Natero Pricing, Features, Reviews & Comparison of Alternatives


Data-driven customer success management software

4.57/5 (7 reviews)

Natero overview

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.


Pricing options
Value for money
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Business size



United States, Australia, Canada, Europe, Germany

Supported languages

Natero screenshot: Natero automatically identifies customers at risk of churn and notifies usersNateroNatero screenshot: Customer health scores are calculated according to user-defined metrics and weightingsNatero screenshot: All account information can be viewed in a single locationNatero screenshot: Customer tasks and milestones can be managed and trackedNatero screenshot: Natero includes multiple analytics dashboards

Natero reviews


Very good

Value for money
Ease of use
Customer support
Garrett Genest


Used daily for less than 6 months
Reviewed 2019-02-06
Review Source: Capterra

So far very good experience with Natero. We haven't been using the platform long enough yet to judge its effectiveness on measuring health and likelihood of churning, but based on the datasets we're pulling in, I'm pretty confident that it's going to do the job very well. Our CES team is thrilled about having Natero.By it's nature, Natero is a very complicated product. It ties together a bunch of different datasets and presents them as a unified indicator of client health. To Natero's credit, they've done a very good job of creating a team and process that can get a new client from A to B. For the most part, implementation was painless - with only the instances of data issues on our end slowing things down or complicating the process. The integrations team was all over helping us get set up, and I was very pleased that Natero built a custom integration into a 3rd party tool so we could pull in NPS data and associate it with client accounts. The app works great and is easy to use once you've learned where everything is in the platform.

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Vance Powers

Success Defined!

Used daily for 2+ years
Reviewed 2018-10-11
Review Source: Capterra

As a small CS shop in a startup we wanted a big time solution on a start up budget. We got more than we anticipated in the area of immediate positive results for the CSM's. Increased visibility with integrated ability to manage the entire life cycle of customers. Individually designed custom account dashboards and workflows makes choosing Natero a true game changer and allows us to implement repeatable successThe platform is as simple or as complex as desired. Integrations are seamless. Reporting functionality is top notch. Support is unmatched, Echo Song is priceless. I would implement this solution into my families home life if I could.... and I just might!

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George Markou

An already great product, with a lot of potential

Used daily for 6-12 months
Reviewed 2019-01-03
Review Source: Capterra

It allows us to have a main point of reference for all accounts, and integrate our insight into each one, whether it is the CSM's opinion, our platform's usage, their contracts, etc. The reporting functionality and capabilities are quite extensive. The home page of each client is customizable and can provide extensive insight into each one at a glance. Integrations with multiple external platforms have been very useful to us. The Support and Customer Success departments are very helpful and responsive.

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Supreet Kini

Easy to use tool to capture progress regularly

Used weekly for 6-12 months
Reviewed 2018-12-27
Review Source: Capterra

It's been pretty great overall. I am now - - better able to assess progress with my accounts - see all my weekly calls, updates in one place - take action on any red flags immediately - manage upsell/churn effectively - see all client communication in one placeEarlier, we used to capture a lot of account related stuff on Google Sheets. That was okay for a small team, but as we scaled from a team of 4 to 20 (and still growing) - things started getting difficult and we realised we needed a proper Customer Success tracking tool to capture all of our account related updates, actionables, goals, tasks and track them on an ongoing period. The tool is easy to use - has several dashboards that give quick overviews, integration has easy and Natero can capture data from multiple sources which eventually decides the account Health Score - an important tracking metric for any CS team.

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Shaune Peebles

Great product & outstanding support

Used daily for 1-2 years
Reviewed 2018-12-02
Review Source: Capterra

Makes the day-to-day tracking and follow-ups really easy and intutive.We live in Natero at our company; great metrics available to manage the health of our accounts effectively. The insights and tracking of product usage are excellent, and any time I've had an issue, the support team acts on it immediately and professionally.

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Natero pricing

Pricing options
View Pricing Plans

Contact Natero for pricing information.

Natero features

Activity Dashboard
Activity Tracking
CRM Integration
Customer Database
Customizable Reporting
Customizable Templates
Email Integration
Reporting & Statistics
Third Party Integration

Automatic Notifications (161 other apps)
Automatic Reminders (160 other apps)
Calendar Management (146 other apps)
Custom Fields (128 other apps)
Customizable Branding (150 other apps)
Data Import/Export (148 other apps)
Electronic Payments (114 other apps)
Email Templates (109 other apps)
Mobile Integration (119 other apps)
Social Media Integration (127 other apps)

Additional information for Natero

Key features of Natero

  • Rules-based alerts
  • Machine learning algorithms
  • Customer histories
  • Automatically-triggered emails
  • Key milestone tracking
  • Workflow templates
  • Email campaigns
  • Activity tracking
  • At risk account identification
  • Shared communications hub
  • Product adoption tracking
View All Features


Natero’s dashboard provides users with an overview of critical metrics including customer lifetime value, product adoption, churn, financial health, and more.

Workflow templates enable the automation of recurring processes, such as customer onboarding and check-ins, and outreach can be automated with emails triggered by lifecycle events or product usage behavior.

Natero uncovers customer success insights to give users a clear view of customer engagement and product adoption, enabling timely outreach to customers who may otherwise be lost.

At-risk customers are proactively identified using machine learning algorithms, and users are notified by rule-based alerts.

Natero integrates with a variety of third-party systems, including CRM systems, payment gateways, marketing automation solutions, and more.