Operationalize Customer Success

Natero helps scale your Customer Success processes across your entire client base.

Customer Success Operations

WORKFLOWS & TASKS
Manage Customer Success

Natero’s intuitive workflows help you manage customer progress through onboarding, adoption and beyond. Know when key milestones are missed so you can guide your customers back to success.

Natero keeps your Customer Success team organized, allowing everyone to centrally manage all of their customer-related items, including alerts, milestones, and tasks.

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Customer Success Automation

TARGETED EMAIL
Communicate At Scale

Engage your customers with the right message at the right time. Natero arms your Customer Success team with an innovative email solution based on actionable customer data.

Spot opportunities for outreach to customers who meet your specific criteria. Automatically trigger emails to your customers based on their product usage behavior or lifecycle events.

1:1 EMAIL
EMAIL CAMPAIGNS
TRIGGERED EMAILS
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 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  |  Software Implementation Consultant

BigTime Software

See a Demo

See how Natero can enhance your Customer Success operations.

Forward-thinking businesses manage Customer Success operations with Natero.

Qordoba
Wipster
Freshdesk
Typeform
Innovaccer
7Geese