Launch Special — $29 for lifetime access

Predict Renewals.
Generate QBRs.
Save Accounts.

CSI Pro gives you renewal probability scores, AI-generated QBRs, and proactive retention playbooks — in your browser, zero setup. Start with 6 built-in demo scenarios — no data entry required.

Try Free — No Account Needed Unlock Pro — $29 Launch
Zero server — data never leaves your browser
Works offline — all core features without internet
Encrypted keys — AES-256-GCM security
Auto-saved continuously — never lose your draft
Smart export — clipboard on mobile, file on desktop
6 demo scenarios — try before entering your own data
No recurring fees · Pay once, own forever

Three Steps to Account Intelligence

From raw account data to executive-ready deliverable in under two minutes. No spreadsheets. No guesswork. Start instantly with built-in demo scenarios.

Enter Account Data

Paste in account metrics — usage trend, support tickets, sentiment notes. Or pick a demo scenario to see CSI Pro in action instantly.

Get Your Score

Instant renewal probability (0–100%) with a clear diagnosis and recommended action — fully deterministic, works offline.

Generate Your Deliverable

QBR drafts, escalation briefs, advisor recommendations — ready for email, Slack, or chat follow-up.

Everything a CSM Needs, Nothing They Don't

Seven purpose-built tools covering the full renewal lifecycle — from first signal to final QBR.

01
Renewal Score

Know Your Risk in Seconds

Instant 0–100% renewal probability score computed from usage trends, support volume, and sentiment analysis. No AI required — works offline.

Free
02
QBR Generator

Ship QBRs in Minutes

Structured quarterly business reviews with Value Realized, Current Risks, and Next Quarter Focus — deterministic baseline, AI-enhanced in Pro.

Free Chat Follow-up
Quick Actions:
Copy Brief Email Draft Collapse
03
Triage Briefs

Communicate Crisply

One-page executive briefs for active escalations — What Happened, Why it Matters, Recommended Action. Copy-paste ready for leadership.

Free Chat Follow-up
04
Prescriptive Advisor

Know Your Options

Three recovery paths with retention forecasts plus a hybrid optimal solution — built on deterministic logic, sharpened by AI in Pro.

Free Chat Follow-up
Quick Actions:
Copy Brief Collapse
05
Account Intelligence

Walk In Prepared

LLM-powered research layer synthesizing company news, financial signals, and CSM community data into strategic talking points. No API key? Wikipedia fallback provides basic company info — free, always available.

Pro 3 Free Tries
06
Document Vault

Context-Aware QBRs

Upload quarterly reports, CSVs, and PDFs. AI reads them and uses the context to inform every QBR, triage, and advisor output.

Pro
07
Zero-Config AI Bridge

Use Your Existing AI Tools

Don't have an API key? No problem. Copy a fully pre-filled prompt with your account data and paste it directly into ChatGPT, Claude, or Gemini — zero configuration, instant results.

Free No API Key Needed

Start Free. Own It Forever.

Core intelligence is free forever. Pay once and unlock research, document vault, and AI-enhanced outputs — no subscription, no renewals.

Renewal Probability Score Free
Sentiment Analysis Free
QBR Draft Generator Free Chat Follow-up
Escalation Triage Brief Free Chat Follow-up
Prescriptive Advisor Free Chat Follow-up
Account Portfolio & History Free
CSV + JSON + Markdown Export Free Mobile-Aware
Offline Operation Free
Keyboard Shortcuts (Ctrl+Enter/S/K) Free
Shareable Account Links (#AccountID) Free
Built-in Demo Scenarios (6 accounts) Free
Full Backup Export/Import (JSON) Free
Research Quotas Track usage live in-app 5/day Perplexity 2,000/mo Brave Pro
Free Trial Uses Experience Account Intelligence before purchasing 3 Free Searches
Account Intelligence Web Research Pro
Document Vault PDF · CSV · TXT Pro
AI-Enhanced QBRs & Outputs Pro
Chat Follow-up Sessions Pro
Get Lifetime Access — $29 Launch

Pay once, own forever · Lifetime access to all Pro features · 2 devices per license · Launch price → $49 after window closes

Built for the Way CSMs Actually Work

No servers. No installation. No account required. Just open the file and start.

File Type
Single HTML file~150KB, compressed. Zero dependencies.
Browser Support
Chrome 90+, Firefox 88+, Safari 14+, Edge 90+All modern browsers. No extensions required.
Encryption
AES-256-GCMPBKDF2 key derivation, 100k iterations, fresh IV per call.
AI Providers
6 supportedOpenRouter (free), Claude, Gemini, Ollama, OpenAI, Generic.
Offline Mode
Full core featuresScoring, QBR, triage, advisor — no internet required.
Storage
localStorage + IndexedDBEncrypted API keys, account data, file vault.
Accessibility
WCAG 2.1 AAKeyboard nav, ARIA live regions, color-blind safe icons.
Privacy
Zero trackingNo analytics, no cookies, no third-party scripts.
Self-Test Suite
80+ automated testsActivate with ?test=true in URL. Visual report overlay.

