Planhat Alternatives

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Key Account Management (KAM) is broken today. Sales leaders have limited confidence in their people, processes, and tools, thanks to static account plans built on PPTs and point solutions. At DemandFarm, we're on a mission to unlock the world's Key Account Management black boxes so that you can: 👉 Visualize complex organizational hierarchies 👉 Unearth hidden growth opportunities 👉 Build proactive stakeholder engagement strategies 👉 Create context-rich dynamic account plans 👉 Take large opportunities to closure faster DemandFarm is a Gartner and Forrester recognised vendor in the Digital Account Planning Tools and Account Based Selling categories respectively. Since 2016, DemandFarm has helped 200+ global organizations like DHL, Zebra Technologies, TaskUs, Slalom, Salsify and more accelerate deal velocity in their key accounts, uncover relationship blindspots, boost upsell and cross-sell revenue, and centralize key account intelligence. DemandFar

Smaply – the cutting-edge software for journey mapping with increased flexibility, customizability, and Journey Management functionalities. Besides personas as the basis to build customer or user journey maps, Smaply also comes with state-of-the-art journey management functionalities. Build your maps in a flexible and intuitive editor, that makes it easy to cluster steps in stages, expand cards over multiple columns, add text, image, emotions and KPIs to a map, as well as opportunities, pain points and solutions. These are then reflected in the portfolio graph, which helps to keep an overview and prioritize. Metrics and KPIs are visualized besides pain points and opportunities. This support you in making informed decisions. Moreover, Journey Management functionalities include granular user roles, comments on cards, and hierarchies to keep track of your CX strategy. By being certified with ISO 27001:2022, SOC2 and by being fully GDPR compliant we are ready for enterprises.

Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.

Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows. ** Customer 360 view: Streamline customer data from CRMs, support, and billing systems. ** Growth: Automatically identify growth, renewal, and upsell opportunities. ** Tasks & Alerts: Be notified when a customer is stuck in onboarding, at risk of churn, or due to renew. ** Customer Health: Identify and reduce at-risk customers. ** Automation: Playbooks and workflows automate white-glove tasks.

CustomerSuccessBox is an AI-powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that could deliver ‘proactive’ customer success. CustomerSuccessBox’s vision is to use artificial intelligence (AI) and machine learning (ML) to automate customer onboarding, product usage analysis, and user communication. In doing so, it expects to lower the cost of delivering customer success services and extend the lifetime value of the end customer. And more importantly to remove the dependency on a full-time CS ops role to configure and calibrate the Customer Success platform. With CSI, CustomerSuccessBox recommends specific next best action for each account coaching CSMs to be more effective. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week and the patent-pending technology is built to handle ~ 2,200 events/second to monitor

Churn360 is a data-driven AI customer success platform that helps SaaS businesses reduce churn and increase the lifetime value of Customers. Churn360 combines customer’s data that is spread across multiple SaaS products like CRM, Helpdesk, Billing software, etc. All these data are consolidated into a single dashboard that is easy to use and convenient for your customer success managers to get a 360-degree view of the customer. Churn360 also provides features like playbook automation, customer onboarding, customer journey mapping and tracking, surveys to effectively assist the customers in various circumstance leading to reduced customer churn and thus increase retention.

ChurnZero is a real-time Customer Success Platform that helps subscription businesses fight customer churn. Its software solutions allow businesses to understand how their customers use their product to increase product adoption, assess their health and their likelihood to renew, and give businesses the means to personalize the customer experience through timely and relevant touchpoints.

Everything you need to turn your customers into your biggest growth engine. The Gainsight Customer Cloud brings together all the technology you need to ensure your customers easily adopt your products and achieve their desired outcomes with your company. Orchestrate the customer journey across every function and create clients for life by delivering great outcomes at scale. Combine deep SaaS product analytics with personalized in-app engagements to deliver exceptional user experiences. Capture feedback, close the loop with respondents, and discover insights to ensure an exceptional customer experience. An open platform that acts as a central hub for customer data systems and provides actionable insights to every employee to make better decisions in service of the customer. Scale revenue growth through whitespace analysis, upsell and cross-sell playbooks, and streamlined renewals processes.

