Customer Success
Surprise and delight customers with a proactive, holistic approach to managing relationships during the full customer lifecycle.



Create A Foundation For
Customer Success
From centralizing customer data to tracking requests and monitoring onboarding activities, you have everything you need to ensure your customers are happy and your team is providing top-notch service. Proactively plan customer outreach, record customer feedback, and keep tabs on everything using customizable dashboards and reports.




How SmartSuite Works For Your Teams
Customer Success

Customer Success
Delight your customers by logging, tracking, escalating and resolving issues as they arise. Ideal for companies with light customer support needs and low-to-medium volume of customer issues.

Customer Onboarding
Start strong. Make it easy to become your customer and set your clients up for success. Track the onboarding process and consolidate the assets you need to turn new signings into loyal customers.

Customer Surveys
Proactively engage with your customers and record quantitative and qualitative feedback. View your Net Promoter score, develop action plans based on survey results and use insights to inform product, service, or company direction.

Customer Renewals
Track renewals by product and take proactive action to ensure customers stay customers. Let SmartSuite help you keep loyal customers happy, satisfied and confident with you.

Support Library
Avoid re-solving the same issue over and over again with this centralized support library. Includes best practices, product and service data, links to open and resolved issues, and more.

Support Tickets
Create inbound customer support tickets and manage issues from identification to resolution. Easily track KPIs and view reports to ensure customers are being cared for.

Client Gift Tracker
Looking for a simple holiday gift planning solution? Or do you use gifting as a sales & client appreciation technique? This solution is for you.
