Querri for SaaS customer success
Product usage, CRM, billing and support data, joined on the account and defined once. See who is really using the product, which renewals are at stake and what renewing customers are saying, then ask anything else about your book of business.
Free to start. No credit card required.
One view of every account
Usage lives in the product, renewals in the CRM, revenue in billing and feedback in support. Querri joins them on the account, so a CSM reads one row instead of four tabs, and every number means the same thing to everyone who reads it.
Amplitude
BigQuery
Databricks 
Salesforce
HubSpot 
Stripe
ChartMogul 
Intercom
SimpleSat Sample data: Quillcrest, a fictional software company with 480 accounts. Active users is this week's share of licensed seats. $11.76M renews in the next 90 days.
Where customer success teams start
These are good first jobs, not the whole list. Once your usage, CRM and support data are in, the same understanding answers whatever you ask next.
“Which customers are really using the product, and which accounts need attention right now?”
Sample data, week of June 22. 30 accounts are below 20% active this week.
“Which renewals land this quarter and next, and what is the ARR at stake?”
Sample data. $11.76M renews in the next 90 days; $1.71M (15%) of it is on 24 accounts graded At risk.
“Is NPS going up or down on accounts we renew next, and what feedback are they holding?”
Sample data. NPS runs from -100 to +100.
Usage against target is one view. Ask next about seats, renewals or NPS for any account in your book of business. See how asking works
More than a customer success dashboard
The three jobs run on the same foundation as everything else in Querri. Define a number once, and every dashboard, QBR, alert and AI answer uses it.
The Library
Say what an active user is, or which ARR counts, and every answer after that uses it. The CSM dashboard, the QBR export and the number your CEO reads finally agree.
Answers you can stand behind
Click an account's active-user rate on a dashboard to see the seat and usage tables behind it. When a question has two reasonable readings, Querri tells you, and when it can't answer, it says what's missing.
Wherever you work
Ask in plain language. Build a dashboard by asking, or from a screenshot of the one you use now. Export the QBR to Excel, or ask from Claude, under each person's own access.
It keeps learning
Monitors judge each account and each CSM's book against its own history and say which one moved, not just that the total did. Every night Querri works through your data and leaves what it found in your Inbox. Nothing changes without your OK.
The blueprint
Four steps from sign-up to your own account health desk. Here is everything that installs, ready to ask questions of and make your own.
No credit card. Your own workspace is ready in about a minute.
Open Blueprints, pick the card and install it. Sample data comes with it, so every page has numbers right away.
Customer health and renewals31 piecesPoint it at product usage and your CRM, or upload exports. An agent sets up each connection with you.
Renewals, adoption and NPS on one site, ready for your first question.
4 Site pages
Account health desk
4 Dashboards
4 Views
3 KPIs
3 Skill and monitors
The grade is a stated rule over the last four weeks: seat use under 40%, or active users down 25% or more, is At risk. It tells a CSM where to look, not who will churn.
Sign up and open the blueprintCompare
Most customer success teams already have a CS platform, a data team's queue, an AI assistant, or all three. Here is where each fits, where it stops, and how Querri works alongside it.
| Querri | A customer success platform | A warehouse and a data team | An AI assistant you wire up yourself | |
|---|---|---|---|---|
| Time to the first answer | Minutes on sample data from the blueprint, then on your own | Usually weeks of implementation first | Months: pipelines, models, then dashboards | A first demo in a day |
| Usage, CRM, billing and support together | One Library, from 125+ connectors and exports | Once an admin maps each source into its account records | Once each source is piped in and modeled | One connector at a time, joined in the chat |
| A question nobody built a report for | Ask it in plain words | Inside its report widgets and their limits | Joins the data team's queue | Ask it in plain words |
| What active users or NRR means | Taught once; every answer, dashboard and AI agent uses it | Set in its health score and field configuration | In a semantic layer the data team maintains | Per person or per project, in prompts and skill files |
| Where a number came from | Click any number to see its query and sources | The fields behind each widget | In the SQL, for whoever can read it | In the chat, worked out fresh each time |
| Watching for changes | Monitors on any KPI, each account against its own history | Alerts and plays on its own fields, a real strength | Through a BI or alerting tool on top | Scheduled tasks someone writes and keeps working |
| The CSM's daily workflow: tasks, plays, outreach | Not Querri's job. Keep your CS platform | Its core strength | Not its job | Only if someone builds it |
| How it works with Querri | Reads from all three, plus usage, CRM, billing and support | Keep it for the workflow. Querri joins its data to everything else | Querri connects to it and puts the answers in front of your CS team | Use both. Querri works inside the assistant, on the same definitions |
| The right call on its own when | Your questions cross systems and need one definition | Your questions stay inside the platform's own data | A staffed data team already models customer data and has time for CS | It's a one-off look at a spreadsheet |
Approaches, not products: what each typically looks like in late 2026. Querri connects to several CS platforms directly and takes an export from the rest.
