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
Braze
CSPs
Salesforce
Outreach
TESTIMONIALS
TESTIMONIALS
What people
What people
are saying about us
are saying about us
Our dream was to have a system that sits on top of our data and signals each of our CSMs and revenue team members with accurate account-level predictions and proactivity opportunities at the perfect time, to maximize our chances to capitalize. We looked for a solution that easily works with our stack (data warehouse, Salesforce, Gainsight, and Slack), provides trusted signal-triggered workflows, and gives us visibility into workflow engagement and outcomes, so we could stop leaving money on the table. We found Rupert, which is now at the heart of our proactive business, and we never looked back.
Tal Ravid
VP Data & RevOps at Armis
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs. We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency. Rupert changed everything for us and immediately impacted our NRR.”
Guy Rahamim
Head of Customer Success at LinearB
In Customer Success, reactivity is the fastest way to lose customers and miss growth. With hundreds of fast-moving customers, our CSMs needed a better way to stay ahead. I was looking for a system that would guide the CSMs in real-time with which customer to engage, what person to connect with, when and how to act, and provide the most relevant context on the situation at hand. Rupert provides us with just that. It made our CSMs more data driven and transformed how we proactively engage. Rupert became ROI-positive in less than two weeks.
Ziv Peled
Chief Customer Officer at Appsflyer
Our dream was to have a system that sits on top of our data and signals each of our CSMs and revenue team members with accurate account-level predictions and proactivity opportunities at the perfect time, to maximize our chances to capitalize. We looked for a solution that easily works with our stack (data warehouse, Salesforce, Gainsight, and Slack), provides trusted signal-triggered workflows, and gives us visibility into workflow engagement and outcomes, so we could stop leaving money on the table. We found Rupert, which is now at the heart of our proactive business, and we never looked back.
Tal Ravid
VP Data & RevOps at Armis
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs. We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency. Rupert changed everything for us and immediately impacted our NRR.”
Guy Rahamim
Head of Customer Success at LinearB
In Customer Success, reactivity is the fastest way to lose customers and miss growth. With hundreds of fast-moving customers, our CSMs needed a better way to stay ahead. I was looking for a system that would guide the CSMs in real-time with which customer to engage, what person to connect with, when and how to act, and provide the most relevant context on the situation at hand. Rupert provides us with just that. It made our CSMs more data driven and transformed how we proactively engage. Rupert became ROI-positive in less than two weeks.
Ziv Peled
Chief Customer Officer at Appsflyer
Our dream was to have a system that sits on top of our data and signals each of our CSMs and revenue team members with accurate account-level predictions and proactivity opportunities at the perfect time, to maximize our chances to capitalize. We looked for a solution that easily works with our stack (data warehouse, Salesforce, Gainsight, and Slack), provides trusted signal-triggered workflows, and gives us visibility into workflow engagement and outcomes, so we could stop leaving money on the table. We found Rupert, which is now at the heart of our proactive business, and we never looked back.
Tal Ravid
VP Data & RevOps at Armis
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs. We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency. Rupert changed everything for us and immediately impacted our NRR.”
Guy Rahamim
Head of Customer Success at LinearB
In Customer Success, reactivity is the fastest way to lose customers and miss growth. With hundreds of fast-moving customers, our CSMs needed a better way to stay ahead. I was looking for a system that would guide the CSMs in real-time with which customer to engage, what person to connect with, when and how to act, and provide the most relevant context on the situation at hand. Rupert provides us with just that. It made our CSMs more data driven and transformed how we proactively engage. Rupert became ROI-positive in less than two weeks.
Ziv Peled
Chief Customer Officer at Appsflyer
Our dream was to have a system that sits on top of our data and signals each of our CSMs and revenue team members with accurate account-level predictions and proactivity opportunities at the perfect time, to maximize our chances to capitalize. We looked for a solution that easily works with our stack (data warehouse, Salesforce, Gainsight, and Slack), provides trusted signal-triggered workflows, and gives us visibility into workflow engagement and outcomes, so we could stop leaving money on the table. We found Rupert, which is now at the heart of our proactive business, and we never looked back.
