The AI software for Customer Success and Account Management
Protect your accounts.
Accelerate your revenue.
Every morning, the accounts to save, re-engage or grow. Every meeting, prepared and documented. Right in your tools, CRM-agnostic.
Hello,
Your priorities today (2)
● €85,000 ARR · Health 34/100
Silent for 28 days and quote not opened. No meeting in 6 weeks.
→ Escalate to the sponsor
● €42,000 ARR · Health 58/100
Adoption declining on 2 key modules.
→ Schedule a usage review
Opportunities (1)
● €120,000 ARR · Health 88/100
→ Propose an Enterprise upgrade
All diagnostics →
They already work with Phano
100%
of your book analyzed by multi-source composite daily
20+
native sources available, cross-analyzed per account based on your connections
+2h/day
saved per member on prep, meeting notes and follow-up
+40%
more accounts managed
The problem today
Your data and your meetings
never speak to each other.
The book you cannot possibly cover
Too many accounts, not enough hours. The signals hide in the accounts you never have time to look at.
A risk caught too late is a lost account.
100% of your book analyzed every day, the priority action per account.
The meetings where it all happens, and nothing remains
Your richest signals are spoken out loud. Rushed prep, partial notes, commitments forgotten.
You walk in without context, you walk out with nothing.
Brief before, copilot during, recap in the CRM and follow-up email after.
Intelligence that never compounds
What gets said in a meeting never updates your view of the account.
You start from scratch on every exchange.
Every meeting sharpens the diagnostic, account by account. Your edge compounds.
Your deliverables
What Phano produces for you
A per-account diagnostic, and the full meeting cycle: brief, live coaching, structured recap and follow-up email. Delivered where you work.
The per-account diagnostic
Every morning, the accounts to save, re-engage or grow, delivered in your tools with the actions to take.
85K ARR, renewal in 22 days
Critical91%Critical risk
Email silence for 28 days. Last active contact unreachable for 3 weeks. Renewal in 22 days with no conversation scheduled.
To do
+ 4 more
Agent Defense · 91% · 6/6 sources
The pre-meeting brief
Before every meeting: account context, latest signals, points to push. No CRM digging.
Brief before your 11am call
Account · €85,000 ARR · Health 58/100
Objective
Secure the renewal, open the upgrade conversation.
Keep in mind
- •Adoption declining on 2 key modules
- •Renewal in 22 days, quote not opened yet
- •Last sponsor exchange 6 weeks ago
Watch out
The economic buyer has not replied to the last 2 emails.
Live coaching
During the call, discreet suggestions and captured commitments, grounded in the account's real history.
Say this now
Restate the reporting-module need before talking price.
Commitment captured
You promised a technical demo before Friday.
To verify
The customer says "3x slower": cross-check against usage data.
The recap in your CRM
After the meeting: summary, decisions, next steps and health, written into your CRM and Phano, with no re-entry.
June 1 check-in
Account · €85,000 ARR · Health 58/100
Summary
Renewal confirmed in principle, with an opening on the Enterprise upgrade. Adoption is up, one reporting point to secure before signing.
Decisions
- Renewal approved in principle
- Reporting demo scheduled before Friday
Next steps
- •Prepare the reporting demo (CSM, before June 6)
- •Validate the upgrade budget (client sponsor)
Written to HubSpot, Salesforce, Pipedrive, Zoho or Attio and available on Phano. Dedicated fields, no re-entry.
The follow-up email
The recap for the customer, drafted in your Gmail or Outlook inbox. You review and send.
Hi,
Thanks for the call. As agreed, here's the recap of our check-in. Adoption is progressing well across the teams and the renewal is confirmed in principle, with an opening on the Enterprise upgrade. A few items remain to align on before we finalize.
Key points:
- •Renewal confirmed in principle
- •Needs faster reporting
- •Upgrade budget to validate on the sponsor side
Next step: technical demo of the reporting module before Friday.
Best,
Every morning
Every account's diagnostic, delivered and actionable.
