Customer Success Playbooks - SmartKarrot l Customer Success Software

Comprehensive and simple

The easiest way to create and manage operational activities!

SmartKarrot covers multi-products, multi roles and functions with extensive automation triggers


Advanced rules engine

Flexibility to automate as needed

Create rules to trigger playbooks across dates, events, key milestones and segments


Multiple role collaborations

Automate consistency across different roles

Engage multiple roles seamlessly and take your customer centricity to the next level


Flexible playbook structure

Complex coverage but simple to use!

Group tasks, track key milestones, automate activities. All optimized for fast internal adoption


Standard processes, faster.

A leader in retail analytics achieved an 18% reduction in onboarding time by implementing Playbooks across multiple roles.


Smarter operations are just a [click] away.

See how SmartPlaybooks can work for you.

Resources & Insights

Intelligent Customer Success Podcast Intelligent Customer Success Podcast

Customer Success Intelligence Podcast

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

Customer Success Blog

Articles & Blog

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

Customer Success Survey

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.

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

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