Easily track email, video calls, monthly reports, QBR meetings, and much more in one place. And get an overview of how many times you interacted with an account and what was discussed.
Stay in control and manage customer journey touchpoints for multiple accounts.
Ensure everyone involved in an account has access to the same data. Minimize misunderstandings and proactively drive multi-channel, multi-stakeholder communication with touchpoint collaboration.
Help your customers value your product by analyzing all their engagements in one place. Get the insight you need to help them succeed.
Keep your customers satisfied and keep track of and manage touchpoints across accounts without sacrificing your time and effort.
No more searching through email chains to find the information you need. Have all your customer touchpoints in one place to easily see what accounts you’ve recently interacted with, track engagements, and help customers keep the most value from your product.
Don’t rely on multiple tools and platforms to stay efficient when organizing and analyzing touchpoint data. Get all the information you need to help your customers succeed in one place. See what accounts you engage with, type of engagement, with who, and more.
Easily add team members to customer touchpoints so everyone can collaborate on accounts together. No more losing track of critical files and discussions in back-and-forth emails and closed tickets again. Keep everything together, chaos-free.
Never manually add email conversations you’ve had with your customers. Save time and authenticate your Gmail or Outlook account so you can specify email touchpoints with one click.
Focus on only the data that matters. Filter touchpoints based on account, type, and date range to find the insight you need instantly.
Stay organized and track your email touchpoints from the start. Add SmartKarrot’s dedicated touchpoint ID in your email’s BCC to appoint email conversations as touchpoints. And it automatically adds recipients in the To/CC fields as contacts and collaborators.
Deliver consistent customer
experiences and repeatable success with step-by-step prescriptive best
Create right operational view across financials, CRM, support and usage.
Get insights by phases, subscription
tiers and drill down by CSM portfolios.
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
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.
in-application to make the
experience real time.
Manage your tech-touch
Easy configurations for
Who does what by when?
Create, manage and track tasks
across teams. Integrate your
task management tool for a
Stakeholder change, usage drop,
contract expiration, milestones
missed are all early indicators.
Create flexible and complex
Save time and be more proactive
and less reactive with over 20+
real-time, automated alerts, and
identify at-risk clients and growth
opportunities with ease.