Grow Net Revenue Retention on Autopilot.

Grow Efficiently, Save Costs, and Accelerate Time-to-value with Automated Digital Customer Success Managers.

Automate your Customer Success.
Drive onboarding, usage, & adoption.
Minimize account & revenue churn.
Influence renewals & revenue expansion.
Stream referrals from promoters.
Scale without scaling teams.
Trusted by customers:

How automated Digital CSMs drive NRR.

ASSIST human CSMs by taking over 75% of mundane and tedious tasks.
DRIVE onboarding, usage, education, adoption, and retention.
ENGAGE customers with digital self-service resources and forms.
ELEVATE Human CSMs to Consultants and Advisors.
INFLUENCE renewals, revenue expansion, and referrals from promoters and the community.
CONNECT customers to Experts, Account Managers, and Human CSMs as and when needed.

How Works

Automated Digital CSMs combine data from all your data sourcesincluding CRM, CS platforms, cloud databases, data warehouses, spreadsheets, or any resource with an API — to generate personal presentations and digital hubs for every persona at every customer, consistently and continuously.

On your behalf, Digital CSMs also present and explain customer insights tying them to actionable recommendations that drive onboarding, adoption, retention, revenue, and referrals. Learn More >

View Digital CSMs Present, engage, and Influence users.

View full screen:
Digital Hub

We ♥︎ our customers too. allows our Customer Success team to quickly share meaningful insights to our customers, helping them understand the impact of our product through a highly engaging, customized, and seamless interface.
Jasper Sone
Chief Product Officer
With, we build and deliver engaging, valuable, personalized, repeatable, and actionable customer communications.
Teresa Chu
Manager, Customer Marketing allows us to not only deliver customer insights to key stakeholders automatically, but also relevant recommendations based on how their data is trending. It is a powerful tool for helping our customers be successful at scale.
Andrew Glendon
Sr. Manager, Customer Success helped increase our adoption rates and in 6 weeks ControlUp was able to more than double the number of customers that upgraded to our product's latest version.
Yair Bortinger
Head of CS Operations automates sharing personalized customer insights to execs and uses benchmarking to drive product adoption and revenue expansion. We are expanding to several use cases.
Warlito Talagtag
Sr Manager CS Automation & Analytics

One automation tool.
Endless Efficiencies for customer-facing teams.

Scale across all customer segments, maturity levels, and personas. Reach active users, inactive users, and executives.
Scale your Customer Success Program without scaling teams. Reduce CSM bottlenecks by executing playbooks directly.
Scale by getting past lagging customer health and engagement indicators.

Articles for Customer-facing teams

See all Articles

ready to automate your success too?