Introducing Invorise Revenue Intelligence & Customer 360

As an agency scales, a fundamental problem emerges: the founders lose touch with the ground truth of their revenue. You might know how much cash is in the bank, but do you know how much pipeline is at risk of stalling? Do you know which of your top clients haven't been contacted in 30 days?

Today, we are thrilled to announce two massive additions to the Invorise platform: Revenue Intelligence and Customer 360.

Predictive Revenue Intelligence

Your dashboard is no longer just a static list of numbers. Powered by an advanced Redis caching layer and our proprietary analytics engine, Invorise now predicts your cash flow.

• Pipeline Velocity: Track exactly how fast deals are moving from "Quote Sent" to "Paid".
• Expected Revenue: We calculate the weighted probability of your outstanding quotes closing, giving you a realistic projection of next month's cash flow.

Customer 360 & Health Scoring

It costs five times more to acquire a new client than to retain an existing one. Yet, most agencies let past clients slip away because they lack a system to monitor engagement.

The new Customer 360 view aggregates every Deal, Quote, Payment, and Activity log natively grouped by the client. But we didn't stop there. Our new Customer Health Service computes a deterministic health score for every client:

• 🟢 Active: High engagement, recent payments.
• 🟡 At-Risk: No communication or stalled deals in the last 45 days.
• 🔴 Dormant: No activity in over 90 days.

With the new "At-Risk Queue", your sales team knows exactly who to follow up with on Monday morning to drive expansion revenue and prevent churn.

Available Now

These features are now live for all Invorise users. Log into your dashboard today to see your true pipeline health.