Retentional

Additional features

Plan, track, and scale Success Plans

This is the core functionality, enabling users to create, monitor, and expand their usage of success plans for customer success management.

OKR-driven Success Plans

This highlights the use of the OKR methodology, ensuring goal alignment and measurable progress within the success plans.

Create Success Plans

Users can build customized success plans tailored to individual clients or segments.

Set goals, timelines, and owners in one simple view

Provides a centralized and user-friendly interface for defining the objectives, deadlines, and responsible parties for each task or goal within a success plan.

Let AI do it for you

Indicates the AI-powered feature that can automatically generate or suggest components of the success plan, such as goals and key results, saving time and effort.

Track Outcomes

Enables users to monitor the progress and results achieved through the implementation of the success plans, allowing for data-driven decision-making.

Monitor progress and measure results across all accounts

Provides a holistic view of how success plans are performing across the entire customer base.

Scale Effortlessly

The platform is designed to handle a growing number of accounts without compromising the consistency or personalization of the success plans.

Manage hundreds of accounts with consistent, personalized plans

This emphasizes the platform's ability to maintain a high level of individualization even when dealing with a large volume of customers.

Personalized Strategy Development

The software assists in crafting unique strategies for each customer based on their specific circumstances.

Craft personalized strategies by analyzing business details, client information, and goals

Explains the process behind personalized strategy development, leveraging data to create relevant plans.

Structured Goal Management

The platform provides a clear framework for setting and managing goals.

Clear OKR-based framework for setting goals, enhancing focus, and commitment

Reiterates the use of OKRs to provide structure, clarity, and alignment around objectives.

Intelligent planning

Refers to the AI capabilities that enhance the planning process.

AI-powered content creation to build engaging success plans in seconds

Highlights the speed and efficiency gained through AI in generating content for success plans.

Moments of Impact

This feature helps identify key instances where customers realized significant value from the product or service.

Uncover the exact moments your customers unlocked true value and success

Explains the purpose of the "Moments of Impact" feature in understanding customer success drivers.

Collaborate with your customers

Facilitates direct interaction and shared visibility of the success plan with clients.

Share your success plan with your stakeholders

Enables internal and external stakeholders to stay informed and involved in the success planning process.

Templating system

Offers pre-designed templates to streamline the creation of success plans.

Basic success plan insights

Provides fundamental analytics and reporting on success plan performance (available in the Free Plan).

Simple notifications

Delivers basic alerts to keep users informed of relevant updates (available in the Free Plan).

Unlimited OKRs (Pro Plan)

Removes the limitation on the number of OKRs that can be used (in the Pro Plan).

Organization wide insights (Pro Plan)

Offers comprehensive analytics and reporting across the entire organization (in the Pro Plan).

Zapier integration (Pro Plan)

Allows connection with thousands of other applications for automated workflows (in the Pro Plan).

24/7 priority support (Pro Plan)

Provides enhanced and round-the-clock customer support for Pro Plan users.