Keep customers close
after the deal closes.
The sale happened in Telegram, and the relationship stays there. Cavyro gives success teams the account record behind every group chat: onboarding stages, renewal dates and an early ear for trouble.
Success work, off the sticky notes.
Six habits that stop depending on someone's memory.
A group per customer
The customer's Telegram group mirrors onto their company record. Everything said in it becomes part of the account's history, not just chat scrollback.
Onboarding as a pipeline
Kickoff, setup, first value, live. New customers move through onboarding stages like deals, so nobody stalls at step two without anyone noticing.
Renewals on a date, not a memory
Contract end date is a custom field. Sixty days out, an automation opens a renewal deal and pings the owner. No more renewals discovered the week they lapse.
Silence is a signal
An account with no activity for a week is a churn risk. The stale trigger catches it and opens a check-in before the quiet becomes a cancellation.
Sentiment, read as it happens
The AI reads incoming messages and flags frustration early. You hear the sigh in week one, not in the cancellation email.
Upsells where the trust is
A campaign announces the new plan or add-on to existing customers, from the account manager they already talk to, and stops for everyone who replies.
The calendar does the worrying.
Renewal windows, quarterly check-ins, silent accounts: each becomes a trigger with an action. The automation opens the deal, sends the message or pings the owner, and logs what it did on the account.
- Renewal deal opens itself 60 days out
- Quiet account raises a check-in task
- Won deal kicks off the onboarding sequence
The thinking behind it.
Two reads on running accounts through group chats and agents.
Questions success teams ask
We already have the deals in a CRM. Why put success in the same tool?
Because the relationship doesn't restart at "closed won". In Cavyro the same company record carries the sales history and the success work: the chat, the onboarding pipeline, the renewal deal. The person doing the check-in reads what was promised during the sale.
How do you track customer health?
From what customers actually do in the conversation: how often they write, how fast you answer, what the AI reads in their tone, and where they sit in your pipelines. Silence and sentiment turn into automations, so a risky account raises its hand.
Can onboarding really run as a pipeline?
Yes, and it's a natural fit. Define the stages a new customer walks through, and move them like deals. Stage moves can trigger messages and tasks, so "welcome, here's your setup call link" sends itself the moment the deal is won.
We manage dozens of customer groups. Does that scale?
Groups mirror into the workspace linked to their company, and list views filter across all of them: by owner, tag, activity or any custom field. Watching forty groups stops meaning forty open chats.
What does it cost for a success team?
Same as everyone: Starter $49/mo with 3 members, Pro $99/mo with 5, per workspace with flat add-ons. If success and sales share the workspace, you're not paying twice for the same customer data. The trial is 5 days on the full plan.
Retention is a system, not a save.
Free for 5 days, no card. Mirror your customer groups and set the first renewal automation today.