Diagnose your engagement cadence

90

days

of recent activity analyzed against a 12-month baseline

3

tiers

aligned, slightly deviated, or significantly different

actions taken

automatically — you decide what to do with the insight

Builds the baseline. Checks the last 90 days. Classifies the change.

Client engagement naturally ebbs and flows, but it can be difficult to tell whether a quiet quarter is normal or a sign of something more.

Celeste compares a client’s interaction frequency, spacing, and type over the last 90 days against their own 12-month baseline in your CRM, then determines whether the cadence is aligned, slightly deviated, or significantly different.

It’s an observation, not a verdict with a risk score or action list. You choose what to do with this insight.

Intapp Celeste

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