From onboarding to renewal,
nothing slips
Tempo gives CS teams a single platform for the full post-sale lifecycle — real-time implementation tracking, formal change request workflows, customer health scoring, renewal monitoring, and client portals that keep every stakeholder informed.
!Without Tempo
- ✕ Implementations tracked in scattered spreadsheets with no real-time status updates
- ✕ At-risk accounts discovered only when clients complain — no proactive health monitoring
- ✕ Change requests buried in email threads with no financial tracking or approval workflow
- ✕ Churn risk identified too late — no early signals, no health scores, no renewal tracking
- ✕ No visibility into team capacity — work gets assigned to already-overloaded people
✓With Tempo
- ✓ Every implementation in one real-time dashboard with progress bars, Jira sync, and health status
- ✓ Live health scores surface at-risk accounts automatically — fix issues before clients notice
- ✓ Formal CR workflow with 11 stages, cost estimates, signatures, payment tracking, and Slack notifications
- ✓ Renewal pipeline with MRR tracking, health trends, and relationship signals per account
- ✓ Resource planning with utilization tracking and over-allocation warnings per person
Everything you need, from kickoff to renewal
Track every client from one screen
Each implementation gets a dedicated card with stacked progress bars (done, in progress, blocked, to-do), Jira sync status, auto-generated summaries, and quick actions. Sort by priority, recency, or alphabetical. Archive completed work to keep your board clean.
- Stacked progress bar per implementation
- One-click "Sync All" from Jira, Slack, Gmail
- Auto-generated summary with blocker alerts
- Tabbed detail view: Tasks, Budget, Team, Timeline
14
Healthy
3
At Risk
1
Churning
Know who's at risk before they tell you
Every account gets a live health score based on engagement, task velocity, open blockers, and relationship signals. Surface accounts showing early churn indicators, track renewal timelines and MRR, and coordinate your CS team around the accounts that need attention most.
- Health scoring across engagement & activity signals
- At-risk & churning alerts with context
- MRR, renewal date & key contact tracking
- CS scout for QBR prep, notes & action recommendations
Scope changes, under control
Every scope change follows an 11-stage workflow: Submitted → Pending Documentation → Pending Scope → Pending Signature → Awaiting Payment → In Development → Testing → Pending Signoff → Completed. With cost estimates, billable/non-billable tracking, invoice status, and Slack notifications at every step.
- Kanban board with drag-and-drop stages
- Client signature & payment confirmation gates
- Filter by billing, origin, implementation, status
- "Needs attention" alerts for stale CRs
Acme Corp Portal
portal.tempohq.com/acme
Give clients a window into their project
Each implementation can have a self-service client portal with customizable branding, selective feature visibility (tasks, hours, timeline, change requests, meetings, knowledge base), announcements, quick links, and welcome messaging. Domain allowlisting ensures only the right people get access.
- Custom logo & branding per client
- Toggle visibility: tasks, hours, dollars, CRs
- Announcements & news feed
- Client invitation with acceptance tracking
Financial oversight built in
Track budgets, hours, rates, and team capacity per implementation — no separate spreadsheet needed.
Budget Tracking
Monitor spend vs. budget per implementation with burn rate trends and forecasting. See hours logged, fee schedules, and rate management in one tab.
Resource Planning
Assign team members with weekly capacity hours and hourly rates. Track utilization percentages and get over-allocation warnings before people burn out.
CR Financials
Every change request carries cost estimates, billable/non-billable classification, invoice status (not invoiced, invoiced, paid), and payment confirmation.
Transform your CS operations
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