SmartInsights

Leave XLS behind. With our powerful and user-friendly BI module, you can avoid spending days pulling data, building charts, and manually distributing them. Quickly create, export, and share custom reports for your exact audience.

With SmartInsights, you’ll be able to analyze trends, corelate key data points, and drive powerful decisions your entire team can be confident in. SmartKarrot has access to all the right data sets…make the most out of them!

Make data meaningful

From overviews for the board and executives to complex analysis by CSMs and revenue teams,

SmartInsights is the tool you need to get aligned and act. Quickly create custom views for any scenario and share them with internal and external
stakeholders. Ensure your audience gets the exact information they need.

Unlimited flexibility

Operational metrics evolve over time. SmartInsights BI layer allows you to evolve seamlessly with your business needs.

Customer management data has many consumers – customer success, account management, sales, executives, finance, product, marketing…you need the flexibility to create and share a varied set of views.

Unlimited flexibility

Operational metrics evolve over time. SmartInsights BI layer allows you to evolve seamlessly with your business needs.

Customer management data has many consumers – customer success, account management, sales, executives, finance, product, marketing…you need the flexibility to create and share a varied set of views.

Save your
precious time

Creating reports and dashboard can be very time consuming. Use our BI interface to make this simple.

You can not only create but also schedule these reports to hit individual inboxes. 

Ready to learn more

Book a Demo with our experts today.

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.

Articles & Blog

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

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.

Take SmartKarrot for a spin

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