Customer Intelligence

Your CRM, supercharged

Magic Tables that enrich your CRM with AI-computed insights, health scores, and live data from every tool your team uses. See your customers like never before.

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CRM

Salesforce + HubSpot

Two-way sync with your CRM

Insights

AI-Computed

Health scores, churn risk, signals

Sync

Real-Time

Changes flow back to your CRM

AccountHealthNext Action

Meridian Labs

94Schedule expansion call

TechFlow Inc

87Send case study

Orion Technologies

62Schedule QBR

Magic Tables

Your CRM data, enriched with AI

Meridian Labs

96%

Schedule expansion call

Mar 12 (3 this month)

TechFlow Inc

78%

Send case study

Mar 10 (2 this month)

Orion Technologies

45%

Schedule QBR

Feb 28 (1 this month)

DataStream

23%

Escalate to CSM

Jan 15 (0 this month)

BrightPath

82%

Renew discussion

Mar 8 (2 this month)

Mapped ColumnSynced directly from your CRM

Data Pipeline

From raw CRM data to actionable intelligence

CRM Source

Salesforce · HubSpot

Data Sync

Real-time ingestion

AI Processing

Insights & scoring

Magic Table

Enriched views

Actions

Write-back & alerts

Two-way sync

Capabilities

What Customer Intelligence can do

Magic Tables

CRM views, supercharged

Enriched CRM views with AI-computed columns — health scores, churn risk, expansion signals, and custom metrics from any connected tool.

Health Scoring

Real-time customer health

Combine product usage, support tickets, NPS, meeting frequency, and engagement patterns into a single, always-current health score.

AI Insights

Ask questions about your pipeline

Query your CRM data in natural language. Get answers about customer segments, deal trends, and account health grounded in real data.

Derived Metrics

Custom metrics from your data

SQL-powered metrics computed from your data warehouse. Average response time, feature adoption rate, or any metric you can define.

Live CRM Sync

Always in sync

Two-way sync with Salesforce and HubSpot. Changes in Coworker flow back to your CRM automatically. No manual exports.

Churn Prediction

Predict risk before it's obvious

Machine learning models trained on your data to predict which accounts are at risk — before the warning signs become obvious.

Works with your tools

SalesforceHubSpotZendeskIntercomSlackGoogle AnalyticsStripeBigQuerySnowflake

Supercharge your CRM — free for 7 days

No credit card required. Connect Salesforce or HubSpot and see your data enriched in minutes.

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