Bolstra

Customer Success. Simplified.

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Overview

Bolstra is a customer success management platform that aims to simplify the complexities of managing customer relationships. It focuses on helping businesses codify their customer journey and best practices into repeatable, automated playbooks. The platform provides tools for customer health monitoring, task management, and collaboration to ensure that CSMs can effectively guide customers toward their desired outcomes. Bolstra is designed for B2B companies looking to operationalize and scale their customer success efforts in a structured way.

✨ Key Features

  • Customer Journey Mapping
  • Automated Playbooks (Blueprint)
  • Customer Health Scoring
  • Task and Activity Management
  • 360-degree Customer View
  • Collaboration Tools

🎯 Key Differentiators

  • Strong focus on codifying the customer journey into a 'Blueprint'
  • Emphasis on simplicity and structured workflows
  • Designed to make best practices repeatable and scalable

Unique Value: Helps businesses simplify and scale their customer success by turning their unique customer journey into a repeatable, automated process.

🎯 Use Cases (4)

Operationalizing the customer journey Automating customer success playbooks Managing CSM tasks and activities Monitoring customer health

✅ Best For

  • Structured, playbook-driven customer success
  • Mid-market B2B companies

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Teams needing highly flexible, data-centric platforms
  • Companies looking for advanced digital adoption or in-app guidance features

🏆 Alternatives

ClientSuccess Custify ChurnZero

Offers a more structured, journey-mapping approach compared to platforms that focus primarily on health scores or open-ended task management.

💻 Platforms

Web

🔌 Integrations

Salesforce Zendesk Jira Slack

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies by plan tier)

🔒 Compliance & Security

✓ GDPR ✓ SSO

💰 Pricing

Contact for pricing

Free tier: NA

Visit Bolstra Website →