Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Understand your customers interactions with your product and make informed product success decisions.
Bring efficiency, add scale, and connect user behavior to personalized actions.
Define and track onboarding by phase, user progress, account, and portfolios.
Identify, monitor, and execute timely account expansions with real-time reports and indicators.
Proactively identify at-risk customers and prevent churn using automation, early warning insights, and more!
Optimize product usage by monitoring in-depth user data and receiving actionable insights
Improve decision making and actions for enhanced outcomes.
Get a complete view of your customer and all their moving parts.
Create the right scoring system for your organization.
Deliver consistent customer experiences and repeatable success.
Increase your productivity real-time, automated alerts.
Create groups across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Reach out to groups of customers when you need to.
Create surveys to get timely feedback from your customers.
Automate your actions, alerts, surveys, and more.
Create and track tasks across teams.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Get status updates, warnings, and extensive reports at the right time so you can make effective decisions.
Create, monitor, and automate comprehensive Playbooks for every scenario.
We aren’t just any Customer Success platform. We have the insights, imagination, and technology that others don’t.
Our core values, team, and community
Come work with us!
Get in touch anytime.
Employee success drives customer success.
Don’t miss an episode of the Customer Success Intelligence Podcast
Our annual survey captures the current state of CS Intelligence and automation.
Resources for new and seasoned Customer Success teams.
Still undecided? We can help!
Features and SDKs you can integrate into your apps.
Resources and insights straight to your inbox.
Drive Repeatable Success with
Deliver consistent customer experiences and make wins repeatable with step-by-step prescriptive best practices.
Utilize best practices instantly through out-of-the-box, customizable templates for everything from onboarding to advocacy.
Standardize processes and workflows for consistent customer experiences and outcomes—with no slips through the cracks.
Launch playbooks and assign tasks automatically to the right team members at the right time based on pre-defined criteria.
Effortlessly scale operations by empowering your team with prescriptive and timely guidance at their fingertips.
SmartKarrot Success Plays enable you to codify best practices, intelligently automate them, and consistently execute them for unparalleled success.
Create Success Plays in just a few steps to automate your customer success best practices for any scenario your team regularly encounters. With processes already in place, you can create anything from a customer success onboarding playbook to playbooks for renewals or upsells and everything in between.
Start with existing customer success playbook templates or create your own to reuse and customize for each process. Templates will allow you to create new Success Plays in minutes and repeat those that are most effective.
Create specific categories for your Success Plays so you can view, track and manage each Success Play and use different templates for each of your customer success playbooks. Customize your categories to fit your needs and add or change them anytime.
Automatically assign Success Plays actions to the right team members at the right time based on pre-defined criteria (or manually, if so needed). Trigger playbooks based on powerful event-based criteria to always be proactive and never miss an opportunity.
View the number of Success Plays currently in use, the number of accounts impacted and how many CSMs have Success Plays in action for easy overall management of all of your playbooks.
View the total number of Success Plays created, which accounts are impacted, which CSMs are involved, and the status of each category in one place. Always know where your team stands and how your Success Plays are performing.
Create right operational view across financials, CRM, support and usage. Get insights by phases, subscription tiers and drill down by CSM portfolios.
Improve customer success operations with humanized tech intelligence to deliver unparalleled outcomes.
Configure multi-category survey and pulse feedback. Manage feature feedback, CSAT, NPS using our powerful trigger driven engine.
Drive adoption and usage through the lifecycle. Leverage trigger driven in-application guidance.
Make this relevant for you. Easy configuration across parameters and phases.
Get granular. Create population sets across accounts and user base. Event, trigger, demographics, device, browser. We have you covered!
Every touchpoint matters. Configure multi-channel communication including in-application to make the experience real time.
Manage your tech-touch customers end-end. Easy configurations for multi-channel touchpoints.
Who does what by when? Create, manage and track tasks across teams. Integrate your task management tool for a seamless experience.
Stakeholder change, usage drop, contract expiration, milestones missed are all early indicators. Create flexible and complex alert rules.
Save time and effort while managing, analyzing, and optimizing your customerinteractions with touchpoint management.
In Episode 26, our CEO chats with Irit Eizips about the evolution of AI-Powered Customer Success.
Listen wherever you get your podcasts.
Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.
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.
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.