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Product · Churn prevention

See churn coming while you can still act.

Taskbase reads usage, tickets, conversations and commercials and ranks your customers by evidence: who needs attention, why, and what to verify next. It is a work list for people, not a black-box score.

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Customer attention

Churn radar

Who needs attention, why, and what should you verify next?

Flagged for attention

3

Assessed

4

Unassessed

1

Customers in range

5

Aster WorksJamie · activeUrgentCurrent explicit cancellation or non-renewal warning.2 distinct observations · conflicting evidenceEvidence and review
Bramble StudioMorgan · activeInvestigateTwo independent signals in two categories show real deterioration.2 distinct observationsEvidence and review
Cedar LaneAlex · activeWatchMeaningful deterioration; no independent confirmation yet.1 distinct observationEvidence and review
Elm HarborNo owner · onboardingUnassessedNo usable current evidence, so no churn claim.1 distinct observationEvidence and review

Evidence-led prioritisation, not a churn probability. Outcomes are logged; nothing updates the customer system on its own.

The churn radar with invented customers. Evidence tiers and reasons are shown per customer.

Evidenceevery flag shows its sources and how many independent signals back it
Why and nextthe reason, and what to verify before you act
Revieweda person decides, and outcomes are logged

From signal to a reviewed decision

  1. 1CollectUsage, tickets, conversations and commercial data for every customer.
  2. 2Rank by evidenceIndependent signals across categories count more than a single one.
  3. 3VerifyEach case shows its evidence, what conflicts and what to check next.
  4. 4Act and logThe CSM acts, and the outcome is logged so the team learns.

Early, and honest

A radar that says what it knows and what it does not

A churn score nobody can explain gets ignored. Taskbase ranks by evidence and marks what it cannot assess.

  1. 01

    Early warning with evidence

    Weak engagement, stalled value, missing stakeholders, open commitments and explicit warnings, each with where it came from.

  2. 02

    Unknowns stay visible

    A customer without usable evidence is shown as unassessed, not as healthy.

  3. 03

    Rules you control

    Health parameters and weighting are yours to set, so the radar matches how your customers really behave.

Leading indicators

Health, by your rules

The radar sits on the customer success cockpit: usage, user health and customer health with every commercial figure, and logic you can read.

Customer Success cockpit

Every customer record, joined with usage, tickets, view opens and commercials.

Contracted ARR

€99,200

25 scored · 5 not yet scoreable · 10 deadlines within 90 days

6

Account health

at risk of 25 accounts

31

User health

users at risk

109

Active users, 30 days

wrote a message in the chat

AccountCSMHealthChat, 90 daysActive usersARRNext deadline
Brightwave EnergySonja25 · Act now1 / 1€4,8001 Nov
Corvin LogisticsDaniela28 · Act now2 / 2€01 Nov
Alpenwerk TrainingSonja32 · Act now5 / 7€12,00030 Nov
Pelton SoftwareDaniela48 · Watch1 / 2€20,00012 Apr
Marlow LabsDaniela71 · On track14 / 14€2,2501 Jan

The customer success cockpit. Names and figures are fictional.

  • Account health and user health, per customer.
  • Chat activity over 90 days, tickets, view opens and deadlines.
  • Template or self-built, with weights you choose.
See customer success

Retention you can trust

Reports that say when a number is not reliable

Ask for churn, renewal or retention in chat. Where the data is not there yet, the report says so instead of showing a number that looks right.

pipeline-report.pngBuild this report with our HubSpot data, split by region.

Pipeline by region

Built from HubSpot and 120 recorded calls

EMEA€1.2M34 open deals
DACH€860K22 open deals
US€540K15 open deals

Add win rateSplit by repSend every Monday

Add the top three objections per region.

Added. The objections come from all your calls.

A report built by chat. Names and figures are fictional.

  • Any retention report by chat, from your customer records.
  • Honest labels when a figure is not reliable yet.
  • Reviewed outcomes feed the next report.

Discover more products

Taskbase products work together, on the same playbook.

Works with this productReporting and insightsAny report on one page, built by chat, plus insights your calls produce on their own.See the product Works with this productCustomer successHealth, commercials and next actions for every customer, in views you set up yourself.See the product Works with this productHandoversEvery handover prepared from the evidence, so customers never repeat themselves.See the product Skill developmentSkills from your playbook, coached after every call and measured against outcomes.See the product ProspectingA daily warm call list, new leads on request and events prepared in minutes.See the product Sales automationBriefings, follow-ups, CRM updates and deal rooms, finished before reps ask.See the product Sales playbookWe build the first playbook from your past calls and documents. You approve every update.See the product ForecastingDeal scores from your methodology, forecast and deal review in one place.See the product Recording and transcriptionEvery conversation recorded and transcribed, in any language, with our tool or yours.See the product Custom AI skillsDescribe a job in the chat. Taskbase builds it in minutes and runs it for you.See the product
All productsSee Taskbase for your role

See the radar on your own customers

We read your customer data and show you who needs attention, and why.

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