Every account tells a story. Evalion reads between the lines.
Evalion is an AI account manager that gives sales leaders complete visibility into post-sale revenue -- surfacing churn risks, expansion opportunities, and customer sentiment before they hit your pipeline review.
Trusted by sales teams at
Why Evalion
Stop flying blind on post-sale revenue
See Every Account Clearly
Your CRM shows you deals. Evalion shows you what is actually happening -- customer sentiment, engagement trends, and the signals that predict whether an account will expand or churn. No more surprises in QBRs.
Find Revenue You Are Missing
Evalion identifies upsell and cross-sell opportunities across your entire book of business by analyzing usage patterns, support interactions, and relationship signals. Average customers find 23% more expansion pipeline within 90 days.
Act Before Churn Happens
By the time a customer tells you they are leaving, it is too late. Evalion detects early warning signals -- declining engagement, sentiment shifts, champion departures -- and alerts your team while there is still time to intervene.
Get Your Time Back
Evalion prepares offer documents, updates your CRM with deal intelligence, and drafts customer communications -- so your team spends time selling, not searching for information.
Features
One AI. Every account. Full visibility.
Account Intelligence Dashboard
A single view of every customer relationship. Health scores, sentiment analysis, engagement metrics, and revenue signals -- updated in real time, not once a quarter.
Churn Risk Detection
Predictive models that identify at-risk accounts weeks before renewal. Evalion analyzes behavioral patterns, support ticket sentiment, product usage decline, and stakeholder changes to flag risk early.
Expansion Signal Engine
Automatically surfaces accounts ready for upsell or cross-sell based on usage growth, feature adoption, and organizational changes. Evalion ranks opportunities by likelihood and potential deal size.
Automated CRM Updates
Evalion fills your CRM with deal intelligence, updates opportunity stages, and logs interactions -- eliminating the data entry that keeps your team from selling.
Offer Document Preparation
Generate personalized proposals and renewal offers based on account history, usage data, and identified expansion opportunities. Ready for review in minutes, not days.
Customer Communication
Evalion drafts and can send contextual outreach -- check-ins, QBR prep, renewal reminders, and expansion conversations -- matched to each account's status and sentiment.
How It Works
From data to action in three steps
Connect
Plug Evalion into your CRM, support tools, product analytics, and communication platforms. Setup takes under a day -- no engineering team required.
Understand
Evalion synthesizes signals across every customer touchpoint -- emails, calls, tickets, usage data, CRM notes -- to build a living model of each account.
Act
Receive prioritized alerts on churn risks and expansion opportunities. Let Evalion prepare documents, update your CRM, and draft communications -- or review and send yourself.
Testimonials
Trusted by revenue leaders
“We went from reviewing accounts in spreadsheets to having real-time visibility into our entire book of business. Evalion caught three at-risk renewals in the first month that we would have missed completely.”
Sarah Chen
VP Sales, Vectrix
“The expansion signals alone paid for Evalion in the first quarter. It identified upsell opportunities in accounts our team had written off as fully penetrated.”
Marcus Rivera
Head of Revenue, Northbeam
“I used to spend half my week pulling data for pipeline reviews. Now I open Evalion and everything is there -- account health, risks, opportunities, all in one place.”
Jessica Park
Director of Account Management, Cloudrise
Your accounts are already telling you what they need. Start listening.
Join the sales teams using Evalion to protect and grow post-sale revenue.