A Customer Intelligence (CI) Platform that Lets You Truly Understand Your Customers
Perch Insights helps you move beyond static dashboards—delivering intelligence that fuels growth, retention, and loyalty.
Our Customer Intelligence Platform unifies your customer data and applies real-time analytics and AI to deliver actionable insights, so every decision is grounded in what your customers truly need and value.
✨ Smarter Insights. Stronger Relationships. Scalable Intelligence.

Do You Really Know What Your Customers Are Thinking?
You’re not alone if you struggle to answer that. Today’s leading teams are blocked by:
- Fragmented customer data across tools
- Inability to identify churn signals early
- Limited visibility into what drives customer satisfaction
- Long feedback loops that delay decisions
It’s time to unlock your customer intelligence and take action—faster.
Your Command Center for Customer Understanding 🧠
Perch Insights gives you the tools to collect, unify, and activate your customer intelligence—all in one place:
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Unified Data Layer
Combine data from CRM, support, voice, chat, product usage, and more
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Real-Time Behavioral Analytics
Spot opportunities and issues as they emerge
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AI-Powered Intelligence
Surface churn risks, upsell signals, and top drivers of LTV
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Segment & Predict
Group customers by behavior, risk, lifetime value, and more
Go beyond metrics. Gain real clarity into the customer mindset.
How Perch Powers Smarter Customer Decisions
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1
Connect Every Data Source
Bring together CRM, product usage data, support tickets, feedback, and more.
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2
Analyze What Matters
Perch highlights the most impactful behaviors and segments using AI-driven insights.
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3
Target the Right Actions
Trigger next-best actions based on real intelligence—not static rules or gut instinct.
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4
Optimize Continuously
Track performance in real time and adjust proactively, not reactively.
Learn more about Perch Insights and the latest in cx news and solutions in our Insights section.
Key Capabilities of Our Customer Intelligence Platform
Unlike generic CI tools, Perch is built by contact center experts—for contact center teams.
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Unified Customer Data
Aggregate data from every touchpoint—CRM, email, apps, support tools, and more—into a single, reliable profile for each customer.
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Advanced Behavior Analysis
Track and interpret behavior across the journey—identifying what influences engagement, retention, and conversion.
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Predictive Modeling & AI Recommendations
Use machine learning to anticipate customer actions and receive clear recommendations for retention, growth, and cross-sell.
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Intelligence Dashboards & Alerts
Visualize key indicators in real time—from churn risk to upsell opportunity—and get alerts before issues escalate.
“With Perch, we increased retention by 25% in under 3 months—and reduced campaign setup time by 40%.”
– VP of Customer Experience, DTC eCommerce Brand
What Makes Perch Different?
With Perch, you get:
- Designed for Decision-Makers: Built for operations, marketing, and CX teams
- No-Code Interface: Explore and act without needing a data science team
- Enterprise-Grade Connectors: Connect to Salesforce, HubSpot, Segment, Talkdesk, Zendesk, and more
- Proactive Intelligence: Real-time recommendations—not just retroactive dashboards
- Support That Cares: Dedicated onboarding and strategy support included
💡 No more siloed data. No more guesswork. Just better engagement decisions.
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“Perch didn’t just help us understand churn—it helped us prevent it. Our LTV jumped 18% in one quarter.
– Director of CX, B2B SaaS Platform
Real Results for Real Businesses
🛒 eCommerce & DTC
- Understand drop-offs and loyalty patterns
- Personalize post-purchase outreach by lifecycle stage
💳 SaaS & Fintech
- Detect at-risk accounts and feature gaps
- Prioritize accounts for expansion based on product usage
🏥 Healthcare & Education
- Identify barriers to appointment completion or course engagement
- Improve outcomes with real-time, personalized outreach
📈 One client reduced churn by 22% and increased net retention by 30% in under 90 days with Perch.
Your Questions, Answered
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What is a Customer Intelligence Platform?
A system that combines customer data, analytics, and AI to help you understand and influence customer behavior and outcomes.
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How is this different from a BI tool?
BI shows you what happened. Perch tells you what to do next—with AI-powered recommendations and real-time alerts.
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Can it integrate with our current stack?
Yes! Perch offers no-code connectors and flexible APIs to integrate with CRMs, CDPs, and marketing tools.
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Do we need a data team to use it?
Not at all. Perch is designed for business teams and can be used without SQL, coding, or a technical background.
Ready to Unlock Actionable Customer Intelligence? 🚀
Turn your data into decisions, and your decisions into results.
With Perch, you’ll understand your customers like never before, and act with speed, confidence, and clarity.