Customer Success Software

Customer Success Software

Data-driven Customer Success Management

Innovative Customer Success Teams Run on Natero's Software
Retain and Grow More Customers

Retain and Expand More Customers

Know which customers need your attention before it’s too late. Our Customer Success software automatically identifies customers that are struggling, potentially at risk, or likely to expand and grow with your business.

Manage Your Customer Lifecycle

Streamline Customer Success Operations

Recognize when an account is heading off course or when they’re ready to take that next step in your customer journey. Natero helps you efficiently manage customers through onboarding, product adoption and beyond.

Understand Customer Behavior and CSM Team Performance

Uncover Customer Success Insights

Get clear visibility into product adoption, customer engagement, and your own Customer Success processes. Natero’s scalability can handle a massive amount of data from across your organization.

Customer Success Software for B2B SaaS

A uniquely data-driven approach to managing Customer Success.

Data-driven Customer Success Software Platform

Predictive Analytics

Machine learning and flexible rules engine automatically identify customers that need your attention.

Powerful Health Scoring

Highly-configurable health scores that reflect your unique customer segments and measure your true KPIs.

Comprehensive Integrations

Detailed usage from your product plus over 50 native integrations provide instant visibility into your customers.

Customer Success Software 360 View

Customer Intelligence at Your Fingertips.

Customer 360

See customer emails, chats, meetings, support tickets, billing history, and product usage — all in one place.

Predictive Alerts

Predict which customers are likely to churn, convert, or expand their business with you.

Health Scores

Monitor customer health based on in-app usage, custom KPIs, CSM scores, support tickets, NPS, and more.


Customer Success Software Workflow

Streamline Onboarding, QBRs, and Renewals.

Workflows & Playbooks

Drive your Customer Success processes for Onboarding, Business Reviews, Risk Mitigation, Renewals and more.

Targeted Emails

Send timely and relevant emails to the right customers using automatic triggers or segmented lists.

Operational Insights

Understand CSM workload, health and interaction trends. See which workflows are ahead of schedule or slowing you down.


Customer Success Software Reporting

Uncover Customer Insights. Demonstrate Your Value.


See critical metrics like Churn, Lifetime Value (LTV), product adoption, financial health or create your own custom views.


Explore all of your customer data and spot trends over time using a point-and-click report builder.


Create dynamic lists of accounts and users for in-depth analysis, comparison, or customer outreach.


Before Natero, we had little to no awareness of what was going on with our customers. It was unclear who needed our help the most, and we were constantly on the defensive. Now, our customer success team knows exactly where to spend their valuable time — and most importantly, Natero helps us stay proactive rather than reactive.

Mark Nichols | VP of Growth

Customer Success Software: Case Study #1

Better Visibility Into Customer Health and Behavior

AdStage needed an efficient way to track user engagement and drive Customer Success processes.

Using Natero, the Customer Success team can engage low-adopters, identify power users, and spot candidates for customer advocacy.

Customer Success Software: Case Study #2

Delivering Great Customer Experiences

Appcues wanted to address customer needs in a more proactive and systematic way.

The CSM team utilized data integrations, segmentation, and workflow management to make smart decisions about priority and next steps.

Bring Your Customer Data Together

Natero's 100% native integrations deliver a holistic view of your customers.

Customer Data Integrations

Customer data resides in a lot of places but it can be a struggle to collect it — let alone put it to use.

Natero plugs into your SaaS application and integrates with your existing business tools so you can leverage all of your customer data with ease.

You can also connect Segment, Mixpanel, and Pendo events or import customer metrics through our API and CSV upload tool.

Natero even has a dedicated team for building, supporting, and customizing your integrations.

Customer Success Driven Growth

See who's at risk, who's ready to expand, and who's happy and willing to advocate.
Natero continuously evaluates account health based on your many sources of customer data, and helps you manage and scale your proactive customer retention processes.

Accelerate SaaS Growth With CSM Software

Mitigate Churn

Pinpoint at-risk accounts and proactively manage your customers.

Grow Existing Accounts

Spot new expansion and upsell opportunities within your existing customer base.

Improve Advocacy

Identify your power users, potential references, and best customer advocates.

Boost CSM Efficiency

Standardize workflows, automate tasks, and streamline your Customer Success processes.

Request a Demo

See how our Customer Success software can help prevent churn and accelerate SaaS growth.

Or call us at +1 (650) 727-0770 to talk now.

Recent Webinar

5 Ways to Modernize NPS for Customer Success

Customer Success teams often live and breathe Net Promoter Score. After all, it's a bellwether metric for customer retention — or potential churn.

Net Promoter Score is an effective method to measure customer happiness, and modern NPS is all about making your customer feedback more actionable. From survey automation to analysis, it's easier than you think to implement a modern approach to measuring and boosting customer loyalty with NPS.

Natero and Wootric recently joined forces to talk about Net Promoter Score, and how Customer Success Managers can get the most out of their NPS program.

Freshworks uses Natero's Customer Success software platform

Customer Profile

Freshworks Uses Natero to Drive Customer Success

As Freshworks continues to grow it's also driving long-term value through customer satisfaction and retention. Read how this SaaS juggernaut uses Natero to manage Customer Success.

Customer Success Management Solutions eBook


Data-Driven Customer Success Management Software

Learn how CSM solutions automate the collection of customer data, identify which accounts need attention, and streamline best-practices for proactive Customer Success teams.

ROI Calculator for Customer Success Management Software


Calculate the Value of Customer Success Technology

Need to make a case for a Customer Success software in your organization? Use this handy Excel sheet to calculate the impact that a CSM platform like Natero can have on your business.

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Natero's Customer Success Software in the News