Customer success & forecast

Keep clients loyal – and see what's coming

Everything after a won deal in one place: how healthy each customer is, which contracts renew soon, what customers think, who recommends you and where your revenue is heading.

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Customer success

Example data

Health score with reasons

Every customer gets a score from 0 to 100 – and you see why.

Last contact, overdue tasks, contract value, renewal date, NPS answer and opt-outs
Healthy, Watch and At risk – the threshold is adjustable
The owner is notified when a customer drops to At risk
At-risk customers also show on the Dashboard and the Customers page

Renewals and reminders

Every contract end date in view, with the value at stake.

Renewal date, value and status per customer
Overdue renewals and the next 30, 60 and 90 days at a glance
Reminder tasks before each renewal (by default 60, 30 and 7 days)

NPS surveys

Ask customers how likely they are to recommend you – by e-mail or with a personal link.

Answered in the customer's language, without login
Customers who unsubscribed or were asked recently are skipped
A detractor answer creates a follow-up task for the owner
Your own surveys and questions per language

Referral program

Give happy customers a referral code and see what it brings.

Referral links open your own referral form
Referred leads get the source Referral and a link to the referrer
Referred leads, won deals and value per customer

Forecast, targets and leaderboard

See where revenue is heading and how the team is doing.

Won, committed, weighted and best-case forecast per month or quarter
Win probability per stage, adjustable per funnel
Revenue targets per person and for the team
A leaderboard by won revenue – can be switched off

Launching soon

Get first in line for Lora

Early sign-ups get access first. We send one e-mail when doors open – then Lora takes over your busywork from day one.