Customer success
Know every account before the renewal call
Usage, tickets, billing and every conversation on one record. K3X flags the accounts that are slipping while there’s still time to act.
90 days
of notice on every renewal, with the account brief ready
4 sources
in one health score: usage, tickets, billing and email
$399
a month, flat, for your whole team
Templates
Start from a template. Six lists success teams use to keep and grow accounts.
Renewal tracker
Deals
Renews
ARR
Health
CSM
Renewal tracker
Every renewal by month, with ARR, health and the CSM who owns it.
Customer onboarding
Companies
Phase
Kickoff
Go-live
CSM
Customer onboarding
New accounts from kickoff to go-live, with the date each step is due.
Account health
Companies
Health
Weekly users
Open tickets
Last call
Account health
A score from product usage, open tickets and how recently you spoke.
Expansion
Deals
Stage
Seats
Upsell
Owner
Expansion
Accounts near their seat limit or asking about other teams, as upsell deals.
Churn risk
Companies
Risk reason
ARR
Renews
CSM
Churn risk
Accounts with falling usage or a lost champion, and the emails that explain why.
QBR planning
Companies
Next QBR
Sponsor
Goals
Attendees
QBR planning
Upcoming business reviews with the sponsor, goals and who’s attending.
How it works
One record per account. Everything the CSM needs before the call.
STEP 1
Bring in product and support data
Connect PostHog, Zendesk and Stripe. Usage, tickets and billing land on the company record and update daily.
STEP 2
Score health your way
Pick the signals that matter and weight them. The score is a field like any other, so you can filter, sort and report on it.
STEP 3
Act before it’s late
When a score drops or a renewal is 90 days out, K3X opens a task for the CSM with an account brief attached.
Companies
Aster Health
Aster Health
At risk
Healthcare · 310 people · Customer since 2024
ARR
$58,200
Renews
Nov 14, in 40 days
Health
41, down from 72
Weekly users
44 of 120 seats
Open tickets
6, two urgent
Risk reason
Champion moved to a new role
Commands
Which renewals this quarter have falling usage?
Three, worth $114,200: Aster Health, Harbor & Co and Foxglove. Foxglove’s admin left in September.
64 renewals
PostHog
Integrations
Connects to the tools you use. Usage, tickets and billing on every account.
All integrations
Customer success questions
Where does the health score come from?
Can sales and success work from the same records?
How do renewals work in K3X?
Can we see expansion as well as risk?