AI-Powered Customer
Intelligence & Decision Engine
Identify revenue risk before it happens. Detect signals across your customer base, generate AI next best actions, and produce executive-ready business reviews in minutes.
View PricingNo credit card required. Trial workspace provisioned instantly.
Regi the Signal Lynx keeps watch for early customer signals.
Your calm portfolio companion highlights friction, renewal risk, sentiment decay, and credible expansion cues with evidence-first explanations.
Three Layers of Intelligence
Not a health score dashboard. A live intelligence engine that tells you what to do and when.
Customer Intelligence
Deep account understanding powered by multi-signal AI analysis.
- Predictive health scoring
- Sentiment & engagement signals
- Executive relationship tracking
Operational Intelligence
Surface friction before it becomes churn.
- Early churn and escalation detection
- Adoption gap identification
- Process friction mapping
Revenue Intelligence
Protect ARR and unlock growth across your portfolio.
- Revenue risk forecasting
- Expansion opportunity intelligence
- Revenue/value impact modeling
From Data to Decision in 4 Steps
No implementation. No configuration. No consultants. Just insight.
Connect or Upload Data
Plug in Salesforce, HubSpot, Zendesk — or drop a CSV. Read-only, zero disruption.
Detect Signals Instantly
AI scans your portfolio and surfaces churn risk, renewal risk, and expansion signals in seconds.
Generate Next Best Actions
Every signal becomes a prescriptive, prioritized action assigned to the right owner.
AI Executive Business Reviews
Board-ready intelligence reports, generated in one click from live data.
CX Reality Check
Upload or connect your customer data and see churn risk, expansion opportunities, and next best actions — in under 5 minutes. No setup. No configuration.
- AI auto-detects any data format
- Signals detected from first upload
- Instant AI executive business reviews
Pilot Workspace
Run a structured pilot with your own customer data. Track signal detection accuracy, action quality, and measurable outcomes — all in a sandboxed environment.
- Isolated workspace for pilot programs
- AI agent-powered retention analysis
- Outcome tracking & reporting
Start Free. Scale as You Grow.
Every plan includes a 14-day free trial. No credit card required to start. Upgrade, downgrade, or cancel anytime.
14-Day Free
Free Trial
No credit card required
- Up to 25 accounts
- Up to 3 users
- Manual file uploads
- Basic signal detection
- 3 AI-generated executive business reviews
- Sample / demo data included
- Live API connectors
- Expansion opportunity intelligence
- Revenue risk forecasting and expansion modeling
- Advanced portfolio reporting
Starter
CX Diagnostic
Includes 14-day trial
- Up to 250 accounts
- Up to 5 users
- CSV / Excel / JSON uploads
- Early churn and escalation detection
- 10 AI-generated executive business reviews/mo
- AI next best actions
- Live API connectors
- Expansion opportunity intelligence
- Revenue risk forecasting and expansion modeling
- Advanced portfolio reporting
Professional
CS Intelligence
Monthly or annual billing
- Up to 2,500 accounts
- Up to 15 users
- Live API connectors (Salesforce, HubSpot…)
- Early churn and escalation detection
- 50 AI-generated executive business reviews/mo
- AI next best actions engine
- Expansion opportunity intelligence
- Multi-source signal fusion
- Revenue risk forecasting and expansion modeling
- Custom scoring models & governance
Enterprise
Executive Partner
Enterprise advisory inquiry
- Unlimited accounts & users
- All API integrations
- Early churn and escalation detection
- Unlimited AI-generated executive business reviews
- AI next best actions engine
- Expansion opportunity intelligence
- Revenue risk forecasting and expansion modeling
- Custom scoring models & thresholds
- Advanced portfolio reporting & governance
- SSO/SAML, audit logs, enterprise onboarding
Monthly and annual billing available. Not sure which plan fits? Submit an advisory inquiry.
Built for Enterprise Trust
RegencyCX is architected from the ground up for enterprise-grade security, transparency, and governance.
Tenant-Isolated Architecture
Your data is never commingled with other organizations.
Read-Only Integrations
We never write to your source systems. Ever.
