Field notes for marketing agency owners, accounting firm partners, and independent insurance principals — plus monthly release notes when something useful ships. The same uncomfortable pattern across all three verticals: most cancellations are silent for months before they're loud for an hour. Here's what the silence sounds like, and what we ship to help.
ClientPulse now includes the analytics suite no other agency CRM has: NRR, GRR, Logo Retention, Churn Rate, Save Rate, plus a Per-AM Scorecard, Forward Renewal Pipeline, At-Risk MRR Breakdown, Cohort Retention curves, Customer Concentration, and an Agency CEO Report PDF. Every chart explains itself in plain English.
Three capabilities across both products. Team scoping with role-based visibility. AI citation tracking that shows how often ChatGPT and Perplexity mention your clients. Email integration that pushes brand-styled drafts into Klaviyo, Mailchimp, Gmail, Outlook, and Slack.
The 90-day silent decay before a client cancels — and why your campaign-performance dashboard misses every signal that matters. The five things that quietly drift before the goodbye email lands.
The Karbon ticket stuck at "awaiting client docs" for six weeks isn't a workflow problem. It's the earliest warning you'll get that the engagement is ending. Here's what to do about it.
By the time a policyholder calls to shop the renewal, you have weeks. Per industry research, the carrier-side and DocuSign-side signals that precede shopping typically fire 6–12 weeks earlier — but nobody pipes them to your AMS.