CSI Pro

7.5easy start · #2 of 21
in Customer Success Analytics Software

Free to practise onyes
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Web.

CSI Pro is ranked #2 of 21 in customer success analytics software on The Geeks Club. It runs on Web. There is a free plan. A free trial is offered.

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: Yes
Renewal risk analytics: Yes
Data source depth: multi-source

Best CSI Pro alternatives

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The record

Purpose: CSI Pro provides customer success teams with renewal probability scores, AI-generated QBRs, and retention playbooks in a browser-based tool.
Scoring: It calculates a 0–100% renewal probability score from usage trends, support volume, and sentiment, and says the score works offline without AI.
QBRs and escalations: It generates structured QBR drafts and one-page escalation briefs, with AI-enhanced outputs available in Pro.
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.
Document Vault: The Pro Document Vault accepts PDF, CSV, and TXT files and uses their contents to inform QBR, triage, and advisor outputs.
AI providers: The site lists OpenRouter, Anthropic, Google Gemini, Ollama, OpenAI, and generic OpenAI-compatible endpoints as supported AI providers.
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.
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.
Browser support: The specifications list Chrome 90+, Firefox 88+, Safari 14+, and Edge 90+.
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.
Privacy: The privacy policy says the maker does not use analytics, cookies, third-party tracking scripts, crash reporting, or server-side data collection.
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.
Research quotas: The site lists Pro research quotas of 5 Perplexity searches per day and 2,000 Brave searches per month.
Support: The privacy policy and terms list [email protected] for questions.
Price from: Free

Where it ranks on The Geeks Club

Best Customer Success Analytics Software in 2026#2 of 21

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Sources

customersuccessintelligence.com· checked 2 Oct 2026