Tal Ravid
VP Data & RevOps at Armis
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs. We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency. Rupert changed everything for us and immediately impacted our NRR.”
Guy Rahamim
Head of Customer Success at LinearB
In Customer Success, reactivity is the fastest way to lose customers and miss growth. With hundreds of fast-moving customers, our CSMs needed a better way to stay ahead. I was looking for a system that would guide the CSMs in real-time with which customer to engage, what person to connect with, when and how to act, and provide the most relevant context on the situation at hand. Rupert provides us with just that. It made our CSMs more data driven and transformed how we proactively engage. Rupert became ROI-positive in less than two weeks.
Ziv Peled
Chief Customer Officer at Appsflyer
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs. We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency. Rupert changed everything for us and immediately impacted our NRR.”
Guy Rahamim
Head of Customer Success at LinearB
In Customer Success, reactivity is the fastest way to lose customers and miss growth. With hundreds of fast-moving customers, our CSMs needed a better way to stay ahead. I was looking for a system that would guide the CSMs in real-time with which customer to engage, what person to connect with, when and how to act, and provide the most relevant context on the situation at hand. Rupert provides us with just that. It made our CSMs more data driven and transformed how we proactively engage. Rupert became ROI-positive in less than two weeks.
Ziv Peled
Chief Customer Officer at Appsflyer
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs. We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency. Rupert changed everything for us and immediately impacted our NRR.”
Tal Ravid
VP Data & RevOps at Armis
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs. We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency. Rupert changed everything for us and immediately impacted our NRR.”
Guy Rahamim
Head of Customer Success at LinearB
In Customer Success, reactivity is the fastest way to lose customers and miss growth. With hundreds of fast-moving customers, our CSMs needed a better way to stay ahead. I was looking for a system that would guide the CSMs in real-time with which customer to engage, what person to connect with, when and how to act, and provide the most relevant context on the situation at hand. Rupert provides us with just that. It made our CSMs more data driven and transformed how we proactively engage. Rupert became ROI-positive in less than two weeks.
Ziv Peled
Chief Customer Officer at Appsflyer
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs. We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency. Rupert changed everything for us and immediately impacted our NRR.”
Tal Ravid
VP Data & RevOps at Armis
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs. We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency. Rupert changed everything for us and immediately impacted our NRR.”
Guy Rahamim
Head of Customer Success at LinearB
In Customer Success, reactivity is the fastest way to lose customers and miss growth. With hundreds of fast-moving customers, our CSMs needed a better way to stay ahead. I was looking for a system that would guide the CSMs in real-time with which customer to engage, what person to connect with, when and how to act, and provide the most relevant context on the situation at hand. Rupert provides us with just that. It made our CSMs more data driven and transformed how we proactively engage. Rupert became ROI-positive in less than two weeks.
Ziv Peled
Chief Customer Officer at Appsflyer
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs. We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency. Rupert changed everything for us and immediately impacted our NRR.”
Tal Ravid
VP Data & RevOps at Armis
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs. We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency. Rupert changed everything for us and immediately impacted our NRR.”
Guy Rahamim
Head of Customer Success at LinearB
In Customer Success, reactivity is the fastest way to lose customers and miss growth. With hundreds of fast-moving customers, our CSMs needed a better way to stay ahead. I was looking for a system that would guide the CSMs in real-time with which customer to engage, what person to connect with, when and how to act, and provide the most relevant context on the situation at hand. Rupert provides us with just that. It made our CSMs more data driven and transformed how we proactively engage. Rupert became ROI-positive in less than two weeks.
Ziv Peled
Chief Customer Officer at Appsflyer
To ensure our CS team is a true revenue engine, we had to move from reactivity to proactivity, for which we needed to distribute personalized predictive signal-triggered workflows to our CSMs. We looped in our revops and data teams to try to build and maintain such a system between our Salesforce, BI, and CSP, but it took way too many resources and too much time to get to mediocre results at best—redundant health scores, low prediction and action accuracy, and no outcome consistency. Rupert changed everything for us and immediately impacted our NRR.”
Tal Ravid
VP Data & RevOps at Armis
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.
Subscribe to our Newsletter
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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.