“I would generally avoid investing in a full-suite Customer Success Platform (CSP) such as Gainsight, ChurnZero or Planhat.”
− implementation and administration overhead
“The implementation and administration overhead probably outweighs the benefits.”
“I would generally avoid investing in a full-suite Customer Success Platform (CSP) such as Gainsight, ChurnZero or Planhat.”
“I would generally avoid investing in a full-suite Customer Success Platform (CSP) such as Gainsight, ChurnZero or Planhat.”
“250+ | Evaluate dedicated platforms such as Vitally, Custify or Planhat”
“250+ | Evaluate dedicated platforms such as Vitally, Custify or Planhat”
“- Intercom for customer communication.”
“Automation | Zapier or Make”
“Automation | Zapier or Make”
“My first recommendation: HubSpot CRM.”
+ low initial cost
“- Low initial cost.”
+ familiar CRM functionality
“- Familiar CRM functionality.”
+ centralised customer history
“- Centralised customer history.”
+ easy to extend as the business grows
“- Easy to extend as the business grows.”
“### Option 2: Airtable as a mini customer success platform”
+ flexibility
“This is particularly attractive if you want flexibility without committing to a dedicated CRM.”
+ automations
“Airtable also supports automations, allowing you to trigger reminders and updates when records change.”
“### Option 3: Notion for relationship and onboarding management”
+ relationship-driven customer success
“Notion works well when customer success is primarily relationship-driven.”
− not a proper CRM
“Limitation: Notion is not a proper CRM.”
− limited automated tracking, integrations and reporting
“Automated customer activity tracking, integrations and reporting are more limited.”
“- Linear for product issues and feature requests.”
+ associates product issues with requesting customers
“Linear's Customer Requests functionality also helps associate product issues with the customers requesting them.”
“Internal collaboration | Slack”