Best Customer Success Experienceright in your HubSpot
Drive retention and expansion at scale with AI superpower and HubSpot.
RevOS enables best possible Customer Success Experience with Health Scores, Playbooks and Automations without leaving the CRM and duplicating data.
BUILD WITH BEST PRACTICES FROM MOST INNOVATIVE COMPANIES
Our customers use RevOS AI/ML and integrations for advanced health scoring and 360 view of the customer integrated in HubSpot to enhance efficiency, reducing churn and increasing up-sell. Alongside, customizable playbooks , and targeted automations ensure dynamic customer engagement, while integrated customer surveys and seamless collaboration between sales and customer success teams drive strategic up-sell and cross-sell opportunities, paving the way for sustainable growth.
360 Degree View of your Customer
- Contact management with single point of truth across all teams.
- Intelligent Activity Tracking and integration with e-mails, calendars, and other communication channels.
- Customer Health Score - RevOS helps you to connect data from all of your product usage, support and communication tools to build a comprehensive health score.
- Custom Timeline Events- will be generated by RevOS helping you to keep up with updates of Customer Health Score so you'll never miss an important like contract renewals, sudden usage drops, escalations etc.
Integrate any customer data, in any format
- Experience unmatched connectivity with our 120 ready-to-use connectors, a breadth of integration unmatched by any other CSM product on the market. All modern Product Analytics, Support or Communication systems.
- Effortlessly connect with widely-used platforms using pre-built solutions in RevOS, enabling direct integration through just a few simple clicks.
- Connect to your internal product data, databases, and data warehouses with unparalleled simplicity, and effortlessly interface with custom REST APIs or WebHooks.
Playbooks & Automations
- Playbooks for consistency, simpler knowledge sharing and best practices for QBRs, Product Releases, Monthly and Weekly Checkins.
- Sequences for automatic follow-ups for scheduling of QBRs, NPS Scores surveys, etc.
- Workflows for automated tasks like 90 days before renewals, automations based on Health Score Change e.g. sudden Usage Drop etc.
Customer Surveys and Sequences
- Surveys for collecting customer feedback like Net Promoter Score (NPS), Customer Satisfaction (CSAT) and Customer Efforts Score (CES) to gather critical customer feedback.
- Seamless integration of results into Health Score Change to predict churn and uncover growth opportunities.
- Workflows and Sequences for automated handling of Survey Results e.g. detractors or promoters handling.
Seamless Collaboration
- Customer Success Inbox for multi-channel conversation where context and necessary information available at hand.
- Integrated Task Management that works across the teams and departments and encapsulates scheduled and recurring tasks like Monthly / Weekly check-ins, sync calls, etc.
- Sales, Marketing and Service Management all functions with the same UI and UX.
Maximize your organization's revenue potential with RevOS
Use the power of AI to align sales and customer success teams for an exceptional customer experience.
- Faster Growth
- 19%
- Higher NRR
- 18%
- Less Churn
- 50%
- More Up & Cross-Sells
- 85%
Frequently asked questions
RevOS enhances the functionality of HubSpot by collecting data from various sources such as customer interactions, usage metrics, and demographics, along with custom data sources defined within RevOS itself. This data is then synchronized with HubSpot to create a comprehensive 360-degree view of each customer, including detailed health scores.
Once the health score is calculated, the data is synced back to HubSpot and becomes visible as a custom CRM Card and custom timeline events for customer health score changes. These integrations enable the triggering of specific workflows, automations, and playbooks. This seamless connection saves time for Customer Success Managers (CSMs) and significantly boosts their productivity by providing deeper insights and more efficient management tools.
We support all versions and editions of HubSpot CRM from Free Tools & CRM, all professional hubs (Marketing, Sales, Service and CSM) as well as Enterprise versions. Your mileage may however warry if you would like to trigger automations, workflows, sequences or playbooks based on the customer events. Just reach out to us we can advice you on the featuresets and plans.
After the initial design partnership phase with a few selected customers and numerous iterations, RevOS is currently in the early access phase. We are a small startup built by an experienced team and we have a fresh view on the problem. Great for early adopters who want to help us shape the future together. Not great for established companies with 100-item RFP (we'll get there). Our pricing for early access you can see on our pricing page.
Yes, we are rolling out self-service access to the RevOS platform right now, you can register on the wait list for our free trial using following link https://app.revos.ai/sign-up.
Very secure, we employ security measures such as encryption, access controls, and regular security testing to protect your data. We are currently in the process to acquire industry standard SOC 2 Type I and Type II certifications. To earn your trust, we make it a point to transparently share our security and compliance program with you, please see it on our security page.
You can integrate 120+ connectors across various categories, including CRM, ERP, database, support, business intelligence, and analytics: Salesforce, ServiceNow, HubSpot, Pendo, Zendesk, Slack, Microsoft Excel, Snowflake, Mixpanel, Microsoft Dynamics, and many others.
We also have an excellent support for custom REST APIs and if you want you can just push your data via Webhook to us. Just reach out.
- Yes, the Customer Health Score can be customized to fit the specific needs of your company. This may include adjusting the weight given to certain factors or incorporating additional data sources.
- The frequency of updates may vary depending on the data that you used, but the Customer Health Score is typically updated on a regular basis daily, weekly, or monthly.
Absolutely! We offer a specialized Customer Success Operations (CS Ops) package that goes beyond just integration and providing industry-best health scoring. Our team is dedicated to supporting and advising on the configuration and customization of your HubSpot instance. We work closely with you to ensure that your HubSpot setup is tailored to meet your specific needs, enabling the best possible customer success experience within your HubSpot environment. This comprehensive approach ensures that your HubSpot platform is optimized for maximum efficiency and effectiveness, aligning perfectly with your business objectives and customer success strategies.
Are you sure your CSMs need another CRM?
Boost your teamwork and cut costs by using RevOS in HubSpot for both CRM and CSM, preventing data silos and ensuring seamless customer success.