The missing knowledge layer for your AI strategy.
CRMs, ticketing tools, and data warehouses are great at storing records. Success Manager captures the messy, human context that makes your AI actually helpful — and keeps it all structured, secure, and searchable.
Feed AI platforms with real-world client context.
Your teams already know what’s happening with each client — it just lives in scattered notes, calls, and chats. Success Manager turns that into an AI-ready timeline of decisions, risks, and opportunities.
- Give LLMs clean, curated client histories instead of raw ticket logs.
- Use tags and datatypes to distinguish products, use cases, and regions.
- Expose only the right data to AI through role-based access and APIs.
A live client 360 built from the frontlines.
Success Manager complements your CRM and CS tools by capturing the “why” behind renewals, escalations, and expansions — in the words of the people closest to the client.
What you see in a Success Manager 360 view
- Latest field notes, meeting outcomes, and internal decisions
- Linked product feedback, feature requests, and risks
- Engagement trends across time, segments, and teams
Use cases for AI-powered enterprises
- AI assistants that answer “What’s going on with this client?” instantly.
- Summaries of the last 90 days of activity before every renewal call.
- Proactive alerts when client sentiment or engagement changes.
- Better training data for forecasting, churn prediction, and NRR models.
Data governance ready
Role-based access, audit trails, and data residency options give you control over what AI can see and use.
API-first design
Connect Success Manager to your AI stack, data warehouse, and event streams using APIs and webhooks.
Enterprise-grade security
Encryption, backups, and compliance support that align with your existing security posture.
Launch Success Manager with one team, connect a handful of AI use cases, and scale as you prove value. We’ll work with your architecture and security teams to do it right.