Explainable AI Recommendations
Every recommendation includes evidence and confidence scores.
Human-in-the-Loop AI
All AI-generated actions require human approval before execution.
Full Audit Logging
Every action, access, and decision is logged and traceable.
AI Governance Controls
Enterprise-grade AI governance with configurable thresholds.
Secure API Connectors
OAuth 2.0 connections with strict read-only scope enforcement.
Enterprise-Grade Security
SOC 2-aligned architecture with data encryption at rest and in transit.
Strategic Advisory Engagements
Beyond the SaaS platform — e-Regency offers hands-on advisory engagements for organizations requiring expert guidance on CX transformation, AI adoption, and customer intelligence strategy.
e-Regency CX Reality Check Sprint
$5,999 · One-time engagement
A focused diagnostic sprint to identify customer risk, expansion opportunities, and operational gaps using your available customer data.
Start CX Reality Checke-Regency CX Intelligence Workshop
$9,999 · One-time engagement
A leadership workshop that turns fragmented customer signals into a practical operating model for proactive customer management.
Start WorkshopAI Customer Success Operating Model
$15,000 – $35,000 · Project engagement
A structured engagement to design the workflows, roles, signals, governance, and AI adoption roadmap needed for scalable Customer Success.
Request Advisory InquiryExecutive Reporting Framework
$10,000 – $25,000 · Project engagement
A board-ready reporting system that translates customer health, renewal risk, expansion potential, and operational performance into executive narratives.
Request Advisory Inquirye-Regency Fractional Customer Success and Experience Retainer
$9,000/mo · Monthly retainer
Ongoing strategic advisory for companies that need senior Customer Success and Customer Experience leadership, AI strategy, and customer intelligence execution support without hiring a full-time executive.
Start RetainerEnterprise Strategic Partner
$50,000 – $150,000+/yr · Annual contract
A strategic partnership combining RegencyCX platform access, executive advisory, custom signal design, and transformation-level Customer Success and Customer Experience modernization.
Request Advisory Inquirye-Regency Advisory
Ready to Transform Your Customer Intelligence?
Our advisors work alongside your team to design and implement AI-driven customer intelligence programs that deliver measurable retention and growth outcomes.
Questions teams ask before selecting RegencyCX
Search the high-level buying FAQ for platform fit, data readiness, security, pricing, and pilot value.
What is RegencyCX in one sentence?
RegencyCX is an AI-powered customer intelligence platform that turns customer data into explainable churn, renewal, adoption, support, sentiment, and expansion signals with next best actions.
Who is RegencyCX built for?
It is built for B2B customer success, customer experience, support, RevOps, growth, and executive teams that need earlier warning, clearer account prioritization, and board-ready customer narratives.
How quickly can we see value?
Most teams can start with a trial or diagnostic upload, review sample signals, and identify the first risk or growth patterns without changing source systems.
Do we need clean data before starting?
No. RegencyCX is designed to help reveal data gaps as part of intake. Better data improves confidence, but the platform can start from CSV, Excel, JSON, or connected systems.
Does RegencyCX write back to our CRM or support tools?
The public promise is read-only integrations by default. Customer-impacting actions should be reviewed and approved by humans before execution.
What makes the AI explainable?
Signals and recommendations are presented with evidence, confidence, source context, rationale, expected impact, and approval status instead of opaque scores.
Can RegencyCX support non-ARR businesses?
Yes. The platform can reason from ARR, contract value, opportunity value, project value, revenue at risk, or strategic value depending on what your business tracks.
How does RegencyCX help executives?
It summarizes customer risk, renewal movement, operational friction, and expansion credibility into concise executive-ready narratives and reports.
Is there a free trial?
Yes. RegencyCX offers a 14-day free trial with a guided demo workspace so teams can explore before committing to a paid plan.
What should I do if I am unsure which plan fits?
Start with the free trial for exploration or submit an advisory inquiry if you want help mapping use cases, data sources, and the fastest path to pilot value.
Start Your Free Trial Today
14 days free. No credit card. Demo workspace provisioned instantly.