Drag the relevant widgets (ex: to-do lists, KPIs, upcoming meetings) into your hub to create a kit (template) for each use case (ex: high-touch onboarding, Weekly customer sync).
Determine which hub is shown to each user within each account. For example, champions will see open tasks and release notes, whereas billing users will see invoices.
Utilize the analytics feature to find out how your customers consume your content. We'll notify you every time a customer engages and provide cross-hub insights.
Make the most of your hub by using it in slides mode during customer meetings or by generating QBR slides automatically from your existing customer data.
Whatever you're using to manage your success plays, we integrate with it.
Our SOC 2 Type 2 report attests to the security controls we have in place as they map to trust service principles established by the american institute of certified public accountants (AICPA)