Automate, customize & share your recurring revenue with a single click. Spend less time managing, emailing and versioning your client's recurring revenue metrics. And more time providing advisory services to help them understand and grow their business. Connect your account using our secure SSO integrations or via CSV upload. Customize your client's MRR, customer list, and CAC expenses using our proprietary engine to more accurately reflect the reality of their business. Share your real-time Saasable dashboard with your valued stakeholders with a single click. We focus on only those metrics that you need on a daily basis, updating in real-time as your revenue and expenses change. We give you the ability to view real-time data, customize your metrics, and share those metrics with users. No need to switch billing, invoicing, or other services just to get the required metrics.

SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams.

CustomerGauge helps B2B companies leverage customer feedback & behaviors to align business initiatives, improve account retention, and increase revenue growth through up-sells, cross-sells, and referrals. The CustomerGauge Account Experience™️ platform enables B2B companies to monitor account engagement, collect feedback from key stakeholders, segment real-time results into custom dashboards, and map feedback to changes in NPS score & revenue. Through custom and native integrations, users can monitor engagement across a variety of activities including how often key stakeholders answer customer surveys, submit support tickets, open marketing emails, attend business reviews, and so much more. Other capabilities of the CustomerGauge Account Experience™️ platform include the ability to set KPI targets for closing the loop on feedback, identify accounts at risk of churning, and forecast the revenue impact of changes in NPS score. Get a demo today.

Staircase AI is pioneering Customer Relationship Intelligence. Our platform leverages AI to analyze millions of customer interactions and turn them into actionable human insights that are impossible to spot with the naked eye. Companies depend on Staircase AI to cut through the noise and improve their NRR. Staircase AI reveals deep human signals and uncovers customers' health, sentiment, journey events, risks, and opportunities. Our cutting-edge technology analyzes all of your customer interactions, including emails, chats, Slack activity, video calls, and more. It then connects between the human signals to generate relationship-based insights such as stakeholder changes, positive or negative sentiment trends, problematic topics, and more. Combined with existing product analytics, our human analytics provides the missing element to fully understanding your customer to grow at scale and fight churn.

Kapta is key account management software that reduces churn and drives organic growth. When the going gets tough, vendors are the first to go. So you have to be more than a vendor—you have to be an indispensable strategic partner. Kapta has the software and process to get you there. Kapta offers key account management software, based on a proven system, so you can know your clients better, act quickly and effectively on their behalf, and demonstrate value, time and time again. Know your customer inside and out, so you can create more reliable forecasts for them and for you. See the overall structure and culture at your client’s organization, and build detailed profiles for individual key contacts. Understand what your customer is trying to achieve, and the factors that will help or hinder them along the way.

Drive any sales or customer success motion and adapt it to each role and team – from CSM to manager to CxO and beyond. RevSetter enables the workflows that best fit your team and customers, across the revenue journey and segments. Finally, there is a solution to your data challenges. Structured or unstructured data, in any of your favorite tech or databases – it does not matter. Seamlessly integrate with RevSetter using our unique data model and see it all in action. Powering your insights, workflows, and automation. From the comprehensive CS Audit to the powerful solutions that give you a true 360 view of every lead, customer, and portfolio, RevSetter helps elevate and enhance your strategy and turns it into actionable, day-to-day activities & outcomes for your team. Leading to happier customers, improved retention, and accelerated growth.

