Solutions for Customer Success & Experience
Discover what you can build with Effortless
Ticket Triage Hub
Streamlines intake, tagging, and escalation of incoming support tickets.
Repeat Issue Logbook
Logs recurring issues and surfaces patterns to inform fixes and FAQs.
Contextual QA Coach
Provides in-the-moment response coaching and tone analysis for support agents.
Support Knowledge Tracker
Tracks personal knowledge gaps and article usage for continuous learning.
Escalation Brief Builder
Guides agents through creating clear, complete handoffs to engineering.
Scope Check Companion
Flag misaligned or creeping scope early in implementations.
Client Onboarding Hub
One-stop tracker for onboarding tasks, training, and timeline alignment.
Integration Readiness Assessor
Quickly gauge how prepared a client is for successful integrations.
Playbook Tuner
Evolve onboarding playbooks from field learnings and feedback loops.
Multi-threading Matrix
Track stakeholder alignment and gaps across implementation projects.
QBR Planner Hub
Plan, prep, and track QBRs across accounts with zero spreadsheet juggling.
Customer Health Tracker
Track signals of risk and growth across all accounts in one view.
Renewal Readiness Checklist
Ensure no renewal slips through the cracks with pre-expiry workflows.
Customer Feature Request Logbook
Capture and prioritize product feedback directly tied to revenue impact.
Success Plan Builder
Co-create measurable success plans for key accounts in minutes.
Engagement Program Tracker
Track and measure the impact of recurring community campaigns and events.
Sentiment Snapshot
Capture a quick pulse of community mood across platforms and topics.
Community Question Board
Centralize open community questions and track follow-up from internal teams.
Community Health Dashboard
Monitor engagement, moderation activity, and member growth in one place.
Event Feedback Collector
Quickly gather post-event feedback and surface actionable takeaways.
Churn Alert Playbook
Detects churn signals & prompts CSMs with playbooks of recommended actions.
Success Plan Tracker
CSMs define, track, & share customer success plans, mapping objectives to features.
Customer Sentiment Log
Log customer mood after touchpoints; trends reveal accounts needing attention.
Renewal Risk Scorer
Combines health inputs to rank renewal risk & suggest outreach for at-risk accounts.
Voice of Customer Hub
Captures, tags, & summarizes customer feedback by theme for PMs & leadership.