Sagenza CRM by Heurivo logo

AI-powered Relationship Management that delivers ROI

Proactively turn your existing data into fresh incremental revenue

3D AI cluster map showing behavioural patterns across a client portfolio

Each point represents a client. Position reveals health and behaviour.

See how your entire client base is performing

Sagenza takes a scan of your client base and builds a 3D model of your portfolio, revealing where ARR is likely to be lost or retained.

It uses AI to identify strong cross-sell targets by analysing the customer footprints of similar clients to expose genuine sales opportunities.

Apply your own benchmarks, weights and business rules to make the model fit how your company actually works. And turn the results into executive-ready PDF reports with clear, traceable explanations.

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Client data is everywhere. Clear action is not.

Customer teams are not short of information. They have health scores, usage trends, support tickets, renewal dates, opportunities, notes and alerts scattered across systems, reports and spreadsheets. Signals are scattered. Dashboards do not prioritise action. Whitespace does not equal opportunity.

Which clients need attention? Why now? What revenue is at risk? And where is the next credible growth opportunity?

Protect renewals

Be alerted to changes in account health to see where revenue is under pressure.

Be proactive

Turn noisy customer data into clear actions, with explainable recommendations your team can trust.

Find cross-sell targets

Identify untaken products that similar customers already buy, turning whitespace into credible sales leads.

Watch Sagenza in action

Growth View

See where cross-selling opportunities exist by comparing each client against its closest peers to identify untaken products and expose cross-sell opportunities.

Peer map showing client clusters and relationship behaviour patterns

The AI connects signals across your whole client base to uncover relationships hidden in the data. By comparing similar accounts and showing what their peers already buy, it helps each account manager spot credible cross-sell opportunities and focus on the clearest path to account growth.

Health View

A single view of each account using clear metrics expressed as RAG and readable explanations; showing which signals are driving risk, momentum, or upsell potential.

AI dashboard showing account prioritisation, relationship health, and revenue risk insights

Sagenza helps customer teams move from scattered data and spreadsheet-heavy reporting to clear, prioritised decisions about revenue risk, renewal protection and cross-sell growth. It analyses your data and turns it into clear actions. Metrics like Usage, NPS or Support tickets are classified individually and collectively by RAG.

Executive-ready reports

Your Executive team needs the important details: what is changing, what is driving change, and where to act first. Sagenza produces a prioritised view of the overall portfolio with clear, traceable explanations your team can actually use.

Explainable AI panel showing narrative client risk analysis and key relationship drivers

Every insight is grounded in real client data — from usage, engagement, service, operational, and commercial signals already present in your environment. That makes the narrative factual, defensible, and far more useful than gut feel alone.

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Built for teams who manage high-value client relationships

Traditional CRMs record activity. Sagenza tells you what's changing, which accounts need attention, and where your team should focus next.

Dashboard showing portfolio movement, relationship risk, and account priorities

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