Beacon
AI customer success platform
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Use your CSM account to access Beacon.
Reviewer access
The email + password fields above are pre-filled with the CSM account. Just click Sign in. To see the manager view, sign out and use the second credential below.
CSM perspective — front-line view
demo@pulse.local
Demo123!Demo
Demo123!Demo
Daily briefing, your book of business, customer 360, AI Copilot, draft emails, playbooks.
Manager perspective — leadership view
manager@pulse.local
Demo123!Manager
Demo123!Manager
Portfolio rollups, renewal forecast, team workload, reporting + CSV exports.
No real customer data — 120 synthetic accounts modeled on the SMB ERP ICP. Start at Murphy & Sons Distribution for the fully-fleshed example.
A Trinity One product · built for the customer success motion.