For customer success
Every account,in context.
The company behind every conversation, the fields your team tracks, and the promises you made, kept. Success work that doesn’t live in someone’s memory.
Before you reply
Know the account before you type
Open a conversation and the account is already there: the company, their other conversations, the response target, and a one-line summary of what they need.
Lena HoffmannWe’re rolling Kuvra out to the rest of support next week. Can we add six seats now, and does that change our renewal?
Suggested: confirm the seat change and the prorated amount, then set a follow-up for the rollout.
Company
AAcme GmbHGrowth · 14 seats
Past conversations
- Invoice shows the wrong VAT numberClosed
- Adding two more seatsClosed
- SSO rollout for the whole teamOn you
Your data
The columns your team actually tracks
Renewal date, health, owner, seats: add them to the Companies table and edit them in place. They show on every company record too.
Companies4
| Company | Domain | Contacts | Renewaldate |
|---|---|---|---|
| AAcme GmbH | acme.de | 14 | |
| NNorthwind | northwind.io | 6 | |
| KKumo | kumo.jp | 3 | |
| RRelay | relay.dev | 4 |
Click any cell to edit it. Press Enter to save, Escape to cancel.
Follow-through
Every “I'll check on that”, kept
Success work is mostly promises made in passing. A private follow-up keeps each one, without moving the conversation or telling the customer.
Mon
10:00
Send the renewal quote before the call
Northwind
Tue
Nothing due
Wed
09:00
Did finance confirm the new invoice?
Acme GmbH
Thu
09:00
Check the SSO rollout went smoothly
Acme GmbH
Fri
14:00
Nudge before the trial ends
Kumo
Private to you, and the conversation stays exactly where it was. How follow-ups work
Satisfaction
Know how it’s going
A five-star rating when a conversation resolves, with an optional comment. The report splits the score between the AI and your team, so you know which side needs work.
Customer satisfaction
Overall
4.6
184 ratings
- “Maya sorted our invoice in ten minutes.”HumanAcme GmbH · 2d ago
- “Got the export steps straight away, but I had to ask twice.”AIKumo · 4d ago
Example figures.
The rest of the kit
Tags and saved views
Tag conversations by account motion, then save “VIP accounts” or “Renewals this month” as a view for the whole team.
Straight into HubSpot
Create a HubSpot contact from the customer in view, without leaving the conversation.
Create HubSpot contactAdded
Notes for the team
Talk it through inside the conversation with @mentions. The customer never sees it.
@Tomthey’re asking about annual: worth a call?
Questions from success teams
Yes. Define the fields your team tracks in Settings (plan, renewal date, owner, health, anything), add your own columns to the Companies table, and edit values inline.
Still curious? Email hello@kuvra.dev