Automated Customer Success Playbooks

No-code Playbooks to Build Scalable Customer Success Processes.

Reports

Always know how many Playbooks and Tasks are open at a given time

Our Playbooks dashboard gives you the current state and historical trends for Playbooks and Tasks.

Playbook Detail View

What is done and what lies ahead

Click on an Account Playbook and see which tasks have been completed successfully and which tasks will be triggered next.

CSM Reports

Which of your CSMs are killing it and which could use a helping hand

Quickly evaluate Team or Individual performance and drill down to see how each teammate is doing with a specific Playbook.

Workflow Builder

Akita makes building Playbooks easy

Akita lets you add Tasks and Messages to Playbooks, how they should be assigned, and how they should be triggered.

Automated Triggers

Automate your workflows with Triggers

Akita Playbooks can be started manually or triggered automatically when an Account or Contact enters a Segment. You can even add multiple triggers to a single Playbook.

Highly Configurable

Every Playbook—just how you want it

Our Playbooks are highly configurable. Want a Playbook to repeat every 30 days? Run a playbook for each Contact in an Account? With Akita it's possible!

Filterable

Segment Your Customers by Playbook Performance.

With Akita, You can Leverage Insights From Your Playbooks to Build a Continuously Evolving Engagement Strategy.

Get the Ball Rolling

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

Thank you for your interest in Akita!
We will be in touch shortly.
Hmmm...something went wrong but our technical team is looking into it.
We'll have a fix in place soon. We're really sorry about this.