Scattered signals
Customer data lives across disconnected tools and teams.
Customer intelligence and retention action for mid-tier businesses
Know which customers are drifting, why they changed, and what to do next.
CXGRADE helps teams upload or connect customer data, classify customer health, diagnose behavior change, and assign one clear next step — without enterprise complexity.
- Upload a spreadsheet or connect your customer data.
- Classify customers into VIP, Core, Drifting, and Lost.
- Turn risk signals into one clear next step.
What is changing in the customer base?
Which customers need attention now?
Why is behavior improving or declining?
What should we do next, and who owns it?
Revenue by tier, automatically
Live example
Every customer sorted into a tier — no spreadsheets.
Customer Distribution
Revenue retention
91%
Why teams struggle today
Most teams have customer data. Few know what action to take next.
Customer signals are spread across spreadsheets, CRM tools, commerce systems, and support channels. Teams can see churn, declining spend, or weaker repeat behavior, but they still struggle to identify who needs attention first, why behavior changed, and who should act.
Unclear priorities
It is hard to tell which customers or segments need attention now.
No clear owner
Even when risk is visible, the next step is often not assigned.
49%
cite departmental overlap and conflicting goals as a major barrier
38%
lack a quantifiable ROI framework for CX investment
35%
say budget constraints block CX investment
How CXGRADE works
From customer data to one clear action.
CXGRADE helps mid-tier businesses move from raw behavior data to a focused action plan. It measures customer behavior, classifies customer health, explains why change is happening, and recommends what to do next in business language teams can actually use.
01
Measure
Ingest transaction, spend, visit, refund, repeat purchase, and CLV context data.
02
Classify
Assign customers into VIP, Core, Drifting, and Lost using business rules and retention context.
03
Diagnose
Surface the top reasons behavior changed — recency, spend decline, weaker repeat behavior.
04
Act
Recommend one next step, expected impact, and owner so teams can move quickly.
Product preview
Built to answer the questions teams ask every day.
CXGRADE keeps navigation simple and each workspace focused. Instead of burying teams in analytics, it helps them scan, filter, open, and act with fewer clicks.
Overview
See what changed, which customer groups need attention, how much revenue is at risk, and which actions are open.
Customers
Review customers and segments, understand why they are at risk, and assign one recommended next step.
Insights
Explore retention, churn, repeat purchase, cohort, and revenue trends when deeper analysis is needed.
Settings
Upload data, connect sources, define rules, review data health, and access expert support.
Insights
See the trends behind customer drift.
CXGRADE helps teams understand broader retention and spending patterns so they can spot early decline, compare cohorts, and connect behavior changes to business outcomes.
Retention over time
Shows how many customers remain active over time so you can spot early drop-off.
Cohorts by first purchase month
Compare groups by signup or first purchase month to see which acquisition sources bring stickier customers.
Customers leaving over time
Track churn changes so you can spot sudden retention problems.
Returning customer rate
See the percentage of customers who come back for a second or later purchase.
Revenue retention
See whether retained customers are spending more or less over time.
Why it stands out
Not another CRM. Not another dashboard.
CXGRADE is built for CX, product, and revenue leaders who need CX-to-money clarity. It works with existing systems and turns customer behavior, retention signals, and experience metrics into prioritized actions and business cases.
Built for mid-tier teams
Fast to understand, practical to use, and designed for businesses that need value without enterprise overhead.
Focused on action
Show one recommended next step instead of overwhelming users with too many choices.
Tied to outcomes
Link behavior change to retention, revenue, and business impact rather than stopping at reporting.
Want a walkthrough with your real numbers?
Send over your customer data and get a free 15-minute analysis — no obligation, no sales pitch.
Early access
Join the waitlist and be first to try CXGRADE with your own customer data.
See which customers are healthy, which are drifting, why behavior changed, and where your team should intervene first — without enterprise complexity or long setup cycles.
No spam · Limited early access spots