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Proactively identify at risk and opportunity accounts.
Convert your trial customers.
Execute plans effectively for high touch and tech touch accounts
Track and measure onboarding phases.
Design various touchpoints for the onboarding phase.
Personalize the onboarding experience for stakeholders.
Create and manage tasks for cross functional teams.
Single simplified 360 view to keep your customers at the center.
Automate actions to improve productivity.
Influence users to use your product the right way.
Track key features and drop-offs.
Manage in-application guidance and product feedback.
Manage and influence each digital touch point positively.
Automate personalized reactions to customer behavior.
Manage experience across the journey.
Intelligent. Automated. Unified: Customer Success (CS) + Customer Experience (CX) + Product Experience (PX).
Retain revenue and drive account expansion with a comprehensive suite of customer success tools.
Create right operational view across financials, CRM, support and usage.
Get insights by phases, subscription
tiers and drill down by CSM portfolios.
Make this relevant for you.
Easy configuration across
parameters and phases.
Get granular. Create population
sets across accounts and
user base. Event, trigger,
demographics, device, browser.
We have you covered!
Drive adoption and usage
through the lifecycle.
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Every touchpoint matters.
in-application to make the
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Easy configurations for
Who does what by when?
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“ Frugal implementation, directed towards
B2B enterprise applications. ”
“ The fact that we are able to monitor the usage of our product feature and drill it down by each customer at a feature level is very useful ”
“ It has been a game changer for a recurring revenue
business like ours! ”
“ Easy to use platform with very nice UI… has helped both our Customer Success and Product development teams… ”
“ Such visibility helps us take targeted swift actions and increase the adoption of our features. It has made a difference to the way we work! ”
“ It is an amazing platform and has helped bring clarity through dashboards to a ton of data that we had available through multiple sources. ”
“ The way different metrics are represented in Analytics screen is very informative for any type of business. ”
“ ..helps in capturing and tracking user behaviors based on events and that can trigger personalized communication to the targeted audience. ”
CRM, Helpdesk, Product Adoption, Billing, Communication, Tasks – securely connect all of your customer data in minutes. The only platform to intelligently get product usage data in 1 click.