Loading SaaS profile...
Loading SaaS profile...
The first Brazilian customer success platform designed to centralize and manage the post-sales lifecycle.
Calculates real-time health scores for every customer account. Automates engagement workflows and tasks for CS teams. Provides a unified dashboard for customer communications and activity logs. Tracks and manages renewal dates and expansion opportunities. Generates detailed reports on churn metrics and Net Promoter Scores (NPS).
Market Specificity: Tailored specifically for the growing Latin American SaaS market with localized support. Visibility: Removes data silos by connecting CRM, helpdesk, and product usage data in one place. Action-Oriented: Doesn't just show data; it triggers specific 'playbooks' for agents based on customer behavior. Efficiency: Reduces the time spent on manual account auditing, allowing teams to scale their customer base without adding headcount.
Category: Business & Operations
Team Size: 26-100
Visit Website
CustomerX is a specialized Customer Success Management (CSM) platform that helps businesses monitor customer health, reduce churn, and drive expansion revenue. By centralizing data from various sources, it provides a 360-degree view of the customer journey, enabling teams to automate engagement playbooks and respond proactively to customer needs.
Founded in 2017 in Toledo, Brazil, by Gleistone Simon and a team of CS veterans. Having managed large customer portfolios themselves, they realized that spreadsheets were the biggest enemy of retention. They built CustomerX to be the 'Success Engine' for the next generation of Latin American digital businesses.
