Act on accounts, not just dashboards
Sainapse reads every account's signals across the systems you run and turns them into ranked, actionable risk and priority.
One account record, everywhere your team works
Sainapse links every account's contacts, tickets, and documents into one record, and keeps health and tier in sync on it as your systems update.
Support signals, document flow, and CRM state land on the same object, so an account's standing is read off one record instead of reconstructed across three systems every time someone asks. Sainapse keeps the activity history on every ticket, email, and document event, with contacts and accounts matched up across the sources that produced them.
Sainapse connects to the CRM, support, and document systems your team already runs. Health and tier stay in sync on that record as signals land, and alerts route into the queue your team already works, with the record's context attached.
How it works in your stack
The features that power it
Account Health Scoring
Links every account's contacts, tickets, and documents into one record, and keeps health and tier in sync on it as signals move.
Proactive Alerts
Sits on the same linked record every other Account Intelligence capability reads, so an alert carries the account's context already attached.
Customer Segmentation & Prioritization
Saved, shareable views over the linked account record, filtered by tier, health, region, or any synced field.
Cross-System Interaction Timeline
Keeps an activity history on every ticket, email, and document event, with contacts and accounts matched up across the systems that recorded them.
What changed in production
4-6 weeks of lead time
At a global logistics company, Sainapse flags at-risk accounts 4-6 weeks before the customer raises them.
Zero new tools for the CSM team
The account risk lands inside the CSM's existing queue. There's no new portal and no new login to learn.
Alerts carry the signal timeline
Each alert posts into the existing Salesforce queue with the timeline of contributing signals already attached.
FreshworksRoutes by account value, in real time
Freshworks reads each account's MRR from the CRM the moment a ticket lands, and routes it accordingly.
FreshworksSenior agents on high-value tickets
Senior agents spend their hours on high-value tickets, while routine inbound goes to automated guides drawn from the knowledge base.
FAQ
No. Alerts post into the queue your team already works (the same Salesforce queue a CSM opens every morning), with the account's linked record and signal history attached, so there's no new portal or login to learn.
Support tickets, document exceptions, and CRM state (MRR, tier, region, and renewal proximity) land on the same linked record, so an account's standing comes from one place instead of three separate systems.
Your team sets the threshold per account tier. When a score crosses it, Sainapse posts the alert with its signal history attached, so a CSM can judge it at a glance and clear it in one click.
Sainapse reads account data from the CRM and ticketing systems you already run, and writes routing and alert decisions back into them. There's no migration and no new system of record to maintain.
Explore the workflow
- Proactive churn & account risk detection
Reads tickets, documents, and resolution time to flag accounts trending toward churn.
- High-value account prioritization
Routes tickets by MRR, contract tier, and renewal proximity the moment one lands.
- Global logistics: proactive churn detection
Flags at-risk accounts 4-6 weeks before the customer raises them.
- Freshworks: MRR-based support tiering
Routes tickets by account value read from the CRM in real time.
- Account Health Scoring
Links accounts, contacts, and tickets into one record, kept in sync.
- Proactive Alerts
Sits on the linked account record every other capability reads.
- Customer Segmentation & Prioritization
Saved views over the linked record, filtered by tier, health, or region.
- Cross-System Interaction Timeline
Keeps activity history on every ticket, email, and document event.
- All workflows
The three workflows on the Sainapse intelligence layer.