Features
22 capabilities across 6 categories, extracted from the homepage and pricing page.
Core workflow
6-
Customer health scoring
Aggregates customer data signals into health scores to identify at-risk and healthy accounts.
-
SuccessBLOCs
Pre-built, customizable frameworks for customer success workflows that accelerate time to value.
-
Customer lifecycle management
Manages the end-to-end post-sales customer journey from onboarding through renewal.
-
Renewal management
Tracks and manages customer renewal timelines and associated revenue risk.
-
Account management
Centralizes customer account data, activities, and history for CS and sales teams.
-
Customer onboarding management
Structured workflows and tracking for guiding new customers through the onboarding process.
Collaboration
1-
Cross-functional team collaboration
Enables customer success, sales, and operations teams to share data and coordinate actions.
Integrations
8-
Data integrations
Connects to external data sources to consolidate customer data into a unified platform view.
-
Salesforce integration
Bi-directional sync with Salesforce CRM for customer data and opportunity management.
-
Slack integration
Connects with Slack to surface customer alerts and enable team collaboration within Slack.
-
Zendesk integration
Syncs support ticket data from Zendesk into customer health and activity views.
-
HubSpot integration
Connects with HubSpot CRM to align marketing and customer success data.
-
MS Outlook integration
Integrates with Microsoft Outlook to log and track customer email communications.
-
Gmail integration
Integrates with Gmail to log and track customer email communications.
-
Integration directory
Catalog of available third-party integrations beyond the highlighted named platforms.
Automation
2-
Intelligent workflows
Automated workflow engine that unifies post-sales teams and drives consistency across the customer lifecycle.
-
Automated task management
Automates manual CS tasks to reduce repetitive work and improve team efficiency.
Analytics & reporting
2-
Reporting and metrics monitoring
Tracks and displays key customer success metrics and KPIs across the organization.
-
Revenue growth tracking
Monitors customer revenue metrics to surface opportunities for protecting and growing revenue.
AI capabilities
3-
Churn prediction
AI-powered analysis that predicts which customers are likely to churn before it happens.
-
Expansion signal detection
Identifies upsell and cross-sell opportunities within the existing customer base using predictive signals.
-
Customer intelligence engine
Unison AI product that surfaces revenue insights and customer behavior patterns from aggregated data.
Recent changes
Revenue intelligence
Analyzes customer portfolio data to surface insights that protect and grow revenue.
Reporting and dashboards
Provides visibility into key customer success metrics and KPIs across the organization.
Customer segmentation
Groups customers by attributes and behaviors to enable targeted engagement strategies.
Automated workflows
Automates manual post-sales tasks and triggers actions based on customer data and events.
AI customer intelligence
AI engine (Unison) that surfaces revenue risks and growth opportunities from customer data.
Revenue growth tracking
Monitors customer revenue metrics to surface opportunities for protecting and growing revenue.
Automated task management
Automates manual CS tasks to reduce repetitive work and improve team efficiency.
Integration directory
Catalog of available third-party integrations beyond the highlighted named platforms.
Reporting and metrics monitoring
Tracks and displays key customer success metrics and KPIs across the organization.
Account management
Centralizes customer account data, activities, and history for CS and sales teams.
Intelligent workflows
Automated workflow engine that unifies post-sales teams and drives consistency across the customer lifecycle.
Customer intelligence engine
Unison AI product that surfaces revenue insights and customer behavior patterns from aggregated data.
20 capabilities captured
Features
22 capabilities across 6 categories, extracted from the homepage and pricing page.
Core workflow
6-
Customer health scoring
Aggregates customer data signals into health scores to identify at-risk and healthy accounts.
-
SuccessBLOCs
Pre-built, customizable frameworks for customer success workflows that accelerate time to value.
-
Customer lifecycle management
Manages the end-to-end post-sales customer journey from onboarding through renewal.
-
Renewal management
Tracks and manages customer renewal timelines and associated revenue risk.
-
Account management
Centralizes customer account data, activities, and history for CS and sales teams.
-
Customer onboarding management
Structured workflows and tracking for guiding new customers through the onboarding process.
Collaboration
1-
Cross-functional team collaboration
Enables customer success, sales, and operations teams to share data and coordinate actions.
Integrations
8-
Data integrations
Connects to external data sources to consolidate customer data into a unified platform view.
-
Salesforce integration
Bi-directional sync with Salesforce CRM for customer data and opportunity management.
-
Slack integration
Connects with Slack to surface customer alerts and enable team collaboration within Slack.
-
Zendesk integration
Syncs support ticket data from Zendesk into customer health and activity views.
-
HubSpot integration
Connects with HubSpot CRM to align marketing and customer success data.
-
MS Outlook integration
Integrates with Microsoft Outlook to log and track customer email communications.
-
Gmail integration
Integrates with Gmail to log and track customer email communications.
-
Integration directory
Catalog of available third-party integrations beyond the highlighted named platforms.
Automation
2-
Intelligent workflows
Automated workflow engine that unifies post-sales teams and drives consistency across the customer lifecycle.
-
Automated task management
Automates manual CS tasks to reduce repetitive work and improve team efficiency.
Analytics & reporting
2-
Reporting and metrics monitoring
Tracks and displays key customer success metrics and KPIs across the organization.
-
Revenue growth tracking
Monitors customer revenue metrics to surface opportunities for protecting and growing revenue.
AI capabilities
3-
Churn prediction
AI-powered analysis that predicts which customers are likely to churn before it happens.
-
Expansion signal detection
Identifies upsell and cross-sell opportunities within the existing customer base using predictive signals.
-
Customer intelligence engine
Unison AI product that surfaces revenue insights and customer behavior patterns from aggregated data.
Recent changes
Revenue intelligence
Analyzes customer portfolio data to surface insights that protect and grow revenue.
Reporting and dashboards
Provides visibility into key customer success metrics and KPIs across the organization.
Customer segmentation
Groups customers by attributes and behaviors to enable targeted engagement strategies.
Automated workflows
Automates manual post-sales tasks and triggers actions based on customer data and events.
AI customer intelligence
AI engine (Unison) that surfaces revenue risks and growth opportunities from customer data.
Revenue growth tracking
Monitors customer revenue metrics to surface opportunities for protecting and growing revenue.
Automated task management
Automates manual CS tasks to reduce repetitive work and improve team efficiency.
Integration directory
Catalog of available third-party integrations beyond the highlighted named platforms.
Reporting and metrics monitoring
Tracks and displays key customer success metrics and KPIs across the organization.
Account management
Centralizes customer account data, activities, and history for CS and sales teams.
Intelligent workflows
Automated workflow engine that unifies post-sales teams and drives consistency across the customer lifecycle.
Customer intelligence engine
Unison AI product that surfaces revenue insights and customer behavior patterns from aggregated data.
20 capabilities captured