Keep Track Of Various Touchpoints
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.
Increase Your Productivity
Stay in control and manage customer journey touchpoints for multiple accounts.
Improve Transparency Across Departments
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.
Optimize Customer Experience
Help your customers value your product by analyzing all their engagements in one place. Get the insight you need to help them succeed.
Help your customers maximize their growth
with touchpoints
Keep your customers satisfied and keep track of and manage touchpoints across accounts without sacrificing your time and effort.
View all touchpoints, at-a-glance
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.
In-depth customer insights
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.
Collaborate with your team
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.
Automatically sync email touchpoints
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.
Customize your view
Focus on only the data that matters. Filter touchpoints based on account, type, and date range to find the insight you need instantly.
Mark regular email communications as touchpoints
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.
Check out other
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PLAYBOOKS
(SUCCESS PLAYS)
Deliver consistent customer
experiences and repeatable success with step-by-step prescriptive best
practices.
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360 VIEW OF
CUSTOMER
Create right operational view across financials, CRM, support and usage.
Get insights by phases, subscription
tiers and drill down by CSM portfolios.
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CUSTOMER
SURVEY
Configure multi-category survey
and pulse feedback. Manage feature
feedback, CSAT, NPS using our
powerful trigger driven engine.
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PRODUCT
ADOPTION
Drive adoption and usage
through the lifecycle.
Leverage trigger driven
in-application guidance.
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CUSTOMER
HEALTH DASHBOARD
Make this relevant for you.
Easy configuration across
parameters and phases.
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CUSTOMER
SEGMENTATION
Get granular. Create population
sets across accounts and
user base. Event, trigger,
demographics, device, browser.
We have you covered!
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CUSTOMER
CAMPAIGNS
Every touchpoint matters.
Configure multi-channel
communication including
in-application to make the
experience real time.
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CUSTOMER SUCCESS
AUTOMATION
Manage your tech-touch
customers end-end.
Easy configurations for
multi-channel touchpoints.
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CUSTOMER SUCCESS
OPERATIONS
Who does what by when?
Create, manage and track tasks
across teams. Integrate your
task management tool for a
seamless experience.
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EARLY WARNING
SYSTEM
Stakeholder change, usage drop,
contract expiration, milestones
missed are all early indicators.
Create flexible and complex
alert rules.
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ACCOUNT
INTELLIGENCE
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.
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