Questions
Querri joins your CRM's renewal data to what sits outside the CRM: product usage, billing and support. A cross-object report in Salesforce or HubSpot stops at the CRM. Querri puts each account's renewal date, contract ARR, active users and NPS on one row, joined on the account and defined once, so the number leadership reads and the CSM's view come from the same definition. See every connector
Yes. Keep your CS platform for the CSM's daily workflow of tasks, plays and outreach; that isn't Querri's job. Querri reads from it, directly for several CS platforms and by export for the rest, and joins it to product usage, CRM, billing and support data. That answers the questions its reporting can't, such as every account against your usage target, and watches the numbers by segment. See every connector
Querri monitors watch any view or KPI built from any connected source, and compare each account and each CSM's book against its own history. A monitor can say which account's active users dropped, not just that the total did, even when usage lives in BigQuery and renewals in your CRM. Alerts and plays on a CS platform's own fields are a real strength, so use both. How monitors work
Querri keeps your definitions, so active users and NRR mean the same thing in every answer, dashboard and QBR export. Answers become saved reports that re-run on new data, and every number shows its query. You can use both: Querri works inside Claude through MCP, under each person's own access and on the same definitions. Querri inside your AI assistant
Querri builds customer health from data joined on the account: product usage from BigQuery, Databricks or Amplitude, renewals and contract ARR from Salesforce or HubSpot, billing from Stripe, and support and NPS from Intercom. The grade is a stated rule over the last four weeks: seat use under 40%, or active users down 25% or more, is At risk. It tells a CSM where to look, not who will churn. How KPIs work
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified. Each organization has its own database and storage, encrypted with AES-256 at rest, and your data, prompts and results never train any model. Connectors are read-only, an agent sets up each connection and never sees your passwords, and your access rules apply before any code runs, so each person gets answers only from customer data they may see. Visit the Trust Center
No. A customer success team can set up Querri without a data team: connect wherever product usage lives, such as BigQuery, Databricks or Amplitude, plus Salesforce or HubSpot, or upload exports. An agent sets up each connection with you. The Customer health and renewals blueprint opens when you sign up, on sample data first, with the renewal desk, weekly adoption by account and NPS by quarter, then runs on your own data. Sign up and open the blueprint
Yes. Querri is free to start, and no credit card is required. When you sign up, the Customer health and renewals blueprint opens on sample data, so you can see every account against a usage target and next quarter's renewals before you connect your own systems. Current plans for larger teams are on the Querri pricing page. See pricing
Playbooks
Step by step, with sample data, for the person who builds the report.
Which customers are really using the product, and which accounts need attention right now?
Which renewals land this quarter and next, and what is the ARR at stake?
Is NPS going up or down on accounts we renew next, and what feedback are they holding?
From the blog
What to do once you have the answer.
Call the low end first.
Check usage before you commit.
Settle open feedback before the renewal call.
The customer health blueprint opens when you sign up. Connect your CRM and your usage data, or bring an export, and every account lands on one list. Then ask what you'd ask next.
Free to start. No credit card required.
Each organization has its own database and storage, and your data is never used to train a model. How we handle security and access.