Successeve - All Features

Switch to modern customer relationship management.

Customer Data Platform

Lead and Customer Scoring

Customer Management

Productivity & Automation

Team Collaboration

Custom Scores and Metrics

Product and Behavioral Analytics

Customer Data Platform

Make your Customer Data Actionnable

Build your single source of truth and get a complete view of your customers. Synchronyze multiple sources of data, benefit from a 360 view of your customers and push enriched scores to your entire stack.

Event Streams

Combine your customer traits to their in-app behavior. Get a stream of your end-users actions within your app to see who is doing what in real-time.

Real-time Processing

Strike while iron is hot. Take actions when things happen, not once it’s too late. Your customer data will be processed in real-time so you can be notified of all updates right away.

Native Integrations

Connect your favorite applications in just a few clicks and break the data silos that stop you from getting accurate and up-to-date customer data.

Lead and Customer Scoring

Turn your customers data into actions and revenues

Surface insights and patterns from your customer data using powerful scores that help you adapt your engagement and actions to your customers in-app behavior, satisfaction and success all along your customer lifecycle.

Product-Qualified Leads

Combine Customer Fit and Product Adoption Score to identify your Product-Qualified Leads and convert them into paying customers!

Custom Metrics & Custom Scores

Build ratios, metrics and advanced scores to keep an eye on customer usage, engagement, and satisfaction all along their journey.

Health

Get to know how your customers are performing and identify those who need attention. Prevent customer churn before it’s too late, identify successful customers ready to expand their usage.

Customer Management

Guide your customers towards their success

Benefit from 100% customized segments, pipelines, lifecycles and personalized views in order to get an easy access to your customers data when you need it the most. Work it yourself manually, or leverage Successeve smart engine to put on auto-pilot your customer journey.

Lifecycle Stages

Map your customers into your journey and get a better understanding of their expectations and desires! Designed to fit the most complex paths.

Customizable Pipelines

Streamline your sales, onboarding, and renewals processes with 100% custom pipelines.

Segments

From building simple lists of accounts or contacts, to identifying the most advanced patterns, Successeve segments will help you identify easily your customers matching the most complex conditions.

Productivity & Automation

Help your team get more work done in less time.

Provide pro-active and precise touch-points to your customers
to build long-term successful relationships with your customers.

Playbooks

Ensure the same quality of service to all your customers, make sure your team knows exactly what to do next.

Workflows

From welcome emails to educational campaigns, or feature release, get in touch with targeted groups of customers at scale, and without compromise.

Task Management

Never forget to follow-up again, set reminders for yourself and your team to get things done.

Team Collaboration

Unleash the power of a tight team freed from the hassle of bad communication

Centralize key information, notifications, tasks, playbooks all-in-one place to provide your team with a complete view of your customers updates and actions.

Collaborative Inbox

Centralize your customers update and next actions to keep everyone in your company on the same page.

Discussion & Chat Feeds

Cut down the usual back and fourth between your teams, share your knowledge and data about your customers across your company.

Notifications

Whether you need to be notified of a customer turning at risk, experiencing issues, or an upcoming renewal, setup your self-assistant to notify you of the most important matters.

Custom Scores and Metrics

Keep track of everything that matters to drive your growth

Get real-time insights about your customer base and take appropriate actions to take your business to the next level.

Active Contacts & License Utilization

Measure account per account how many seats or licenses are actually being used compared to the number of seats or licenses purchased.

Power User Score and Rank

Get a precise ranking of your end users’ performance within each Account in order to surface your true power-users and turn them into ambassadors to expand usage to their team mates.

Revenues (MRR, ARR, Net Retention, etc.)

Stop going blind with your cashflow. Get more accurate revenue forecasts thanks to your customer scores and keep track of your growth over time.

Product and Behavioral Analytics

Deep dive into your product usage data

Get to know in real-time how your product is used and by whom, and build actionable dashboards to align your teams around your customers needs.

Insights

Combine usage trends to segments and identify Unique Accounts or Contacts who are truly using your product.

Custom Dashboards

Build custom dashboards to align your teams around your most critical KPIs and share your success with your entire company.

Live View

Get a stream of your end-users' actions within your app to see who is doing what in real-time. Get an historical view of the actions of your customers team members.