Upsell & Expansion Software
Customer expansion software that finds accounts ready to grow
Every account gets a daily Upsell Score with the signals behind it, so your team knows who is ready to buy more, why now, and talks to them while they outgrow their plan, not at renewal.
Built for B2B SaaS products with product usage.
Score 3 of 3
Upsell drivers
Almost out of seats
New use case adopted
Asked about a bigger plan
ROI not proven yet
Your fastest growth is already paying you
Expansion is what turns retention into growth, but only if you catch the timing. Most teams miss it because they can't watch every account.
2.5×
faster growth for SaaS companies with NRR above 120% than below 90% (SaaS Capital).
1 to 3
Upsell Score for every account, refreshed daily.
>100%
net revenue retention means you grow even with zero new logos.
Expansion signals
How we score accounts for expansion
We watch the signals that mean an account is ready to grow. The model is pre-trained on tens of thousands of SaaS users, then tuned to your data, and scores every account daily against its own usage, billing and history.
- A 1 to 3 Upsell Score for every account, refreshed daily. 3 means most ready to grow.
- The drivers and brakes behind each score: the why, not a guess.
- It sits next to the Churn Risk Score, so you see both the upside and the downside of every account.
- Prioritize account expansion by potential, not gut feel.
In your product
- Seat utilization
- Power-feature adoption
- Multi-team rollout
- Usage growth vs. baseline
Outside your product
- Company hiring and growing
- Contact changes role
- Key user leaves
Playbooks
From score to expansion play
A score nobody acts on grows nothing. Customerscore.io turns upsell-ready signals into playbooks that create work for your team, and your team has the conversation.
Upsell Score rises
A playbook creates the tasks
Your team has the conversation
Trigger
Upsell Score reaches 3
Checked daily
Condition
Churn Risk Score is 1 or 2
Slack message
Notify the account owner
Task
Prepare upgrade proposal
Owner · in 3 days
Task
Resolve open issues first
CSM · today
Customer data
Add tag: upsell on hold
Reporting
See how NRR moves, in every segment
Expansion, contraction and churn month by month, so you know what moves the number and where.
Expansion, contraction and churn each month
NRR by segment and cohort
Ask the Agent why it moved
New to the metric? Read our guide to net revenue retention.
AI Agent & MCP
Ask your customer base anything
The AI agent answers questions about your customers in plain language and surfaces what needs attention. Connect it to Slack for live alerts, or to your own AI tools over MCP: your customer data, wherever you work.
- “Who should I worry about this week?” Answered instantly.
- Churn-risk and NRR alerts posted straight to Slack.
- MCP server exposes your scores to Claude and other AI tools.
I found 3 things in your data
Trusted by CS teams that own revenue in 8+ countries








Connects to the stack you already use
Billing, product analytics, CRM, and support, unified into one score, and pushed back into your tools via native integrations, webhooks, and API.


“We were missing expansion opportunities because we couldn’t monitor 5,000+ customers. Customerscore.io automated it: detects signals, runs upsell flows, no daily work required.”
+94% upsell revenue

Frequently asked questions
Expansion scoring uses product, billing and engagement data to find which existing customers are ready to grow: buy more seats, upgrade a tier or add a module. Customerscore.io gives every account a 1 to 3 Upsell Score with the signals behind it, so your team reaches out when an account is outgrowing its plan.
Join billing, product usage and CRM data per account, compare each account to its own baseline and plan, then weigh the signals that come before expansion: seats near the limit, heavy use of premium features, new teams using the product and sustained usage growth. Customerscore.io does this daily and returns a 1 to 3 Upsell Score with drivers and brakes, so you see why an account scores high.
The strongest are seat utilization near the plan limit, growing use of premium or power features, usage spreading across teams or departments, and sustained usage growth against the account's own baseline. Customerscore.io combines them into one Upsell Score and shows the drivers behind it.
Only if it measures growth, not just risk. Most health scores are built to flag churn, so a healthy account and an account ready to buy more look the same. Customerscore.io scores both directions: a Churn Risk Score from 1 to 5 for the downside and an Upsell Score from 1 to 3 for the upside, both refreshed daily.
They are two sides of the same customer health picture. The Churn Risk Score (5 = high risk) flags accounts heading for the exit; the Upsell Score (3 = most ready to grow) flags accounts ready to buy more. Read together, they tell your team whether to sell now or fix a problem first.
Split net revenue retention into its parts: expansion MRR, contraction MRR and churned MRR, per month and per cohort. Customerscore.io shows NRR with that split and a cohort drilldown, so you see which accounts grew, which shrank and which left.
A repeatable set of steps your team runs when an account shows a specific expansion signal, such as seats at the plan limit or a second team adopting the product. In Customerscore.io an upsell-ready account starts the playbook, which creates the tasks for the account owner; the person has the conversation.
Score every account for expansion readiness, show the reasons behind each score, compare each account to its own baseline, put upsell next to churn risk, turn signals into tasks for the account owner and track NRR with expansion and contraction split out.
Your team stays in control. When an account becomes upsell-ready, a playbook creates tasks for the CSM or account manager, and My Day gives them a brief and a draft email. If you choose, an email sequence you have set up and approved can go out to the account.
Billing (Stripe, Chargebee) is required; product usage (Mixpanel, PostHog, Segment, Amplitude) is strongly recommended because seat and feature signals drive most expansion timing; CRM and support add context. Setup is expert-led and you are live in 1 to 3 weeks.
Grow revenue from the customers you already have
See how Customerscore.io finds expansion-ready accounts, shows the reasons and turns them into tasks for your team.