See what's about to cost you revenue — and act before it does.
VERA turns your CRM, calls, and support signals into a prioritized action feed — so every CSM and revenue leader opens to the handful of accounts that actually need them today. Governed, vendor-agnostic, and yours to white-label.
Where revenue teams start their day.
Isolated deployment per tenant · No vendor lock-in · Your brand.
What needs my attention
12 accounts ranked · updated just now
- Northwind LabsRenewal
Churn risk up · renewal in 21 days
3/10 - BlueBeamAt-risk
No touch in 34 days · sentiment dipping
4/10 - Atlas FreightSupport
2 high-priority cases open
6/10 - Vertex MobilityAdoption
Usage trending down 18%
6/10 - Cedar & BloomUpsell
Expansion signal in last call
8/10
Connects to your stack — every source governed through VERA MCP
Everything a revenue team needs to act early
VERA doesn't just show you dashboards. It tells you what to do next — and lets you do it, safely, without leaving the feed.
What needs my attention
Not another account list. A ranked action feed where urgency = severity × renewal-time pressure, so every CSM opens to the five things that actually move the number today.
Health & churn scoring
Deterministic 1–10 health and inverse churn-risk scores derived from usage, activity, support load, and renewal proximity — each expandable to the evidence behind it.
Sentiment from real signals
Relationship sentiment scored from actual cases, emails, and calls — not a survey nobody filled out. Governed LLM inference, cached and cost-capped.
AI CSM drafts
Context-aware follow-ups and check-ins drafted from the account’s real history. Fail-closed by default, reviewed before anything sends — never an autonomous outbound.
Governed write-back
Log a call or create a follow-up straight from the feed — every write passes through a propose → confirm gate, attributed to the real user, fully audited.
White-label & vendor-agnostic
Your brand, your CRM, your fields. Customization lives in config, never a forked codebase — so VERA looks like your product and bends to your data model.
Built for the whole revenue team
VERA meets each role where they work — from the CSM's morning triage to the leader's portfolio rollup.
Customer Success Managers
Open to a ranked list of the accounts that need you today — and act on them without leaving the feed.
Account Managers
See renewal risk and expansion signals early, with the evidence behind every score.
CS & Revenue Leaders
Roll up portfolio health across the team, and know where to coach before the number slips.
RevOps
White-label, vendor-agnostic, governed. Map your fields in config and keep one auditable data path.
One governed path, four composable layers
No layer ever touches a vendor directly. Every byte of CRM data and every model call flows through your own VERA MCP gateway — which is what keeps VERA vendor-agnostic, governed, and isolated per tenant.
What your team sees
The CSM workspace and revenue-leader views — the attention feed, account intelligence, and governed actions. Talks only to MCP.
The governed gateway
Every byte of vendor data and every model call flows through one governed door — auth, RBAC, per-user credentials, a write-gate, caching, and usage budgets.
Keeps it fresh
Scheduled sync, embeddings, and scoring feed an isolated per-tenant mirror — so the app is fast and your CRM isn’t getting hammered by live reads.
The AI tier
Multi-agent analysis — account health narratives, coaching, briefings — all reading through MCP, all inference governed. Opt-in, not forced on day one.
Built for teams that can't hand-wave security
VERA's architecture makes the safe thing the default. Isolation, governance, and audit aren't add-ons — they're how the system is wired.
Isolated deployment per tenant
A separate database, instance, and URL per customer. Hard data isolation by deployment — not a shared multi-tenant table with a WHERE clause.
One governed data path
No layer ever touches a vendor SDK directly. All CRM data and all model inference route through your VERA MCP instance, where auth, RBAC, and the write-gate live.
Per-user identity, not a shared key
Each user’s reads and writes run as their own OAuth identity through MCP, enforced at the database with row-level security — so people see only their portfolio.
Modular by design — start with visibility
App + MCP is a complete product on its own. Add the AI tier when you're ready. Every plan is an isolated, white-labeled deployment — talk to us for a quote tailored to your team.
Visibility
App + MCP. The complete, sellable core.
$499 / mo minimum · billed annually
- CRM account & portfolio visibility
- The “what needs my attention” action feed
- Health & churn scoring with evidence
- Governed write-back (propose → confirm)
- RBAC, per-user OAuth, full audit trail
- White-label branding & field mapping
Intelligence
Add the AI tier — Worker + Crews.
$899 / mo min · ~4,500 AI credits / seat included
- Everything in Visibility
- Relationship sentiment from real signals
- AI CSM drafted follow-ups (reviewed)
- Embeddings & semantic recall
- Multi-agent account-health analysis
- Governed, budget-capped LLM inference
Enterprise
For multi-team and multi-tenant operators.
Multi-team & multi-tenant
- Everything in Intelligence
- SSO & custom domains
- Cross-tenant provisioning & releases
- Cross-tenant observability & billing
- Dedicated onboarding & success
- Priority support SLA
Prices are per CSM seat, billed annually. BYOK (bring your own LLM key) is available on Intelligence from ~$99 / seat. AI usage beyond the included credits is $20 / 1,000 credits, or prepaid top-up packs.
Questions, answered
Each tenant runs an isolated mirror (its own database) kept in sync through your VERA MCP instance — never via a direct vendor SDK. The mirror makes the app fast and keeps your CRM from being hammered by live reads. It is your deployment, isolated from every other customer.
Stop finding out about churn at the renewal.
See VERA running against your own CRM in a 30-minute walkthrough. We'll stand up an isolated tenant and show you your real accounts, ranked.