Use Relativity6 to Understand and Predict Customer Behavior. Identify and Keep your best customers. Cross-sell and Up-sell at the right time. Reduce monthly churn by .5 - 1%. Relativity6's Knowledge Graph is a massive data store used to contextualize customer behavior, outside of your internal data. The Knowledge Graph is built on a graph database with over 1.5TB of contextual data points, that help overcome challenges like data sparsity and uneven data sampling. Relativity6’s high performance, flexible infrastructure lets your team run experiments and learn fast without the heavy up-front investment. ‍ Trends and insights are surfaced quickly and our algorithms run on GPUs that rip through large datasets. Too many companies selling AI and Machine Learning try to hide everything behind the word "proprietary". But no one understands your business better than you. ‍ So we built Marvin as an open platform, designed to make it easy to collaborate with your data science team.

Since 2014, UserIQ has helped businesses realize the full value of customer success by equipping teams with the product intelligence, customer insights, and user engagement tools needed to fight churn, grow the account, and align the entire business around users’ needs. UserIQ empowers CS teams to focus all departments on achieving users’ unique goals. With our platform, customer success becomes a business mindset, not just a function.

Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel.

NGDATA lets you better engage with your customers. Our Intelligent Engagement Platform (IEP) builds sophisticated multi-attribute customer data profiles (Customer DNATM) and drives truly personalized customer experiences through real-time interaction management. With capabilities that go beyond a standard Customer Data Platform such as in-built analytics, AI-powered capabilities, and decision-making formulas, NGDATA boosts commercial success for clients by developing a deeper understanding of their customers, increasing customer lifetime value, reducing churn, and lowering cost per conversion. The intuitive UI makes it easy for business users to use the platform while IT and analytics retain oversight and control. Founded in 2012, NGDATA has offices in the USA, UK, Europe, Asia-Pacific, and has its HQ in Ghent, Belgium.

Design and run any customer journey, easily and at scale. Everything you need to accelerate your customer success with the most widely adopted all-in-one Customer OS. Select your customer journey or build your own. Out of the box best practice templates for any journey or initiative. Why start from scratch? Securely connect all your customer data for a single, unified view of your customer. Simple to administer and maintain. Manage everything in one platform. It's never been easier to design, run, and measure, your best customer engagements. Automate workflows across your entire organization. Supercharge your digital engagement with hyper-personalized communications for each user. Modular and agile. It’s everything you need to easily get started, monitor, tune and grow.

Harness product, behavior, CRM signals, and more for smarter sales, customer success, and marketing that grows pipelines and accelerates NDR growth. For our users, they're adding massive revenue gains. We learn from and analyze billions of data points from businesses and users in nearly every country. Our platform is designed to empower teams to expand their user base, retain more customers, and convert more signups. Be alerted when there is intent to expand. Know where the opportunities are with opportunity size by department, job title, or engagement level. Convert high-propensity customers early, helping struggling customers to succeed. Understand why people are converting and what specific factors make them less likely to. Upollo analyzes your data in real time, delivering actionable insights within minutes. Leverage our insights to empower your teams and grow your NDR, ARR, LTV, etc.

Predictive customer insights platform seamlessly combines qualitative and quantitative data, offering Qual+Quant analysis, Zero Party Data insights, and code-free simplicity. Discover a smarter way to understand customer behavior. Pre-built connectors and open to 100+ integrations. Try ConvertML today.

inSided is the leading Community Platform for scaling Customer Success and Support. Reduce your churn rate, deflect calls and tickets and build better products with our Community, Knowledge Base, and In-Product Support products.

ZapScale is the easiest Customer Success Platform. ZapScale empowers Customer Success teams to monitor and manage their customers effectively. With 150 data points from 6 data sources, ZapScale gives you a customer health score that is evidence-based, conjecture-free, and accurate. Automatic alerts and predictive churn analysis, allow you to identify and solve customer pain points proactively with ease and efficiency. We help you ensure your customers get continuous value from your solution.

