Marketing Automation for Customer Success Teams
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See which customers are in danger of churning
You need to be able to see when accounts are at risk. Lead scoring, engagement tagging, and pipeline automation make it easy to track customer health.
Onboard your customers
Help customers get the most out of your platform by proactively targeting them based on activity and segmentation data. The end result? Lower churn.
Help people self-serve
Save your team time. Create automations that make it easy for customers to get up and running on their own.
Increase your response time
Track customer health and account information to quickly funnel resources to the highest priority accounts.
Collect customer feedback
Deliver net promoter score surveys and see how NPS changes based on which customers you choose to prioritize.
Make your success and support feel personal
Send emails and messages that match each customer’s needs. Customize the timing of your outreach, and sender information, to make each interaction feel personal.
Coordinate your success team
Keep your team on the same page. Manage pipelines and assign tasks based on customer health (or countless other factors) to make sure no customers slip through the cracks.
Stop churn and increase expansion
Try it free. No credit card required. Instant set-up.
Integrate with the tools you already use
You should be able to use any tool you like. That’s why ActiveCampaign integrates with 250+ apps, including Zendesk, Zapier, and Calendly.
The tools customer success managers need to succeed
Site & event tracking
See exactly what your customers are doing in your app and on your website.
Flexible pipeline
Create the pipeline stages and customer health metrics that make sense for your business.
Pipeline automation
Have your customers move through the stages of your process automatically.
Deep data integrations
Bring data in from other apps to inform your customer success processes.
Chrome extension
Manage your contacts, tasks, and automations from anywhere online.
Team collaboration
Tag a teammate to bring them into a conversation and stay on the same page.
Automated tasks
Create tasks in response to key events and assign them to a team member.
Automated workflows
Use triggers, actions, and logic to automate outreach based on contact actions.
Consolidated records
Keep track of all customer information in a single contact record.
See how it works for your success team
Try it free. No credit card required. Instant set-up.