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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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Recent Reviews

TrustRadius Insights

Limited capabilities for customer service teams: Several users have expressed that the involve.ai software is lacking in features …
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Pricing

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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

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Gainsight’s customer-centric technology aims to drive the future of customer success. The company’s Customer Cloud offers a set of solutions focused on customer success, product experience, revenue optimization, customer experience, and customer data, that together are designed to enable businesses…

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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 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 and Ratings

(7)

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
September 16, 2022

Reduce risk. Boost GRR.

Jason Wesbecher | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Task management
  • Team workflows
  • Insights around churn risk
  • Upsell opportunities
  • Keep building on the AI functionality
If you have a churn problem, get Involve!
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
  • GRR has increased dramatically
  • NRR has increased
  • Team engagement/alignment around GRR
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Easy to use UI
  • Transparency around product roadmap & features
  • Account management/customer success
  • GMAIL integration
  • More than surface level insights
Customer health monitoring Identifying growth opportunities Identifying churn risk Developing CS playbooks based on health score
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
  • Company focus on customer health & holistic view
ChurnZero was too heavy of a lift for our teams - required almost a full-time headcount to manage.
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