Serve customers better from day one. The simplest software for powerful customer management. Fast installation: you'll be up and running in minutes. Identify risks and upsell opportunities. Build multiple health profiles that align the customer journey from onboarding to renewal. All your customer lists in one place. No more searching customer data in spreadsheets or Salesforce account lists. We’ll integrate with your entire tech stack to make customer segmentation dead simple. Catalyst at its core is built for the customer success manager. All of our workflow features strip out the tedious aspects of day-to-day customer management such as updating Salesforce fields and logging calls & meetings. Whether you are a Customer Success Manager, Sales Executive, or a CEO, Catalyst can help your workflow!

involve.ai is a no-code platform to unify all your fragmented customer data in an early warning dashboard. Scale efficiently without adding dozens of new CSMs or data analysts. Get complete visibility of your customers by unifying all your fragmented data so you can scale your customer experience. Personalized recommendations for action across the entire customer journey to know exactly which customers to prioritize every day and become proactive. Sentiment analyses deliver accurate customer health, helping you identify churn risk and upsell/ cross-sell opportunities way before they happen. Historical data analysis creates recommended Segmentation and Benchmarking to identify leading indicators.

Ackee streamlines your customer success workflows, helping you predict and beat customer churn. Ackee helps your team gain valuable insights to ensure success across the entire customer journey. Backed by our powerful data science platform, Ackee's simple to use tools arm you with the metrics you need to deliver outstanding customer value. Connect your data using Ackee's integrations and put in-depth health metrics, customer churn prediction and detailed account information at your fingertips. Ditch Excel, and never have to hunt down customer info again. Get key metrics and real-time notifications that keep your team on top of major changes in customer activity, allowing you to take actions to increase retention and boost adoption. Ackee automatically segments your highest risk and most active accounts based on real customer activity, helping you build scalable workflows focused on the clients that need your attention the most.

Proactive customer success software. Freshsuccess helps software and subscription companies prevent churn, increase expansion, and strengthen customer relationships. Gain more visibility into your customers. Quickly see account health, support tickets, billing history, communications, and user engagement. Identify risks and opportunities. Proactively address customer churn, and identify new advocates or expansion opportunities. Standardize workflows, automate tasks, and establish best-practices for your Customer Success team. See key metrics like churn, expansion, product adoption, and customer health. Leading B2B software and subscription companies trust Freshsuccess. A customer health score captures the attributes and behaviors of successful customers. Instead of relying on intuition, Customer Success professionals use health scores to spot customer risks and opportunities proactively.

Prevent churn and win back lost revenue. ProsperStack is the drop-in cancellation flow that prevents churn, automatically. Use targeted offers to save customers and capture feedback to make informed product, pricing and remarketing decisions. The ProsperStack cancellation flow is a low-friction, beautiful offboarding experience that's kind to users and serves your business. Embed it directly into your application with just a few lines of code. After that, customize everything within ProsperStack—no developer necessary! Turn your cancellation flow into a powerful churn-prevention tool. Present special offers tailored to the customer's segment and reason for leaving. A/B test offers, analyze results and customize at any time to learn what's most effective. Answers in ProsperStack help you retarget lost revenue effectively, plus provide insight into key decisions about your product roadmap, pricing, service and support.

Weav helps you keep the customers you’ve earned. Gain actionable customer insights, and automatically reduce churn to build a SaaS company that can last. Weav measures the metrics that matter and helps you quickly see how customers’ behavior today will impact your business tomorrow. SaaS churn can be tricky to understand and measure – often leaving it misunderstood, or flat-out ignored. Different churn calculations tell different, and often confusing stories. Weav measures churn as it relates to your business’s bottom line, and surfaces the indicators you need to care about to take smart action today. The best part? Once we bubble up the metrics you should care about, Weav provides the tools to make a difference. Weav is tailored for businesses that are building for the long-haul, and isn’t suited for everyone. If you want to invest in your current customers as much as new ones, it may be for you.

