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Deliver Faster Time-to-Value
Real-Time CRM Triggers
Omnichannel Support
Meet the customer success & onboarding solution trusted by 1,200+ teams
Customer Onboarding Software to Retain & Expand
Most customer success management tools do automation or guided workflows—Playbooks do both. Operationalize onboarding, activation, expansion, and retention without external tools, ticketing hacks, or manual checklists.
Activation at Scale
Empower your implementation & onboarding teams to deliver consistent onboarding, enablement, and time-to-value for every customer.
CRM-Triggered Workflows
Start Playbooks automatically when a deal closes in Salesforce, HubSpot, and more.
Identify Onboarding Friction
Proactively identify customer friction points at each onboarding stage by days open or by support tickets submitted.
Real-Time Account Sentiment
Track usage, behavior, ticket escalation at the account-level in one place.
Customizable Customer Onboarding
Manage every onboarding milestone, task, and customer interaction in one place. TeamSupport helps B2B teams deliver consistent onboarding experiences that drive faster adoption and long-term success.
Work The Full Customer Lifecycle Beyond the Sale
In the B2B landscape, customer success and onboarding platforms must detect risk and friction early so your success teams can step in and drive time-to-value. Our proprietary Customer Distress Index (CDI) provides real-time visibility into customer sentiment and account health, adding critical context to every ticket so teams can collaborate, escalate, and prioritize issues more effectively.
Inspiring Data-Driven Decisions
“The TeamSupport dashboard gives us a windshield view, so we are able to look ahead and be more proactive in our approach to the customer relationship and product development.”
