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21 integrations

Connect your tools. Phano does the rest.

Phano reads your existing tools, crosses their signals every night and hands you the at-risk account, its cause and the action to take, right where you work. No extra tool to open.

Connect my CRM See pricing
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Not ready yet? Free 30-day trial, no card

A single signal says nothing. Crossing them says everything.

Your data lives in separate tools: the CRM ignores support, support ignores usage, usage ignores billing. Every connected tool sharpens the composite diagnostic and the agents. The more sources you plug in, the sooner you spot retention risks as well as expansion signals, for Customer Success as much as for the Account Manager.

Missing a tool? Tell us which one. API and MCP access available for your own flows.

And Phano delivers where you already work

The connectors above feed Phano. The other way round, your diagnostics are delivered across five channels: email, Slack, Microsoft Teams, your CRM and webhook. The CSM and the Account Manager alike receive their accounts, the cause and the action to take, without opening one more tool.

Email

A digest every morning with the accounts to handle first, their cause and the recommended action. You start the day knowing where to act.

Slack

Diagnostics arrive in your team channel and as a direct message to each CSM and Account Manager for their accounts. Vote and comment in one click from the card.

Microsoft Teams

Adaptive Cards with severity, phase and priority action in the linked channel, and privately to each member for their accounts. Feedback is given without leaving Teams.

CRM

Your records receive 7 structured, filterable fields (phase, health score, severity, priority action...) plus a narrative note. Your CRM views and workflows benefit directly.

Webhook

The full diagnostic as HMAC-signed JSON to Zapier, Make, n8n, Notion or your backend. You plug Phano into your own automations.

Install Phano in Slack

Phano's Slack app installs from your Phano workspace, via Slack's official OAuth flow. No technical configuration.

  1. Create your Phano account and connect a data source (your CRM, for example) from Data sources.
  2. Open Distribution, click Connect on the Slack card, then authorise Phano in your Slack workspace.
  3. Choose the channel that will receive the diagnostics (for example #customer-success) and the delivery mode: channel, direct message to each CSM and Account Manager, or both.

Every weekday morning, diagnostics arrive in Slack with the account, its cause and the action to take. The Relevant and Not relevant buttons train Phano on your portfolio, without switching tools. The bot posts in public channels without needing to be invited.

Install Phano in Microsoft Teams

Phano's Teams app links to your team with a connection code generated in Phano. Two minutes are enough.

  1. In Phano, open Distribution then the Microsoft Teams card and generate your connection code.
  2. In Teams, add the Phano app to your team: Apps menu, search for Phano, then Add.
  3. In the channel that will receive the diagnostics, send "@Phano connect YOUR-CODE". The bot confirms the link immediately.

Diagnostics arrive as Adaptive Cards in the linked channel, and each CSM and Account Manager receives the accounts they own as a direct message. Vote and comment in one click from the card.

Frequently asked questions about distribution

How do I receive churn and expansion alerts in Slack?

Connect a data source to Phano (CRM, support, product usage...), then install the Slack app from the Distribution page in three steps: authorise Phano in your workspace, choose the channel, choose the delivery mode. Diagnostics then arrive automatically every weekday morning, with the cause and the recommended action for each account.

Does Phano work with Microsoft Teams?

Yes. Phano delivers its diagnostics in Microsoft Teams as Adaptive Cards: in the channel of your choice for the team, and as a direct message to each CSM and Account Manager for their own accounts. Installation is done with a connection code generated in Phano, with no technical configuration.

Do I need to invite the Phano bot into a Slack channel to receive diagnostics?

No for public channels: Phano posts there directly, without an invitation. For a private channel, invite the bot into the channel then select it on the Distribution page.

Which distribution channels are included in the Standard plan?

All five channels are included in the Standard plan: email, Slack, Microsoft Teams, writing to your CRM and webhook. During the 30-day free trial, diagnostics are delivered by email.

Your data stays yours

Security, isolation and compliance by default. Not an add-on.

Per-organization isolation

Every organization is partitioned by Row Level Security at the database level, with a double membership check server-side.

AES-256 encryption

All data is encrypted at rest across the entire database, and in transit.

Anonymization before AI

Emails and phone numbers are masked before any model call. The original data never leaves our European servers.

GDPR compliance

Export and deletion of your data on demand. Transfers outside the EU governed by Standard Contractual Clauses.

See our GDPR commitments

Plug in your tools, get your first diagnostic.

Connect your CRM. The first diagnostic arrives the same day, in your tools.

Connect my CRM Calculate what churn costs me
Free trialNo credit cardFirst diagnosis same day