Retain With

Retain With

Tasks.

Tasks.

Current CSM software is outdated and slow. Cuelock is the CSM sidekick that automatically identifies, assigns, and executes tasks.

Meet Cuelock

Cuelock guarantees a consistent, high-quality response every time risk is identified so no account depends on individual heroics.

Your best playbook, executed every time.

How Cuelock Works.

At A Glance

Risk reported, issue-specific playbook created, automatically orchestrated.

Onboarding

Unify All Context

With Cuelock, every risk, regardless of if it's analytics or csm identified, is tracked in the risk report center.

Onboarding

Unify All Context

With Cuelock, every risk, regardless of if it's analytics or csm identified, is tracked in the risk report center.

Onboarding

Unify All Context

With Cuelock, every risk, regardless of if it's analytics or csm identified, is tracked in the risk report center.

Coordination

Take Teammate Actions

Cuelock extinguishes risk effectively by orchestrating non-csm players to easily be able to pitch into the effort.

Coordination

Take Teammate Actions

Cuelock extinguishes risk effectively by orchestrating non-csm players to easily be able to pitch into the effort.

Coordination

Take Teammate Actions

Cuelock extinguishes risk effectively by orchestrating non-csm players to easily be able to pitch into the effort.

Ingestion

Historical Records

Every time a CSM selects a risk to respond to, they will be met with records of every single play that worked, and didn't work, from your companies history.

Ingestion

Historical Records

Every time a CSM selects a risk to respond to, they will be met with records of every single play that worked, and didn't work, from your companies history.

Ingestion

Historical Records

Every time a CSM selects a risk to respond to, they will be met with records of every single play that worked, and didn't work, from your companies history.

Teams

Who This is For.

Efficacy

Cuelock is built for teams that specifically are scaling CSM hires or efforts.

A smiling woman in a grey blazer indoors.

CSM Leaders Focused on Revenue Retention

people doing office works

Why Harbour Molds Lines by Masterworks yet Sessions

A smiling woman with curly hair works at a laptop.

SMBs keeping up with CSM demand

low angle photo of city high rise buildings during daytime

Executives Requiring System of Records

A smiling woman in a grey blazer indoors.

CSM Leaders Focused on Revenue Retention

people doing office works

Why Harbour Molds Lines by Masterworks yet Sessions

A smiling woman with curly hair works at a laptop.

SMBs keeping up with CSM demand

low angle photo of city high rise buildings during daytime

Executives Requiring System of Records

A smiling woman in a grey blazer indoors.

CSM Leaders Focused on Revenue Retention

people doing office works

Why Harbour Molds Lines by Masterworks yet Sessions

A smiling woman with curly hair works at a laptop.

SMBs keeping up with CSM demand

low angle photo of city high rise buildings during daytime

Executives Requiring System of Records

Cuelock Versus Status Quo.

At A Glance

Current software is not made for the speed and flexibility needed by today's CS teams.

Issue-Specific Plan

Situation Specific Playbook

Traditional CRM or CSP actions are static workflows, and require new workflows for even the slightest deviation. Cuelock allows CSMs to dynamically update flows to the situation at hand.

Issue-Specific Plan

Situation Specific Playbook

Traditional CRM or CSP actions are static workflows, and require new workflows for even the slightest deviation. Cuelock allows CSMs to dynamically update flows to the situation at hand.

Issue-Specific Plan

Situation Specific Playbook

Traditional CRM or CSP actions are static workflows, and require new workflows for even the slightest deviation. Cuelock allows CSMs to dynamically update flows to the situation at hand.

CSM + AI

Frontload Execution

Once a CSM selects a risk, all of the context around the company, stakeholders, and situation is automatically pulled and analyzed. Then, an issue-specific playbook is created and set for editing / approval by the CSM to include nuances.

CSM + AI

Frontload Execution

Once a CSM selects a risk, all of the context around the company, stakeholders, and situation is automatically pulled and analyzed. Then, an issue-specific playbook is created and set for editing / approval by the CSM to include nuances.

CSM + AI

Frontload Execution

Once a CSM selects a risk, all of the context around the company, stakeholders, and situation is automatically pulled and analyzed. Then, an issue-specific playbook is created and set for editing / approval by the CSM to include nuances.

Ingestion

Historical Records

Every time a CSM selects a risk to respond to, they will be met with records of every single play that worked, and didn't work, from your companies history.

Ingestion

Historical Records

Every time a CSM selects a risk to respond to, they will be met with records of every single play that worked, and didn't work, from your companies history.

Ingestion

Historical Records

Every time a CSM selects a risk to respond to, they will be met with records of every single play that worked, and didn't work, from your companies history.

Ingestion

Yes or No Task Execution

CSP and CRMs stop working for you after creating a task. Cuelock will ensure every task is prepared with a ready-to-review and send action proposal for every participant.

