Features

The control panel for recurring revenue.

Ten built-in tools that turn signals into decisions managers can act on this week.

A live score of how likely each client is to stay — with the evidence behind it.

Per-employee rating across follow-up, tone, objection handling, and close discipline.

Flags renewals, upsells, and overdue invoices that are slipping through the cracks.

Tracks every promise made to a client and warns before the deadline is missed.

AI reads consented call transcripts and surfaces risk moments, not just summaries.

Measures how employees respond to price, timing, and competitor objections.

Builds a personalized coaching plan for each employee based on real gaps.

One report every Monday: at-risk clients, top wins, coaching priorities, money left on the table.

Identifies which existing clients are ready for an expansion conversation — and why.

Role-based access, consent enforcement, audit logs, and retention controls for regulated teams.

How ClientGuard works.

Step 1

Email, CRM, phone transcripts, invoices, tickets, meetings, and client portals.

Step 2

AI reviews communication tone, response time, activity, unresolved issues, and client sentiment.

Step 3

Clients and employees receive explainable scores with evidence, not black-box punishment.

Step 4

Managers get coaching steps, save scripts, training recommendations, and follow-up timing.

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