Akita provides a Customer Success solution that works with ProfitWell

ProfitWell In Brief
Founded 2012
Founder Patrick Campbell
Headquarters Boston, Massachusetts, United States
Price From $0 USD / mo
Website Visit 
Company Profile

ProfitWell

ProfitWell is a financial reporting tool for subscription-based businesses. Their online application provides subscription and SaaS metrics alongside a comprehensive set of tools to help you grow your revenue.

ProfitWll integrates with Zuora, Stripe, Braintree, Recurly, and Chargebee and others with the ProfitWell API. View monthly recurring revenue, churn, lifetime value, and all of your other necessary subscription financial metrics, all in one place.

ProfitWell Features include:

  • Goal Setting. Set a monthly goal and track your progress
  • MRR Trends. Track MRR over time, broken down by revenue type
  • Plan Trends. Track metrics for multiple plans over time
  • Daily progress updates via email
  • Retention and cohorts trends
Data Retrieved

Information We Request

When you connect ProfitWell with Akita, we automatically collect information on the following:

Subscription Every 12 hours
Connection Instructions

How to Connect ProfitWell and Akita

  • Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.

  • Click the Connect Provider button.

Connect Provider

  • Select ProfitWell from the list of available integrations.

ProfitWell

  • Fill in the form to complete the connection. For this, you will need your API Token from your ProfitWell account.
API Token
Required

Submit
  • That's it – all done!
Integration Results

Your ProfitWell Customer Data in Akita

  • Once connected, your Akita account will begin populating with your ProfitWell data.
  • This data will appear alongside all your other customer interactions for a 360° view.
Accounts
1762
NPS
-10
MRR
$689,420
  • Segment your accounts based on data from your ProfitWell account, and from your other business tools.
MRR ProfitWell More Than > $1000 1K AND +
Ticket Zendesk Status Status Open Open AND +
NPS Delighted Less Than < 7 7

128 Accounts Matched. Save as Segment

  • Define lifecycle stages and make sure customers stay on track.

Onboarding


134 ACCOUNTS
$72,900 MRR

CSM Insight Score
62
Targets 216 / 392 Achieved
Tasks 382 / 588 Achieved
  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
Get the Ball Rolling

First Steps

We'd love to show you Akita in more detail and answer any questions you have about integrating ProfitWell with our Customer Success platform.

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

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Have questions about how Akita Integrates with ProfitWell?

We'd love to hear them! Just email us at hello@akitaapp.com.