Ingestion

Yes or No Task Execution

CSP and CRMs stop working for you after creating a task. Cuelock will ensure every task is prepared with a ready-to-review and send action proposal for every participant.

Ingestion

Yes or No Task Execution

CSP and CRMs stop working for you after creating a task. Cuelock will ensure every task is prepared with a ready-to-review and send action proposal for every participant.

Ingestion

Everyone On The Same Page

Today, pulling other internal stakeholders is not only a tugging game, but also a game of telephone with context leaking at every step. Cuelock changes this.

Ingestion

Everyone On The Same Page

Today, pulling other internal stakeholders is not only a tugging game, but also a game of telephone with context leaking at every step. Cuelock changes this.

Ingestion

Everyone On The Same Page

Today, pulling other internal stakeholders is not only a tugging game, but also a game of telephone with context leaking at every step. Cuelock changes this.

Playbooks

Outcomes.

A stylish individual in a black shirt and silver pants stands against a blurred background, creating a dynamic and modern aesthetic.
A stylish individual in a black shirt and silver pants stands against a blurred background, creating a dynamic and modern aesthetic.
A stylish individual in a black shirt and silver pants stands against a blurred background, creating a dynamic and modern aesthetic.

“It used to feel like accounts lived or died based on who was managing them. Now the response is consistent, no matter what.”

Tyler Hurd

Director of CS at Celebrife

999+

Playbooks Executed

group of people having a meeting
group of people having a meeting
group of people having a meeting
men sitting in front of their laptop computer
men sitting in front of their laptop computer
men sitting in front of their laptop computer
a couple of people standing in front of a wall
a couple of people standing in front of a wall
a couple of people standing in front of a wall
smiling woman in white and black checkered dress shirt
smiling woman in white and black checkered dress shirt
smiling woman in white and black checkered dress shirt
83%

Client Satisfication Rate

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DEMO

For teams that already detect customer risk and expect consistent, high-quality action to follow.

Book a Demo.

Structured risk playbooks

Automated escalations

Cross-team tasking

Approval-based actions

Executive touchpoints

Central risk history

Playbook versioning

Audit-ready activity log

Renewal-aware timing

Four silhouetted figures walk into dense fog, with a rainbow-like light effect adding a surreal and dreamlike quality to the scene.

DEMO

For teams that already detect customer risk and expect consistent, high-quality action to follow.

Book a Demo.

Structured risk playbooks

Automated escalations

Cross-team tasking

Approval-based actions

Executive touchpoints

Central risk history

Playbook versioning

Audit-ready activity log

Renewal-aware timing

Four silhouetted figures walk into dense fog, with a rainbow-like light effect adding a surreal and dreamlike quality to the scene.

DEMO

For teams that already detect customer risk and expect consistent, high-quality action to follow.

1 Project per month

Basic brand guidelines

Standard support

Responsive design

Single page website

Stock images included

Email support only

Monthly updates

Book a Demo.

Seamless Integration

Seamless Integration. Done For You.

Cuelock was built from the ground up to seamlessly integrate with your existing tech stack, perfectly.

  • Fathom

  • Knot logo

    Fireflies

  • Gmail

  • Gong

  • Grain

  • Outlook

  • Slack

  • Teams

  • ChurnZero

  • Gainsight

  • Planhat

  • Salesforce

  • Hubspot

  • Mixpanel

  • Fathom

  • Knot logo

    Fireflies

  • Gmail

  • Gong

  • Grain

  • Outlook

  • Slack

  • Teams

  • ChurnZero

  • Gainsight

  • Planhat

  • Salesforce

  • Hubspot

  • Mixpanel

  • Fathom

  • Knot logo

    Fireflies

  • Gmail

  • Gong

  • Grain

  • Outlook

  • Slack

  • Teams

  • ChurnZero

  • Gainsight

  • Planhat

  • Salesforce

  • Hubspot

  • Mixpanel

Loved by CSM and Account Management teams

Why Leaders, Management, and CSMs love Cuelock.

Eliminate the gray area between risk and action.

  • I'm shocked we didn't have the data [Cuelock] provides. Seeing the entire history of what worked and what didn't for every CSM is incredible.

    Elena Marco

    CRO

  • By the time we got to our renewal, it became obvious that we were able to control the customer's narrative throughout the entire term.

    Jared Lindon

    Head of Customer Success

  • I used to manage too many accounts to manually act on every risk. Cuelock changed that.

    Sophie Leclerc

    CSM Leader

  • I still decide what gets sent, but I no longer start from a blank message. The prep work alone saves me hours each week.

    Paul Cortez

    Account Manager Lead

  • What surprised me most is how easy Cuelock makes my involvement. I can get involved and act on risk mitigation in minutes.

    Jamie Lin

    Head of CS

Consistency when it
matters most.

Consistency when it
matters most.

Consistency when it
matters most.