Your lightweight
customer success platform

For teams who need more than spreadsheets
and less than Gainsight

BOOK DEMO →
ACME_CUSTOMERS _FINAL_v3.xls (DONT DELETE)
What's the renewal date? "@Sarah help!"
#cs-alerts who owns TechCorp?
CUSTOMER_LIST _OLD_BACKUP _USE_THIS_ONE
Slack thread (47 replies) "Urgent"
Q1_renewals _MASTER_COPY _FINAL_FINAL
CHURN RISK BigCorp renews IN 3 DAYS!!!
#REF! ERROR Row 847 broken "Ask Mike!"
RE: RE: FW: User list??? (12 unread)
Meeting in 30 No prep done "What did we promise?"
HEALTH 92% CHURN -0.8% NPS +67
RENEWALS $234K ARR Q1 2026
CUSTOMERS ACTIVE: 142 AT RISK: 8
ADOPTION WEEKLY: 89% MONTHLY: 94%
ONBOARDING 14 IN FLIGHT AVG: 12 DAYS
EXPANSION $45K PIPELINE 12 OPPS
MEETINGS PREPPED
clair.coda.io
Overview
Health
92%
Active
142
At Risk
8
Renewals
$234K
Customer CSM Health Stage MAUs NPS Tickets Renewal
Acme Corp Sarah K. 94 Renewing 127 +72 2 Mar 15
TechFlow Inc Mike R. 88 Adopting 89 +65 0 Apr 2
DataSync Sarah K. 62 Onboarding 24 +12 8 Feb 28
CloudBase Jess T. 91 Expanding 203 +58 1 May 10
Customers
Acme Corp
$48K ARR
TechFlow
$36K ARR
DataSync
$24K ARR
CloudBase
$52K ARR
Acme Corp
Enterprise · Sarah K. · Since Jan 2024
94
Health
127
MAUs
+72
NPS
Jan 28 QBR completed - expanded to 3 teams
Jan 15 NPS survey: +72 (promoter)
Jan 8 Support ticket resolved (billing)
Dec 12 Renewal confirmed for Mar 15
Analytics
Monthly Revenue
$847K
↑ 12% vs last month
Net Retention
118%
↑ 3% vs last quarter
Health Trend
Renewals by Month
Settings
Notifications
At-risk alerts
Renewal reminders
Weekly digest
Integrations
Hubspot Connected
Slack Connected
Pendo Not connected

Trusted by fast-growing B2B SaaS companies

TechFlow
DataSync
CloudBase
Metric
Stackly

CS platforms built on Coda

A complete CS platform with all the essentials from health scores to playbooks

3-week onboarding

From kickoff to live platform in just 3 weeks followed by 3 weeks of support.

Fixed price

$6K one-time fee. Know your costs upfront with no surprises.

You own it

You own your Coda subscription and Clair configuration. No lock-in to us.

Unlimited end users

Coda only charges for Doc Makers (Admins). Enjoy unlimited Editors and Viewers.

Stop losing customers to spreadsheet chaos

Sound familiar? You're not alone.

$30k for software?

Traditional CSPs want $30k+ a year before you've proven your CS operating model

Spreadsheet hell

Your "system" is 5 tabs, 20 Slack channels, broken Zaps, and tribal knowledge

No bandwidth

Product has a 18-month roadmap and unfortunately internal tools aren't on it

Up and running in weeks. No learning curve.

Getting started with Clair is as simple as 1-2-3-4

1

Connect

A 1-hour call to connect Coda to your CRM, Support, Product Usage, and more

2

Map

We map your integrations to our best-practice data model for B2B SaaS teams

3

Build

We setup your health scores, metrics, dashboards, and automations

4

Go Live

Platform built. Team trained. We then stay involved for 3 weeks to iterate with you

What you get out of the box

All the essentials, ready from day one.

