CustomerAutomation turns onboarding, renewals, dunning and check-ins into versioned workflows that run on your data — across the CRM, helpdesk and billing tools your team already uses.
14-day evaluation environment · No credit card · EU-hosted
Link your CRM, helpdesk and billing platform with read/write scopes you control.
Describe the lifecycle stages your customers actually move through.
Trigger tasks, messages and handovers when a customer changes stage.
Track completion, drop-off and time-in-stage per segment and owner.
A workflow starts when something actually changes — a plan upgrade, a failed payment, a support ticket reopened for the third time. Conditions are evaluated against live account data, so the right thing happens without anyone remembering to check.
Start a run on record changes, inbound webhooks, schedules or thresholds you define — with idempotency built in.
Segment by plan, region, health score or contract value and send each branch down a different path.
Assign approvals and manual tasks to a person or a queue; the workflow waits and escalates on your SLA.
Versioning, testing and observability are part of the product rather than something you assemble afterwards.
Replay a workflow against real historical accounts and inspect what would have happened before anything ships.
Every published change is versioned with a diff, an author and a one-click rollback to the previous revision.
Per-run timeline showing each step, the data it read, the decision it took and the payload it sent.
Reusable email and in-app templates with per-locale variants and merge fields resolved at send time.
Per-customer send limits, quiet hours and suppression lists enforced centrally, not per workflow.
Conversion, time-in-stage and churn-risk views broken down by segment, workflow version and owner.
Most teams start with one of these and expand from there.
Create the kickoff task, send the welcome sequence, and escalate to a named owner if the account has not completed setup within ten days.
Open a renewal task 90 days out, attach usage and support history, and notify the account owner when sentiment or usage drops.
Retry failed payments on a schedule, pause reminders while a support ticket is open, and hand off to finance before suspension.
Detect declining engagement, offer a check-in, and route the account to a specialist when the score stays low for two cycles.
Native connectors for common platforms, plus a generic REST and webhook connector for everything else.
A 30-minute walkthrough with one of your real workflows mapped out. Write to [email protected].