Strategic success planning for
modern Customer Success Teams.
Plan, track, and scale Success Plans.
With a boost from AI.
OKR-driven Success Plans
Personalized Strategy Development
Craft personalized strategies by analyzing business details, client information, and goals.
Structured Goal Management
Clear OKR-based framework for setting goals, enhancing focus, and commitment.
Designed together with CS leaders.
Intelligent planning
AI-powered content creation to build engaging success plans in seconds.
Moments of Impact
Uncover the exact moments your customers unlocked true value and success.
Collaborate with your customers
Share your success plan with your stakeholders.
Craft your success plan in 3 steps
Start Your Success plan
Try it yourself From kickoff to QBRs,
create structured plans that drive outcomes.
1 Input Your Information
Share your company's mission, industry, and value propositions.
Import key accounts and contacts.
Define your success plan templates.
2 Create Success Plans
Describe your client, their needs & pain points.
Define your short-term and long-term objectives.
Let AI suggest objectives and key results.
3 Collaborate with Stakeholders
Share plans with customers.
Track progress together in real time.
Assign internal and external owners.
Start for free today
Free Plan
Everything you need to get started
Includes 25 OKRs
Unlimited users & sucess plans
AI-powered success plan generation
Templating system
Basic success plan insights
Simple notifications
Most popular
Pro Plan
Unlock unlimited possibilities
per user/ month
Everything in the free plan
Unlimited OKRs
Organization wide insights
Zapier integration
24/7 priority support