Achieve your

RETENTION &
UPSELL GOALS

Empower CSMs, scale operations and bring efficiency to your customer success initiatives.


Drive
Customer Success proactively

A single platform connecting 360 view to actionable insights across the customer journey. An innovative approach to customer engagement, retention, revenue growth and life-time value.

End-end features to operationalize
and scale customer success

Configurable health scoring

Touchpoint management

Personalized onboarding

Tasks and
alerts

Product adoption guidance

Outreach campaigns

Pulse
feedback

360 insights across systems

Easiest way for Customer Success
teams to achieve goals

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Comprehensive views

Drilled down portfolio views across health score, lifecycle and subscription tiers. Identify at-risk and upsell opportunities easily.

Touchpoint management

Create, manage and monitor customer touchpoints. Operationalize your high, hybrid and tech touch strategies.

Manage onboarding and adoption

Easily track onboarding phases and adoption metrics. Drive adoption and feature announcements.

Automate tasks, alerts and actions

Configure tasks and alerts. Enable the personalization engine and automate multi-channel campaigns.

A configurable, comprehensive
and easy-to-use platform

Configurable
Health Score

SmartKarrot’s configurable scoring allows you to prioritize & track accounts effectively. Easily drill down into at-risk or upsell potential accounts. You can also view by lifecycle stage and subscription tiers.

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Comprehensive
Account Views

Get comprehensive account data across revenue, support, tasks and activities in one screen. View by portfolio, individual accounts and overall organization. Configurable views offer additional flexibility.

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Usage Analytics

SmartKarrot allows feature adoption analytics across the user journey. It also allows you views at product level as well as account level. This aids product owners in assessing the usage trends for improved product adoption.

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Simplified
Task Management

Manage tasks for self and team. Use SmartKarrot’s task engine or integrate to existing task management tool right from your portfolio screen.

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360 view of your customer
in one place

To drive outcomes, it is necessary to view relevant data together and in context.
We will make the right integrations for your business and your outcomes.

SmartKarrot insights: Perspectives that transform

VIEW ALL
...
Product Adoption: the key to SaaS success

The advent of consumer mobile apps has created new

...
Why Product Success Is a Precursor to Customer Success

How customers use and interact with your product trumps

Get in touch ​

Fill up the form to schedule a demo. See the platform in action to learn how we’ve been helping our clients achieve business goals and drive customer and product success.

We’ll be in touch with lightning speed!