THE BEST COMPANIES ARE BUILT ON

CUSTOMER SUCCESS

Deliver winning customer outcomes at scale with the most intelligent and actionable customer success software — spanning onboarding, adoption, operations, engagement, retention, CX, and revenue growth.

Customer Success Software

We help companies operationalize
and Scale Customer Success

Reduce churn and grow accounts

Proactively identify at risk and opportunity accounts.

Convert your trial customers.

Execute plans effectively for high touch and tech touch accounts

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Drive onboarding effectiveness

Track and measure onboarding phases.

Design various touchpoints for the onboarding phase.

Personalize the onboarding experience for stakeholders.

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Improve team productivity

Create and manage tasks for cross functional teams.

Single simplified 360 view to keep your customers at the center.

Automate actions to improve productivity.

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Increase product adoption

Influence users to use your product the right way.

Track key features and drop-offs.

Manage in-application guidance and product feedback.

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Enhance customer experience

Manage and influence each digital touch point positively.

Automate personalized reactions to customer behavior.

Manage experience across the journey.

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The Only Platform Architected for
Intelligent Customer Success

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.

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360 VIEW OF
CUSTOMER

Create right operational view across financials, CRM, support and usage.
Get insights by phases, subscription
tiers and drill down by CSM portfolios.

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CUSTOMER
HEALTH DASHBOARD

Make this relevant for you.
Easy configuration across
parameters and phases.

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CUSTOMER
SEGMENTATION

Get granular. Create population
sets across accounts and
user base. Event, trigger,
demographics, device, browser.
We have you covered!

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PRODUCT
ADOPTION

Drive adoption and usage
through the lifecycle.
Leverage trigger driven
in-application guidance.

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CUSTOMER
CAMPAIGNS

Every touchpoint matters.
Configure multi-channel
communication including
in-application to make the
experience real time.

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CUSTOMER
SURVEY

Configure multi-category survey
and pulse feedback. Manage feature
feedback, CSAT, NPS using our
powerful trigger driven engine.

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CUSTOMER SUCCESS
AUTOMATION

Manage your tech-touch
customers end-end.
Easy configurations for
multi-channel touchpoints.

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CUSTOMER SUCCESS
OPERATIONS

Who does what by when?
Create, manage and track tasks
across teams. Integrate your
task management tool for a
seamless experience.

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ACCOUNT INTELLIGENCE

Get real-time, actionable
intelligence to stay on top
of both risks and opportunities
so nothing slips through
the cracks.

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AUTOMATED PLAYBOOKS

Drive repeatable success
and consistent customer experiences
with prescriptive, step-by-step
best practices from onboarding
to advocacy.

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Trusted, Top-Rated Customer Success Software
to Go from Intel to Impact in Seconds

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Proud to be your
partner-in-success

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We integrate fast to
make you sweat less

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.

Need a custom integration? Let us know.

Customer Success Integrations
SmartKarrot Customer Success Integrations

Ready to see us in action?

Schedule a demo now!