30 days before renewal
Generate success report and health score
Usage metrics, feature adoption, support trends, and ROI auto-populate a personalized report for proactive CS outreach.
Turn hours of reporting into automated customer touchpoints. AutoScaled pulls adoption data from your tools and delivers personalized success reports to every customer, exactly when they need them.
Q4 2025 Success Report
{{company}}|{{date}}Results we achieved in Q4 2025:
Trusted by more than 500 sales teamsTrusted by more than 500 sales teams of all sizes
Four problems that slow down every customer success report your team creates
Your CS team spends hours each week building success reports. That's time not spent with at-risk customers.
Every customer deserves personalized insights. But manually customizing 50+ success reports? Impossible.
By the time you've built last month's health scores, at-risk customers are already churning. Too slow to save.
Different CSMs report different metrics for the same account. Inconsistent success reports destroy trust.
Set up once, run forever
Salesforce
ConnectUse data from your CRM or data source
Create your template once. We'll fill it automatically, every time.
Q4 2025 Success Report
{{company}}|{{date}}Results we achieved in Q4 2025:
Share and measure engagement
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No credit card requiredStart your 14-day Pro trial today • 5 min setup • No credit card required • Cancel anytime
See how automation saves team members 10+ hours per week
30 days before renewal
Generate success report and health score
Usage metrics, feature adoption, support trends, and ROI auto-populate a personalized report for proactive CS outreach.
First monday of every month
Create monthly KPI reports for all accounts
Usage data, goal progress, and health scores update across 50+ customer reports. Personalized insights delivered automatically.
Support ticket volume spikes
Generate customer health alert report
Support activity, issue categories, and satisfaction scores populate an at-risk report. CSM gets actionable insights instantly.
Run workflows instantly, trigger them when data changes, or schedule automatic generation. Then share externally, track, and reuse across your team.
Choose when to automate
Generate success reports whenever you need them
e.g., Generate a health report for Account XYZ
Choose when to automate
Generate success reports whenever you need them
e.g., Generate a health report for Account XYZ
Automatically run when your data changes
e.g., When renewal date is within 90 days
Set up recurring schedules for report generation
e.g., First Monday of each month for monthly reviews
Trigger conditions
Show customers their progress with insights they value
Focus on customers, not reports
Personalized for every account
Proactive CS, not reactive reports
Real-time health insights
Connect usage data and deliver insights in branded reports
Usage-based pricing that grows with you. Start free today.
Per user/month, billed annually
Billed annually
Startup CS
1 CSM, 30-50 monthly reports
Free plan
Automate success reports for your first customers at no cost while validating your reporting strategy
Scale-up CS
5 CSMs, ~250 reports/month
Pro plan
500 success reports/month included with unlimited CSMs, automated health alerts, and QBR generation
Enterprise CS
25+ CSMs, 1,500+ reports/month
Enterprise
Unlimited CS reports, dedicated support team, SLAs, invoicing, and custom integrations
What CS teams ask about automated reporting
Join CS teams saving 16+ hours per month on reporting.
Generate your first success report in minutes.
Start your 14-day Pro trial today • 5 min setupNo credit card required • Cancel anytime