🔧 Tools in Expansion Playbooks

EverAfter AI

The AI-Powered Customer Success Platform.

An AI-powered customer success platform that helps businesses scale customer-facing operations.

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Arrows

The Customer Onboarding Platform.

A customer onboarding platform that helps businesses create repeatable and collaborative onboarding plans.

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Gong

The Revenue Intelligence Platform.

A revenue intelligence platform that captures and analyzes customer interactions to provide actionable insights.

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ChurnZero

The Customer Success Platform for Subscription Businesses.

A real-time customer success platform that helps subscription businesses fight customer churn.

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Accord

The Customer Collaboration Platform.

A customer collaboration platform that helps B2B sales and success teams to manage complex deals and onboarding.

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Hook

The Customer Expansion Platform.

A platform that helps SaaS companies to identify and act on expansion opportunities from their existing customer base.

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Clari

The Revenue Platform.

A revenue platform that provides visibility into sales data, forecasting precision, and pipeline health.

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Catalyst

The Customer Growth Platform.

A customer growth platform that helps businesses centralize customer data and drive revenue through expansion.

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ClientSuccess

Customer Success Management Software.

A customer success platform focused on managing, retaining, and growing the existing customer base.

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Planhat

The Customer Platform.

A customer platform that helps businesses manage the entire post-sales customer lifecycle.

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Vitally

The All-in-One Customer Success Platform.

A customer success platform that combines real-time customer data with dedicated workspaces to enhance productivity and collaboration.

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CustomerSuccessBox

AI-Powered Customer Success Platform for B2B SaaS.

An outcome-driven customer success platform that helps B2B SaaS companies reduce churn and grow recurring revenue.

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Aviso

The AI Revenue Platform.

An AI-powered revenue operations platform that helps businesses with forecasting, deal intelligence, and sales planning.

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SmartKarrot

Intelligent Customer Success & Account Management.

A customer success platform that helps businesses manage customer growth and scale operations through intelligence and automation.

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Salesloft

The Revenue Workflow Platform.

A revenue workflow platform that helps sales teams with engagement, forecasting, and conversation intelligence.

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Chorus.ai by ZoomInfo

Conversation Intelligence for Revenue Teams.

A conversation intelligence platform that records, transcribes, and analyzes sales meetings to provide insights.

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Gainsight

The Customer Success Company that helps businesses grow faster by reducing churn, increasing upsell, and driving customer advocacy.

A leading customer success platform for managing customer relationships, reducing churn, and identifying expansion opportunities.

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Totango

The Customer Growth Platform.

A composable customer success platform that helps businesses drive customer value and revenue at scale.

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UserIQ

Customer Success Platform.

A customer success platform that helps uncover health insights, predict user hurdles, and simplify account management.

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HubSpot Service Hub

Customer Service Software That Builds a Better Customer Experience.

A customer service software platform that helps businesses manage customer relationships and provide support.

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InsightSquared

Revenue Intelligence for Modern Business.

A revenue intelligence platform with a focus on analytics and reporting for sales performance.

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Salesforce Sales Cloud

The #1 AI CRM for Sales.

A cloud-based CRM platform that helps businesses grow accounts, find new customers, and close deals faster.

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Outreach

The Sales Execution Platform.

A sales execution platform that helps revenue organizations create and close pipeline.

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