Journeys that retain investors
Build post-sale journeys with phases, checklists and playbooks. Track the health score of each investor and anticipate problems before they become redemptions.
Journey map with phases, checklists and client health score
Structured post-sale
From delivery to upsell, every phase of the relationship mapped and monitored.
Journey Builder
Build journeys with sequential phases, milestones and advancement criteria.
Phase Checklists
Define checklists for each journey phase. Track progress in real time.
Playbooks
Standardized playbooks for onboarding, quarterly review, upsell and reactivation.
Health Score
Investor health score based on engagement, usage and satisfaction. Automatic alerts.
Proactive Alerts
Receive alerts when an investor shows risk or opportunity signals.
CS Metrics
NPS, CSAT, onboarding time, retention rate and expansion revenue.
Proactive retention
Anticipate problems and turn investors into promoters.
Visual Journeys
Map the entire post-sale cycle of the investor. From onboarding to upsell, each phase with actions and owners.
- Phases with completion criteria
- Automations on phase change
- Phase owner (designated CSM)
- Consolidated view of all active journeys
Intelligent Health Score
Score composed of engagement, platform usage, response time and feedback. Prioritize at-risk investors.
- Score from 0 to 100 with traffic light (green/yellow/red)
- Health score evolution history
- Automatic alerts when score drops
- Recommended actions by score range
