Customer Intelligence

Easily Manage Your Account Portfolio with

Proactive and Actionable Account Intelligence

Stay on top of all your accounts effortlessly, so nothing slips through the cracks.

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Customer Intelligence

Save Time And Be More Proactive
With Actionable Intelligence

Comprehensive
Easily Identify Red Flags

Know when an account’s at-risk so you can address any potential issues before they churn.

Touchpoint Management
Pinpoint Growth Opportunity

Get insight you can use to help your customers value your product when you notice positive changes in their account.

Manage Onboarding
Optimize Your Time

Spend less time hunting for information and more time engaging and communicating with your customers with real-time updates.

Automate Tasks Alerts & Actions
Keep Everyone In The Loop

Ensure that everyone on an account is informed of any changes with timely notifications.

All the moving parts served on a platter

With SmartKarrot, get intelligence that’ll help you be more attentive to your customers’ needs. No need to hunt for information anymore

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Real Time Intelligence

Real-time intelligence

See exactly how much change has occurred in your customer’s account daily, weekly, or monthly with over 20+ alerts. Stop spending your time in gathering data and start focusing on what you do best - helping them succeed.

Customize intelligence based on your needs

Get automatically notified when some or all your accounts’ activities fluctuate. Easily set what you want to be monitored and how to suit your needs. With custom triggers, stay updated on when renewals are due, if key personnel leave, and more in just a few clicks.

Customize Intelligence Based On Your Needs
Identify Risk And Opportunity At-A-Glance

Identify risk and opportunity at-a-glance

Always know if your customers are close to churning or when an opportunity arises. And with customer account intelligence, get an in-depth view of how accounts change, by what percentage, their latest health score, and much more tailored to each intelligence. Get the insight you need in less time and with less effort.

Keep everyone involved, informed

Minimize misunderstandings, increase productivity, and get everyone involved in the customer’s account on the same page with timely, up-to-date intelligence via email or SMS notifications.

Keep Everyone Involved Informed
View Only The Data You Need

View only the data you need

Save time with filters. Easily focus on specific alerts to give you a bird’s-eye view of what’s going on in each account so you can know what steps you need to take next. With customer intelligence, never waste time hunting for the information you need, again.

Check out other
related features

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PLAYBOOKS
(SUCCESS PLAYS)

Deliver consistent customer
experiences and repeatable success with step-by-step prescriptive best
practices.

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Augmented
Intelligence

Improve customer success operations with humanized tech intelligence to deliver unparalleled outcomes.

Learn More LEARN MORE
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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
SURVEY

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

Learn More LEARN MORE
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PRODUCT
ADOPTION

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

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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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CUSTOMER
CAMPAIGNS

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

Learn More LEARN MORE
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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.

Learn More LEARN MORE
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EARLY WARNING
SYSTEM

Stakeholder change, usage drop,
contract expiration, milestones
missed are all early indicators.
Create flexible and complex
alert rules.

Learn More LEARN MORE
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CUSTOMER
TOUCHPOINTS

Save time and effort while
managing, analyzing, and
optimizing your customer
interactions with touchpoint
management.

Learn More LEARN MORE

Ready to see us in action?

Schedule a demo now!

    Resources & Insights

    NEW MICRO-PODCAST!

    Customer Success Intelligence Podcast

    In Episode 26, our CEO chats with Irit Eizips about the evolution of AI-Powered Customer Success.

    Listen wherever you get your podcasts.

    View Episodes

    Articles & Blog

    Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.

    View Blog

    Customer Success Surveys

    We survey CS Teams from all over the world to get their feedback on current industry trends and what they see for the future of CS.

    View Results

    Take SmartKarrot for a spin

    See how SmartKarrot can help you deliver
    winning customer outcomes at scale.