Task management

Seamless Task Management And

Customer Success Operations

Integrate your task management system to drive efficiencies across customer success operations. Create, manage and track all tasks to closure.

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Customer success operations
Customer success operations and task management

Customer Success Operations
On Your Dashboard

Automate 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 and drive customer success operations efficiently.

Single-sign-on To Task
Management System

Access your entire task management platform straight from SmartKarrot dashboard. Create and manage tasks for your entire team. We provide you seamless experience to bring efficiency and scale to your team.

Task management dashboard
Task account feeds

Scale Day-Day
Customer Success Operations

Track critical tasks and milestones across multiple functions. Chase that upsell opportunity down, manage that escalation!

Catch Them Real Time

Create trigger driven communication and guidance within your product and real time. Create great experiences for all - first time user to power user.

Automate notifications for customer success scale

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    Resources & Insights


    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.


      Predictive. Prescriptive. Automated.