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Success is BuildBetter’s Customer Success workspace. It brings together customer signals, contracts, billing state, product usage, CRM context, shipped-release matching, and durable follow-up work so CSMs can decide what to do next without jumping across systems.
Success is gated by the success feature flag. /success routes to /success/health when enabled and to /success-unlock when disabled.

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Success Sections

The in-app Success nav starts with a Control Panel and Dashboard, then provides focused sections for account health, trials, contracts, pipeline, re-engagement, releases, and follow-up work.

Follow-ups

Durable account follow-up queue with evidence, drafts, review state, and links into customer context.

Health

Risk and renewal triage. Health scores, risk factors, ARR exposure, renewal pressure, and payment state.

Convert

Trial and prospect prioritization. Conversion likelihood, trial urgency, expected value, and source filters.

Contracts

Contract and subscription ledger from Salesbricks and Stripe. MRR, ARR, renewal dates, payment state, and source reconciliation.

Pipeline

Opportunity board and table from Attio and/or Salesbricks, enriched with Health and Convert context.

Re-engage

Closed-lost revival queue. Salesbricks-backed lost deals, re-engagement scoring, and account context.

Releases / Close the Loop

Match customer requests to shipped work and draft “we shipped this” follow-up. The route is /success/close-the-loop; /success/releases redirects there.

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Control Panel, Dashboard, and Inbox

The Success landing experience includes:
  • Control Panel for quickly navigating to the right Success workflow.
  • Dashboard summaries for account health, contract exposure, upcoming renewals, and related customer movement.
  • Success Inbox for follow-ups, customer additions, identity cleanup, health movement, trial changes, and close-the-loop work.
  • CSV export for customer health data from the Success home experience.
Search works across Health, Convert, Contracts, Pipeline, Re-engage, and Releases. You can find companies by name, domain, contacts, owners, and related context, then jump into the right Success section.

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Customer Detail

Customer Detail is the account hub behind the sections. Open it from Health, Convert, Contracts, Pipeline, or Re-engage to see score, activity, revenue sources, account context, HubSpot enrichment, risk factors, and account-scoped chat.

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Core Concepts

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How the Sections Work Together

Success is not six isolated tabs. It is a customer workflow:
1

Start from the Control Panel or Follow-ups

Use the Control Panel for navigation, or open Follow-ups when you want a queue of account work that cuts across Success sections.
2

Route the Account

Send an account to Convert, Pipeline, Contracts, or Re-engage when the next action belongs there.
3

Work in the Destination Section

Use the destination page’s queue, filters, detail sheet, or board to decide the next customer motion.
4

Open Customer Detail

Use the account hub for call history, signals, revenue sources, and account-scoped chat.
Examples:
  • Health -> Convert: A trial account is at risk but still likely to upgrade.
  • Convert -> Pipeline: A trial has become a real opportunity.
  • Pipeline -> Contracts: A deal is signed and needs renewal/payment tracking.
  • Contracts -> Health: A renewal or payment issue creates new account risk.
  • Releases -> Re-engage: A shipped feature removes the blocker from a closed-lost deal.
  • Releases -> Follow-ups: A shipped feature matches customer requests and needs outreach.
  • Health -> Follow-ups: An account’s score or risk changes enough to require review.

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Data Sources

See Settings & Data for setup details.

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Setup Readiness

The newer Success sections are backed by a shared setup/readiness contract. For Convert, Contracts, Pipeline, Re-engage, and Close the Loop, the backend can report:
  • Reused systems, such as CRM company identity, metadata projection, existing integration providers, signals, and workflow runtime.
  • Connector readiness: connected, available, or provider missing.
  • Fast paths to CRM, integrations, Health, Convert, Signals, Feedback Ops, or Workflows.
  • Next steps for connecting sources or materializing snapshots.
This keeps the new sections tied to existing BuildBetter primitives instead of creating a parallel customer database.

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Demo and Empty States

Several sections expose Preview with demo data when required live sources are missing. Demo mode loads Pied Piper sample data and does not write to your workspace. Re-engage currently requires Salesbricks live data and does not expose a demo preview in the component.
Start in Health. Once the critical queue is under control, move to Convert for trials, Contracts for renewal/payment risk, Pipeline for opportunities, and Releases for close-the-loop outreach.