Cohvia builds a strategic narrative for every account from the data your team already records, so you can execute the customer's roadmap for success from day one.
Account Narrative
Why they bought
Switched from Gainsight after RevOps determined the new motion needed tighter sales→CS context transfer1.
What success looks like
30% faster onboarding by Q3. Champion Sarah Chen promoted to VP2.
The problem
Blind spot 01
Why did they choose you over everyone else?
Blind spot 02
Why do they keep renewing — or quietly pull away?
Northwind Co.
Account 4 of 47
You can't make your customer a superstar if you don't understand what drives them.
The sharp edge
Jordan's team was burning 12 hours a week on manual reconciliation. Their CFO set a hard deadline to cut close-time in half before Q3. They chose us over Acme because of the audit trail.
Close down to 4 days. Jordan promoted to SVP. Expansion to AP automation in Q4.
On track. Slight friction with the integration to NetSuite — flagged last call.
Incumbents get you up to speed on customer data. Cohvia gets you up to speed on the relationship.
What you get
Four capabilities. One living understanding of every account, from first call to renewal.
The narrative
· 01Sales handover
· 02The bet
Built to double the book without doubling churn.
Cohvia holds the understanding so your team can hold the relationship.
Institutional memory
· 03Customer portal
· 04The shift
Customer Success isn't a dashboard problem. It's an understanding problem.
How it works
CRM, calls, email, and support tickets — pulled in automatically.
A structured, cited narrative per account, kept current as new signals arrive.
AI proposes updates. CSMs approve. Nothing ships without a human sign-off.
Plans and goals shared through a branded portal customers actually use.
Why now
AI should make your team more present, not absent. We automate the busywork so humans can do the human work.
The industry approach
The Cohvia approach
Integrations
Cohvia reads from your systems. It never writes back.
Founder
"I've been the overwhelmed CS leader three times. Three companies, same problem every time: the deeper you scale, the more you lose the why behind your customer relationships. I built Cohvia because I got tired of watching it happen."
FAQ
Cohvia is a Customer Context Platform for B2B SaaS Customer Success. It turns scattered customer signals — calls, emails, tickets, and CRM activity — into a clear, AI-generated Customer Narrative for every account. From that narrative, Cohvia captures why each customer bought, auto-generates Success Plans, surfaces risk signals early, and gives customers a branded portal to track progress.
A new B2B SaaS category that turns scattered signals — calls, emails, tickets, CRM — into one AI-generated narrative per customer. Where traditional Customer Success Platforms organize tasks and health scores, a Customer Context Platform organizes understanding: why they bought, what success looks like in their words, and where risk is quietly building.
A living strategic document explaining the why behind an account. Cohvia generates one per customer, with structured sections like why they bought, what success looks like, who the champion is, and where risk is building. Every claim is cited to its source (a Gong call, email, ticket) and updates continuously.
Gainsight and ChurnZero organize the work — health scores, playbooks, tasks. Cohvia organizes the understanding. Instead of more data entry, it reads what you already have and assembles a cited narrative per account. Plans and risk signals sit on top of that understanding, not next to it.
Yes. Cohvia drafts Success Plans from sales and onboarding context — calls, emails, contracts — proposing goals, milestones, and actions grounded in what the customer actually said. The CSM reviews and activates; the customer sees a curated version in their portal. AI does the first draft; the human owns the relationship.
A playbook is an internal recipe — the steps your team runs for onboarding, QBRs, or renewals. A success plan is a shared, customer-facing artifact: the specific goals and milestones agreed with one account. Playbooks scale your process; success plans align you with the customer. Cohvia gives you both, with the plan informed by the Customer Narrative.
Cohvia is in early access; pricing is being finalized with design partners. Plans will be usage-based on accounts under management, with tiers for small teams, growing CS orgs, and enterprise. Join the waitlist or visit the pricing page to be notified.