// 2026-05-06

Customer success in LATAM still runs on Excel

In the United States there is an entire customer success platforms market. Gainsight, ChurnZero, Catalyst, Totango. Companies valued at billions that exist so customer retention teams have metrics, alerts and workflows.

In Latin America, customer success for most mid-sized companies runs with Excel and the intuition of the CSM who knows the account. That is it. That is not color data, it is a gigantic opportunity.

Why it fell behind

Three reasons, none technical:

  • North American platforms are expensive. Gainsight starts at fifteen thousand dollars per month. For an Argentine company, that is absurd.
  • They are designed for B2B SaaS. Most mid-sized Argentine companies are not SaaS, they are professional services, distribution, manufacturing. The platforms do not fit.
  • They assume clean data. By default in LATAM, data is fragmented between WhatsApp, Excel, internal systems and people's heads.

What is actually needed

To do retention well in a mid-sized Argentine company, less software and more intelligence is needed. Specifically:

Detect early churn signals before the client warns you. A slower response to a message, a drop in operations volume, a change of tone in conversations, all are signals. An experienced person notices them. A system with artificial intelligence can notice them at scale, watching a hundred clients at once.

Remember everything that was discussed with the client without depending on whether the CSM is working that day. WhatsApp conversations with the client are a gold archive that in most companies is lost, stays in the phone of a salesperson who changed jobs.

Suggest specific interventions, not generic ones. "Call Pérez" does not help. "Call Pérez because three weeks ago he stopped ordering and before he ordered every ten days, and your competitor launched a similar product last Monday" helps.

Why Polaris

Polaris does exactly that. It is not an Argentine Gainsight. It is a lighter, cheaper system, better adapted to how mid-sized companies actually work here. It connects directly to WhatsApp because that is where the conversation is. It connects to the CRM if there is one, and if there is not, it manages. And it delivers the only thing that matters, actionable lists, client by client, with explicit signals and recommended actions.

The market exists. The global platforms will not see it because it is too small for them. That is the opportunity.

No need to replicate Gainsight. We need a system that understands how an Argentine company works with its client portfolio. It is a different job.

// AUTHOR

Carlos Perasso

OrvixLabs, Necochea, Buenos Aires, Argentina