RetentionEngine lets you build a cancel flow that captures insights on why your customers are cancelling, works to retain them, and identifies trends across the lifeycles of your customers. Unhappy customers are your greatest source of learning! What didn't work and who didn't it work for? What could change their mind? Can you fix it? All questions that RetentionEngine will help you answer and optimize. 80% of customers report that a business could have done something to keep them before they cancelled. Your customers are your best source of marketing and they talk. If the experience of cancelling is bad, potential customers will hear about it. Churn is on the rise, but RetentionEngine saves you time and saves your revenue. We've done the hard work so you don't have to! Get started via a simple integration with your subscription platform. RetentionEngine is the only no-code, AI-powered, offboarding experience designed to save you customers, time, and revenue.

A cancel experience so good that customers won't quit. Target customers with personalized offers by segment, LTV, tenure, usage and more. Maximize your efforts on high-value accounts with automated customer profiling. Reporting dashboards show saved and lost customers, trending cancel reasons, impact on revenue and more. Unbounce increased their retention rate by 11% with Brightback. Before using Brightback, we couldn’t take action on data that our customers were giving us at the point of cancel and it was definitely holding us back. Brightback has changed the way we operate. Also, build cohorts for each of your plans and segments. Then of course integrate a testing platform so you can test experiences and offers at scale. Then you should import and compare against benchmarking data to see how you’re measuring up within the industry. Or you could just buy Brightback and get results in literally days.

Bring Relationships Back Into CRM with the #1 Key Account, Opportunity and Content Management Suite for Salesforce-first Companies. See a 100% increase in team collaboration and user adoption. Enable sales to add 5-10 new detailed account plans per week. Get our apps implemented and start the onboarding process within a week. Decrease time spent on account plan presentations by 80%. You’ve made the investment in Salesforce. Now give sellers the means to make the most of it. Upgrade the platform into a total strategic sales solution B2B sales, operations, and support teams can’t wait to use, with the only complete Salesforce modernizer on the market. Visualize key deal progression to manage deals at risk. Identify key goals and build an action plan to achieve quick wins. Find Whitespace Analysis & growth opportunities with key accounts. Accelerate account and relationship knowledge transfer between teams.

Empower your Customer Success team to create best-in-class customer experiences with powerful analytics, automation, and project management capabilities. Don't compromise between power and ease-of-use. Get your team up and running quickly with plug-and-play integrations and project templates, then create bespoke customer experiences with customization and automation that scales. Vitally unifies customer data across your tech stack so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab.

Bring all of your customer success information into one place so your entire company has all of the information they need to manage customers. All conversations in one place. Foster relationships with the right people and the right frequency. Plus, no more BCC or cut-n-paste with our Gmail and Office 365 integration. Stay up-to-date on the health of each of your customers and share updates with your entire team in real time. Integrate Pulse with your Slack/MSFT Teams so your leadership team sees all key customer updates in real time. Deliver a consistent customer experience by defining, managing, and measuring your methodology for driving success. Get more predictability into your revenue by managing everything in one place (subscriptions, renewals, expansion, etc). Then use customer health and feedback to drive more accurate forecasts. Get ahead of any customer issues by notifying your team about any potential issues with a customer.

Butter is ending involuntary churn for direct-to-consumer and SaaS subscription brands by recovering failed payments and subscribers faster, and more efficiently, delivering 5%+ ARR growth. How do we do it? We build and deploy custom machine learning algorithms that analyze each individual failed payment, enabling us to determine the optimal approach and timing for retrying the transaction. Unlike traditional retry solutions that employ a generic "one-size-fits-all" approach, our tailored approach ensures that no potential recovered revenue is left on the table. Intelligently tackling failed payments and payment health leads to: Reduced Churn Rates - Reducing customers lost to failed payments decreases churn and the impacts compound over time Increased LTV:CAC Ratio - With fewer customers churning due to failed payments, your overall LTV improves Increased Top-line ARR - 5%-10% more revenue recovered from failed payments

