FOR CUSTOMER SUCCESS TEAMS
Catch the at-risk account before it’s gone
Deal-level answers in plain English. Forecasts that update as deals move. Without filing a ticket to RevOps.
No credit card required
CS teams like yours already benefit from Querio
Catch at-risk accounts before they’re gone. No ticket required.
~$40K
saved per client per year
0 to $5M ARR
In 12 months after scaling a brand-new B2C meal service
20%
increase in paid customer conversion
A health score your whole team agrees on
Health score components, segment cuts, and churn-risk thresholds live inside Querio’s Context layer. Versioned and shared, so the account view, the QBR slide, and the agent’s answer all use the same definition. Change the score once and every place that uses it updates. The data team writes the model; CS Ops doesn’t have to chase down where the score came from.
At-risk accounts surface in one place
The retention Board pulls from a reactive Notebook and refreshes on a schedule. When the definition of “at risk” shifts, the Board updates with it — no rebuilding. CSMs walk into the QBR with this morning’s drivers attached: usage drop, support escalation, NPS dip. Mark a Board “verified” so the team knows what CS Ops has signed off on.
Walk into every renewal with the data
CSMs and CS leads ask Querio in plain English: “which accounts in my book lost active users this month?”, “what’s our expansion signal in top-tier accounts?”, “show me customers where NPS dropped but tickets didn’t”. Querio returns the answer with the analysis behind it, so CS Ops and finance can audit when they need to. The data is there before the renewal — not after.
Built for renewal owners
Plain-English Explore
CSMs ask account questions without SQL. The answer is ready before the next call.
Live Boards
Retention cohorts, expansion signals, account health — refreshed on a schedule.
Embed where you work
Boards live on a URL. Embed in your CS platform via iFrame, or drop in Slack.
“Querio didn't just replace Looker. It replaced a whole way of working that was slowing our customers down.”
Built for data teams that can't compromise on security.
SOC 2 Type II. Customer data is never used to train models. RBAC and SSO. Querio runs against your warehouse using your existing credentials.
Read our security review ›Your data is never used for training
Querio has read-only access to your data. We cache conversation previews so your past chats load fast — nothing else is stored, and nothing is ever used for training, on our side or our model providers'.
Your queries run inside your infrastructure
Querio's code execution environment — where credentials live and queries hit your database — can run on your own infrastructure. Your data never leaves your perimeter to be queried.
SOC 2, GDPR, and HIPAA ready
Compliance documentation ready for procurement. BAAs available for healthcare, full GDPR alignment for EU data.
Built for security reviews
Documentation, architecture diagrams, and security questionnaires ready to go. We've been through the review process — we know what your team needs.
Frequently Asked Questions
Does Querio replace Gainsight or ChurnZero?
Not necessarily. Querio runs against the warehouse where your product, support, billing, and CRM data lands. It can complement a dedicated CS platform — the metric definition lives in one place.
Can I model churn?
Yes. Notebook is reactive Python. Your data team can build the churn model once; Boards downstream pick up new predictions automatically.
Will my CSMs need SQL?
No. CSMs live in Explore. The analysis is there for CS Ops and the data team to verify when needed.
Can I embed Querio in our CS platform?
Yes. Boards live on a URL and can be embedded via iFrame.
How fast to start?
A free trial sets you up in minutes. A guided pilot — health-score model and data sources dialed in — takes two to three weeks.