Natero is a cloud-based customer success management solution designed to assist customer success teams in managing customers, preventing churn, and increasing account expansion. The software offers a range of features including workflow management, customer intelligence and health scoring, comprehensive integrations, predictive analysis, dashboards, and more, in one unified platform.
Natero’s predictive analytics automatically identify customers who need attention. Machine learning algorithms evaluate a range of factors to predict customer behavior, and notify users with rule-based alerts, while customer health scores can be customized based on different customer segments and are calculated based on user-defined metrics and weightings. These analytics allow users to take proactive action and reach out to customers who may be at risk of churn or are slow product adopters. Natero also stores all customer interactions in a single shared communications hub, where users can access all customer chats, emails, meetings, notes, and support tickets, and create new interactions.
Natero allows users to centrally manage their customer-related tasks, milestones, and alerts with intuitive workflows to manage onboarding, product adoption, and more. Workflow templates can be used to standardize and automate recurring processes, and consistent responses can be provided through playbook templates. Lifecycle event and product usage behavior-triggered emails enable automated outreach and customer engagement. Natero also provides insight into account and revenue trends, renewal and churn rates, workload per customer success management, expected customer lifetime values, and more.