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involve.ai

involve.ai

Overview

What is involve.ai?

involve.ai is a Customer Intelligence Platform that gives teams complete visibility of all their customers, allowing them to drive more revenue through smarter renewals and upsells. With the most up-to-date real-time data, recommendations for action & collaboration across the customer…

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Learn from top reviewers

Reduce risk. Boost GRR.

Rating: 9 out of 10
September 16, 2022
IncentivizedVetted ReviewVerified User
We run our "Code Red" weekly reviews using Involve. The goal is to have a cross-functional team assess customer risk on a weekly basis and assign action items to reduce this r...
Continue reading
Jason Wesbecher
Executive - Corporate
CRO
TrustArc
involve.ai1 year of experience

Evaluate Involve.ai today and leverage AI for a full view of customer health

Rating: 9 out of 10
May 18, 2022
IncentivizedVetted ReviewVerified User
We use Involve.ai as a tool to help us monitor customer health, predict churn and identify add-on and upsell opportunities. Involve.ai has helped us pull in data across multip...
Continue reading
Lissa Johnson
Director - Other
Director Customer Success Operations
Zift Solutions
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Pricing

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involve.ai

involve.ai

N/A
Unavailable

What is involve.ai?

involve.ai is a Customer Intelligence Platform that gives teams complete visibility of all their customers, allowing them to drive more revenue through smarter renewals and upsells. With the most up-to-date real-time data, recommendations for action & collaboration across the customer journey,…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

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Freshsuccess (based on technology acquired by Natero by Freshworks in May 2019) is designed to help Customer Success Managers prevent churn, increase account expansion, and manage more customers with less effort. The vendor says features include: Customer 360 - See customer emails, chats,…

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Product Demos

How does involve.ai work?

YouTube

(involve.ai demo) - Customer Intelligence Platform w/ Gaurav Bhattacharya, CEO and Co-founder

YouTube
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Product Details

What is involve.ai?

involve.ai is a Customer Intelligence Platform that gives teams complete visibility of all their customers, allowing them to drive more revenue through smarter renewals and upsells. With the most up-to-date real-time data, recommendations for action & collaboration across the customer journey, teams can proactively deliver an amazing customer experience.

involve.ai Features

Customer Data Extraction / Integration Features

  • Supported: Product usage
  • Supported: Help desk / support tickets
  • Supported: Online customer community
  • Supported: Billing
  • Supported: Marketing emails

Customer Success Management Features

  • Supported: Customer profiles
  • Supported: Automated workflow
  • Supported: Customer health scoring
  • Supported: Customer segmentation

CSM Reporting & Analytics Features

  • Supported: Customer health trends
  • Supported: Engagement analytics
  • Supported: Revenue forecasting
  • Supported: Dashboards
  • Supported: Customer lifetime value
  • Supported: Churn rate

Security Features

  • Supported: Role-based user permissions

Platform & Infrastructure Features

  • Supported: API
  • Supported: Integration with Salesforce.com

involve.ai Screenshots

Screenshot of There is no early warning system for predicting “red/yellow/green” customers. It is hard to predict in advance which customers will churn and which ones will buy more products.Screenshot of You have strong relationships with your large enterprise customers but have much higher churn with your small and medium businesses.Screenshot of Your customer health is very dependent on what your account manager last heard or remembered.Screenshot of Data-driven Customer Health Scoring Dashboard

involve.ai Videos

The Customer Intelligence Movement is here! Welcome to involve.ai recorded demo, My name is Gaurav Bhattacharya, CEO, and Co-founder of involve.ai Thank you so much for your interest. In this demo, I'd walk you through our core missions and features. You'd learn about how ...
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Why involve.ai?
How does involve.ai work?

involve.ai Integrations

involve.ai Competitors

involve.ai Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesEnglish

involve.ai Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)0%
Mid-Size Companies (51-500 employees)100%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews From Top Reviewers

View all reviews
(1-2 of 2)

Reduce risk. Boost GRR.

Rating: 9 out of 10
Incentivized
September 16, 2022
Use Cases and Deployment Scope
We run our "Code Red" weekly reviews using Involve. The goal is to have a cross-functional team assess customer risk on a weekly basis and assign action items to reduce this risk.
Pros
  • Task management
  • Team workflows
  • Insights around churn risk
  • Upsell opportunities
Cons
  • Keep building on the AI functionality
Likelihood to Recommend
If you have a churn problem, get Involve!
involve.ai Feature Ratings
Customer Data Extraction / Integration (2)
100%
10.0
Product usage
100%
10.0
Help desk / support tickets
100%
10.0
Customer Success Management (4)
97.5%
9.8
Customer profiles
100%
10.0
Automated workflow
100%
10.0
Customer health scoring
100%
10.0
Customer segmentation
90%
9.0
CSM Reporting & Analytics (3)
100%
10.0
Customer health trends
100%
10.0
Engagement analytics
100%
10.0
Dashboards
100%
10.0
Security (1)
N/A
N/A
Role-based user permissions
N/A
N/A
Platform & Infrastructure (2)
100%
10.0
API
100%
10.0
Integration with Salesforce.com
100%
10.0
Return on Investment
  • GRR has increased dramatically
  • NRR has increased
  • Team engagement/alignment around GRR
Alternatives Considered
involve.ai's low-touch, AI-based approach was judged as a faster "time to value" versus competitors. Incredible service was also a major differentiator.

Evaluate Involve.ai today and leverage AI for a full view of customer health

Rating: 9 out of 10
Incentivized
May 18, 2022
LJ
Lissa Johnson
Director Customer Success Operations
Zift Solutions (Computer Software, 51-200 employees)
Vetted Review
Verified User
Use Cases and Deployment Scope
We use Involve.ai as a tool to help us monitor customer health, predict churn and identify add-on and upsell opportunities. Involve.ai has helped us pull in data across multiple sources (product usage, CSAT, NPS, support ticket type/volume, and sentiment from calls/emails) to give us a more holistic view of customer health.
Pros
  • Easy to use UI
  • Transparency around product roadmap & features
  • Account management/customer success
Cons
  • GMAIL integration
  • More than surface level insights
Likelihood to Recommend
Customer health monitoring Identifying growth opportunities Identifying churn risk Developing CS playbooks based on health score
involve.ai Feature Ratings
Customer Data Extraction / Integration (2)
90%
9.0
Product usage
90%
9.0
Help desk / support tickets
90%
9.0
Customer Success Management (4)
82.5%
8.3
Customer profiles
80%
8.0
Automated workflow
80%
8.0
Customer health scoring
90%
9.0
Customer segmentation
80%
8.0
CSM Reporting & Analytics (4)
75%
7.5
Customer health trends
90%
9.0
Engagement analytics
70%
7.0
Revenue forecasting
70%
7.0
Dashboards
70%
7.0
Security (1)
N/A
N/A
Role-based user permissions
N/A
N/A
Platform & Infrastructure (2)
85%
8.5
API
80%
8.0
Integration with Salesforce.com
90%
9.0
Return on Investment
  • Company focus on customer health & holistic view
Alternatives Considered
ChurnZero was too heavy of a lift for our teams - required almost a full-time headcount to manage.
Other Software Used
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