Use powerful filters to create fine-grained lists of Accounts and Contacts.
Manage your day-to-day Customer tasks using the view that makes you the most productive.
Build bespoke Account and Contact Health Scores to fit your unique business.
Create scalable, repeatable processes with automated Playbooks.
Assemble a unified-view of each Account with data from over 100 SaaS integrations.
Add key Metrics and Segments to Dashboards to give instant access to important information.
Our Latest Issue
Alexey Smolyanyy, Director of Data Driven Customer Success at Redis investigates — "Data Driven Customer Success: Accounts Health and Prioritization". Product Marketing Manager at RevOS.ai, Andrew Rymarenko shares his — "Top 5 Metrics to Predict Customer Churn". On the Entrepreneur.com blog, Nick Chasinov, CEO at Teknicks, explains why — "More Data Doesn't Mean Better Insight. Drive Product Growth With A Metric That Guides You to Success.". On the AllBusiness.com blog, Nick Mehta asks (and answers) — "Do Companies Need Customer Success Teams? 10 Reasons Why the Answer Is Yes". VP, Analytics at Evalueserve, Swapnil Srivastava details — "Four Successful Retention Marketing Strategies To Leverage". The Success League's Jan Young lists — "15 Must Read Books for CS Professionals".