Optimize your

Customer Success Efforts

and achieve your retention and upsell goals

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Customer Success

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

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360 insights
across systems

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Configurable
health scoring

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Touchpoint
management

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Personalized
onboarding

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Tasks
and alerts

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Product adoption
guidance

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Outreach
campaigns

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Pulse
feedback

Customer Success Board

Customer Success Dashboard

Easiest Way For Customer Success
Teams To Achieve Goals

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Comprehensive
Comprehensive
Views

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

Touchpoint Management
Touchpoint
Management

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

Manage Onboarding
Manage Onboarding
& Adoption

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

Automate Tasks Alerts & Actions
Automate Tasks,
Alerts & 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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Customer Success score
Customer Success Account View

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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Product Feature Heatmap
Customer Success Operations

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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Ready to see us in action?

Schedule a demo now!