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Customer success teams use Custral to keep a real-time pulse on accounts and act on signals (a slipping health score, an approaching renewal, a stalled conversation) before they become churn.

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What success runs on

Account health

Compute a health score with a formula property over your own fields, or classify risk with an AI Classify agent.

Shared inbox

Triage support and renewal threads from one queue with assignments, and record how each conversation resolved.

Renewal follow-ups

Create a follow-up task straight from a conversation (priority, due date, assignee), so nothing slips.

Scheduled jobs

Run a recurring query over a filtered set of records, e.g. accounts renewing in the next 30 days, and act on the results.

Workflows

Automate check-ins, renewal reminders, and escalations when a field changes or a date arrives.

Reporting

Live, drillable dashboards: renewal pipeline, accounts by health tier, open issues by owner.

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Set it up like this

1

Instrument accounts

Add a renewal-date property and a health-score formula property (or an AI Classify agent) to your Accounts object.
2

Surface what needs attention

A scheduled job flags accounts renewing soon; a workflow creates a renewal task and notifies the owner.
3

Work it from the inbox

Handle every renewal and support thread in the shared inbox, setting an outcome on each so it feeds reporting.
4

Watch the trend

Track a renewal-pipeline and health dashboard; drill any segment to the accounts behind it.