For Teams of One
You are the CS team. Cohvia is your second pair of hands.
You're the entire CS function, and you need a system that holds the context a whole team would normally carry.
You're doing the job of four people. Don't let your customers feel it.
You own the handover from Sales, build the success plans, run the QBRs, watch the renewals, and you're also the first person customers email when something breaks. The job has expanded to fill every hour, and then some.
You care about every account. But there are 30 of them, there's no team behind you, and the system holding it all together is your memory, your calendar, and a spreadsheet that stopped being accurate in February.
The worst part is that you know things could be slipping. You just can't see where fast enough to do anything about it.
How Cohvia Helps
The Narrative remembers so you don't have to
You don't have to hold 30 relationships in your head anymore. Every account has a living Narrative that covers why they bought, what they care about, and where things stand. Open any account and you've got the full picture in two minutes, even the account you haven't touched in three weeks. Especially that one.
Acme Corp · Narrative
Updated 2h agoWhy they bought
Acme switched from a competitor after 18 months of integration pain. The VP of Engineering needed a tool the team would actually adopt.
Source: Gong call · Mar 14
Key people
Ask Cohvia instead of going hunting
There's no time to dig through Gong, Salesforce, Gmail, and Zendesk before every call. So ask Cohvia instead. It knows every account, cross-references the sources, and gives you answers with the citations attached. Five minutes of prep, not twenty.
What should I know before my Acme call?
You're meeting Sarah (champion) and a new attendee, Priya from Procurement. Two open tickets on the integration. Sentiment dropped slightly in the last call when pricing came up.
3 sources · Cited inline
Plans that don't live in your head
When you're a team of one, the plans tend to live in your head and nowhere else. Cohvia gives every account a structured plan your customer can see and act on, so they check off their own items and you stop carrying the whole thing alone.
Main Success Plan · Acme
SharedRoll out to 3 new teams by Q2 close
Goal · co-edited with customer
Sales handovers that arrive ready, not raw
At most companies the AE hands the account to a dedicated CSM. At yours, the AE hands it to you, and you're already in the middle of five other things. Cohvia drafts the Narrative from the sales data automatically, so by the time you open the account the context is already assembled and waiting for your review.
Why they bought
Replacing a fragmented stack after a failed Salesforce rollout. CFO sponsored personally; promised the board a 6-month payback.
14 calls · 3 email threads · CRM history
Key people
Sarah Kim · CFO · Champion
Mark Liu · VP Eng · Skeptic
Renewal prep handled for you
When you're managing everything yourself, renewals have a habit of sneaking up. Cohvia auto-activates your templated renewal plan at the threshold you set, surfaces the countdown in the Portfolio, and flags it in Needs Attention if the plan stalls. No more renewal surprises.
Renewal · Acme
Internal · CSM decides when to share
Risk signals to report back to the team
Cohvia watches your book so you can raise customer risks quickly and accurately with your broader team. Stakeholder changes, engagement drops, sentiment shifts, and competitor mentions all surface inside the Narrative with the context that explains them. Including the honest one: "You haven't touched this account in 21 days."
Risk Signals · Acme
Stakeholder transition
CriticalChampion (Sarah Kim) departed · email Mar 22
Negative sentiment
Last 2 calls · pricing pushback
Context
Sarah was the executive sponsor. Her replacement, Mark, was the original skeptic. Renewal in 60 days.