CSI Pro

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Score6.8

Rank#4 of 21

PriceFree

Free planYes

Free trialYes

Runs onWeb

Summary

CSI Pro is a browser-based customer success tool for assessing renewal risk and preparing account materials. It calculates a 0–100% renewal probability score from usage trends, support volume, and sentiment; this scoring works offline without AI. The tool produces structured QBR drafts and one-page escalation briefs, with AI-enhanced outputs in Pro. Account Intelligence synthesizes company news, financial signals, and customer success community data, with three free research uses and a Wikipedia fallback when no API key is available. Pro adds a Document Vault for PDF, CSV, and TXT files that can inform QBR, triage, and advisor outputs. CSI Pro is a single HTML file, and core scoring, QBR, triage, and advisor features work offline. The free plan includes core scoring and analysis, while Pro Lifetime is listed at 29.00 USD once, with a regular price of $49. A Pro license is for up to two devices simultaneously and internal business use. The maker says account data stays locally in the browser and lists several AI providers.

Who it is for

It suits customer success teams that need renewal scoring and account-preparation tools in a browser, including offline core workflows. Pro is for teams wanting AI-enhanced outputs, document inputs, and expanded account research.

What is good

Offline renewal scoring without AI
Free plan includes core scoring and analysis
Generates QBR drafts and escalation briefs
Document Vault accepts PDF, CSV, and TXT
Account data stays locally in the browser

What to know first

Pro license permits up to two devices
Free Account Intelligence research is limited to three uses
Pro costs 29.00 USD once

Verdict

CSI Pro combines offline customer-success workflows with optional AI outputs and document-based context. The free plan covers core analysis; Pro adds capabilities and has a two-device license limit.

CSI Pro plans and pricing

All plans

Free Free Free forever; no account required Core scoring and analysis · Offline core features · 3 free account research searches customersuccessintelligence.com · 2 Oct 2026

Pro Lifetime $29 once Launch special; regular price is $49 Lifetime access · Up to 2 devices per license · Account Intelligence · Document Vault · AI-enhanced outputs customersuccessintelligence.com · 2 Oct 2026

Compared on customer success analytics software

Free plan: Yescustomersuccessintelligence.com
Renewal risk analytics: Yescustomersuccessintelligence.com
Data source depth: multi-sourcecustomersuccessintelligence.com

Facts

Purpose: CSI Pro provides customer success teams with renewal probability scores, AI-generated QBRs, and retention playbooks in a browser-based tool.customersuccessintelligence.com · 2 Oct 2026
Scoring: It calculates a 0–100% renewal probability score from usage trends, support volume, and sentiment, and says the score works offline without AI.customersuccessintelligence.com · 2 Oct 2026
QBRs and escalations: It generates structured QBR drafts and one-page escalation briefs, with AI-enhanced outputs available in Pro.customersuccessintelligence.com · 2 Oct 2026
Account research: Account Intelligence synthesizes company news, financial signals, and customer success community data; it offers three free research uses and Wikipedia fallback without an API key.customersuccessintelligence.com · 2 Oct 2026
Document Vault: The Pro Document Vault accepts PDF, CSV, and TXT files and uses their contents to inform QBR, triage, and advisor outputs.customersuccessintelligence.com · 2 Oct 2026
AI providers: The site lists OpenRouter, Anthropic, Google Gemini, Ollama, OpenAI, and generic OpenAI-compatible endpoints as supported AI providers.customersuccessintelligence.com · 2 Oct 2026
AI workflow: The free Zero-Config AI Bridge copies a pre-filled prompt for use with ChatGPT, Claude, or Gemini without requiring an API key in CSI Pro.customersuccessintelligence.com · 2 Oct 2026
Offline and format: CSI Pro is a single HTML file that runs in a browser; its core scoring, QBR, triage, and advisor features work offline.customersuccessintelligence.com · 2 Oct 2026
Browser support: The specifications list Chrome 90+, Firefox 88+, Safari 14+, and Edge 90+.customersuccessintelligence.com · 2 Oct 2026
Security: The maker says account data stays locally in the browser and API keys are encrypted with AES-256-GCM using PBKDF2 with 100,000 iterations.customersuccessintelligence.com · 2 Oct 2026
Privacy: The privacy policy says the maker does not use analytics, cookies, third-party tracking scripts, crash reporting, or server-side data collection.customersuccessintelligence.com · 2 Oct 2026
License limit: A Pro license permits use on up to two devices simultaneously, and the terms describe it as a perpetual license for internal business use.customersuccessintelligence.com · 2 Oct 2026
Research quotas: The site lists Pro research quotas of 5 Perplexity searches per day and 2,000 Brave searches per month.customersuccessintelligence.com · 2 Oct 2026
Support: The privacy policy and terms list [email protected] for questions.customersuccessintelligence.com · 2 Oct 2026