Operationalize Customer Success

Scale your CSM processes for high-touch, low-touch, and tech-touch accounts.

Customer Success Operations

WORKFLOWS & TASKS
Manage Your Customer Journey

Manage your customers through onboarding, adoption and beyond. Know when key milestones are missed so you can guide your customers back on the path to success.

Natero keeps your Customer Success team organized, allowing everyone to centrally manage all of their customer-related activities like alerts, workflows, and tasks.

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Customer Success Task Groups

REUSABLE TEMPLATES
Standardize Your Processes

Ensure your Customer Success team is on the same page.

Use workflow templates to automate your recurring customer processes like onboarding, check-ins, business reviews, and more. Use playbook templates to provide consistent responses to customers that are at-risk or ready to expand.

PLAYBOOKS
WORKFLOWS
NOTIFICATIONS
Customer Success Automation

TARGETED EMAIL
Communicate At Scale

Engage customers with the right message at the right time.

Create beautiful email templates and insert personalization or other customer data.

Schedule email campaigns or automatically trigger individual messages based on customer behavior and lifecycle events. You can send feature updates, welcome messages, renewal reminders, and so much more!

1:1 EMAIL
EMAIL CAMPAIGNS
TRIGGERED EMAILS
Customer Success Milestone Analysis

TEAM PERFORMANCE
Drive Operational Excellence

Natero’s team management tools help you to run a world-class Customer Success operation.

Analyze the effectiveness of your Customer Success processes and stay on top of churn, renewal, and expansion trends. Understand CSM workload and ensure your team is well-balanced and poised to drive operational excellence.

HEALTH TRENDS
INTERACTION TRENDS
WORKFLOW ANALYSIS

Natero’s impact is equivalent to adding two more Customer Success Managers to our team.

Brea Phillips

— Brea Phillips

BigTime Software

See a Demo

See how Natero can enhance your Customer Success operations.

Leading Customer Success teams streamline operations with Natero.

Innovative Customer Success Teams Run on Natero's Software