20-Layer Architecture

01Error SystemStructured errors · Codes · Logging · Recovery paths
02CryptoVaultAES-256-GCM · PBKDF2 (100k iterations) · Fresh IV per call
03SecureStoreEncrypted localStorage wrapper · Legacy migration path
04LicenseValidatorGumroad validation · Device count enforcement · Rate limiting
05–09Core EnginesUtilities · Constants · Sentiment Lexicon · Time · Score
10–12State & GeneratorsAccount model · Store · QBR · Triage · Advisor
13–14AI & ChatMulti-provider client (6 providers) · Retry/cancel · Session compression
15AccountIntelligence ProPerplexity + Brave Search + Wikipedia fallback · Quotas
16DocumentVault ProIndexedDB storage · PDF/TXT/CSV extraction · AI summarization
17Unified AccountContext ProIntelligence + Documents + Summary aggregation
18A/BUI EngineComponent renderer · Event binding pipeline · 40+ specialized methods
19Self-Test Suite80+ automated tests · Visual report overlay · ?test=true
20BootstrapDemo-first launch · Pre-generated outputs · Milestone system · Workflow state

Get Started in Minutes

Four guides to get you from zero to your first QBR draft.

Download and Launch

No installation, no account, no configuration. Just open and start analyzing accounts.

  1. Click "Try Free" to open CSI Pro in your browser
  2. Bookmark the page or save it locally (Ctrl+S) for offline access
  3. Works in any modern browser — Chrome, Firefox, Safari, Edge
  4. Pick a demo scenario or enter your own account data

Configure AI (Pro)

Connect your AI provider of choice. All major providers supported, including a free tier.

  1. Open CSI Pro → Settings (or press Ctrl+K)
  2. Choose a provider: OpenRouter (free), Anthropic, Gemini, Ollama, or Generic
  3. Paste your API key — encrypted locally with AES-256-GCM
  4. Click "Test Connection" to verify before saving
💡 OpenRouter is free — no credit card required. Get a key →

Activate Pro License

Unlock Account Intelligence, Document Vault, and AI-enhanced outputs.

  1. Purchase CSI Pro on Gumroad — $29 for lifetime access (launch special)
  2. Receive your license key in the confirmation email
  3. Open CSI Pro → click "Unlock Pro" or go to Settings
  4. Paste your license key to activate on up to 2 devices
🔒 Launch special: $29 for lifetime Pro access. Regular price is $49 after our launch window closes.

Power Tips & Shortcuts

Speed up your workflow with keyboard shortcuts and hidden features.

Ctrl + EnterAnalyze account instantly
Ctrl + SSave snapshot
Ctrl + KJump to Settings
EscClose any modal
💡 Every generated output has Copy Brief, Email Draft, and Collapse buttons. Chat follow-up panels let you ask unlimited questions about each account's analysis.

Common Questions

Everything you need to know before you start.

No. CSI Pro is a one-time purchase. You pay once and own Pro features permanently — no monthly fees, no renewals, no lock-in. Our launch price is $29 for lifetime access (regular price: $49). When we launch Cloud Sync in the future, we'll offer an optional subscription for that server-dependent layer — but the core tool will always remain a one-time purchase. Early buyers are grandfathered into all Pro features they paid for.

You get 3 free research uses without purchasing. Try it on a real account before deciding.

Pro includes research via two providers:

  • Perplexity: 5 searches/day (resets midnight UTC). Deep company synthesis.
  • Brave Search: 2,000 searches/month. Broader web results.

If you don't configure an API key, CSI Pro falls back to Wikipedia search automatically — free, no key needed, no signup.

💡 No API key at all? Use the Prompt Booster: copy a pre-filled prompt with your account data and paste it directly into ChatGPT, Claude, or Gemini. Works with your existing subscriptions — zero configuration required.
You don't lose anything. CSI Pro auto-saves your form data every 3 seconds while you're typing. It also saves when you switch tabs, minimize the window, or navigate away. When you come back, your data is still there — ready to analyze. Use Ctrl+S to save a manual snapshot at any time.
No. The free version works indefinitely with no time limit and no account required. You'll have access to renewal scoring, QBR drafts, triage briefs, and the prescriptive advisor — forever. Pro features are optional.

