Phano

Phano is a composite AI platform for Customer Success and Account Management teams in B2B SaaS. It analyzes every account each night, cross-referencing usage, relationship, and support signals to surface churn risk and expansion opportunities before renewal, each with its likely cause and a recommended action.

Rather than one predictive health score, Phano runs six analytical techniques in parallel and confronts their results, so a diagnosis is raised when independent signals converge. The six techniques are:

- Predictive scoring

- Conversation analysis

- Contact network

- Business rules

- Temporal analysis

- Cross-checking and contradictions

This convergence exposes not only the at-risk account but the underlying cause behind it.

Four specialized agents act on each diagnosis across the entire book of business:

- Defense: portfolio protection (churn risk, renewals, disengagement)

- Expansion: revenue growth (quantified upsell and cross-sell opportunities)

- Field: relationship coverage (interaction frequency, active stakeholders)

- Strategy: long-term vision (portfolio positioning, trends, benchmarks)

Phano is headless: instead of another dashboard to open, intelligence is delivered into email, Slack, Microsoft Teams, the CRM (through dedicated phano_* fields), and webhooks, plus API and MCP access. The CRM remains the system of record.

The same nightly diagnosis serves both personas: the Customer Success Manager protects the installed base while the Account Manager develops accounts, working from shared context instead of separate tools.

A 30-day free trial is available with no credit card. The Standard plan is 99 EUR per month for up to 100 accounts, then 1 EUR per additional account.