A first outcome is still missing
Locate the invitation that was never accepted or the shared project nobody joined. Help the right teammate at the specific unfinished step.
Revioli for B2B
Keep the account.
Understand every
person behind it.
An active champion can hide an account losing value. Revioli’s AI connects individual behavior, team adoption, and billing context to find the accounts that need attention—and the feature behind the change.
One relationship, understood in context
The owner is active.
The team cannot get the result.
Dana keeps creating reports. But failed publishing prevents teammates from reviewing them. Looking only at owner activity would miss the account’s broken path to shared value.
Meridian Co. / cus_demo_meridianIllustrative customer story
- 01 / IntentReport generated
The customer is still trying to get value.
- 02 / ObstaclePublish to workspace
Repeated failures interrupt this exact step.
- 03 / ValueTeam review
The downstream result is no longer reached.
THE OPPORTUNITY
Restore publishing, then verify that teammates review the report. A technical fix matters when shared value returns.
Different causes deserve different decisions
One portfolio.
More than one reason to leave.
Group customers around the feature, lifecycle, or billing issue they share. Keep the evidence and exceptions visible for each individual.
A valuable habit is fading
See which shared reports or collaboration features are losing adoption, even when the owner still logs in.
A healthy relationship hits a payment issue
Connect continued team activity to a failed payment. Coordinate the billing response with the account owner.
Explore Revioli
From account exposure to individual evidence.
Explore the full workspace: revenue at risk, recoverable revenue, customer search, complete action groups, account drawers, and Depth Dossiers.
Illustrative workspace. Open any customer for the exact feature, supporting evidence, and Depth Dossier.
Built for a growing customer base
A clear priority.
Without losing the individual.
Revenue at risk and recoverable revenue answer different questions. Start with that distinction, then work through the customers where a response has a plausible path to help.
Recognizable people. Precise records.
Names make investigation human. Stripe customer IDs and explicit product mappings keep the right people connected to the right account.
A batch that keeps the detail
Review every member of an action group, inspect the evidence beside the list, and retain individual exclusions such as recent outreach or incomplete data.
A decision your team can own
Review the proposed next step and the evidence behind it. Customer contact, billing changes, and the relationship stay with your team.
Retention for teams and their customers
Keep shared value
at the center of renewal.
Bring your product, the journeys that matter, and the questions your team is trying to answer.