Expansion & Upsell Scoring

Find the accounts ready to grow

AI scores every account for upsell potential and shows the signals behind it — so you start the expansion conversation the moment a customer outgrows their plan, not at renewal.

Built for B2B SaaS products with product usage.

Upsell Score
5
Upsell ready

Score 5 of 5

Upsell drivers

Seat utilization 94%

High

Power-feature use surging

High

Multi-team rollout

High

Renewal 4 months out

Low

Your fastest growth is already paying you

Expansion is cheaper and faster than acquisition — but only if you catch the timing. Most teams miss it because they can't watch every account.

5–7×

cheaper to expand an existing customer than to acquire a new one.

30%+

of new revenue comes from expansion at healthy SaaS companies.

>100%

net revenue retention means you grow even with zero new logos.

How expansion scoring works

The signals that mean “ready to grow”

CustomerScore learns the patterns that precede expansion in your own data, then scores every account daily — with the specific drivers behind each upsell score.

  • A 1–5 upsell score for every account, refreshed daily.
  • Up to three drivers behind each score — the why, not a guess.
  • Churn risk is the predictive half of our customer health score; this is the upside half.

Looking at the downside instead? See our churn prediction software and customer health score software.

Seat utilization

Active seats approaching the plan limit — the clearest signal an account needs to buy more.

Power-feature adoption

Accelerating use of premium or advanced features shows the account is outgrowing its tier.

Multi-team rollout

Usage spreading across departments — expansion breadth, not just deeper use by one team.

Usage growth vs. baseline

Sustained growth measured against the account's own baseline, not a flat snapshot.

From score to expansion play

A score nobody acts on grows nothing. CustomerScore turns upsell-ready signals into action automatically.

Step 1

Upsell score rises

An account crosses into upsell-ready. You get the signal and the drivers — not a hunch.

Step 2

An expansion play fires

A CSM task, a personalized email, or a Slack nudge triggers automatically — at the right moment.

Step 3

Revenue grows

You have the expansion conversation while the account is outgrowing its plan, not months later at renewal.

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.
Explore the AI agent & MCP
Customerscore AI Agent

I found 3 things in your data

10 customers trending toward churn$487 MRR
10 customers upsell-ready$673 MRR
Customer health distribution585 at risk
Ask about your customers…

We watch 1.3M users at:

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.

Stripe
Stripe
HubSpot
HubSpot
Mixpanel
Mixpanel
PostHog
PostHog
Salesforce
Salesforce
Segment
Segment
Intercom
Intercom
Chargebee
Chargebee
API & Webhooks
MCP

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

Tom Hynst

Tom Hynst

Chief Sales Officer, Survio

Read case study →
Survio

Enterprise-grade trust, built in

Everything your security and procurement teams need to say yes.

White-glove onboarding

Dedicated setup and hands-on training with our team. You're live in days.

Security & compliance

ISO 27001 certified, audited to your security team's standard.

ISO 27001
SLA
EU hosted
Encrypted

EU hosting & GDPR

Hosted in the EU, fully GDPR compliant.

SLAs & data policies

Clear SLAs and data policies your procurement team can sign off fast.

Frequently asked questions

Grow revenue from the customers you already have

Connect your data and watch AI surface every expansion-ready account — with the signals and the timing.