Proactive Customer

Proactive Customer

Proactive Customer

Success, Powered

Success, Powered

Success, Powered

by Predictive Signals

by Predictive Signals

by Predictive Signals

Rupert keeps every CSM ahead of retention risks and expansion opportunities. Predict what’s coming and automate actions your team can trust.

Rupert keeps every CSM ahead of retention risks and expansion opportunities. Predict what’s coming and automate actions your team can trust.

Rupert keeps every CSM ahead of retention risks and expansion opportunities. Predict what’s coming and automate actions your team can trust.

Powering proactive CS teams at leading SaaS companies

PROBLEM

PROBLEM

Traditional customer success tools leave you flying blind.

Traditional customer success tools leave you flying blind.

Let's fix that.

Let's fix that.

OLD WAY

Reactive and relying on guesswork

THE RUPERT WAY

Real-time signals and proactive action

Health scores are lagging, too high level, and hard to trust.

Health scores are lagging, too high level, and hard to trust.

Periodic check-ins (QBRs) are too few and far between and require extracting insights from accounts to be helpful.

Without the right guidance for what action they should take, CSMs are taking suboptimal actions, at the wrong time, based on gut feel.

Without the right guidance for what action they should take, CSMs are taking suboptimal actions, at the wrong time, based on gut feel.

Perfectly timed proactivity requires accurate, granular predictions, delivered in real time.

Predictive signals for developing churn risks and upsell opportunities, based on objective data, catered with detailed context that uncovers the root cause of the situation.

Perfectly timed proactivity requires accurate, granular predictions, delivered in real time.

Predictive signals for developing churn risks and upsell opportunities, based on objective data, catered with detailed context that uncovers the root cause of the situation.

Proactive actions that are statistically correlated with situation-specific success, triggered and automated at the optimal time, ensuring activation, retention, and expansion.

THE RUPERT WAY

THE RUPERT WAY

THE RUPERT WAY

Real-time signals and proactive action

Real-time signals and proactive action

Real-time signals and proactive action

HOW IT WORKS

HOW IT WORKS

AI-powered proactivity

AI-powered proactivity

in 5 simple steps

in 5 simple steps

01

Rupert learns from your data

By tapping into both public and internal data sources, Rupert instantly builds a deep understanding of your business, product, and customers, powering smarter predictions and actions.

02

Get a 10,000-foot view—
with 10x more precision

Rupert’s intuitive command center helps CS leaders instantly spot which accounts are healthy, at risk, or ready to grow. Go beyond surface-level metrics—understand the root cause driving change, uncover patterns, and subscribe to workflows so you always know where to focus.

Rupert’s intuitive command center helps CS leaders instantly spot which accounts are healthy, at risk, or ready to grow. Go beyond surface-level metrics—understand the root cause driving change, uncover patterns, and subscribe to workflows so you always know where to focus.

03

Get real-time, predictive signals

Whether it’s churn risk or an upsell opportunity, Rupert delivers timely, actionable insights into customer behavior. Your CSMs get the full context and a proven, outcome-optimized next step right where they work—in Slack, email, your CSP, or CRM.

Whether it’s churn risk or an upsell opportunity, Rupert delivers timely, actionable insights into customer behavior. Your CSMs get the full context and a proven, outcome-optimized next step right where they work—in Slack, email, your CSP, or CRM.

04

Act with confidence and scale your CSM

Rupert recommends the right next step—whether it’s an email, in-product prompt, or meeting request—for every customer based on real-time context, historical performance, and industry best practices.


Blending the power of digital CS with personalized engagement, Rupert lets you automate when it makes sense or keep your CSMs involved.


Rupert recommends the right next step—whether it’s an email, in-product prompt, or meeting request—for every customer based on real-time context, historical performance, and industry best practices.


Blending the power of digital CS with personalized engagement, Rupert lets you automate when it makes sense or keep your CSMs involved.


05

Continuously learn and optimize

By tracking engagement and outcomes across your workflows, Rupert refines its predictions. Get real-time recommendations on how to improve so you’re always set up to win.

By tracking engagement and outcomes across your workflows, Rupert refines its predictions. Get real-time recommendations on how to improve so you’re always set up to win.

INTEGRATIONS

INTEGRATIONS

Connect your tech stack

Connect your

tech stack

for a 360° view

for a 360° view

Rupert works with your tools, as is. Easily connect your data warehouse to start analyzing and monitoring accounts instantly, and plug in your CSP, CRM, and engagement tools to automate next-best actions.

No complex setup or customization required–pure magic in a few clicks.

Questions about if we support your tech stack?

Snowflake

Looker

 BigQuery

Redshift

Athena

Postgres

Intercom

Email

Braze

CSPs

Salesforce

Outreach

TESTIMONIALS

TESTIMONIALS

What people

What people

are saying about us

are saying about us

Improve gross retention by 16% within 45 days

Uncover 2.9x more upsell opportunities and improve conversations by 1.6x

29% increase in Account Coverage per CSM, While Boasting NRR by 34%

SECURITY

Built for trust,

secured for your success

Rupert meets SOC 2, ISO 27001, and GDPR standards, with strong controls to keep your customer data private, protected and always under your control.

See Rupert in Action

See Rupert in Action

See Rupert in Action

Discover how we help customer success teams move from reactive to proactive.

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© 2025 Rupert ai. All rights reserved.

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© 2025 Rupert ai. All rights reserved.

Subscribe to our Newsletter

By subscribing you agree to with our

© 2025 Rupert ai. All rights reserved.