Phano cross-checks all your sources and tells you which accounts to save, re-engage or grow, and where to start.
The accounts to prioritize
Risks or opportunities, ranked by stakes, with the concrete actions and the right contacts.
All your sources cross-checked
CRM, emails, calendar, support, payment, product usage… all your sources analyzed together, never in silos.
Six techniques, four agents
Every analysis runs independently, then gets cross-checked and verified before delivery.
Confidence and sources
Every diagnostic shows its confidence level and its sources. No black box.
And the engine re-analyzes your whole portfolio every day: your edge compounds, account by account.
Every meeting
Prepped before, assisted during, documented after.
Phano joins your Meet, Zoom and Teams calls, assists you live, then writes the recap and updates the CRM. Not just another transcriber.
Show up prepared, no CRM digging
A brief before every meeting, in Slack, Teams or email: account health, latest signals, topics to push.
A copilot during the call
Phano follows the call live: it suggests what to say, captures commitments and flags claims to verify.
The recap, written into your CRM
Summary, decisions, next steps, meeting health: the recap is written into your CRM, with no re-entry.
The follow-up email, ready to send
The follow-up email is drafted in Gmail or Outlook. You review and send.
And every meeting feeds the account diagnostic: what is said today changes what Phano tells you tomorrow.
The engine
No signal ignored. No action without evidence. Churn managed, expansion detected.
Every technique and agent analyzes independently. The engine cross-checks it all and verifies before delivering.
AI analysis techniques
Composite engine
Cross-references everything, verifies before delivering
4 specialized AI agents
Your CSMs see the risks, your Account Managers the opportunities. The first diagnostic arrives the same day.
Try for freeStack & Delivery
Connected to your stack, delivered to your tools.
The right format for every tool.
Your CSMs and Account Managers work where they already are.
Your connected sources
Non-exhaustive list: new sources are added continuously.
Simplified preview of delivery channels
In production, each delivery carries more context and personalization.
€85,000 ARR ●
Critical · Health 34/100 · Confidence 91%
→ Escalate to the sponsor
- • Silent for 28 days on email
- • Renewal in 22 days, quote not opened
- • No meeting scheduled in 6 weeks
◆ Phano · Composite diagnostic
€42,000 ARR ●
High · Health 58/100 · Confidence 84%
→ Schedule a usage review
- • Adoption declining on 2 key modules
Hello,
Your priorities today (2)
● €85,000 ARR · Health 34/100
Silent for 28 days and quote not opened. No meeting in 6 weeks.
→ Escalate to the sponsor
● €42,000 ARR · Health 58/100
Adoption declining on 2 key modules.
→ Schedule a usage review
Opportunities (1)
● €120,000 ARR · Health 88/100
→ Propose an Enterprise upgrade
All diagnostics →
June 1 check-in
Account · €85,000 ARR · Health 58/100
Summary
Renewal confirmed in principle, with an opening on the Enterprise upgrade. Adoption is up, one reporting point to secure before signing.
Decisions
- Renewal approved in principle
- Reporting demo scheduled before Friday
Next steps
- •Prepare the reporting demo (CSM, before June 6)
- •Validate the upgrade budget (client sponsor)
Written to HubSpot, Salesforce, Pipedrive, Zoho or Attio and available on Phano. Dedicated fields, no re-entry.
Hi,
Thanks for the call. As agreed, here's the recap of our check-in. Adoption is progressing well across the teams and the renewal is confirmed in principle, with an opening on the Enterprise upgrade. A few items remain to align on before we finalize.
Key points:
- •Renewal confirmed in principle
- •Needs faster reporting
- •Upgrade budget to validate on the sponsor side
Next step: technical demo of the reporting module before Friday.
