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How involve.ai works

We help you capture and analyze customer interactions to alert you of churn risks and expansion opportunities.

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Transform Your Customer Data into Revenue Retention and Growth

involve.ai is the only Early Warning Dashboard that gives teams complete visibility into all their customers, allowing them to drive more revenue through smarter renewals & upsells.

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Become truly customer-centric

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360 Customer Health
 

The platform automatically integrates with 176 of the most common software platforms to ensure that all of your data is unified, delivering personalized recommendations
for actions.

Actionable Customer Health Scores in Just Days

Harness the true power of Artificial Intelligence using our 90% accurate 9Factor™ model to analyze your qualitative & quantitative customer data.

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Prioritize Your Customer Engagement Every Day

Accesses intuitive, dynamically updated customer health scores to know exactly where to focus daily efforts. And actionable insights show teams how to prevent churn, pinpoint expansion, and drive revenue growth.

Your Data is 100% Safe

The involve.ai platform has been AICPA SOC2 certified by meeting the most stringent compliance standards possible, ensuring that your data is always completely safe.

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Data-driven Actionable Insights to Ensure Every Customer’s Success

Instantly recognize customer trends, expose potential problems, uncover revenue opportunities, and send data-backed success recommendations to your frontline Customer Success Managers.

Automated Workflows and Playbooks

SmartFlows automate the next best actions by combining industry best practices and benchmarking with workflow automation tools.

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Powerful Reporting at Every Level

Forecast data at the board level. Slice and dice reports by team, geography, product, or CSM to always know and communicate customer KPIs.

Work Across the Entire Customer Journey

Collaborate across the entire customer journey, from onboarding to adoption, scaling health customers, or firefighting at-risk customers. 

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Your customer data is sacred, that’s why security is our #1 priority

ONBOARDING IN 7 DAYS + HANDS-ON TRAINING AND SUPPORT

78

NPS

+36pts

Over Industry Average

97%+

CSAT

Most teams are up and running after just one session

Single Sign On

A standardized, centralized login infrastructure to manage access and ensure  security. 

Access Controls

Admins easily ensure that customer data insights are limited to only the users with a need. 

Scalability & Uptime

99.5%+ uptime to-date with dynamically scaling servers so you can count on your dashboard being available whenever you need it. 

Fully Audited

Detailed audit trails for every activity ensure your data is being accessed according to company policy.

ENTERPRISE READY

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Revenue Quiz

Are you leaving money on the table?
Take the quiz and see where you stand.
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Get Your ROI Analysis

Contact our sales team to schedule a demo and find out how involve.ai can help you.
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