Customer Success Automation

Add Scale And Bring Efficiency With
Customer Success Automation

Automate your actions, accounts alerts, internal and external communication, notifications, surveys, referrals and much more to manage your tech-touch.

#efficiencyplusscale #gosmart

Automated account feed

Automate Your Alerts And Triggers
To Stay Notified Real-time

Customer success automation for your alerts based on every events, accounts or CSMs and access under notifications on your dashboard. Automation allows CSMs to scale sneak-peak into all of their accounts in no time.

Send Automated
Notifications and Emails

Create segments or user groups to automatically notify and communicate based on their journey or usage behavior for meaningful engagement. Leverage variety of templates to automatically communicate across various mediums.

Schedule Referrals And Survey Communications
For higher Effectiveness

This powerful but simple engine is what will drive your tech-touch automations. Create complex rules, isolate behavior patterns and create automated multi-channel touchpoints.

Check out other
related features

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.

CUSTOMER
SURVEY

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

PRODUCT
ADOPTION

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

CUSTOMER
CAMPAIGNS

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

CUSTOMER
SEGMENTATION

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

CUSTOMER
HEALTH DASHBOARD

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

CUSTOMER SUCCESS
OPERATIONS

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

EARLY WARNING
SYSTEM

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

Ready to see us in action?

Schedule a demo now!