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.

Upsell Score
3
Upsell ready

Score 3 of 3

Upsell drivers

Almost out of seats

High

New use case adopted

High

Asked about a bigger plan

High

ROI not proven yet

Missing

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

Upsell readyActive

Trigger

Upsell Score reaches 3

Checked daily

Condition

Churn Risk Score is 1 or 2

Yes

Slack message

Notify the account owner

Task

Prepare upgrade proposal

Owner · in 3 days

No

Task

Resolve open issues first

CSM · today

Customer data

Add tag: upsell on hold

End

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.

NRRAsk Agent
102.3%+3.7 pts since Feb
NRR %ExpansionContractionChurn
FebMarAprMayJunJulAugSep
SegmentNRRvs. Feb
Enterprise108%+2.1
Mid-market102%+0.8
SMB94%-1.4

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.io AI Agent

I found 3 things in your data

6 accounts trending toward churn€96k ARR
8 accounts ready to expand€124k ARR
Customer health distribution38 at risk
Ask about your customers…

Trusted by CS teams that own revenue in 8+ countries

tl;dv
Apify
awork
Swat.io
Raynet
Survio
Smartsupp
GoodAccess
FaceUp
Whatspot
Leadspicker
Crono
ScoutSpace
GDash
Pearl Finders
Booqito
Alveno
Pinya

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

Frequently asked questions

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.