The operational intelligence layer for CS

Built to make your CSMs unbeatable.

The operational intelligence layer for CS — leverage for your team, confidence for your board.

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Morning queue

Tuesday, May 6
120 accounts·4 handled today
4 meetings·5h free·capacity for 8 accounts
ARR at Risk
$2.4M
12 accounts
Renewals 30d
8
$1.13M ARR
Expansion
12
$890K signaled
Not contacted
6
7+ days silent
AIYour book today · Tuesday
URGENT3 at-risk accounts, $1.13M renewing in next 30 days. Acme Corp first.
ATTENTION6 accounts need outreach this week. Tuesday morning is your busiest cluster.
PIPELINE4 expansion signals across $2.1M ARR. Summit Logistics ready for tier discussion.
AGING2 accounts untouched 7+ days. Both in your Tier 1 segment.

Urgent

3
AI score ▾
Acme Corp$480K
Renew in 12d·Silent 8d
Champion silence
Send re-engagement email today
Done
Defer
Globex Industries$390K
Renew in 21d·Silent 14d
Open tickets
Schedule exec sync · loop in Devon
Done
Defer
Stellar Media$260K
Renew in 5d·Silent 11d
Adoption drag
Re-engage Sarah Chen on usage drop
Done
Defer

Attention

3
AI score ▾
Bridgewater Co$340K
Renew in 47d·Silent 5d
Sentiment slip
Send Q3 health check
Done
Defer
Northfield Health$295K
Renew in 62d·Silent 4d
Exec disengaged
Forward case study to CFO
Done
Defer
Cascade Systems$180K
Renew in 38d·Silent 9d
Price sensitivity
Pre-renewal value review
Done
Defer

Opportunity

3
AI score ▾
Summit Logistics$520K
Renew in 94d·Silent 3d
Usage growth
Pitch Pro tier upgrade
Done
Defer
Pinewood Partners$410K
Renew in 118d·Silent 2d
Team expansion
Send seat expansion proposal
Done
Defer
Northcrest Industries$280K
Renew in 76d·Silent 4d
Champion advocacy
Request referral intro
Done
Defer

The problem

The tax of context rebuilding.

It’s not the work. It’s the cognitive switching cost between the work — the constant context rebuilding that happens between every meeting, every reply, every handoff. And it’s where CS teams lose hours every day.

Devon’s queue · ranked by Evergreen

8 of 30+
  • 1
    Email
    Re: Q3 renewal — pricing concern from Sarah Chen3w ago
  • 2
    Slack
    Anyone got context on Acme's DPA escalation?Yesterday
  • 3
    Call
    Tom Willis · QBR prep · 42 min · 8 action itemsMay 7
  • 4
    CRM
    Voltura Systems · Health 78 · ARR $480K · stale 6w6w
  • +5+5 more, ranked

Without Evergreen, this is by hand.

Our bet

We bet on the human.

AI is the operator’s leverage — not their replacement.

One path

AI replaces the operator.

Agents own the work. Humans review the output.

Our path

AI handles the cognitive load.

The operator stays in charge. Their leverage compounds.

How it works

Leverage, where the work actually happens.

Four places where AI handles the cognitive load — and your CSM stays in charge.

The defensibility test

Every claim has a defensible answer.

Click any number in Evergreen. See the formula, the inputs, the assumptions.

Defensible by design, not by claim.

Forecast accuracy

93.8%

Trailing 4 closed quarters · Customer Success Team scope

accuracy = 1 − |forecast − actual| ÷ actual

Click any number in Evergreen. See everything that built it.

Pricing

Built around your team, priced around your wins.

Hybrid platform fee plus per-seat — designed so cost grows with your team's value, not punitively with seat count.

Starter

$1,500/month
+ $129 per CSM

Best for

  • Founder-led teams running CS hands-on
  • Small CS orgs with a Manager, Director, or Head of CS
  • Pre-seed through Seed-stage companies

What you get

  • Email-first methodology
  • AI brief + morning queue
  • Health scoring with weights
  • NRR + LTV forecasting
  • Coverage routing
  • Up to 3 CSMs
Get started
Most popular

Scale

$2,500/month
+ $179 per CSM

Best for

  • Mid-market CS teams running 4–12 CSMs
  • Series A through Series C companies
  • Multiple segments, regions, or verticals
  • Teams that need defensible numbers and operational clarity

What you get

  • Everything in Starter
  • Multi-team segmentation
  • Custom dashboards
  • Salesforce or HubSpot integration$500/mo + $5K implementation
  • Advanced forecasting
  • Up to 12 CSMs
  • Priority support
Get Scale

Enterprise

Custom

Available Q3 2026

Best for

  • CS orgs with 13+ CSMs across multiple teams
  • Companies with complex compliance and security requirements
  • Custom integration and dedicated CSM needs

What you get

  • Everything in Scale
  • Unlimited CSMs
  • SSO and SAML
  • Custom integrations
  • Dedicated CSM
  • SLA-backed support
Talk to us

The math

ROI typically lands at 16–20× year one for a 6-CSM team.

We built the calculator so the math is yours, not ours.

See the math →

Ready?

Make your CSMs unbeatable.

30 minutes. We'll walk through what Evergreen does, how it fits your team, and whether it makes sense for where you are.

Book a demo