Customer success
Everything in Customer success, in one list.
4 capabilities across 2 groups. Each one has its own page, and each page names the screen it is describing.
Knowing where you stand
Health scores
A formula your team writes over signals you define, checked five ways on saving and again on activation, run against your own accounts before it goes live, and a version frozen onto every score so an old one stays explainable.
ReadRenewals
Seeded from subscriptions and contracts four months out, five reminders that fire once each, a deal opened automatically at sixty days through the same path a person would use, and a discount that becomes a real approval.
Read
Getting them live
Onboarding
Stages materialised from the template when a journey starts so later edits cannot rewrite history, blockers that notify the owner and their manager, and a value-realised detector that refuses to fire on noise.
ReadSurveys
Three survey types with their own scales, audience selection with a fatigue rule scoped per kind, a response link that is reusable for reading and single-use for answering, and reminders that stop.
Read
Underneath all of it
One person record resolved across candidate, contact, employee, referrer and vendor contact. Cross-module automations, approvals and escalations. Custom fields on real objects. A public API with webhooks. Role- and field-level permissions with an audit trail. Documents generated from the record and signed in place. And an importer that de-duplicates against what you already have and tells you what it could not place.
See all 13 module areas