Customer 360 by Tellura AI · Private beta
The operating system for MSP Customer Success.
Know every customer. Keep every commitment. Stay ahead of every risk—with one workspace for the entire MSP Customer Success lifecycle.
Built for MSP Customer Success
One customer. Too many systems.
PSA, Outlook, Teams, ScalePad, spreadsheets, ticket data, project systems, roadmaps, budgets, meeting notes, and personal memory.
Customer 360 sits above and alongside the MSP stack. It turns fragmented operational information into a practical Customer Success workflow without trying to replace the PSA.
- Know who needs attention
- See what was promised
- Find overdue commitments
- Track waiting-on dependencies
- Prepare for meetings
- Spot renewal and relationship risk
- Follow blocked projects
- Keep roadmaps and budgets visible
Signature experience · Morning Brief
Start every day knowing exactly where to focus.
Instead of spending the first hour rebuilding context, Morning Brief surfaces executive escalations, overdue commitments, approaching renewals, unhealthy customers, stale opportunities, blocked projects, today’s meetings, and waiting-on dependencies.
Real Customer 360 product screen using fictional demonstration data.
Client 360
Everything you need to know about a customer, in one place.
Health, next meeting, commitments, renewal timing, Get Well Plans, risks, opportunities, projects, roadmap, budget, and timeline stay connected to the relationship.
Fictional demo organization shown for product illustration.
My Work
Make ownership visible.
Customer Success often breaks down not because nobody cares, but because everyone assumes someone else owns the next step.
Needs Attention, Due Today, Upcoming, and Waiting On give the CSM a prioritized view of commitments, follow-ups, and dependencies across customers, technicians, project managers, accounting, vendors, sales engineering, and leadership.
Priority is explained using promises, risk, due dates, renewals, delivery, and waiting state.
The customer-success lifecycle
From conversation to accountable action.
Meetings
Turn every customer conversation into action.
Prepare with health, activity, commitments, risks, projects, opportunities, roadmap priorities, and renewal context. Capture notes, decisions, concerns, sentiment, promises, and follow-up actions for review.
Health
Know why a customer is healthy—or why they aren’t.
Use explainable evidence across relationship, service, technical, financial, security, strategic, and renewal dimensions. Structure measurable Get Well Plans for early intervention.
Roadmap + Budget
Build strategy customers can act on.
Connect risk, recommendations, timing, estimated cost, budget alignment, customer decisions, opportunities, and projects without forcing every item through the same process.
Opportunity + Project visibility
Don’t lose sight of the customer after the handoff.
Keep stale opportunities, signed proposals, active projects, blockers, delays, and dependencies visible. The customer expects the CSM to know what is happening.
Timeline
Remember the entire relationship.
Carry important meetings, commitments, decisions, health changes, escalations, roadmap choices, opportunity milestones, project changes, recovery plans, and renewal concerns forward.
AI intelligence layer
AI where it helps. Human control where it matters.
Support summaries, commitment and risk detection, sentiment signals, meeting preparation, roadmap polishing, blocker detection, and health evidence while keeping important actions reviewable and governed.
Works alongside the MSP stack
Connect context without replacing every operational system.
Customer 360 includes integration foundations for ConnectWise PSA, Microsoft 365, Outlook, and ScalePad. Deeper production integrations and additional providers are planned as beta development progresses.
Designed with MSP-grade security principles.
- Strict organization tenant boundaries
- Role-based authorization and MFA support
- Secure server-side sessions and invitation controls
- Audit logging
- Encrypted tenant integration credentials
- No provider secrets in the browser
- AI usage, cost, budget, routing, and caching controls
No unsupported certification or compliance claims are made.
Coming soon
Customer 360 where your CSM already works.
Outlook Companion
Planned contextual workflows inside the email or calendar item the user is actively viewing: customer recognition, health, commitments, risks, meeting preparation, notes, and reviewed response assistance.
V1 is designed around active message context and does not require background mailbox crawling or Microsoft Graph.
MSP tenant branding
Planned controls for MSP logo, organization name, primary and accent colors, branded application shell, and applicable invitation or login surfaces.
Custom domains, outbound email branding, and deeper white-label controls remain longer-term direction.
Built for the people carrying the relationship
For CSMs first. Visible to the leaders and teams around them.
Customer Success
Customer Success Managers, Directors of Customer Success, Account Managers, and vCIOs.
MSP leadership
COOs and MSP owners seeking consistent customer operations, renewal visibility, and earlier risk signals.
Connected teams
Service Managers, Project Managers, Sales, and Account Executives who contribute to the customer lifecycle.
Simple, transparent pricing
Built for team adoption. Priced around the customers you manage.
Customer 360 scales primarily with your managed-customer footprint—not by requiring another expensive license for every CSM, account manager, vCIO, service leader, or executive who needs to participate.
Launch
Build the Customer Success foundation.
$199/month
For smaller MSPs beginning to formalize customer success and account management.
Give the team one daily workspace for customer attention, relationship context, commitments, meeting preparation, and risk visibility.
Growth
Make Customer 360 part of daily operations.
$399/month
For growing MSPs managing a larger customer portfolio and building a more consistent Customer Success operation.
Stay ahead of renewals, preserve customer memory, reduce QBR preparation, and give leadership clearer portfolio visibility.
Scale
Coordinate a broader customer portfolio.
$749/month
For larger MSPs with broader portfolios, multiple Customer Success or account-management stakeholders, and greater operational complexity.
Keep ownership, customer health, risks, opportunities, projects, roadmaps, and renewal context visible across the operation.
Pricing scales with the number of managed customer organizations.
Plans are presented as monthly pricing and are not priced per internal user.
Need a larger or less typical plan?
Tell us about your managed-customer footprint and operational requirements.
Currently preparing for MSP beta testing
Bring your Customer Success workflow into the beta.
Customer 360 is being built with MSP Customer Success teams. Join the private beta or talk with Tellura about the challenges your team needs solved.
Before → With Customer 360
Stop reconstructing the relationship. Start with context.
Before Tellura
- Context is scattered across the PSA, Outlook, Teams, spreadsheets, roadmaps, meeting notes, and memory.
- Commitments disappear between conversations.
- Meeting preparation becomes manual reconstruction.
- Leadership struggles to understand health across the portfolio.
With Customer 360
- Relevant relationship context comes together.
- Priorities and overdue commitments stay visible.
- Meetings begin with the customer story already assembled.
- Risks and opportunities are easier to identify and discuss.