LealUp - 2026 Pricing, Features, Reviews & Alternatives

LealUp is an AI-powered customer success platform that unifies customer data, predicts churn and expansion, and executes retention playbooks from a single workspace. It is built for B2B SaaS and subscription businesses operating in Spain and Latin America, and it is available in Spanish and English.

Data unification

LealUp ingests signals from CRM records, support tickets, product usage and analytics events, billing and subscription status, and customer conversations, then resolves them into one profile per account. Each profile shows lifecycle stage, owner, activity timeline, open tickets, usage trend, and full conversation history, so account context no longer lives in one person's inbox.

Predictive AI scoring

Every account carries a risk score and an opportunity score that recalculate as new signals arrive. Scores are explainable: LealUp shows which signals moved the number and in which direction, instead of returning a black-box value. Threshold-based alerts notify the account owner when health shifts, usage drops, a ticket escalates, or an expansion signal appears.

Playbooks and automation

Playbooks turn recurring motions into structured workflows that combine multi-step cadences, assigned tasks, due dates, and message templates. Ready-made playbooks cover churn prevention, at-risk rescue, onboarding, adoption, and expansion, and each one can be cloned and edited. Playbooks can be launched manually or automatically from score changes and signal thresholds.

WhatsApp workspace

LealUp includes a native WhatsApp shared inbox so the team works from one number instead of personal phones. Conversations are assigned to owners, tagged, annotated with internal notes the customer never sees, linked to the matching account, and preserved in full when ownership changes. Playbook cadences can be executed directly through WhatsApp.

Reporting

Dashboards cover portfolio health distribution, retention and churn by cohort, playbook execution and impact, team activity, and response times.

Integrations and API

More than 16 native integrations: HubSpot, Salesforce, and Pipedrive for CRM; Zendesk, Freshdesk, and Intercom for support; Mixpanel, Amplitude, and Segment for product analytics; Stripe and Conekta for billing and payments; and WhatsApp, Slack, Gmail, Google Sheets, and Zapier for communication and automation. An open API is available for custom data sources and internal systems.

Security and reliability

Data is encrypted with TLS 1.3 in transit and AES-256 at rest. Roles and permissions are configurable per team, so each user only reaches the information they need, and every action is logged with who accessed what and when. Infrastructure is monitored continuously with anomaly detection and automated alerts. Backups run hourly with 30-day retention and a recovery point objective under one hour. LealUp is aligned with GDPR and Latin American data protection requirements, and SOC 2 Type II and ISO 27001 certifications are in progress.

Deployment and implementation

LealUp is cloud-based and browser-delivered, with no local installation, and works on desktop and mobile browsers. Guided onboarding runs about five days across five stages: kickoff, connection, configuration, activation, and operation, covering score setup, alert thresholds, automation rules, WhatsApp configuration, and data integration.