Customer Success

πŸ—‚ Customer portfolio

πŸ’Ύ Importing clients

πŸ” 360ΒΊ customer view

🩺 Health score

▢️ Playbooks

πŸ“ Success plans

πŸ‘©πŸ»β€πŸ’»Contacts

βœ… Tasks

✏️ Notes

Customer Experience

βš™οΈ Survey creation

🧩 Survey results

🀝 NPS report

πŸ˜€ CSAT report

πŸ“§ Sending e-mails

Email Integration

πŸ”ŒΒ  Gmail

πŸ”ŒΒ  Microsoft Outlook

πŸ”ŒΒ  Other e-mail providers



Settings

βš™οΈ Journeys

βš™οΈ Custom fields

βš™οΈ Playbook templates

βš™οΈ Notifications

βš™οΈ Health score

βš™οΈ 2FA (2-Factor Authentication)

βš™οΈ Branding

βš™οΈ E-mail configuration

βš™οΈ E-mail templates

βš™οΈ Survey templates

βš™οΈ Automation rules

βš™οΈ Users

Integrations

πŸ”ŒΒ  HubSpot

About Us

We are a Customer Success Management platform focused on helping Customer Success teams identify growth opportunities, reduce churn and improve customer experience.

Follow us on our social networks!