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ImpactPilot
Run proactive customer success in HubSpot
Built by - ImpactPilot
Installs - 50+ installs
Rating 5
(3)
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
ImpactPilot Subscription - Starter or Pro plans
Overview
1/5
Nobody wants another customer platform. Now, you don’t need one.
ImpactPilot transforms scattered HubSpot data into clear, actionable insights. CS teams see exactly where the risks & opportunities are, which customers need attention, and what actions drive real impact. ImpactPilot's AI agents handle the heavy lifting—so your team can focus on outcomes.
Features
Impact Drivers
Impact Drivers are outcomes that have positive impact on customer goals and/or your business. ImpactPilot automatically tracks what Impact Drivers your post sales team needs to focus on. Not every Impact Driver is created equal. Assign point values to indicate which Impact drivers are more valueable.
Incentives & Targets
Set targets on number of impacted accounts and points accumulated. The ImpactPilot experts can help you get on your way. Bye bye spreadsheets & slides and copy pasting. With ImpactPilots dashboards & HubSpot target tracking reports you’re always up to date on your individual & team performance. Realtime leaderboards
Account Plans
Proactivity requires more than just intuition; it demands a strategy rooted in concrete data. With ImpactPilot, your account planning evolves from mere guesswork to a tailored approach informed by your HubSpot insight. And with effortless HubSpot integration and intuitive progress tracking, you're not just planning for success—you're ensuring it.
Insights & Reports
ImpactPilot takes delivers insights on reporting the metrics that directly influence retention and expansion. Going beyond engagement metrics; we dive into the depth of their effect. Whether you're gearing up for team discussions or one-on-ones, our reports set the tone, ensuring data-driven conversations.
App Functionality
Shared Data
Account | ||
Account plans | ||
Account Plans | ||
AI Insights | ||
Calculated data | ||
CSM | ||
Graphs | ||
Impact Driver status changes | ||
Impact Drivers |
Reviews
- Jan 3, 2024
Went from running CS in spreadsheets to HubSpot
As CRO it's ideal to have my entire commercial team working in our CRM. The integration of ImpactPilot is a breeze. Its ability to function flawlessly right after installation is a huge plus. The tool has significantly improved our understanding of customer interactions, moving beyond mere engagement tracking. It allows us to grasp the real influence we have on our clients. Additionally, it played a key role in revamping our incentive structure.
Our team employs ImpactPilot in HubSpot for managing our customer base. We were managing our customers from spreadsheets and were in doubt if we had to use a CSP. With ImpactPilot we could keep all our commercial people in HubSpot. It's instrumental in pinpointing vital outcomes and assigning a health score to each customer, offering a clear perspective on our customer service efforts.
The simplicity of its setup and its user-friendly nature stand out. The immediate value it brings, coupled with its standalone capability for customer success tasks, is impressive. The guidance provided by the ImpactPilot founders is also noteworthy.
I know the team are working to get embedded cards on the company record, waiting for that feature!
Beerens, R.
Technology - Software - 26 to 50 employees
- Dec 8, 2023
Customer success in HubSpot
The setup of ImpactPilot is intuitively simple and it operates seamlessly from the start. It's not rocket science but ImpactPilot just adds the features you need as a CS team and shifts the focus from engagement to impact
In managing our client relationships via HubSpot, we've integrated ImpactPilot. This tool clarifies essential outcomes we should aim for and allows us to assign detailed health scores and creating easy to manage account plans.
ImpactPilot's straightforward setup and ease of use are major benefits. The immediate value it offers is remarkable, eliminating the need for other platforms for customer success. The founding team's proactive support and guidance add to its appeal.
Being a newer solution, it lacks some advanced features like sophisticated health scoring. However, the team is receptive to feedback and is actively working to include these features in future updates.
Huiskamp, M.
Technology - Software - 26 to 50 employees
Pricing
Starter
€4,200
/yearImpactPilot basic setup
1 Active AI Agent
20 Milestones
Visualise historic property values (single record)
Store historic property values (up to 20 time stamps)
Customer Segments
Native HubSpot Integration
Leaderboards & Dashboards
Notifications
Starter
€4,200
/yearImpactPilot basic setup
1 Active AI Agent
20 Milestones
Visualise historic property values (single record)
Store historic property values (up to 20 time stamps)
Customer Segments
Native HubSpot Integration
Leaderboards & Dashboards
Notifications
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 08/11/2025
More info
Built by - ImpactPilot
Installs - 50+ installs
Categories Languages this app is available in English
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