CSI Pro
What it is
CSI Pro is a browser-based customer success tool that scores renewal risk and prepares account materials. It calculates a 0–100% renewal probability from usage trends, support volume, and sentiment; that scoring works offline without AI. It can generate structured QBR drafts and one-page escalation briefs, with AI-enhanced outputs in Pro. Account Intelligence brings together company news, financial signals, and customer success community data, and includes three free research uses plus a Wikipedia fallback when no API key is available. Pro adds a Document Vault for PDF, CSV, and TXT files, which can inform QBR, triage, and advisor outputs. CSI Pro is a single HTML file, and core scoring, QBR, triage, and advisor features work offline. It runs in supported versions of Chrome, Firefox, Safari, and Edge. The free plan includes core scoring and analysis; Pro Lifetime is listed at $29 once, with lifetime access on up to two devices for internal business use.
For and against
For
- Scores renewal probability from usage, support, and sentiment
- Core scoring and analysis work offline without AI
- Pro Vault accepts PDF, CSV, and TXT files
- Free plan requires no account
Against
- Pro license allows simultaneous use on up to two devices
- Pro license is for internal business use
- Pro research quotas are limited by daily and monthly caps
The verdict
CSI Pro offers offline scoring and account-preparation tools in a browser-based format, with additional research and document features in Pro. The listed Pro Lifetime price is $29 once, and its license covers up to two devices for internal business use.
Who it suits
CSI Pro suits customer success teams that want renewal-risk scoring and help preparing QBRs or escalation briefs. Its offline core features may be useful to teams that need browser-based work without continuous connectivity.
Plans and prices
Free
Core scoring and analysis · Offline core features · 3 free account research searches
Read 2 Oct 2026 · customersuccessintelligence.com
Pro Lifetime
Lifetime access · Up to 2 devices per license · Account Intelligence · Document Vault
Read 2 Oct 2026 · customersuccessintelligence.com
On the record
- 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 · read 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 · read 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 · read 2 Oct 2026
- Browser support
- The specifications list Chrome 90+, Firefox 88+, Safari 14+, and Edge 90+.customersuccessintelligence.com · read 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 · read 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 · read 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 · read 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 · read 2 Oct 2026
- Purpose
- CSI Pro provides customer success teams with renewal probability scores, AI-generated QBRs, and retention playbooks in a browser-based tool.customersuccessintelligence.com · read 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 · read 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 · read 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 · read 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 · read 2 Oct 2026
- Support
- The privacy policy and terms list [email protected] for questions.customersuccessintelligence.com · read 2 Oct 2026
