Natero is a cloud-based customer success management tool for small to midsize businesses. Its key features include predictive analytics, customer intelligence and workflow management.
The workflow module helps users with customer onboarding, business reviews, risk mitigation and targeted notifications.
Natero integrates with leading customer relationship management(CRM) and help desk systems such as Salesforce, Infusionsoft, Zendesk, Freshdesk and more. It is available on a monthly subscription basis and support is provided via phone and email.
Natero is a cloud-based customer success management tool for small to midsize businesses. Its key features include predictive analytics, customer intelligence and workflow management.
The workflow module helps users with customer onboarding, business reviews, risk mitigation and targeted notifications.
Natero integrates with leading customer relationship management(CRM) and help desk systems such as Salesforce, Infusionsoft, Zendesk, Freshdesk and more. It is available on a monthly subscription basis and support is provided via phone and email.
Specifications
Business Size
Startup
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
At risk account identification
Product adoption tracking
Activity tracking
Customer histories
Workflow templates
Rules-based alerts
Key milestone tracking
Automatically-triggered emails
Machine learning algorithms
Shared communications hub
Benifits
provides overview of critical metrics
Natero’s dashboard provides users with an overview of critical metrics including customer lifetime value, product adoption, churn, financial health, and more.
Workflow templates
Workflow templates enable the automation of recurring processes, such as customer onboarding and check-ins, and outreach can be automated with emails triggered by lifecycle events or product usage behavior.
Clear view of customer engagement and product adoption
Natero uncovers customer success insights to give users a clear view of customer engagement and product adoption, enabling timely outreach to customers who may otherwise be lost.
Machine learning algorithms
At-risk customers are proactively identified using machine learning algorithms, and users are notified by rule-based alerts.
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