What is Churnfree? Churnfree is the solution for reducing churn and retaining customers. It helps you create customer retention flows and win back your customers. With Churnfree, you can create custom retention flows to keep your customers engaged and coming back for more. And if they do ever slip away, you can win them back with targeted flows designed to get them hooked again. Churnfree help SaaS, eCommerce, and subscription-based businesses to retain more customers and reduce churn rate. In addition, we provide valuable insights on how to further improve customer retention. Don't let churn destroy your business. Fight back with Churnfree amazing features today! 1. Create Retention Flow 2. Real-Time Analytics Dashboard 3. Personalized Your Offers 4. Beware of Client Feedback 5. Pause Instead of Cancelling 6. Add Multiple Products So what are you waiting for Start your Free-Trial Now!

Raaft helps SaaS companies reduce churn and collect better feedback from customers. When your subscribers hits ‘Cancel’, Raaft steps in with a no-code retention flow. You can ask subscribers why they’re leaving and offer custom responses to get them to stick around longer. You can also collect better feedback and get higher-quality analysis to build a better product.

Brainbase Assist helps companies manage any licensing, partnership or sponsorship agreement from end-to-end in a single platform. - Get insights by tracking important metrics like total sales, royalties, rights availability, upcoming events, notifications and more. - Compare progress across partners, products, categories, territories, distribution channels and detect issues before they become critical. - Create personalized, custom dashboards and generate reports with the metrics that are most important to you - Upload, view and track sales reports and royalty performance all in one place. - Eliminate human error with fully-automated sales and royalty calculations based on the contract terms.

Skalin helps B2B SaaS better onboard, engage, and grow their customers with its 360° view, AI-powered Health Scores, and powerful automation capabilities. Skalin automatically fetches customers' data from the tools you're already using, including your SaaS product, CRM, and workspace. View customer health, product usage, emails, support requests, meetings, and revenue data at a glance. Our self-learning algorithms silently mine your customer data and autonomously detect risky behavior. Say goodbye to the clumsy "if-then-that" rules of the past. Our built-in AI works for you from day-one without any setup. Identify customers who need your attention. Spend less time guessing and more time helping your customers. Use in-built templates and fine-tune them to do work your way. Prevent team members from reinventing the wheel and manage automatically what needs to happen and when it needs to be done.

Upzelo's customer loyalty and reward programs are crafted to boost your business's growth. Make each purchase a celebration with a bespoke program that's easy to set up and launch in minutes, all without needing any coding skills! Should you require assistance, our support and migration teams will guide you at every step. It's the only loyalty app you need. Points programs, VIP levels, and referral incentives foster trust and reward your customers for their engagement. Upzelo is an all-in-one customer loyalty and rewards platform. Transform one-time buyers into lifelong customers.

Behavior-Based Customer Messaging. Perfect for Your SaaS. Onboard and engage your SaaS users with targeted behavior-based campaigns. Choose the right channel — email or in-app messages — to deliver the right information when your users need it the most. Onboard your users with automated behavior-based campaigns. Deliver the right information at the right time. Trigger automated email campaigns based on what users do (or don’t do) in your product. Choose the right channel for each message: deliver via email or in-app messages. Segment your users based on their behavior. Send one-off broadcasts to make announcements and promote new features. Use built-in campaign templates, so that you never have to start from scratch. View your user profiles in a simple admin dashboard. Add filters or dive straight into user profiles one by one, where you can see all their events and properties.

Sales Acceleration software can help you build sales, drive revenue acquisition and retention by giving you the tools you need to “work the account” by improving both your systems and your process. The longer you wait, the more time for different stakeholders to form political camps. You MUST move quickly to have the greatest chance of closing. Provides more control of deals through advanced account planning and opportunity management. You know what next steps to follow, who’s involved and key deal activities to be completed. Build sales by ensuring your deals are closed as quickly as possible. As a sales leader, you’re challenged with maximizing revenue production. To build sales, you must empower your teams to create more opportunities, increase win rates, and shorten sales cycles. As stakeholders begin responding, it’s important to strategize with your teammates around messaging and positioning.

