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What is involve.ai?

involve.ai presents a straightforward, no-code platform that effectively centralizes your disparate customer data into an all-encompassing early warning dashboard. This innovative solution empowers businesses to scale successfully without the necessity of hiring multiple Customer Success Managers or data analysts. By integrating all your disconnected information, you achieve total transparency into customer interactions, which in turn allows for an improved customer experience as you grow. The system also offers personalized action recommendations throughout the customer journey, guiding you in prioritizing which clients to engage with daily for a more proactive strategy. In addition, its sentiment analysis feature delivers accurate insights into customer well-being, helping to identify churn risks and potential upsell or cross-sell opportunities well in advance. Moreover, by utilizing historical data, the platform facilitates the creation of suggested segmentation and benchmarking practices, which are essential for pinpointing key leading indicators crucial to your business's prosperity. This holistic approach not only fosters a deeper understanding of customer needs but also positions your business for sustained success in a competitive landscape. Ultimately, harnessing this tool can significantly enhance your ability to meet and exceed customer expectations.

What is Kilterly?

Building and sustaining strong customer relationships is crucial for improving customer loyalty and lowering acquisition expenses. Kilterly is instrumental in fostering long-lasting connections with customers. Our sophisticated data analysis engine distinguishes between engaged customers, those who are apathetic, and those who might be inclined to leave. We have developed a unique survey tool designed specifically for customer success, which employs a groundbreaking approach to measure customer sentiment based on their feedback. By utilizing the Net Promoter Score (NPS), we enable you to consistently and subtly evaluate the likelihood of your customers recommending your business or product. Furthermore, Kilterly's automated communication features allow you to create campaigns and oversee tasks, enhancing both customer onboarding and the nurturing of ongoing relationships. Our platform also offers the capability to target specific customer segments at the most strategic times, employing various criteria for segmentation. This enables you to effectively organize your team's workflow, ensuring that each interaction with customers is both significant and impactful. Ultimately, Kilterly not only deepens your insight into customer preferences but also provides you with the necessary tools to address their needs proactively, significantly improving overall customer satisfaction.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Intercom
Salesforce
Zendesk
Box
Domo
Google Drive
Google Sheets
Jira
Looker
Mailchimp
Microsoft Dynamics 365
SAP ERP
Snowflake

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Intercom
Salesforce
Zendesk
Freshdesk
HubSpot Sales Hub
Mailgun
Pipedrive
Slack

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$399.00/month
Kilterly offers three pricing tiers based on number of clients
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

involve.ai

Date Founded

2019

Company Location

United States

Company Website

www.involve.ai/

Company Facts

Organization Name

Kilterly

Date Founded

2018

Company Location

United States

Company Website

kilterly.com

Categories and Features

AI Customer Success

Not specified

Churn Prevention

Not specified

Customer Engagement

Not specified

Customer Experience

Not specified

Customer Intelligence

Not specified

Customer Satisfaction

Not specified

Customer Service

Not specified

Customer Success

Health Score
Usage Tracking / Analytics

Upsell & Cross-Sell

Not specified

Categories and Features

Customer Engagement

Churn Management
Communication Management
Content Syndication
Feedback Collection

Customer Experience

Action Management
Dashboard
Feedback Management
Sentiment Analysis
Survey Management
Text Analysis

Customer Satisfaction

Feedback Collection
Survey Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Health Score
Onboarding
Usage Tracking / Analytics

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