Drag the relevant widgets (ex: to-do lists, KPIs, upcoming meetings) into your hub to create a kit (template) for each use case (ex: high-touch onboarding, Weekly customer sync).
Determine which hub is shown to each user within each account. For example, champions will see open tasks and release notes, whereas billing users will see invoices.
Utilize the analytics feature to find out how your customers consume your content. We'll notify you every time a customer engages and provide cross-hub insights.
Make the most of your hub by using it in slides mode during customer meetings or by generating QBR slides automatically from your existing customer data.
Make CSMs more effective by analyzing all onboarding and ongoing customer playbooks in one place, and ensuring all CRM data is clean and organized.
Take control of your customer experience and eliminate the time you used to spend preparing meetings and sending emails.
Take advantage of a tool that gives you major in-product real estate to share product updates, educate customers, and delight them.
Increase customer satisfaction and renewal rates by driving effective customer success plays with full visibility into engagement metrics.
Whatever you're using to manage your success plays, we integrate with it.
Create smart hubs that update automatically based on your CRM fields
Put your hub at the center of customer meetings by using presentation mode.
Instead of looking at scattered documentation, hand over CSM accounts using the hub's info.
Our SOC 2 Type 2 report attests to the security controls we have in place as they map to trust service principles established by the american institute of certified public accountants (AICPA)