AI-native CSM · Trinity One

Customer success that sees every signal.

Beacon is the AI-native customer success platform built for SMB software teams. Predictive health, signal-driven playbooks, and a co-pilot that knows every account.

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3 weeks to live·AI included, no upcharge·Six sister products sync in
The four beats

Everything you need to know — in four pages.

Product

What it does — health engine, CTAs, renewal pipeline, the Co-pilot.

Compare

How it's different from Gainsight, ChurnZero, Totango.

Trinity suite

Seven standalone products. One sync fabric.

Capabilities

Full capability index — searchable.

Six sister products

Beacon stands alone. The suite is the multiplier.

Run Beacon against any CRM. Stack it with Keystone + DreamCompass and your retention signal feeds sales, your engagement signal feeds health, and the customer record becomes one living thread.

Forge
Business launch
Calibrate
Audit · Consulting
Cadence
Engagement
Meridian
Projects
Beacon
CSM · Retention
DreamCompass
Dream Management
Keystone
CRM · The spine
See the full suite story →
Walk-through

Thirty minutes. Your portfolio. Live.

We'll spin up Beacon against a slice of your real CSM data and walk you through your own health scores, your own CTAs, your own renewal forecast.

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