Customer Success Software

Maximize Customer Lifetime Value

Customer Success Software

Trusted by leading Customer Success teams in B2B SaaS.

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

Manage Your Customer Lifecycle

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 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.


CSM Workflow Solution

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 Reporting Solution

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


Bring Your Customer Data Together

Natero’s integrations deliver a holistic view of your customers.

Customer Data Integrations

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

Natero plugs into your SaaS product and integrates with your existing business apps to leverage your customer data with ease.

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

  • Capture detailed product usage down to individual user.
  • Track contact info, lifecycle stage, and interactions.
  • See support ticket volume, severity, and resolution.
  • Collect purchases, renewal schedules, and discounts.

Customer Success Software for B2B SaaS

A uniquely data-driven approach to managing Customer Success.

Natero combines machine learning and rule-based alerting to identify at-risk customers before they decide to leave. Our system continuously evaluates account health based on your many sources of customer data, and helps you manage and scale your proactive customer retention processes.

Machine Learning + Alert Rules

Predictive alerts that automatically identify customers likely to churn, expand, and more.

Flexible Health Scoring

Multifaceted health score configurations that accurately reflect your unique customer base.

Segmentation + Reporting

Dynamic segmentation and in-depth reporting offer visibility into your customers and team.

Granular Integrations

Tailored integrations that collect detailed customer data from your product and systems.

Request a Demo

See how Customer Success software can help you reduce churn and accelerate growth.

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

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


Customer Success Management Solutions

Read how CSM solutions help SaaS businesses automate the collection of customer data, identify which accounts need attention, and standardize best-practices for Customer Success teams.

Customer Success Management Solutions - Spreadsheet


Calculate the Value of Customer Success Technology

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

Follow our story across the web.

Exclusive briefing on Huffington Post
Natero named coolest Customer Success startup
Natero is featured in Computerworld
Customer Success technology featured in IDG