Automate
Health Scores
Unlock Expansion
Create
Success Plans
Autopilot
Copilot
Generate
Value Scorecards
Generate Reports
Automate
Health Scores
Unlock Expansion
Create
Success Plans
Autopilot
Copilot
Generate
Value Scorecards
Generate Reports
Automate
Health Scores
Unlock Expansion
Create
Success Plans
Autopilot
Copilot
Generate
Value Scorecards
Generate Reports
Transform CS into a Revenue Powerhouse with Tara, your AI Teammate 
Automate Health Scores, Create Success Plans, Uncover Expansion Opportunities, and Drive Value Realization. Scale Everything.
Learn More
Trusted by Recurring Revenue Innovators
Boost NRR,
Not Vanity Metrics
Move beyond vanity metrics like number of customer touchpoints. Automatically drive meaningful revenue outcomes with Tara.
Eliminate Surprise Churn
Unlock the power of your data – no matter how messy – to predict churn and downgrade risks months in advance. Pinpoint key risk drivers for each account and take proactive actions to maximize retention.
Unlock Expansion
Identify high quality upsell and cross-sell opportunities with precision to boost win rates and drive revenue growth around the clock.
Scale CS, Not Headcount
Free up your team to focus on building stronger relationships and driving growth by automating workflows. Extend coverage to unmanaged accounts while delivering consistent and personalized impact.
Demonstrate Your Impact
Deliver clear evidence of your team’s contributions to revenue retention and growth with unquestionable data. Turn the CFO into your strongest advocate.
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Proven Outcomes,
Immediate Impact
24%
lower churn
19%
more upsell
20%
higher win rate
Let Tara Handle the Details
Tara automates routine CS tasks and complex, data-intensive analyses, so you can focus on building meaningful relationships and driving customer loyalty.
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Automate Health Scores
Say goodbye to manual health scoring. Tara automates the entire process using AI to predict churn or downgrades months in advance. Spend less time managing formulas and more time driving outcomes.
Secure Renewals
Identify risks like adoption gaps or critical issues and resolve them with personalized actions. Tara triggers playbooks or automated workflows based on each customer’s needs to drive renewals.
Identify Upsell & Cross-Sell
Uncover high-impact upsell and cross-sell opportunities to boost win rates and maximize revenue.
Develop Success Plans
Create tailored customer success plans that align with customer goals, ensuring clear priorities and measurable outcomes from day one.
Drive Value Realization
Generate value realization scorecards, tailored QBR/EBR materials and success stories to highlight impact, demonstrate ROI, and support strategic customer conversations.
Generate Reports
Unlock actionable reports—such as Health Summaries, Renewal Forecasts, Retention Analyses, and Customer Journey insights—to keep teams informed and drive strategic decisions.
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How Tara Operates
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1. Train
Learn Your Business
Tara effortlessly learns from your data—no matter how messy or where it comes from. She deepens her understanding with third-party data and real-time web insights to uncover what makes your business unique and drives customer loyalty.
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2. Analyze
Analyze
Tara analyzes millions of data points using time series-based multivariate techniques to create tailored AI models that predict risks and growth opportunities. It’s like having a dedicated data scientist with deep domain expertise on your team.
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3. Automate
Automate
Tara proactively automates tasks like driving product adoption with personalized recommendations, monitoring customer health to trigger timely outreach, and executing playbooks to enhance engagement.
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Improve
4. Improve
Tara continuously optimizes performance through adaptive learning—tracking changes in customer journeys, refining health scores, and evolving actions to deliver value and stay ahead of your customers' needs.
Adapts to How you Operate
Tara is flexible, offering a human-in-the-loop copilot mode for high-touch accounts and full autopilot for scaled accounts. 
Autopilot
+
Copilot
Effortless Integration | 7-day Onboarding | Verifiable ROI