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Customer Success Workspace

Drive customer success in one workspace

Increase retention faster with automated customer health scores, sync product usage to power renewals, and prioritize outreach with integrated workflows that reduce churn.
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A clean dashboard showing customer health scores, usage trends, and an outreach queue with integrated workflows.

Empower your customer success team and drive greater retention.

Give reps a comprehensive view of every customer’s history, interactions, and preferences so they can deliver personalized, proactive support. Native integrations for product analytics and communication tools, plus multi-language support, help you scale relationships across all markets.

Manage your entire book of business with ease

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  • See portfolio-level views of accounts, renewal dates, and health status in one workspace.
  • Connect tools like Jira for product feedback loops and Slack for team coordination.
  • Support customers in their preferred language to serve global accounts.
  • Monitor health scores and act on product usage data to drive adoption and renewals.
A dashboard showing automated customer health scores, product usage data, and integrated workflows for churn reduction.

Get deeper insights to reduce churn

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  • Work from a single source of truth to uncover trends before issues surface.
  • Use product usage insights to anticipate risk and inform QBRs.
  • Extend with API integrations to fit your tech stack.
  • Align global teams with multi-language reporting on customer health.
A dashboard showing customer health scores, usage trends, and churn risk predictions, with multi-language reporting and API integrations visible.

Define your customer success metrics

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  • Build health scores tailored to your business—from company-wide health to individual product adoption.
  • Use advanced analytics and custom reporting (Professional and Enterprise) to understand patterns by region and segment.
  • Spot opportunities early and reduce churn risk with proactive indicators.
A dashboard showing customizable health scores, advanced analytics with regional/segment patterns, and proactive churn risk indicators.

Prioritize your daily outreach

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  • Replace endless task queues with a focused, context-rich daily view.
  • Leverage integrated workflow automation to trigger tasks, reminders, and follow-ups.
  • Use multi-language task prioritization to ensure global accounts get timely attention.
  • Keep momentum with clear next steps tied to customer health and lifecycle.
A clean dashboard showing prioritized outreach tasks, automation triggers, and customer health metrics for daily focus.

Have a question for our sales team?

Give us a call and we'll walk you through it.

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Frequently asked questions

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