Northstar — Client Success CRM

Tracks every client's health with AI alerts before accounts go quiet — retention became proactive, not reactive.

Agency · SaaS 30% better retention

Northstar — Client Success CRM — main screenshot

Why we built it

Churn always 'came out of nowhere' — except the signals were there: logins dropping, tickets unanswered, invoices late. Northstar scores each account's health daily and triggers a playbook the moment a champion goes quiet.

Project scope

Daily AI health score per account (usage, engagement, billing)
At-risk alerts with recommended playbooks
Renewal calendar with owner assignments
QBR pack generation with AI summaries
Expansion-signal detection (usage nearing limits)
Portfolio view: MRR by health band

Technology used

Next.jsTypeScriptClaude AIMongoDBUsage webhooksEmail/Slack alerts

Result

30% better retention

Representative project — client details anonymised for confidentiality. Ask us for a live walkthrough.

Build something like this →

Inside the product

screenshot — The CSM's phone: at-risk alerts with the next play attached.