Customer success software for small teams

Short answer: Alori's Customer success app is customer success software for teams without a customer success department: a health score on each customer, renewals you see coming, and a clear next step for each account at risk. It is coming soon, and you can join the waitlist at the bottom of this page. Today, Alori already runs onboarding checklists, records and summarizes customer meetings, and keeps every message with a customer in one thread.

What the Customer success app will do

Keeping a customer is cheaper than finding a new one, but most small teams only notice a problem when the cancellation email arrives. The plan is to show the warning signs earlier:

• A health score per customer, built from signals already in your app, like how recently you talked, open issues and late invoices.
• Renewals on a calendar, so a yearly contract never ends by surprise.
• An at-risk list with the reason and a suggested next step.
• Playbooks that create the right tasks when a customer's score drops.

We will share the details with the waitlist first. Until it ships, treat this as the plan, not a feature you can use. For the score itself, see customer health score.

Who it is for

• Software companies with monthly or yearly customers, where churn shows up in revenue.
• Managed service providers and agencies on contracts and retainers.
• Trades with maintenance plans that want to renew every plan before it lapses.

What you can do in Alori today

You can already onboard customers well and stay close to them. These are live:

• Onboarding as a project. In Tasks, create a project for a new customer. Alori suggests tasks you can keep or untick, and you follow progress on one page. See customer onboarding checklist.
• Repeating check-ins. Make a task repeat every week, month or year, like a quarterly review call. The next one is created when you tick the last one done.
• Recorded meetings. Hold an Alori video meeting with Record on. When it ends, Alori writes the transcript and a short summary with next steps, and you turn a next step into a task in one click. Later, ask questions about a past meeting. See Meetings.
• One thread per customer. Texts, emails, calls, website chats and notes sit in order in the shared inbox, so anyone can see the latest before calling.
• Recurring revenue on deals. The Money card on a deal shows MRR, ARR and the first-year total, so you know what each account is worth.
• Ask Alori. Ask in plain words, like "Where are we with the Gagnon account?", and it reads the customer's history for you.
• Satisfaction surveys. After you close a conversation, Alori can email a one-click survey. Happy customers are asked for a Google review, and an unhappy answer makes a call-back task for whoever closed it. Front desk › Satisfaction lists every answer, with an Unhappy filter.
• Email campaigns. Send news, check-in reminders or a renewal offer to a list of customers, and see who opened and clicked. See email campaigns.
• Automations. Tell your bot "when a deal is won, add a task to book the kickoff call", and it sets it up.

How it will fit with the rest of Alori

The health score will read what your team already does in Alori: conversations, meetings, tasks, quotes and invoices. There is no separate tool to feed. Renewals will connect to recurring revenue on deals, and later to Subscriptions. Like the rest of Alori, you will change it by asking, for example "count a late invoice as a warning sign".

FAQ

Is the Customer success app available now? No. It is coming soon. Join the waitlist at the bottom of this page and we will tell you when it is ready.

Can I run customer onboarding in Alori today? Yes. Create a project per new customer with its tasks, assign them to teammates, and make check-in tasks repeat. Recorded meetings turn next steps into tasks.

Will it calculate a health score for me? That is the plan. Waitlist members will see how the score is built before it ships.

What does Alori cost? See pricing. There is a free plan, no card needed, and every plan has unlimited users.