Less churn. More expansion.
More accounts per CSM and AM.
Time saved, churn avoided, upsell surfaced: any one of these covers the cost of Phano.
Trial
Test on your real accounts
30 days, no credit card
Standard
Retention and expansion, every day
100 accounts included, +1 EUR/account
Pays for itself in the first month
A question about the plan, or a specific need? Contact us
They already work with Phano
Why not a traditional CS tool?
Classic CS platforms cost 29,500 to 58,000 EUR/year, take months to set up, and impose yet another dashboard.
Traditional tools
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
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,
Your CSMs see the risks, your Account Managers the opportunities. The first diagnostic arrives the same day.
Try for freeFrequently asked questions
Is the free trial really commitment-free?+
What does the Standard plan at 99 EUR/month include?+
How is this different from Gainsight or ChurnZero?+
How is Meeting Intelligence billed?+
Is there an annual plan?+
Which CRMs are supported?+
My CRM data is incomplete or messy. Is that a problem?+
Is my data secure?+
Can I cancel anytime?+
The best time to protect your revenue is now.
30 days to test on your real accounts.
No generic demo, no sandbox.