Purchase CSI Pro on Gumroad and you'll receive a license key in your confirmation email. Enter it in CSI Pro to unlock Pro features on up to 2 devices simultaneously. No subscription — you pay once and own it.

Security measures include:

  • Device count enforcement — prevents activation on more than 2 devices
  • Rate limiting — 5 validation attempts per hour maximum
  • Tamper detection — hash verification prevents license key modification
  • Automatic validation — periodic checks ensure subscription status (if applicable)

When Cloud Sync launches, you'll have the option to add that as a separate subscription.

Yes. Once downloaded, CSI Pro runs entirely in your browser with no internet connection required for core features. Renewal scoring, sentiment analysis, QBR drafts, triage briefs, and the advisor all work offline. AI-enhanced features and Account Intelligence research require an internet connection.
CSI Pro supports six AI providers: OpenRouter (free tier with Llama, Qwen, and Gemma), Anthropic (Claude 3.5 Haiku), Google Gemini (Gemini 2.0 Flash), Ollama (run local models), OpenAI, and any Generic OpenAI-compatible endpoint. No vendor lock-in. Each provider includes a "Test Connection" button to verify your API key before saving.
All data stays in your browser. API keys are encrypted with AES-256-GCM (PBKDF2, 100k iterations, fresh IV per call) before storage. Nothing is ever sent to BrandonBellSystems servers. No Google Analytics, no cookies, no third-party tracking. The Document Vault stores files in IndexedDB locally on your device. When you close the browser tab, API keys are wiped from memory for additional security.
Clearing your browser data will remove all CSI Pro data including accounts, history, and settings. Use the built-in backup export (Settings → Data Management → Export ALL Data) to save a JSON backup before clearing. You can restore it at any time by importing the backup file.

Get Your First Renewal Score in 60 Seconds

Download CSI Pro, open it in your browser, and see your first account's renewal probability score — before your next cup of coffee.

Try Free — No Account Needed Unlock Pro — $29 Launch
Launch special — locks in lifetime access at $29 Regular price: $49 one-time No subscription, ever

Privacy Policy

Last updated: March 27, 2026

Data Storage

All account data processed by CSI Pro is stored locally in your browser using AES-256-GCM encryption. We do not operate servers that receive, store, or process your data. If you close or refresh the browser tab, data persists in your browser's local storage until you clear it.

API Keys

AI provider API keys are encrypted with AES-256-GCM using a derived key (PBKDF2, SHA-256, 100,000 iterations) before being stored in your browser's localStorage. Encrypted keys are sent only to your configured AI provider for generating responses. We never store plaintext API keys on any server.

No Tracking

CSI Pro does not use:

  • Google Analytics or any analytics service
  • Cookies or session tracking
  • Third-party tracking scripts
  • Crash reporting services
  • Any server-side data collection

Payment Processing

Purchases are handled entirely by Gumroad, Inc., a third-party payment processor. Gumroad is PCI-compliant. We do not receive or store your payment card information. Refer to Gumroad's Privacy Policy.

Contact

For privacy-related questions, contact us at:
support@brandonbellsystems.com

Terms of Service

Effective Date: March 27, 2026

License Grant

Subject to your payment of applicable fees and compliance with these terms, Brandon Bell Systems grants you a non-exclusive, non-transferable, perpetual license to use CSI Pro on up to two (2) devices simultaneously. This license is for your internal business use only and does not expire.

Restrictions

You may not:

  • Distribute, sublicense, sell, or share copies of CSI Pro to third parties
  • Reverse engineer, decompile, or create derivative works based on CSI Pro
  • Use CSI Pro for any unlawful purpose or in violation of applicable law
  • Attempt to circumvent license enforcement or device activation limits

Disclaimer of Warranties

CSI PRO IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. The renewal probability scoring algorithm and AI-generated outputs are advisory tools designed to assist Customer Success professionals. They do not constitute guarantees of customer outcomes, renewal results, or business performance.

Limitation of Liability

IN NO EVENT SHALL BRANDON BELL SYSTEMS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING BUT NOT LIMITED TO LOSS OF DATA, REVENUE, OR BUSINESS OPPORTUNITY) ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF CSI PRO, REGARDLESS OF WHETHER SUCH DAMAGES WERE FORESEEABLE OR WHETHER BRANDON BELL SYSTEMS WAS ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Termination

We may suspend or terminate your access to Pro features at any time if you materially breach these terms. Free users may continue using CSI Pro indefinitely, subject to these same terms. Upon termination, your license to Pro features is immediately revoked.

Governing Law

These terms are governed by the laws of the United States. Any disputes arising from these terms shall be resolved through binding arbitration or in courts of competent jurisdiction.

Contact

Questions about these terms? Contact us at:
support@brandonbellsystems.com