Revenue Assistant suggestion
Book an intro meeting with the new ops manager at Acme Logistics.
- Last touch: 38 days ago
- Champion: changed roles
- Health score: 41 / 100
AI-Led Revenue Management Platform
Grow revenue as one team.
Marketing, sales and customer success work from one customer record, from first touch to renewal. AI shows everyone on your revenue team the next best move, and you stay in control of every action.
- Health scores from your own data
- Excel/CSV import you can undo
- Every record keeps its own currency
- Works on your phone
Monday, 9:00 AM
Good morning, 3 things matter today
New leads
12
3 show buying intent
Deals to nudge
2
quiet for 14 days
Ready to expand
2
customers
Revenue Assistant suggestion
Prepare an expansion offer for Northwind Manufacturing.
- Seat limit: 85% used
- Opened a new branch last month
- Renewal in: 74 days
Sample screen · illustrative data
Why one record
Your best growth comes from the customers you already have.
That growth happens when marketing, sales and customer success share the same picture. Carpuse gives each team what it needs, from one customer record.
Marketing
Measures: leads, MQLsHubSpot Marketing, Mailchimp, ad platforms
To see which campaigns turn into revenue, not just into leads.
Sales
Measures: closed dealsPipedrive, Salesforce, HubSpot Sales
The full story behind every lead, and a clean handoff once the deal is signed.
Customer success
Measures: renewalsGainsight, Vitally, or more often a spreadsheet
To know what was promised, and to spot renewal and expansion moments early.
40%
of new ARR now comes from existing customers
up from 25% in 2022
$1.00
spent per $1 of expansion ARR
half the cost of new business ($2.00)
3 → 1
teams, tools and definitions of a customer, brought together
marketing, sales and customer success
Source for the first two figures: Benchmarkit 2025 SaaS Performance Metrics (563 B2B SaaS companies).
One customer, one story
From first campaign to renewal, every team builds on what the last one learned.
Here is how one customer moves through Carpuse.
- 1
First touch
A logistics company finds you through a LinkedIn campaign. The source is saved on the company record.
- 2
Demo
The sales rep promises the integration in 2 weeks. The promise goes into the handoff form.
- 3
Onboarding
Customer success starts with the full story and delivers on time.
- 4
Month 5
Their champion changes roles. The assistant suggests meeting the new manager, and the relationship carries on.
- 5
Month 11
The customer renews and adds a new branch. Marketing sees exactly which campaign it all started from.
Product
One customer record. Three teams. One revenue chain.
Marketing, sales and customer success write to the same company and contact. Handoffs happen inside the system and are on the record, so revenue is measured as one chain from first touch to renewal.
Sales pipeline
Kanban and list views, time limits and win probability per stage. Won deals hand off to customer success with a structured form.
Health scores
Last touch, champion, NPS, payments and your own components. A separate model per segment, and “why did it change?” is always one click away.
Renewal calendar
Expiring subscriptions by month, colored by health. Renewal deals open on time and renewals that need attention rise to the top.
Revenue movements
MRR calculated from line items: new, expansion, contraction and churn, with NRR and GRR on one screen.
Quotes and contracts
Documents from templates with line items pulled from the deal. Customers open a private link to accept or decline, and you know when they view it.
Campaigns and attribution
First and last touch source on every company and contact. Open pipeline, won revenue and ROI per campaign.
No-code automation
When, under which conditions, do what. Lead routing, deal follow-ups and renewal reminders come ready to switch on.
Set up in days
A setup wizard and Excel/CSV import. Preview before anything is saved, undo in one click.
Revenue Assistant
A revenue analyst for everyone on your team. It suggests, you decide.
It does the work of a RevOps analyst that only large companies could afford, at software prices: which lead to call first, which account needs attention, who is ready to expand.
Suggests without being asked
It scans your data continuously and finds the signals itself: upcoming renewals, deals that need a nudge, expansion moments.
Every suggestion shows its reasons
Each card lists the data behind it, like last touch, health score and days left, with one click to the source.
Never acts without approval
It doesn't change records, create tasks or send emails on its own. Nothing happens until you click approve.
A revenue team's Monday morning
- 1
The morning brief arrives: 3 of yesterday's 12 leads show buying intent, 2 deals are ready for a nudge, 2 customers are ready to expand.
- 2
First card: the champion at Acme Logistics has changed roles and the last touch was 38 days ago. Suggested: meet the new manager.
- 3
Second card: Northwind Manufacturing is at 85% of its seat limit and just opened a new branch. Suggested: prepare an expansion offer.
- 4
The manager approves both cards. Tasks are created and every approval is logged. Total time: a few minutes.
Chat
Ask “Which of my customers renew in under 60 days and have a yellow health score?” The answer comes from your own data, limited to the records you're allowed to see.
Why Carpuse
Built to help the whole revenue team grow together.
The full revenue cycle
Others focus on the top or the bottom of the funnel. Carpuse runs the whole cycle, from first touch to renewal, in one product.
The price of one tool, not three
One subscription instead of a marketing tool, a CRM, a customer success platform and the RevOps specialist who glues them together.
An assistant, not an agent
Proactive, but every action is approved. Managers never have to give up control.
Fully configurable
Fields, stages, score weights, segments and automations change without writing code.
Your data stays yours
Every workspace is fully isolated; no company can ever see another's data. That rule is tested automatically on every table.
Built for how you sell
Every record keeps its own currency, and the app opens like a native app on your phone.
Who it's for
Big enough to need a revenue engine. Focused enough to want one tool.
For companies without a RevOps team, that want sales, marketing and customer success leaders looking at the same numbers.
- Size
- 20–500 employees; a sales team of 1–10 and a customer success team of 1–5
- Revenue model
- Recurring revenue: subscriptions, annual contracts, maintenance and service agreements
- The pain
- Renewals and expansion are found late, because marketing, sales and customer success each keep their own list of customers
- The moment
- A new revenue leader, a push for expansion, or growth goals after a funding round
Why today's tools fall short
Each tool covers one team's job. None of them brings all three together.
Stitching them together leaves you with three customer lists, three definitions of a customer, and no shared view of what to do next.
Marketing tools
HubSpot Marketing, Mailchimp, ad platforms
Sees: Campaigns, clicks and leads.
Misses: What happens after the deal is signed, so revenue and renewals never come back to the campaign.
Sales CRMs
Pipedrive, Salesforce, HubSpot Sales
Sees: The pipeline up to a closed deal.
Misses: Customer health, renewals and expansion. The record goes quiet right after the handoff.
Customer success tools
Gainsight, Vitally, or a spreadsheet
Sees: Health and renewals after the sale.
Misses: Where the customer came from and what sales promised, so success starts from a blank page.
Carpuse puts marketing, sales and customer success on one customer record, and an assistant tells each person what to do next.
See your whole revenue chain in one place.
Import your customers, get your first health scores and assistant suggestions, and spot your next expansion on day one.