View a timeline of all customer activity right in your Outlook inbox.
The timeline displays all activity on the contact across your organisation's people, processes and systems.
See all customer activity even spanning departments and that involves both you and your colleagues.
See customer activity by individual contact or across the entire company.
View, track and set customer success metrics for each customer: their priority, current health, health trend, renewal amount, renewal date and more.
Turn information into action by keeping your finger on the pulse and see exactly what has changed on each customer and when.
Reports allow you to easily see and drill down into all activity and customer success metrics.
Powered by being in the know it's never been easier to make well informed decisions and act on what matters most.
The timeline loads automatically when an email is selected or entered and will show you all activity for the contact right in your inbox.
Activity could include emails, calls, tasks, notes and data flowing in from any of your existing systems: your sales, marketing, customer support systems and more.
You can easily switch to the company view to see all activity across the company.
The contact view will load the timeline for the selected or entered email address. You can then switch to company view which will load the timeline for any contacts who share the domain name of the selected or entered email address.
For example if Sheila.Smith@PlayPlayCompany.com is the selected or entered contact, the timeline will load with any content belonging to users who have the domain name PlayPlayCompany.com.
A group can contain one or more members and adding members to your group allows them to add items to the timeline for that contact or company.
You can select which emails you would like to add to the timeline and add them either groupwide or privately.
Groupwide means that anyone who is a member of the group will be able to see the email on the timeline. Privately means that only the users who added the email will be able to see the email on the timeline.
Easy Add creates a folder in your inbox where you can drag and drop emails to which will then automatically add them to the timeline.
You can add an incoming or outgoing call, task or note to the timeline for the contact.
Quickly compose a new email or reply to an existing email using a template. Templates can contain smart tags which will automatically populate the sender or receivers first name, last name or email address.
Use MailChimp? Use the MailChimp Quick Action to instantly subscribe the contact to one of your MailChimp lists.
View, track and set customer success metrics for each customer: their priority, current health, health trend, renewal amount, renewal date and more. You can even pull in a contact or companies NPS score to see if they are a promoter, passive or detractor.
Channels allow you to automatically feed data from thousands of third party apps onto the timeline with minimal integration effort or skill required using Microsoft Flow, Zapier or MailChimp. This could include data from any of your existing systems: your sales, marketing, customer support systems and more.
Adding a contact or company as a favourite allows you to easily get back to their timeline.
Playbooks allow you to put your Customer Success efforts into autopilot and have certain actions automatically happen when certain conditions are met across all of your data.
Turn information into action by keeping your finger on the pulse and see exactly what has changed on each company and when: their priority, current health, health trend, renewal, renewal date and more.
Reports allow you to easily see all activity or companies and their associated company metrics.
Activity allows you to see all activity by channel or by who is sending and receiving the email that has been added to the timeline.
Company Metrics allows you to see a list of companies and their associated company metrics.
Tasks allow you to track what needs to be done. Show your, or all the groups tasks, that are either current or between a certain date range.
* Prices are based in US Dollars.