Revegy's intelligent sales planning platform helps sales teams stay aligned, deepen relationships, and drive measurable impact on revenue in their most important accounts.

Built to give investors and corporate decision makers a daily view into how consumers behave. Every day, we ingest and analyze purchases from millions of anonymized U.S. shoppers to provide a clear and accurate view into any consumer company. We’ve built a self-service platform for daily tracking and real-time exploration. You’re the expert in your field. Our dashboard supports both your ongoing analyses and your unanticipated questions. Benchmark against competitors, break out performance by channel or location, and use daily metrics to inform quarterly predictions. Track the lifetime value of a company’s best customers, explore where else they shop, and discover where they go when they churn. Data available on a short lag, with high fill rates close to the transaction date. See inside thousands of public and private companies and brands. Our products provide insights from billions of purchases made by millions of U.S. consumers.

Grow your business with targeted customer engagement. Track key customer actions and deliver tailored communications to drive sales and increase engagement. Grow your business with targeted customer engagement. Track key customer actions and deliver tailored communications to drive sales and increase engagement. Advanced Segmentation. Create customer lists based on who they are, where they are, and what they do (or didn’t do) to send targeted messages at the right time. Simple Execution. Powerful Results. Add CrowdPower to your website with just a few lines of code and start delivering tailored communications to drive sales. If your organization is using Segment to install third party integrations, you can start using CrowdPower instantly by turning on the integration in Segment’s console.

Customer intelligence data platform that helps brands analyze and predict user behavior across multi-channels. Analyze your data quickly and accurately. Identify customer behavior patterns and trends to make informed decisions with the power of AI and ML solutions. B2Metric can integrate with endless sources including databases you use the most. Optimize your retention strategies by predicting customer churn and taking preventive actions accordingly. Categorize customers into distinct groups based on their behaviors, characteristics, and preferences to enable targeted marketing. Refine marketing strategies using data-driven insights to enhance performance, targeting, personalization, and budget optimization. Provide unique customer experiences by optimizing touchpoints and tailoring marketing efforts. AI-based marketing analytics that reduces user churn & increases growth. Identify your customers at risk of churn and develop proactive retention strategies with advanced ML algorithms.

The Coho AI platform and operating system, powered by artificial intelligence, integrates seamlessly with existing B2B SaaS tools to provide a holistic analysis of all touch points the user has with the product. By creating understandable and actionable insights, Coho AI helps foster a future of product-led growth by putting data at the forefront of decision-making.

Drive revenue and retention using autonomous AI agents that engage users across the entire customer journey. Drive growth with automated onboarding, activation, and retention processes using autonomous ai agents that send personalized, high-converting emails to your customers. Break free from managing complex workflows, and concentrate on building your product. Simply let Waitlyst know your primary focus and consider it done. Stay on top of growth and pre-empt changes in user behavior. Our zero-setup reports equip you with the key data needed to drive growth through informed decisions. Waitlyst works by unifying all of your company’s customer data and activity in one place. It eliminates data silos, giving you the insights needed to help drive revenue and retention.

Grow mobile user retention via push notifications and seven more channels. User retention is the key to meeting long-term business goals. Retention made simple with Reteno. Get a jump start with campaigns that make money from day one. Don’t waste your time on designing campaigns and preparing flows. Go live with your app retention strategy in five days. Probably you won’t even need a developer. Add more channels to increase reach and ROI. The more channels you use, the more repeat sales you can get. Acquiring a new customer is anywhere from five to 25 times more expensive than retaining an existing one. We collect data from various sources. You can then use that data for campaigns, workflows, segments, and content personalization, as well as to deliver messages via various channels. Use ready-made workflows created for your business type to acquire, convert, engage, and retain more users. Prepare any campaign in a few minutes with our intuitive builders.