Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Understand your customers interactions with your product and make informed product success decisions.
Bring efficiency, add scale, and connect user behavior to personalized actions.
Define and track onboarding by phase, user progress, account, and portfolios.
Identify, monitor, and execute timely account expansions with real-time reports and indicators.
Proactively identify at-risk customers and prevent churn using automation, early warning insights, and more!
Optimize product usage by monitoring in-depth user data and receiving actionable insights
Improve decision making and actions for enhanced outcomes.
Get a complete view of your customer and all their moving parts.
Create the right scoring system for your organization.
Deliver consistent customer experiences and repeatable success.
Increase your productivity real-time, automated alerts.
Create groups across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Reach out to groups of customers when you need to.
Create surveys to get timely feedback from your customers.
Automate your actions, alerts, surveys, and more.
Create and track tasks across teams.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Get status updates, warnings, and extensive reports at the right time so you can make effective decisions.
Create, monitor, and automate comprehensive Playbooks for every scenario.
We aren’t just any Customer Success platform. We have the insights, imagination, and technology that others don’t.
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Resources for new and seasoned Customer Success teams.
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Painlessly streamline your
Don’t manually track customer touchpoints again. Get insightful data you can use to save time and boost customer satisfaction and engagement, all in one place.
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 practices.
Improve customer success operations with humanized tech intelligence to deliver unparalleled outcomes.
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 in-application guidance.
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. Configure multi-channel communication including in-application to make the experience real time.
Manage your tech-touch customers end-end. Easy configurations for multi-channel touchpoints.
Who does what by when? Create, manage and track tasks across teams. Integrate your task management tool for a seamless experience.
Stakeholder change, usage drop, contract expiration, milestones missed are all early indicators. Create flexible and complex alert rules.
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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In Episode 26, our CEO chats with Irit Eizips about the evolution of AI-Powered Customer Success.
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