You manage 12 clients. But you see one at a time.
CixFactor delivers the whole book in one screen: mood, health, NSM, tasks and volume per client — side by side. No tab-switching. No parallel spreadsheet. Just the context you need, before you need to ask.
Início
Priorize sua carteira hoje.One screen. The whole book. Risk in plain sight.
Switch client at the top and the whole workspace follows. In Agency mode you read mood, health, NSM and volume across the entire book at once — and see exactly where the next problem is forming.
Client Health
Composite signal for Volta LabsWithout a book view, you manage by the rearview mirror.
Each client lives in a different tab. One's mood here, another's NSM there, a third's overdue task somewhere else. By the time you notice the problem, it's already a crisis — and crisis costs more than prevention.
- Each client's context scattered across tabs and spreadsheets
- Risk signals lost in the noise of the day
- Check-up becomes emergency damage control — too late
- Churn discovered in the cancellation email
- Whole book in one screen, context consolidated
- Auto health badge lights up when an account goes cold
- Proactive action before the crisis — not reaction after
- Zero surprises, zero unexpected cancellations
Context stuck in someone's head
When each account's knowledge lives in tabs, emails and memory, any new team member — or any last-minute meeting — operates in the dark.
The signal that slipped by
Every cancellation starts as a weak signal: an overdue task, an NSM off target, a check-in with dropping mood. Without a screen that aggregates, the signal becomes churn.
The surprise meeting
Without consolidated visibility, the client calls before you notice the risk. The conversation that could be proactive becomes crisis management — with emotional and financial cost.
Stop operating in the dark. See the whole book at once.
See it in 90 seconds.
From agency view to client health — how to read the whole book and catch risk before it becomes a surprise.
Início
Priorize sua carteira hoje.Everything you need to really see your book.
Twelve integrated modules, one shared client context. The consolidated view that eliminates lost tabs, parallel spreadsheets, and surprise meetings.
Cross-client portfolio
Mood, health, NSMs, volume and tasks for every client on one screen. Risk shows up as a pattern, not a surprise. Filter by week, month, quarter or since contract start.
Client Health Score
0–100 score from check-ins, overdue tasks, NSM and activity. The churn signal lights up weeks before the client even considers leaving.
Retention value & switching cost
See each account's aggregate value and how much a client would lose by leaving. Accumulated context, NSMs and roadmap become measurable switching cost.
Auto-scored initiatives
Every idea gets a Cix Score, recommendation (Keep/Cut/Park/Kill) and AI-generated SWOT. Defensible prioritization, no gut calls.
Roadmap by strategic pillar
Approved initiatives organized by quarter and pillar. A capacity ribbon flags overloaded periods.
North Star Metrics
Define each client's north-star, log measurements, track the trend against the target line. A metric far from target is a risk signal.
Weekly Check-ins
Mood, wins, blockers, next-week focus. Mood sparkline over time, per client — the first symptom of churn.
Basecamp 3 integration
OAuth, projects-as-clients import, todolist sync. Volume and tasks-on-track feed the health score automatically.
Knowledge Base per client
Keep each client's context — company, goals and documents — in one place, at the team's fingertips.
Agency team
Invite managers, analysts and strategists. Each person sees only the accounts they operate. 100% internal workspace.
Auto follow-up on overdue tasks
An internal agent monitors overdue tasks and fires follow-ups to the responsible party — invisible to the client. Zero forgotten tasks, zero satisfaction gaps.
Fireflies.ai integration
Connect your calls: CXF reads the transcript, extracts meeting sentiment score and automatically feeds the health score. No call perception stays locked in whoever attended the meeting.
For teams that need to see before they act.
Account Manager
"Which account goes cold first?"
Mood, health score and overdue tasks on one screen. You act on the right account before the client decides to leave.
Head of CS
"I need to open 12 tabs just to get a read on the month."
One screen reads the entire book. Auto health badge signals where to focus — no tab-switching, no support spreadsheet.
Strategist
"Does this roadmap even fit the client?"
Client history + auto-scored initiatives. Decisions anchored to recorded context — not the last meeting's gut call.
Agency founder
"How do I know the real state of each account without micromanaging?"
Portfolio view with health badge and NSM per client. You read the health of the whole operation in seconds — without interrupting the team.
Agencies that stopped operating in the dark.
Replaced Notion + Linear + an NSM spreadsheet + scattered Slack threads. The team discusses what matters before the account goes cold, not after.
The health score warned us about two accounts before any visible sign. Without CixFactor, we'd have found out in the cancellation email.
Before, I had to open project by project in Basecamp just to get a sense of the book. Now it's one screen, two seconds.
Per-workspace pricing. We don't charge per client.
Direct subscription, no trial. The bill scales with the book — not with churn.
Solo
For the solo strategist or boutique agency.
- ✓3 clients
- ✓2 seats
- ✓Manual initiative scoring
- ✓NSM + weekly check-ins
- ✓Basecamp 3 sync
- ✓Google login
- —AI scoring + SWOT
- —Per-client knowledge base
- —Composite Health Score
Studio
The anchor tier for growing agencies.
- ✓12 clients
- ✓8 seats
- ✓AI scoring + SWOT
- ✓Per-client knowledge base
- ✓Composite Health Score
- ✓Roadmap by pillar + overload alerts
- ✓Full finance tracking
- ✓Chat support
Agency
For large books and multiple teams.
- ✓30 clients
- ✓20 seats
- ✓Everything in Studio
- ✓Granular per-client permissions
- ✓Audit log
- ✓1:1 onboarding
- ✓Vote on the integrations roadmap
- ✓Priority support
Before you ask.
Agency mode shows mood, health badge, NSM, volume and tasks-on-track for all clients on a single screen. You filter by week, month or quarter and spot risk patterns before drilling into any individual account.
Stop operating in the dark. See the whole book.
Mood, health, NSM and volume for all clients in one screen. Direct subscription, onboarded in 20 minutes.