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Customer success software

Definition

Customer success software is used to help businesses manage their relationships with customers, by providing them with the tools they need to provide support, Insights, and guidance so that the customers can achieve their goals. It helps businesses keep track of customer interactions with the product/ service and performance metrics.

Customer Success Software can help companies identify their most important customers and determine how much time each of these customers spends with the company's products or services. Then, the software can monitor these metrics over time so that businesses can better understand how their customers feel about their products and services. This helps businesses better tailor their offerings to meet customer needs, which leads to more satisfied customers who are likely to spend more money with the company over time.

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  • Step 1

    Create your free Upzelo account and connect your subscription billing data in just a matter of minutes. Invite teammates to help connect accounts with ease.

    Create account button on an example signup screen
  • Step 2

    Obtain real-time subscription analytics, insights and benchmarks. Set up alerts to notify you via email or Slack when a particular event takes place.

    Subscription analytics overview with KPIs for MRR, Active customers and a partially hidden bar chart showing breakdown of MRR
  • Step 3

    Segment your customers into audiences, create surveys, build offers and deliver fully-branded customer flow experiences that increase retention.

    Example of a cancellation flow with Audience at the top, leading to a Bi-monthly billing survey, 10% off next bill and finishing with a Confirmation message