Unify customer data. Predict churn. Automate QBRs. Drive retention with intelligent insights that connect every touchpoint.
CS teams juggle 10+ tools, manually compiling data, building QBRs from scratch, and reacting to problems after the damage is done.
I've felt this pain. From both sides.
Lived the customer experience, felt the pain points
Understood the daily challenges and broken workflows
Know what's possible and how to build it
That journey gave me something rare: I know what support and success teams desperately need. And as a developer, I know what's actually possible.
Data is everywhere. Data is overwhelming. Data is scary. CS teams are drowning in it—CRMs, support tickets, emails, calls, usage logs, surveys. It's scattered across a dozen systems.
But here's the truth: that data holds the answers. It can tell you which customers are happy, which are at risk, and what actions to take.
Data will be pivotal to helping success teams provide the proactive support they need to give customers the best experience possible.
"Success isn't reactive."
Dan Dunford
Founder, MUNERO LIMITED
Successly connects the dots across CRMs, support desks, email, meetings, and documents to surface what matters.
Connect Salesforce, HubSpot, Zendesk, Gmail, Zoom, and more. One customer graph. Zero manual exports.
RAG-based customer health with explainability. Know exactly which signals drive churn risk or expansion opportunity.
Rules that trigger the right action at the right time. Slack alerts. Jira tasks. Email sequences. All automated.
Generate board-ready decks in seconds. Pull live metrics, sentiment, roadmap alignment into branded templates.
Chat with your customer data. "Who's at risk this quarter?" "Draft a renewal sequence for ACME." Instant answers.
Detect themes across tickets, emails, and calls. Surface blockers, feature requests, and sentiment shifts before they escalate.
Stop reacting. Start predicting. Drive retention and expansion with AI that works for you.
From 4 hours to 4 minutes. Auto-pull metrics, generate narratives, populate templates.
Correlate sentiment drops, usage dips, and SLA breaches before renewal talks start.
Surface expansion signals automatically. Know who to upsell and when.
SOC2-ready. PII redaction. Field-level controls. Multi-tenant isolation. GDPR compliant.
Product Demo Coming Soon
Board-ready insights across your entire customer base
Daily prioritization + automated playbooks
Theme detection + SLA risk alerts
Unified schema + governed metrics
Everything you need to know about Successly
We're targeting 2026 for our launch. Early access members on the waitlist will be notified first and get priority access to the platform.
Pricing is still being finalised based on feedback from early adopters. Waitlist members will receive exclusive early access pricing and be the first to know when we announce plans.
Successly is built AI-first, designed to make sense of fragmented data across all your tools. We focus on affordability and accessibility for growing CS teams, not just enterprise. Our goal is proactive insights without the complexity or cost of traditional platforms.
Not at all. Successly is designed for customer success teams, not engineers. We handle the complexity behind the scenes so you can focus on what matters—your customers.
We're building connectors for the most common CS tools: Salesforce, HubSpot, Zendesk, Intercom, Slack, Zoom, Gmail, Jira, and more. If there's a specific integration you need, let us know when you join the waitlist.
Absolutely. We're building with security and compliance at the core—SOC 2 readiness, GDPR compliance, PII redaction, and enterprise-grade encryption. Your customer data will be protected with the highest standards.
Yes! Early access members will have direct input into what we build. We're creating Successly with CS teams, not for them. Your feedback shapes the product.
Be the first to experience the AI nervous system for customer success. Limited spots available for 2026 launch.
We'll notify you when early access opens. Check your inbox for a confirmation email.
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