One AI-native CRM / CS platform: prospect, win, onboard, renew and expand.
Routeability, your full customer lifecycle partner.
Routeability is a Customer Success platform with CRM built in: pipeline, proposals, onboarding, health, renewals and expansion on one customer record and one ARR ledger. Every capability is tied to the outcome it delivers, and AI agents draft the next step for your team to approve.
10-business-day trial with your work email. Your data stays if you stop.
- SAML SSO and MFA on every paid plan
- Tenant isolation enforced in Postgres
- Built to SOC 2 and ISO 27001 controls
- Prospect
- Win
- Onboard
- Renew
- Expand
Expansion play: 2 objectives met, route volume up 30%. Propose the Advanced tier at renewal.
Sales and Customer Success, one customer record.
The prospect your AE qualifies is the account your CSM renews. Winning the deal changes its status, nothing is migrated, and the context you sold on is still there at renewal.
Prospect
Qualify with rigor.
- Pipeline with MEDDPICC scoring and stage gates set to Coach or Enforce
- Forecast categories kept apart from stage, with forecast accuracy tracked
- AI enrichment and ICP fit on every new prospect
Win
Close on the same record.
- Proposals from your product catalog, with discount and tax, sent from your domain
- Accept and convert books new-business ARR and opens the subscription
- The deal's MEDDPICC carries onto the account
Onboard
Start from the outcome sold.
- Journey Builder maps onboarding and the capabilities to adopt
- Business objectives with baseline, target and dollar value
- Import your existing book with opening balances and correct ARR from day one
Renew
See risk while there is time.
- Explainable 0 to 100 health from up to nine signals
- Renewals per contract, fixed-term and monthly in one book
- Weighted ARR-at-risk forecast, plus native NPS and CSAT
Expand
Grow from proven value.
- Expansion pipeline, booked to the ARR ledger as a new contract line
- EBR scheduling with prep packets built from objectives
- Expansion agent drafts plays for approval (Scale, Enterprise, trials)
Every capability tied to the business outcome it delivers.
Customers renew for results, not features. When you can show which capabilities delivered which outcome, and what it was worth, the renewal becomes a value conversation, not a price one.
Objectives in dollars
Each customer's business objectives carry a baseline, target, current value and $/yr at target, with attainment %, $ realized and a value trajectory.
Linked to what delivers them
Your CSM links each objective to the product capabilities that deliver it, picked from the features your admin defines once in Journey Builder.
Adoption tracked automatically from telemetry
Product events mark a capability adopted, turned off or stale on that customer, and advance the journey as they arrive.
One source for health and EBRs
Health's Value signal, the adoption versus value gap and EBR prep packets all read from the same links.
- Self-serve reportingAdvancedadopted · via telemetry
- Automated alertsIntermediateadopted · via telemetry
- Data connector syncFoundationalstale · no use in 30d
AI does the work. People make the call.
Start each day with a ranked list of the revenue that needs you, and the work already drafted. Agents read the same record and ledger your team uses, so what they draft is grounded in your real numbers.
- Agents draft renewal, retention, expansion and EBR prep work into one Triage queue, ranked by the revenue at stake.
- You set how far each agent may go, action by action. The platform enforces a ceiling on every action, and raising a level needs MFA.
- Money, pricing, proposals and contracts always need a person.
- Every approval, edit, dismissal and level change is written to the audit log.
AI Assist and AI enrichment on every plan. AI agents on Scale, Enterprise and every trial, with a monthly AI budget included in the plan.
1 of 3 seats in use and single-threaded, 28 days to renewal. Value is behind target on the objective the customer bought for.
- Book a 30-minute activation with the champion.
- Map a second stakeholder: the economic buyer.
- Review the cost-to-serve objective before the renewal call.
GRR and NRR you can defend to a board.
New business, expansion, renewals and churn all post to one ledger, so the number your sales team closed and the number your CS team retains are the same number.
- Every change to ARR is a ledger movement, booked through controlled actions and recorded in the audit log. Nobody types over ACV.
- GRR and NRR on two bases, the fiscal-year starting cohort and the contracts due, both aligned to your fiscal year.
- Recurring revenue is kept apart from one-off services, and quota attainment reads from the same ledger.
| Opening ARR | $3.80M |
| New business | +$620K |
| Expansion | +$410K |
| Contraction | −$180K |
| Churn | −$350K |
| Closing ARR | $4.30M |
Real multi-tenant SaaS, secured in the database.
Your customer and revenue data is the most sensitive data you hold. The controls security reviews ask for are part of the product on every paid plan, not an upgrade.
Tenant isolation in the database
Postgres row-level security on every public table and on file storage keeps each workspace's data apart.
SAML SSO and MFA
Per-workspace SAML SSO with just-in-time provisioning, and MFA required, on every paid plan.
Roles enforced by the database
Standard, Financial and Administrator roles are checked by the database, even on a direct API call.
Audit log by default
A field-level audit log that outlives deleted records. Built to SOC 2 and ISO 27001 controls.
We find where your revenue leaks, fix it with you, and run it on one platform.
Most teams buy a CRM, a Customer Success tool and a consultant separately, then hold them together with syncs and handoffs. Routeability is all three, joined up.
Diagnose
Find where revenue leaks across the lifecycle, in your own numbers. Start with the free 2-minute Assessment, or a Revenue Diagnostic across 11 lifecycle gates.
Fix
Set it up with Customer Success experts: journey mapping, a common taxonomy, adoption strategy and AI workflows, scoped to a named outcome.
Run
Run it every day on one AI-native CRM / CS platform, from prospect to expansion.
The Revenue Diagnostic also runs inside the platform: the headline is free in every workspace, and the full version comes with Scale, Enterprise and every trial.
From your next CSM hire to your next region.
The same platform, record and ledger serve a founder-led team and a multi-team enterprise. What changes is the way in.
Start today. Live in days.
Sign up with your work email, import your book with opening balances, and see correct ARR, GRR and NRR from day one.
- 10-business-day trial with AI agents and the full Revenue Diagnostic
- Priced per workspace, not per seat
- Self-serve checkout when you are ready
Built for many teams and workspaces.
Run a multi-team revenue org, a group with subsidiaries or a portfolio on one platform, with the controls security reviews expect.
- Teams and nestable territories with quota, coverage and rollups
- Multi-workspace accounts with a Portfolio rollup
- SAML SSO, MFA, database-enforced roles and audit
A published price, per workspace.
See the price before you talk to anyone. Pay per workspace, not per seat, and start a trial on your real book today.
Growth
$1,200 /mo · per workspace
Up to 10 users
AI Assist and AI enrichment included
Scale
$3,600 /mo · per workspace
Unlimited users
AI agents included
Enterprise
Everything in Scale, plus the multi-workspace Portfolio rollup and onboarding support.
Talk to sales