Phano

Your Customer Success and Account Management teams manage too many accounts to track every signal. Churn risks show up too late, and expansion opportunities go unnoticed.

Phano connects to your CRM (HubSpot, Salesforce, Pipedrive, Attio, Zoho) and crosses your account data every day (contacts, companies, deals, tickets, activity and every other source you connect) to produce a clear, prioritized diagnostic per account: what is happening, why, and which action to take today.

At the core, a composite AI that combines six analysis techniques: predictive scoring, conversation analysis, contact network, business rules, temporal analysis, and cross-checking with contradiction detection. Specialized agents then prepare renewal briefs and expansion plans, ready for your CSMs and Account Managers.

Phano also covers your client meetings: a full brief before every call, live coaching during it, a structured recap written to the CRM record after, and the follow-up email drafted in your inbox.

Everything is delivered where you work: CRM fields, Slack and Teams alerts, a morning email digest, REST API and MCP. No new dashboard to learn.