Customer Success Management For SMBs

We will help to solve the problem with processing of information about clients and will not allow to lose any messages in communication.

Customer 360

All your client's details are in one place

Analytics
Health Score
Contacts from the client
Addresses
Bills from Quickbooks
Support tickets from Freshdesk
Zen Desk

Automated outreach

We understand that in small and middle-sized businesses all employees are often responsible for the whole operation.

Our built-in outreach system connects communication from all channels into a single interface; thus, your managers will no longer be in sticky situations.

The message sent by your manager from your personal phone will be displayed in the history of communication with the client.

Powerful Features Built for SMB

Customer 360
Automate repetitive processes use ready-made solutions or specify what actions the system will take.
Playbooks
Automate repetitive processes use ready-made solutions or specify what actions the system will take.
Tasks
No more chaotic poorly planned actions and lost time - Clear actions thanks to the built-in task manager. Divide team work into projects, track responsibility, and their productivity.
Alerts
The smart alert system will help you to not miss anything. We have also introduced smart tips so that you always know what each feature means and productively use the service.
Projects
Be fully aware of the work of the team: the most important performance metrics, tasks - all in one place.
Team 360
Be fully aware of the work of the team: the most important performance metrics, tasks - all in one place.
Analytics
Track team performance in numbers: Upsales,Net revenue and others.
Outreach on the scale
Notify all your customers about new products and updates via a personalized e-mail and SMS in just two clicks.

Make New Era business with full focus on the clients care with the best partners