ExpandUsage uplift · CS-led workshop
+$62K
"With usage-based pricing, the entire revenue lifecycle depends on a seamless, end-to-end process. Quivly helps us put all of this in one unified plane."
Terry Lee
Chief Revenue Officer · Informed
Trusted by post-sales teams at
FAQ
Common questions from CS leaders about Quivly
Get started
See your entire book of business in one view
Book a 30-minute demo and we’ll show you a live portfolio dashboard built from your own data.