The complete Customer Success platform
Eight integrated products that work together to make your CS team proactive, efficient, and data-driven. Built AI-native from the ground up.
Success Path
A clear, shared path for every customer — from onboarding to renewal.
Success Path is an AI-generated customer journey framework. Define stages, milestones, and tasks — then activate them per account with one click. AI generates complete stage structures from a description, or build your own templates.
- AI-generated stages, milestones, and tasks
- Template library — activate per account instantly
- Progress tracking with success criteria per stage
- Milestone tracking with automatic stage advancement
- Customizable per customer tier and segment
Customer Onboarding Portal
A branded, no-login portal that turns onboarding into a transparent, collaborative experience.
Give every customer a personalized portal where they can track their onboarding progress, complete assigned tasks, upload documents, and communicate with your team. Fully branded with your logo and colors — no login required.
- Branded portal with your logo, colors, and domain
- Real-time progress tracking visible to customers
- Task assignment — customers complete their own tasks
- Document sharing with drag-and-drop file upload
- Threaded comments for async communication
- Contact person with Calendly integration
- Password protection and section visibility controls
Tier-Based Health Scoring
Multi-factor health scores that adapt per customer tier.
Not all customers are the same — and their health shouldn't be scored the same way. Define different health profiles per tier (Enterprise, Mid-Market, SMB) with customizable weights, thresholds, and contact frequency requirements.
- Multi-factor scoring: usage, engagement, support, NPS, renewal proximity
- Tier-specific profiles with different weights and thresholds
- Real-time recalculation as data flows in
- Health trend tracking over time
- Automatic risk alerts when health drops
- Contact frequency monitoring per tier
Smart Automations
Trigger the right action at the right time — automatically.
Build automation rules that fire when health drops, renewals approach, engagement stalls, or any custom condition is met. Create tasks, send alerts, activate playbooks, and escalate — without your team lifting a finger.
- Condition-based triggers (health, renewal, engagement, custom)
- Auto-create tasks and assign to the right CSM
- Activate playbooks automatically
- Send email alerts and Slack notifications
- Escalation workflows for at-risk accounts
- Scheduled automations for recurring actions
Playbooks
Standardized processes for every CS scenario.
Create playbooks for onboarding, renewal, risk mitigation, expansion, and more. AI generates complete playbooks from a description — including tasks, milestones, and success criteria. Or build your own from scratch.
- AI-generated playbooks from a text description
- Template library for common CS scenarios
- Tasks with dependencies, due dates, and assignments
- Milestone tracking and progress reporting
- Activate per account or trigger via automation
- Version control and team collaboration
AI Account Insights
Your AI co-pilot for every customer conversation.
AI analyzes every signal — health trends, support tickets, engagement patterns, renewal timelines — and generates account summaries, suggested next steps, and playbook recommendations. Know exactly what to do before every call.
- AI-generated account summaries
- Suggested next steps based on all signals
- Playbook recommendations per account
- Risk analysis with contributing factors
- Expansion opportunity detection
- Meeting prep briefs
NPS & CSAT Surveys
Capture customer sentiment at the right moment.
Send NPS and CSAT surveys via email, embed them in your portal, or trigger them automatically after key milestones. Responses feed directly into health scores and trigger automations.
- NPS and CSAT survey types
- Email delivery with branded templates
- Automatic triggers after milestones or events
- Responses feed into health scoring
- Trend tracking and segment analysis
- Follow-up automations based on score
Reports & Analytics
See the full picture — from portfolio health to individual accounts.
Dashboards and reports that give you real-time visibility into portfolio health, team performance, renewal pipeline, and customer engagement. Export to CSV or schedule automated reports.
- Portfolio health dashboard
- Renewal pipeline with risk indicators
- Team performance and workload metrics
- Customer engagement trends
- CSV export and scheduled reports
- Custom report builder
Ready to make your CS team proactive?
Start your 14-day free trial today. No credit card required. Setup takes 30 minutes — and your team will never go back to reactive.