Customer Health

Real-time health scores based on usage and engagement

Renewal Pipeline

Automated renewal and expansion forecasting and risk alerts

Automated Workflows

Playbooks, onboarding sequences, escalations

Usage Analytics

Integrate product data to track engagement

Custom Dashboards

Executive, team, and account views

Team Collaboration

Shared notes, tasks, and account handoffs

● LIVE DATA
See risk before it's too late
Health scores update automatically based on product usage, support tickets, and engagement signals.
Acme CorpHealth: 94
TechStart IncHealth: 87
GlobalWidgetHealth: 64
StartupXYZHealth: 38
Health Score Settings
Include usage data
Factor in product engagement
Include support tickets
Weight open tickets in score
Risk threshold
Alert when score drops below
Calculation frequency
● PIPELINE VIEW
Never miss a renewal
Track every upcoming renewal with automatic risk scoring and proactive alerts.
Q1 Renewals
$234K
At Risk
$18K
BigCorp renewalIN 14 DAYS
MidSize Co renewalIN 28 DAYS
Renewal Pipeline Settings
Alert lead time
Days before renewal to alert
Auto-assign CSM
Assign owner to renewals
Risk scoring
Enable automatic risk flags
Slack notifications
● AUTOMATION
Put repetitive tasks on autopilot
Set up triggers for check-ins, escalations, and onboarding milestones.
30-day check-in sentAUTO
Onboarding completeAUTO
Low usage alert triggeredESCALATE
Workflow Settings
Check-in frequency
Auto-send emails
Escalation triggers
Alert on usage drop
Onboarding sequence
Alert champion on delays
Email templates
3 ACTIVE
● INSIGHTS
Understand product engagement
Connect your product analytics to see how customers use your software.
Avg. Weekly Usage
89%
Feature Adoption
73%
Analytics Settings
Data source
Connected integration
Track logins
Monitor login frequency
Feature tracking
Track feature usage
Sync frequency
● VIEWS
Dashboards for every role
Executives see portfolio health. CSMs see their book. Everyone gets what they need.
Executive OverviewARR, NRR, CHURN
CSM DashboardMY ACCOUNTS
Account 360°DEEP DIVE
Dashboard Settings
Default view
Landing page for users
Primary revenue metric
Revenue display format
Custom fields
Add your own columns
5 FIELDS
Export enabled
● TEAMWORK
Keep everyone in sync
Share notes, assign tasks, and hand off accounts seamlessly.
Sarah added a note2 HRS AGO
Task assigned to MikeTODAY
Handoff: Acme → JordanPENDING
Collaboration Settings
Note visibility
Who can see notes
Task reminders
Send email reminders
Handoff workflow
Require approval
Activity feed

The pricing math is simple

One flat fee. No end user charges. No surprises.

Traditional CS Platform
$30,000+/year
+ $10,000 for implementation
  • 6-month implementation
  • Rigid support
  • Limited solution documentation
  • Vendor lock-in
  • Per-seat pricing as you grow
  • Annual contracts
Year 1 Total: ~$40k
+ $30k every year after

Results that matter

Our customers see a return on their investment within the first 45 days

$30k+
Average annual savings
3 weeks
Average time to launch
10+ years
Hands-on customer success experience

Questions?
Answers.

Clair is built on Coda, a flexible document-database hybrid that Fortune 500 companies trust. We've built out configurations specifically for customer success teams to give you a customer success platform with all the essentials.

Traditional CS platforms charge $30k+ annually and take months to implement. They're great once you have all of your workflows figured out and need advanced functionality. Clair is cheaper, faster, and perfect for teams who need more than spreadsheets and less than Gainsight.

After implementation, the Clair configuration is yours. You can modify it, extend it, or take it in-house. There's no vendor lock-in to us. The only ongoing costs are Coda's subscription (way less than traditional CSPs) and optional maintenance support from us.

We integrate with the tools you're already using: Salesforce, HubSpot, Slack, Google Workspace, and 50+ others through Coda's native integrations. Need something custom? We can build that too.

3 weeks from kickoff to launch. Week 1: connect and map. Week 2: build and configure. Week 3: training and go-live. We've templated our process for repeatabilility and time to value.

You can make changes yourself (it's your platform), or subscribe to our maintenance plan for $150/month. That gets you ongoing tweaks and priority support. Most teams find they can handle day-to-day changes on their own.

Of course, please email us at hello@getclair.co and we'll be happy to answer any questions.

Ready to level up?

A 30 minute conversation. We'll learn about your current tools and show you what your platform could look like.

✓ Live in 3 weeks ✓ $6k one-time ✓ You own it forever