See churn coming. Act before renewal.

The customer success platform for B2B SaaS teams who would rather not be surprised at renewal.

Harbor Desk turns product usage, support tickets and CRM data into health scores your CSMs can explain, playbooks that act when an account changes, and executive business reviews that build themselves. Built for SaaS companies with 50 to 2,000 employees.

Used by more than 300 customer success teams

  • Tidewater Freight
  • Northwind Analytics
  • Lighthouse Payroll

The product

Three things, done properly.

Most customer success software tries to be a CRM, a help desk and a survey tool at once. Harbor Desk does three jobs: tell you which accounts are drifting, do something about it, and prove your value to the executive who signs the renewal.

Health Scores

A score for every account, built from the signals that actually predict churn in your business: logins, feature adoption, open tickets, sponsor changes and invoice status. Every score shows its working, so a CSM can say why an account is red in one sentence.

Playbooks

Automated actions that fire when health changes. A sponsor leaves, a playbook opens a task for the CSM, drafts an intro email to the new contact and flags the account for the weekly risk review. You write the rules once. Harbor Desk runs them on every account, every day.

EBR Builder

Executive business review decks assembled from real usage data: adoption trends, outcomes against the goals the customer set, support history and a recommended next step. Your CSM edits the story instead of copying numbers into slides.

Results

Numbers our customers will put their name to.

18%lower gross churn at Tidewater Freight in the first 12 months
+9 pointsnet revenue retention at Northwind Analytics, from 104% to 113%
6 h → 40 minto prepare an EBR deck at Lighthouse Payroll

"We used to find out an account was at risk when the cancellation email arrived. Now the health score turns amber about 70 days earlier, and the playbook has already put it on my team's list."

Dana Whitlock, VP of Customer Success, Tidewater Freight

"Our CSMs stopped arguing with the score in the second week. It shows its working, so the conversation moved from 'is this right' to 'what do we do about it'."

Marcus Bell, Head of Customer Success Operations, Northwind Analytics

Who it's for

Built for the people who own retention.

Harbor Desk is bought by VPs and Heads of Customer Success, Chief Customer Officers and CS Operations leaders. It is used every day by customer success managers who look after a book of 20 to 150 accounts each.

If your team runs renewals out of a spreadsheet, a CRM report and a lot of Slack messages, you are the reason we built it.

How it fits

Your data, where it already lives.

Harbor Desk connects to Salesforce, HubSpot, Zendesk, Intercom, Segment, Snowflake, BigQuery and Slack. Most teams are live in 30 days, with health scores running on their full book of accounts in the first two weeks.

No rip-and-replace. Your CRM stays the system of record; Harbor Desk is where your CS team decides what to do next.

See churn coming. Act before renewal.

A 30-minute demo with a customer success specialist, on accounts that look like yours. No slides, no trial to babysit.