Customer Success Software

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Customer Segments

Use powerful filters to create fine-grained lists of Accounts and Contacts.

Task Management
Manage your day-to-day Customer tasks using the view that makes you the most productive.

Custom Health Scores

Build bespoke Account and Contact Health Scores to fit your unique business.

Automated Playbooks

Create scalable, repeatable processes with automated Playbooks.

360° Customer View

Assemble a unified-view of each Account with data from over 100 SaaS integrations.

Personalized Dashboards

Add key Metrics and Segments to Dashboards to give instant access to important information.
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Customer Success Blog

February 2016

Customer Success and the Hospital Pass

Barry Devon

Feb. 11th, 2016

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