| Pricing basis | Flat per-seat line published on the pricing page, full org access, no implementation partner required, no annual floor. | Bespoke enterprise contract with six-figure annual floor, mandatory implementation partner engagement, CSM-only seat count. |
| System of record | CS surfaces live inside the same CRM database as sales, marketing, support, and projects. Single system of record. | Sits on top of Salesforce or similar CRM. Second system of record, two-way sync at the account edge. |
| Health score composition | Weighted composite score across usage, engagement, support, financial, strategic signals with trend decomposition and section drill-down. | Deepest health scoring on the market with configurable signal library, decomposition, and historical calibration. |
| Renewal cadence | Native Flows-driven cadence (120/60/30 day) with document generation, task creation, opportunity creation, forecast roll-up. | Rules Engine plus Journey Orchestrator plus Cockpit; powerful but configured across three surfaces. |
| CSM playbooks | Projects templates with epic structure, task checklists, due dates, status roll-up, linked to account record. | Success Plans with lightweight checklist structure plus CS Element library of pre-built playbooks. |
| Lifecycle automation | Visual Flows canvas with 55 plus triggers and actions covering CS, sales, marketing, support in one builder. | Journey Orchestrator for lifecycle sends, Rules Engine for signal routing, Cockpit for CSM queue; three separate surfaces. |
| Full org access | Every seat (CSM, AE, SDR, support, marketing, exec) sees retention surfaces by role-based permission. | Priced per CSM seat with separate viewer licenses for other roles. Full org access is a budget conversation. |
| Time to first dashboard | A CSM-trusted dashboard inside the first 30 days using templates. No implementation partner required. | 6-9 months typical to first CSM-trusted dashboard with implementation partner engagement. |
| Native CRM, marketing, projects | CRM, Marketing, Projects, Messaging, Docs, Products all included in the per-seat subscription. | Customer success platform only. CRM, marketing automation, project tooling, docs each require a separate vendor. |
| Enterprise compliance | SOC 2 Type II live. ISO 27001, HIPAA, HITRUST on roadmap; not shipped as of this quarter. | SOC 2 Type II, ISO 27001, HIPAA, HITRUST, GDPR shipped. FedRAMP in progress. Full enterprise sweep. |
| Executive reporting | Net dollar retention cohort, logo retention, expansion contribution, renewal forecast, CSM book health. CSV and PDF export. | Deeper C-suite dashboard templates with QBR pack export tuned for board decks. Reporting layer has multi-year head start. |