Knownwell provides an AI‑powered Commercial Operating System for professional services firms that aggregates email, CRM, and other communication data into objective, predictive client health, risk, and expansion scores. The platform delivers real‑time dashboards, alerts, and collaborative workspaces, enabling account managers and leaders to identify issues and growth opportunities before they surface.
Funding
$4M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
SSFounders
Product
Problem
Professional services firms often rely on fragmented data sources—subjective health scores, siloed systems, and delayed external signals—making it difficult to see client risk early or identify growth opportunities.
Solution
Knownwell addresses this gap with an AI‑powered Commercial Operating System that aggregates natural language communications, enterprise data, and market intelligence into a single, objective view of each client relationship. The platform continuously computes predictive health, retention risk, and expansion scores, turning raw signals into actionable insights. Integrated connectors pull data from email (Gmail, Microsoft 365), CRMs (Salesforce, HubSpot), and optional video or chat tools, eliminating manual data collection. Real‑time dashboards, intelligent notifications, and shared workspaces surface red flags and upsell opportunities, enabling account managers and leaders to act before problems surface. The system is delivered as a subscription service with volume‑based pricing, allowing firms to onboard entire teams without per‑user fees.
Target Audience
Primary users are account managers, client success professionals, and senior leadership in professional services firms that need data‑driven insight into client health and growth potential.
Features
- AI engine that synthesizes unstructured client communications, CRM records, and external market events into unified health metrics
- Objective, predictive retention risk and expansion scores refreshed daily
- Seamless integration with Gmail, Microsoft 365, Salesforce, HubSpot, and optional connectors such as Teams, Slack, Gong, and video platforms
- Real‑time alerts and intelligent notifications for emerging issues or cross‑sell opportunities
- Collaborative dashboards and shared workspaces for account managers, delivery leads, and leadership
- Volume‑based pricing model that scales with the number of client entities tracked