Our Solutions
Discover how B2B SaaS teams use underscore to boost revenue, minimize churn, and keep customers engaged—without guesswork.
Churn Prevention & Customer Retention
Keep Customers Around for the Long Haul
Steady cancellations can sneak up on any SaaS business. One day, your numbers look fine; the next, you’re scrambling to find out why users are leaving. underscore flags dips in engagement or login frequency before they spiral into full-on churn.
Our Solution:
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Health Scores at a glance tell you who's on the risk of drop off
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Proactive alerts allow for early intervention
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Underscore’s AI provides hints on re-engagement tactics
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Targeted Upsells & Expansion Revenue
Spot Growth Opportunities Hiding in Plain Sight
Sometimes, your best growth opportunities are already in the building: existing customers who want more seats, modules, or advanced features. The challenge is figuring out who’s ready to upgrade—and when to reach out.
Our Solution:
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Upsell Signals: Automated alerts light up when usage spikes indicate a potential expansion.
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Usage & Billing Insights: Link actual feature usage to billing data, so you know exactly when customers are hitting plan limits.
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Tailored Pitches: underscore’s dashboards show which features they rely on most, letting you craft targeted upsell offers that resonate.
Data-Driven Product Roadmaps
Build the Features They’ll Actually Love
Everyone has ideas about what your product should do next, but not every idea pays off. underscore gathers hard data on feature usage, activation funnels, and user feedback, so you can prioritize with confidence.
Our Solution:
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Funnel & Cohort Analysis: See how new releases affect onboarding and engagement. Features with low traction? Either pivot or pull the plug.
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Detailed Segmentation: Identify which user groups clamor for certain features—enterprise admins vs. SMB customers might have different needs.
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Closed-Loop Feedback: Map usage data against feature-related feedback, so you can iterate quickly and confidently.
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Smart Campaign Tracking
Know Exactly Which Campaigns Move the Needle
Running campaigns and seeing sign-ups is great, but it’s even better to know how those new users behave once they’re inside your app. With underscore, you can track which campaigns lead to high-value users, which lead to churn, and which ones simply fizzle.
Our Solution:
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Campaign-to-Usage Correlation: Connect your marketing automation or ad platforms to underscore for a direct line to in-app behaviors.
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Attribution Clarity: Track leads from ad click to product activation, giving you a full-funnel perspective.
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Dormant Segment Re-Engagement: Segment users who signed up but fizzled, then launch targeted win-back campaigns.
UX Validation & Design Optimization
Craft a Seamless User Experience
Launching a new UI or feature is nerve-wracking if you’re not sure how users will react. underscore’s detailed user-path tracking and heatmap-style usage insights let you see exactly where people click, how they navigate, and when they abandon a flow.
Our Solution:
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User Path Tracking: See exactly how users navigate through new workflows, spotting friction points or abrupt exits.
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Feature Adoption Metrics: Track which UI elements get clicked, hovered over, or ignored—giving you concrete evidence for design tweaks.
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Rapid Iteration Feedback: Release small updates and immediately track user responses, ensuring each iteration moves you closer to an intuitive design.
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Cross-Functional Collaboration
Get Everyone on the Same Page—Literally
Product, Customer Success, Marketing, Finance… each function often has its own tools and metrics. That can lead to mismatched insights or conflicting strategies. underscore unifies data from CRMs, billing, support logs, and product analytics in one place.
Our Solution:
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Centralized Dashboards: Pull in metrics from billing, CRMs, and product analytics into one cohesive view.
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Commenting & Tagging: Spark real-time discussions around a retention spike or usage dip, right within the platform.
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Role-Based Access: Ensure each team sees exactly what they need—no more sifting through irrelevant data or risking oversharing.