Best,
{
"event": "diagnostic.produced",
"timestamp": "2026-06-01T06:45:00Z",
"data": {
"account_name": "Your account",
"account_arr": 85000,
"severity": "critical",
"confidence": 0.91,
"health_score": 34,
"kill_chain_phase": "disengagement"
},
"editorial": {
"action_now": "Escalate to the sponsor",
"webhook_summary": "Silent 28d, quote not opened…"
},
"permalink": "https://phano.ai/d/…",
"delivery_id": "evt_8f3a…"
}Programmatic access (pull)
/accounts, /accounts/{id}/intelligence, /portfolio/summary
Bearer token, granular scopes, cursor pagination
Tools exposed for Claude, Cursor or any MCP client
phano_getPortfolioSummary, phano_getPortfolioRisks, phano_getAccountIntelligence...
Need a specific source? Send your data via webhook or API, or contact us and we will add it.
Frequently asked questions
Phano is a composite AI for Customer Success and Account Management. Every day, it cross-references each account's signals and delivers the churn risk, the expansion opportunities and the action to take, in email, Slack, Microsoft Teams, CRM, and webhook.
It also covers your customer meetings: meeting brief, live coaching, CRM recap, and follow-up email. With no new dashboard to adopt.
No. Phano works with your data as it is: it cross-references the raw signals from your tools and requires no prior cleanup, no mandatory fields, no process change.
When information is missing, the diagnostic says so instead of guessing: every conclusion exposes its evidence and blind spots. And the more sources you connect, the sharper the analysis gets.
Phano even helps you make that data reliable: it spots the gaps that hide revenue (missing ARR, absent renewal date, duplicates, accounts without an owner) and ranks them by the amount at stake, in euros. Corrections stay internal or go through your validation: nothing is rewritten in your CRM records.
A few minutes. Connect your CRM via OAuth: sync starts immediately and the first diagnostic arrives the same day by email.
Then connect your other sources (emails, calendar, support, payment and more) to sharpen the analyses. After that, the engine re-analyzes your entire book every day.
No. Phano is an intelligence layer on top of your CRM: it reads your data, analyzes it and sends its diagnostics back into your existing tools: email, Slack, Microsoft Teams, CRM, and webhook. Nothing to migrate, nothing to adopt.
A CS platform is one more dashboard to open, configure and maintain. Phano is headless: the intelligence lands in the tools your team already uses, with no extra screen.
And where a health score summarizes, the composite cross-checks 6 techniques to surface the churn to prevent and the expansion to seize. Every diagnostic exposes its evidence, its contradictions and its blind spots.
All your sources, CRM-agnostic: HubSpot, Salesforce, Pipedrive, Attio, Zoho, your emails, calendars, support tickets, product usage, billing, telephony, project tools, analytics, and any other via API or webhook. The pipeline never stops at a closed list: every connected source is taken into account without redevelopment.
Every source you add sharpens the diagnostic: the engine cross-references signals instead of reading them separately.
Yes. Your application data is hosted in the European Union (database and authentication in Ireland) and processed in compliance with GDPR.
Connections go through OAuth, with no password stored, and every organization is isolated. You can export or delete your data at any time: full details are on the Security page.
The trial is free for 30 days, no credit card. The Standard plan then costs 99 EUR per month, with 100 customer accounts included and 1 EUR per extra account. No commitment.
No, that is the headless principle: diagnostics arrive where your team already works (email, Slack, Microsoft Teams, CRM, and webhook) and CRM fields are enriched automatically.
A configuration panel exists for setup and monitoring, but the daily work happens in your current tools.
Yes. Account Managers receive the same diagnostics as CSMs: the Expansion agent detects upsell and cross-sell opportunities, identifies decision-makers and sizes the potential.
To protect your mailbox and keep the focus on your customers, Phano only captures emails exchanged with a customer account. Everything else (newsletters, vendors, internal threads) is never stored or analyzed.
Matching conditions: The contact business domain matches that of a customer account. Or their exact address belongs to a contact linked to a customer account (useful for generic addresses like gmail.com).
An email tied to no customer account never enters the composite pipeline. As soon as a new customer is added, their past exchanges are imported automatically.
Without Phano, signals slip past you.
A risk caught too late is a lost account.
A missed expansion signal is revenue left on the table.