Run Customer Success in HubSpot · Coming soon

Your existing customers are your biggest growth opportunity.

Panora uses AI to find expansion revenue, prevent churn, and manage renewals — all from one unified account view inside HubSpot. Stop defending revenue. Start growing it.

✨ AI Summary: Strong expansion signals — usage up 40% over 8 weeks, 3 seats over limit, champion invited 2 new team members. Ready for enterprise upgrade.
⚡ Action: Propose enterprise plan — $89K → $140K potential. Send proposal this week.
Recent activity
Usage up 40% — new team onboarded analytics module 2h ago
Champion requested API access for new integration Yesterday
3 new users invited (52/50 seats — over limit) 3 days

From account intelligence to revenue growth — all inside HubSpot.

Here's what Panora gives your CS team.

01

Unified account view

Every data point about a customer in one place. CRM, billing, tickets, product usage, NPS — organized on a single account page with a timeline of changes. Spot risk early. Spot expansion opportunities earlier.

Pulls live data from HubSpot, Amplitude, Mixpanel, Fathom, tl;dv, Zendesk, and more — so you walk into every call knowing where the revenue opportunity is, not scrambling across five tabs.

📊 Acme Corp — Account View Live
HubSpot Amplitude Zendesk Mixpanel Fathom
Billing Invoice #1847 paid — $11,833
Today
Usage DAU dropped 18% week-over-week
1d ago
Support Ticket #4821 escalated to P1
2d ago
✨ AI Analysis: Usage decline + open P1 ticket suggest dissatisfaction, but billing healthy and new team onboarded last week — possible expansion if P1 resolved quickly.
⚡ Action: Resolve P1 first, then propose analytics add-on to new team.
02

AI that spots risk and opportunity

The same signals that predict churn also predict growth. Usage trending up, champions requesting new features, teams hitting seat limits — that's expansion revenue waiting to be captured.

Panora's AI cross-references usage trends, ticket velocity, NPS, billing changes, and communication sentiment to surface both sides: accounts that need saving and accounts ready to grow. Each one comes with a plain-language summary and a recommended next step.

🎯 Acme Corp At risk
✨ AI Summary: Usage down 18%. 3 P1 tickets in 14 days. Champion inactive. NPS 9→7.
⚡ Action: Schedule exec check-in before renewal on Apr 15.
🚀 Beacon Labs Expansion signal
✨ AI Summary: Usage up 40% over 8 weeks. 3 seats over limit. Champion requested API access and invited 2 new team members.
⚡ Action: Propose enterprise upgrade — $89K → $140K potential.
03

Every renewal is a growth conversation

Spreadsheets don't scale. You find out too late. Context lives in five different tools. Renewals fall through the cracks — and by the time you notice, the conversation is already about cancellation instead of expansion.

Panora works with dedicated renewal and expansion pipelines in HubSpot — built the way they should be. It pulls in communication sentiment, usage trends, billing status, and stakeholder activity to analyse every deal in your pipeline. Every account gets a risk level, an expansion signal, and a recommended action — so you walk into renewals ready to grow the deal, not just save it.

🔄 Renewal & Expansion Pipeline — Q2 $1.2M renewals · $340K expansion
Acme Corp — Renews Apr 15
Champion inactive. Usage declining. Sentiment negative. Needs exec check-in now.
$142K
Orbit Inc — Renews May 3
Open P1 ticket. NPS survey pending. Sentiment neutral. Monitor closely.
$67K
CloudSync — Renews Apr 28
Usage up 30%. Sentiment positive. Expansion opportunity. Send proposal.
$210K
Beacon Labs — Renews Jun 1
3 seats over limit. Usage up 40%. Strong expansion signal.
$89K
04

Know where the revenue is — every morning

Each morning, see which accounts are ready to expand and which need saving — ranked by revenue impact, with a recommended next step for each.

E.g., "Propose upgrade: 3 seats over limit for 6 weeks" or "Schedule check-in: usage down 25% since Feb 1." Filtered per CSM — you only see your book.

⚡ Today's Actions — Sarah's Book 5 items
Propose upgrade — Beacon Labs
3 seats over limit for 6 weeks. Usage up 40%. Expansion signal strong.
+$51K
Cross-sell opportunity — CloudSync
New team onboarded in analytics. High usage of adjacent feature. Sentiment very positive.
+$35K
Schedule exec check-in — Acme Corp
Usage down 25% since Feb 1. Champion inactive 14 days. Renewal in 59 days.
$142K
Follow up on ticket — Orbit Inc
P1 ticket open 5 days. No response to last outreach. NPS survey pending.
$67K
05

Drive NRR above 100% — and prove it

Track the metric that matters most: Net Revenue Retention. Panora factors in expansion revenue, renewal outcomes, and churn — so you can see exactly how your existing customers are growing (or shrinking) your business.

NRR, GRR, forecasted revenue, churn rate — calculated from live data, tracked by cohort, plan tier, and CSM. All metrics sync as HubSpot properties for reports, dashboards, and workflows.

📈 Forecasts & Metrics — Live Auto-updated
Net Revenue Retention
112%
↑ 3pts vs last quarter
Expansion Revenue
$340K
↑ 28% vs last quarter
Q2 Renewal Forecast
$1.14M
⚠ $82K at risk
Churn Rate
1.8%
↓ 0.4pts improvement
Free guide

The complete guide to managing renewals 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.

Customer Success in HubSpot — Free Guide

Make HubSpot your single source of truth for customer success.

Your team already lives in HubSpot. Panora brings AI-powered analysis, expansion signals, renewal forecasts, and revenue metrics into the system they already use — no second platform, no context switching. Your team doesn't adopt Panora — they just see better data.

🏪

HubSpot Marketplace

Install directly from the marketplace. One-click setup.

🔐

OAuth connectors

Secure auth to HubSpot, Amplitude, Mixpanel, Zendesk and more.

⚙️

Custom properties

AI analysis and metrics sync as native HubSpot fields.

No code setup

Connect your tools, configure signals, go. Zero dev work.

Get in early.
Shape the product.

We're building Panora with our founding users. Join the waitlist to lock in benefits that won't be available after launch.

🔒

Early-user pricing

Founding members lock in a significant discount at launch — the earliest you join, the better your rate.

🗺️

Direct roadmap input

Monthly calls with the product team. Your needs shape what we build next — not a feedback form, an actual conversation.

🤝

White-glove onboarding

Our team personally sets up your HubSpot integration and configures your health model. You don't lift a finger.