Deliver Customer Success with Akita and HubSpot

Akita aggregates your customer data from HubSpot (+100 other tools) providing a 360-degree view of each customer. Armed with this wealth of data, your team can create powerful customer segments, build health scores, and track the progress of your customers through custom-defined lifecycle stages.

Develop a Scalable Customer Success Program

Build repeatable processes by defining tasks and targets for each step of the customer journey. Keep customers on track to success using Akita's Playbooks—triggered by user behavior (good or bad).

Drive Toward Outcomes

Track your customers' desired outcomes with Reviews. Schedule your customer's next review, define subjects to discuss, and view goals from past reviews. Add Customer Success Manager (CSM) insights with ad hoc health scoring and notes. A CSM Inbox makes it easy for you to see what's most important.

Promote Customer Obsession

Create personal or shared dashboards with statistics, charts, and customer lists for a quick overview of Accounts. Keep your entire organization in the loop with Slack notifications or our two-way CRM sync. Measure the performance of your Customer Success team with advanced admin reporting tools.