Get a 360 overview of your B2B SaaS clients using FreshSuccess. Increase adoption and retention with getting full control of your client base.

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Pricing from
Average rating
(G2, GetApp, Trustradius & Capterra)
No rating available
Free version
Free trial
For businesses
Headquarter country
United States
Headquarter city
San Francisco
Employee size

+ Part of FreshWorks
+ Great tool to get an overview of your B2B SaaS clients
+ Lots of insights to decrease churn


- You will only get ROI if you are past the SMB phase
- Can become expensive when you grow the team
- Support is not always great and you are dealing with a big corporation


Get a full overview of the health of your SAAS clients with FreshSuccess
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Tool FAQ

What is B2B SaaS?

What can FreshSuccess do?

With Freshsuccess, the status of costumers can be monitored throughout the entire journey. You can view a customer's activity in a unified way across your sales, marketing, success, and support data stacks to manage everything in one place. You can strengthen customer relationships by proactively adding value to them. You can advise of upsell opportunities or abandonment.

What is FreshSuccess?

Freshsuccess (formerly Natero) is a cloud-based client success management platform designed to help client success teams manage clients, avoid losses, and increase account expansion. It has features that include workflow management, predictive analytics, full integrations, and customer intelligence among others, in a single platform.

What are the benefits that FreshSuccess offers?

It gives users an overview of critical metrics. Automation of recurring processes, such as onboarding and customer registration. It reveals information about the success, participation and adoption of products of the customers. Proactive identification of customers at risk and notification to users through alerts. Integration with third party systems

What are the plans and costs offered by FreshSuccess?

The State plan costs $ 79.00 a month, billed annually, or $ 95.00 a month, billed monthly + Platform $ 499.00 a month, billed annually or $ 625.00 a month, billed monthly. The Forest plan costs $ 129.00 a month, billed annually or $ 150.00 a month, billed monthly + Platform $ 749.00 a month, billed annually or $ 950.00 a month, billed monthly.

What is included in the cost of the platform?

The FreshSuccess platform includes: data integrations that are actively maintained and constantly in sync with other business applications. Close monitoring of users from your software or service. Automations that continuously analyze your customer data. Assignment of customer emails.

Freshsuccess Features

Subscription and software companies rely on Freshsuccess to improve customer relationships, prevent customer churn and increase expansion. The platform provides tools that allow you to quickly view customer account health, communication, support tickets, billing history, user engagement and more.

Trusted by AdStage, Leadfeeder, Appcues and other major brands, Freshsuccess is a valuable customer success tool.

Freshsuccess offers a wide range of tools, but three standout features include:

Customer Health

Freshsuccess automatically and continually evaluates the health of customer accounts, so you know which ones require your immediate attention. Account health is calculated based on the customer’s behavior, NPS responses, support ticket trends and other metrics. Along with these metrics, you can also include custom assessments.

Keeping tabs on customer health is important. Ticket and support management can be complex, cumbersome and challenging if you have a large customer base. It’s easy for customer issues to get lost in the mix. Freshsuccess helps you avoid this issue by giving customers the attention they deserve at the right time.

Customer health scores can be tailored to your:

Customers with a poor health rating can be attended to immediately, and issues can be addressed to improve their ratings. Scores are data-driven, so you know they can be relied on.

Freshsuccess can also help you understand customer health scores over time by allowing you to view historical health by customer segment, individual accounts, lifecycle stage and more.

Customer health monitoring ensures that you focus on the right customers at the right time. Poor health scores can lead to unsatisfied customers, lost business and a tarnished reputation. By focusing on urgent issues, you can ensure that your customers get the attention they desire and deserve.

Proactive Alerts

With Proactive Alerts, Freshsuccess helps you address customer risks while taking advantage of opportunities. Being alerted to problems before they progress allows you to shift strategies and give your customers the support they need when they need it most.

Freshsuccess will look for key indicators of customer churn, so you can address the issue before it’s too late. These key indicators may include a surge in customer support tickets, a decrease in product use or a drop in net promoter score (NPS). These are the customers that need your immediate attention and help from your customer support team.

Proactive Alerts also help you grow your accounts by finding opportunities you can take advantage of, such as increased product use, seat utilization and NPS improvement. These positive indicators present opportunities to increase or expand product usage.

To help you stay on top of customer lifecycle events and touchpoints, Freshsuccess will also notify you of:

Freshsuccess aims to offer tailored solutions, so they allow you to personalize your alerts by incorporating any metric or customer attribute you desire using their rule builder. With Freshsuccess, you can evaluate behaviors, use AND/OR combinations, or check for specified lifecycle events to set the best Proactive Alerts for your brand.

Personalized alerts make it easy to address potential problems before they have a chance to escalate further.

Reporting and Analytics

Powerful reporting analytics allows you to make decisions based on data. Freshsuccess provides insight into customer engagement, product adoption and your customer support process, so you can make informed decisions.

View key metrics at a glance, such as lifetime value, customer churn, financial health and product adoption.

Freshsuccess even allows you to create custom dashboards for your CSMs, executives, team leaders and more. These custom dashboards include the KPIs that matter most to the team. Lists and charts help others visualize your data, but they also keep your information organized for easy digestion.

To further explore your customer data, Freshsuccess makes it easy to build charts that give customer insights without you ever having to use a spreadsheet. Reports can be built with the click of a button from the Freshsuccess dashboard.

To get a better idea of which features your customers use the most and where your customers are spending their time, Freshsuccess allows you to analyze usage by specific accounts, customer segments, individual users or all customers.

Freshsuccess offers a variety of tools to help improve customer support while monitoring customer account health. No free trial is available, but there are subscription tiers aimed at bigger brands. Expect to pay a monthly fee for the platform and an additional monthly fee for each user.

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