Built for Customer Success Teams

A platform your CS team will actually use.

RCOB is the all-in-one CS workspace that combines AI health scoring, task management, sales pipeline, email marketing, e-commerce analytics, and portfolio insights — so your team spends time on customers, not spreadsheets.

How it works

Up and running in a day

Add your customers

Import or manually add your customer portfolio. Set health score baselines, assign owners, and start logging activity in minutes.

Let AI do the heavy lifting

As your team logs notes, RCOB's AI engine scores each customer automatically and surfaces who needs attention — no manual ratings required.

Act with confidence

Today's Tasks greets you every morning with a prioritized briefing. Ask the AI assistant anything about your portfolio and get answers instantly.

Everything included

Every tool your team needs

AI Health Scoring

Sentiment analysis of every customer note auto-generates a 0–100 health score — updated in real time as your team logs activity. Spot risk before it becomes churn.

Task Management

Create, assign, and track tasks tied directly to customers. Every follow-up, every deadline, every owner — in one place. Nothing falls through the cracks.

AI Portfolio Insights

Ask questions about your entire book of business in plain English. Get answers grounded in your actual customer data — no dashboards to configure, no BI team required.

Playbooks

Standardize your onboarding, renewal, churn prevention, and expansion motions. Every rep runs the same winning play — every time.

Support Case Tracking

Track issues from open to resolved without leaving your CS workflow. Full customer context is always one click away so your team never asks twice.

Portfolio Analytics

See your whole book of business at a glance — health distribution, task velocity, revenue at risk, and customer trends all in a single configurable dashboard.

Sales Pipeline

Manage opportunities from prospect to close with a drag-and-drop Kanban board. Quote in seconds, send to customers with a single click, and track every deal in one view.

Quote & Contract Builder

Build branded quotes and contracts from your product library. Send shareable links to customers for review and e-signature — no PDFs to email back and forth.

Team & Access Control

Invite your CS team, set roles, and manage access — all without touching a config file. Revoke and reissue access in seconds from Team Settings.

Email Marketing

Build and send targeted campaigns directly from your CS platform. AI-assisted copy generation, a full template library, and delivery tracking — so your outreach stays connected to your customer data.

E-Commerce Analytics

Connect your sales channels and track orders, revenue, and customer purchasing behavior in one place. AI-powered cross-sell recommendations surface expansion opportunities before your team has to go looking.

AR Aging & Invoice Visibility

See outstanding invoices, aging buckets, and payment status right inside your CS workflow — no ERP login required. No other CS platform gives your team AR visibility without a six-figure integration. Identify at-risk customers before a payment conversation becomes a churn conversation.

AI Voice Recognition

Navigate your entire portfolio hands-free. Say "Show me customers at risk" or "Open Acme Corp" and RCOB responds instantly — no clicks required. No other CS platform offers voice-driven navigation. Built for fast-moving teams who can't afford to slow down.

Customer Hierarchy

Model your portfolio the way enterprise and healthcare actually work — Parent accounts, Child accounts, and Stand Alone customers. Roll up health scores, AR, and activity across a full account family. HubSpot is flat. RCOB isn't.

Project Management & Kanban

Manage professional services delivery without leaving your CS platform. A 10-status workflow tracks every project from SOW through closure. Log billable and non-billable hours, track utilization, and report P&L — all tied directly to the customer record.

Meeting Records

Log every customer meeting with context, notes, and next steps. Share a read-only meeting view with customers or internal stakeholders via a unique link — no login required. Keep every touchpoint documented and visible across your team.