45x
Fewer AI tokens to get grounded account answers
Welcome to CS 2.0
Run your Customer Success in Claude
FunnelStory brings agentic automation and an enterprise intelligence layer directly into your favorite AI Copilots. Build your CS motion like LEGO blocks, entirely inside Claude or ChatGPT.
RECOGNIZED BY GARTNER
#1 — WINNING BY DESIGN 2025
ZERO AI PoCs LOST IN 2025
Real teams. Real numbers.
Discover How Our Customers Are Thriving with FunnelStory!
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11K+
Customer accounts unified into one Customer Intelligence Graph
80%
Cut in manual CS busywork across both workspaces
500K+
Conversations reconciled into a single model
The Fusion
Build Your CS Motion from the Ground Up
A flexible, 4-step framework powering the next generation of Customer Success.
Unify All Your Data
The "LEGO Block" Platform
The new style of Customer Success isn't rigid, one-size-fits-all software. It's a platform to build it yourself in a modular, LEGO block approach.
We give leaders the raw components to snap together the exact workflows, alerts, and analytics their unique business requires. Stop waiting on vendor roadmaps. Compose your ideal UI, metric tracking, and daily alerts piece by piece, adapting instantly as your strategy evolves.
Actionable Intelligence
The Intelligence Layer
FunnelStory creates a Customer Intelligence Graph that unifies structured and unstructured data—from CRMs and product usage to emails and support tickets.
You maintain total control over what your team sees and analyzes, allowing you to precompute standardized results. This graph becomes the single source of truth that grounds your enterprise LLMs, eliminating hallucinations and ensuring total accuracy before any data reaches your Copilot.
Automate Workflows
Agentic Automation & Vibe Coding
Scale your motion by turning manual grunt work into agentic workflows. Define exactly which accounts to monitor and what actions to take using a powerful DIY workflow engine.
Write custom AI Agents simply by describing what you want them to do. With "vibe coding," you use natural language to build agents and automations that run natively on FunnelStory infrastructure, working continuously in the background while your team sleeps.
Copilot Delivery
Enterprise MCP & Copilot Delivery
We pipe your Customer Intelligence Graph directly into Claude, ChatGPT Enterprise, and other LLMs via a secure Enterprise MCP Server.
To help CSMs hit the ground running, FunnelStory provides pre-written "Skills" that load in under 5 minutes. Deliver intelligence and action access directly to where your CSMs are already working. Instantly use these skills to chat with accounts, or refine them to fit your specific playbooks.
Zero to value in minutes
Out-of-the-Box Skills: Zero to Value in 5 Mins
Adopting a new AI motion can feel daunting. FunnelStory provides a rich, open-source repository of CSM “Skills” to instantly supercharge your graph's capabilities inside your copilot.
Chat with your accounts and instantly generate QBRs, account briefs, and executive summaries using FunnelStory's context inside your favorite LLM.
Proactive delivery
Intelligence Where You Work
The reality of legacy software is that users' freedom to work is limited by the vendor's ability to define and deliver UI. CS 2.0 shatters that limitation entirely.
Bring Your Own Copilot (BYOC)
Work where you already work. Your CSMs use Claude or ChatGPT to access the entirety of your customer intelligence.
Proactive Delivery
We deliver signals and needle movers directly to the tools your frontline teams use everyday.
The End of Tool Fatigue
FunnelStory runs the intelligence layer in the background; your Copilot handles the day-to-day engagement.
Technical deep dive
The Architecture of SuperIntelligence
You see 'green,' but you feel the risk. That feeling is real. Your team is fighting blind, trapped by a health score that's built to fail. Here's why:
Context Graph for Agentic AI
A context graph makes agents reliable: it grounds reasoning in shared, inspectable context. Our patent-pending graph synthesizes 4 pillars—Usage, CRM, Conversations, and Business Intel—into a single source of truth.
Mathematically Validated
Every signal is validated by rigorous math (Precision, Recall, F1 scores). Ensure your agents and automated workflows are acting on concrete facts, not LLM hallucinations or fiction.
Time-Travel Discovery
The graph maps every interaction from the very first touchpoint, building a comprehensive historical context that actually "learns" your specific business DNA over time.
Why teams trust FunnelStory
Recognized, proven, and built for the enterprise.
Recognized by Gartner
Enterprise-grade compliance
#1 — Winning by Design
Top AI solution for Customer Success, Expansion & Renewals, 2025.
Zero AI PoCs lost in 2025
Every proof-of-concept we ran converted. The foundation shows up in the pilot.
Unified Journey — patent-pending
Our Unified Journey and needle-mover methods are patent-pending technology.
Enterprise security in our DNA
Built by founders with deep enterprise-security backgrounds.
Governed & auditable
Role-based, permissioned access to every part of the context graph.