The AI customer success layer for HubSpot
Run customer success inside HubSpot.
Panora reads all your customer data and shows every CSM which accounts are at risk, which are ready to expand, and what to do about each, right on the HubSpot records they already work in.
No second platform, no new data silo.
Start every day knowing which accounts need you.
Stop covering your book randomly and start covering it by revenue.
Priority accounts, ranked daily
Sorted by revenue at stake × urgency, refreshed every morning.
Portfolio health, pre-calculated
Active MRR, forecast MRR, net new MRR, NRR. All per CSM, always current.
Filtered by motion
At Risk, Renewal, Expansion, or Pilot. Pick a lane, get to work.
Know why an account is flagged — not just that it is.
Nobody escalates to a VP on a health score they can't defend.
Confidence, scored
“Competitor evaluation detected: 82% confidence.” A number you can argue with.
Evidence, attached
The actual emails, tickets, and data points behind every signal.
On the deal itself
Signals, severity, renewal forecast, and expansion potential, all on the HubSpot record, not in a silo.
Signals become work. Work becomes revenue.
Most tools stop at “here's what we noticed.” Panora tells you what to do next.
Actions on every signal
A checklist tuned to your playbook, attached to each risk and opportunity.
Tracked to done
Resolve, snooze, or reject. Nothing goes stale, nothing gets handled twice.
A revenue goal for CS
A quarterly target split across saves, expansion, and renewals and moved by resolved signals.
Built from the CSM seat.
By CS people, for small and mid-sized SaaS teams running post sales in HubSpot.
20+ years of running CS
Our founders led SaaS customer success from first hire to enterprise renewals. Panora is the tool we kept improvising in spreadsheets.
Shaped by 100+ CS leaders
More than 100 customer interviews before writing the first line of code.
15 design partners
Fifteen design partners shaped every signal, metric, and action.
One layer, four revenue motions.
Save at-risk accounts
Churn signals, months early. Save plan attached.
Run renewals from growth
Risk level, expansion signal and next step on every renewal.
Capture hidden expansion
Seats over limit. Champions inviting teammates. Sized in MRR.
Convert pilots
Pilot MRR, conversion rate, pilots at risk, all in time to act.
And for the leaders behind the team.
Customer success is a revenue function. Run it like one.
The SaaS metrics HubSpot can’t give you.
NRR, GRR, net new MRR, logo retention, all calculated out of the box, live, per book of business. No spreadsheet gymnastics.
Forecast the quarter before it ends.
Closed plus open forecast, broken down by renewal base, expansion, contraction, and churn, with AI post-mortems on every account you’ve lost.
See how every CSM is tracking.
Each CSM’s metrics and revenue target, side by side, who’s on pace, who needs help, and where the number will land.
Live in days, not quarters.
Connect
Panora integrates with HubSpot, Amplitude, Mixpanel, Fathom, TLDV, Jiminny, Slack and many more. No code, no IT project.
Panora analyzes
AI agents read continuously across your customer data, analyze and give you back signals, metrics, and forecasts your team can act on.
Your team acts
Priorities, evidence, and actions on the records CSMs already open. Nothing new to learn.
HubSpot not CS-ready yet? Our HubSpot configuration service sets it up to the standard in the best-practice guide we wrote, and then layer Panora on top.
The complete guide to managing Customer Success in HubSpot.
Everything we've learned about configuring renewal pipelines, tracking expansion, and running CS in HubSpot in one practical guide. Includes step-by-step setup instructions and a free custom GPT that walks you through the configuration for your specific setup.
Read the guide →
Your expansion revenue is already in your data. Go find it.
See Panora running in HubSpot now.
Request demo →Frequently asked questions.
What is Panora?
Panora is the AI Customer Success layer for HubSpot. It reads all your customer data and shows every CSM which accounts are at risk, which are ready to expand, and what to do about each — right on the HubSpot records they already work in.
Who is Panora for?
Small and mid-sized SaaS teams running Customer Success in HubSpot. Built by CS people for CS teams.
How is Panora different from other CS platforms?
Most CS platforms are complex to install, create an additional data silo and don't have pricing suited for smaller to mid-size businesses. Panora is built specifically for small to medium sized SaaS businesses that are already using HubSpot, don't want yet another platform to manage and makes full use of AI at a price point they can afford.
What does Panora integrate with?
Panora integrates with HubSpot, Amplitude, Mixpanel, Fathom, TLDV, Jiminny, Slack and many more. No code, no IT project.
Do I need HubSpot configured a certain way to use Panora?
If HubSpot isn't CS-ready, Panora's HubSpot configuration service sets it up to the standard in the best-practice guide we wrote, then layers Panora on top.
Where does Panora surface its recommendations?
Directly on the HubSpot record CSMs already work in — signal detail, severity, renewal forecast, and expansion potential appear on the deal or company record, not in a separate silo.