Automations

Automate for tech-touch Customer Success

Maximize your team’s time with automations. Manage larger portfolios per CSM. Automatically email customers, proactively alert your team to changes in customer behaviour, and kick-start key processes at the right time.

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Messages based on customer data

Save time and effort by automating customer touchpoints. Schedule personalized emails and trigger messages based on customer behavior and lifecycle events.

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Messaging based on real-time alerts

Automatically trigger tasks and customer interactions based on customer events.

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Automate customer
actions today!