--- description: Review of Freshsuccess Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Freshsuccess | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [IT Ticketing Systems](/directory/1630/it-ticketing/software) > [Freshsuccess](/software/78114/natero) # Freshsuccess Canonical: https://www.softwareadvice.ie/software/78114/natero Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/78114/natero?page=2) > Freshsuccess is a customer success platform that helps businesses streamline operations related to customer account health tracking, client segmentation, workflow configuration and more on a centralized platform. It enables employees to identify and automatically receive alerts to handle customer churn, new advocates, expansion opportunities and other activities. Freshsuccess allows administrators to define milestones, create to-do lists and configure rule-based workflows to manage processes across customer onboarding, business reviews and renewals. The email automation functionality lets teams use a drag-and-drop interface to create custom emails and auto-trigger campaigns based on customer behavior and lifecycle phases. Additionally, with the team management module, managers and leaders can generate reports to gain insights into employee, workflows and overall customer journey performance. Freshsuccess provides an application programming interface (API), which enables organizations to integrate the platform with several third-party solutions, including Netsuite, Zoho CRM, Chargebee, Quickbooks, Okta and more. It is available on annual subscriptions and support is extended via FAQs, documentation and email > > Verdict: Rated **4.6/5** by 8 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 8 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 5.0/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Freshworks - **Location**: San Mateo, US - **Founded**: 2011 ## Commercial Context - **Starting Price**: US$578.00 - **Pricing Details**: Contact Freshworks for pricing information. - **Target Audience**: 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Australia, Canada, France, Germany, India, Ireland, Israel, New Zealand, United Kingdom, United States ## Features - API - Account Alerts - Account Management - Activity Dashboard - Activity Tracking - Alerts/Escalation - Behaviour Tracking - CRM - Campaign Management - Collaboration Tools - Communication Management - Configurable Workflow - Customer Database - Customer Engagement - Customer Management - Customer Segmentation - Customisable Reports - Customisable Templates - Dashboard - Data Import/Export ## Integrations (45 total) - Agile CRM - Aircall - AskNicely - Capsule - Chargebee - ChartMogul - Close - FreshBooks - Freshdesk - Freshsales - GoCardless - GoTo Meeting - Google Calendar - Help Scout - HubSpot CRM ... and 30 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [IT Ticketing Systems](https://www.softwareadvice.ie/directory/1630/it-ticketing/software) ## Related Categories - [IT Ticketing Systems](https://www.softwareadvice.ie/directory/1630/it-ticketing/software) - [Higher Education CRM Software](https://www.softwareadvice.ie/directory/3231/higher-education/software) - [CRM Software for Startups ](https://www.softwareadvice.ie/directory/3235/startup/software) - [Customer Success Software](https://www.softwareadvice.ie/directory/4628/customer-success/software) - [Customer Retention Software](https://www.softwareadvice.ie/directory/4619/customer-retention/software) ## Alternatives 1. [LiveAgent](https://www.softwareadvice.ie/software/109980/liveagent) — 4.7/5 (1753 reviews) 2. [Bitrix24](https://www.softwareadvice.ie/software/128326/bitrix24) — 4.2/5 (984 reviews) 3. [Zendesk Suite](https://www.softwareadvice.ie/software/26892/zendesk-talk) — 4.4/5 (4072 reviews) 4. [EngageBay CRM](https://www.softwareadvice.ie/software/83835/engagebay) — 4.7/5 (907 reviews) 5. [Zoho Desk](https://www.softwareadvice.ie/software/393877/zoho-desk) — 4.5/5 (2211 reviews) ## Reviews ### "Fantastic" — 5.0/5 > **Garrett** | *6 February 2019* | Computer Software | Recommendation rating: 9.0/10 > > **Pros**: By it's nature, Natero is a very complicated product. It ties together a bunch of different datasets and presents them as a unified indicator of client health. To Natero's credit, they've done a very good job of creating a team and process that can get a new client from A to B. For the most part, implementation was painless - with only the instances of data issues on our end slowing things down or complicating the process. The integrations team was all over helping us get set up, and I was very pleased that Natero built a custom integration into a 3rd party tool so we could pull in NPS data and associate it with client accounts. The app works great and is easy to use once you've learned where everything is in the platform. > > **Cons**: I can't say anything negative about Natero - for the complexity of this kind of product and the data it pulls in, everything was relatively easy. The only thing that would have helped might have been more direct involvement with us on the integration process to speed things up. We had tons of interaction with the onboarding team, but I think we might have been able to speed up our particular onboarding process if we'd had a dedicated person walking through it with us. That said, for the pricing compared to enterprise level solutions, I'm extremely happy with this. > > So far very good experience with Natero. We haven't been using the platform long enough yet to judge its effectiveness on measuring health and likelihood of churning, but based on the datasets we're pulling in, I'm pretty confident that it's going to do the job very well. Our CES team is thrilled about having Natero. ----- ### "Success Defined\!" — 5.0/5 > **Vance** | *11 October 2018* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: The platform is as simple or as complex as desired. Integrations are seamless. Reporting functionality is top notch. Support is unmatched, Echo Song is priceless. I would implement this solution into my families home life if I could.... and I just might\! > > **Cons**: The only thing I can even come up with as a "dislike" and it is still a positive. It is that the Natero platform has so many effective features, apps and processes that one would be hard pressed to become a pro on them all. > > As a small CS shop in a startup we wanted a big time solution on a start up budget. We got more than we anticipated in the area of immediate positive results for the CSM's. Increased visibility with integrated ability to manage the entire life cycle of customers. Individually designed custom account dashboards and workflows makes choosing Natero a true game changer and allows us to implement repeatable success ----- ### "Easy to use tool to capture progress regularly" — 4.0/5 > **Supreet** | *27 December 2018* | Internet | Recommendation rating: 8.0/10 > > **Pros**: Earlier, we used to capture a lot of account related stuff on Google Sheets. That was okay for a small team, but as we scaled from a team of 4 to 20 (and still growing) - things started getting difficult and we realised we needed a proper Customer Success tracking tool to capture all of our account related updates, actionables, goals, tasks and track them on an ongoing period. The tool is easy to use - has several dashboards that give quick overviews, integration has easy and Natero can capture data from multiple sources which eventually decides the account Health Score - an important tracking metric for any CS team. > > **Cons**: At times, the tool becomes slow and unuseable. Some of the data points take longer than usual to sync. > > It's been pretty great overall. I am now - - better able to assess progress with my accounts - see all my weekly calls, updates in one place - take action on any red flags immediately - manage upsell/churn effectively - see all client communication in one place ----- ### "Great Customer Success Tool" — 5.0/5 > **Shaune** | *20 July 2019* | E-Learning | Recommendation rating: 9.0/10 > > **Pros**: I use Natero daily to manage the health of my client's accounts. It took some time to learn how to navigate, but within a couple of weeks, it's extremely familiar. It tracks all of the important metrics, is quite customizable from an admin perspective, allows users to create lists and dashboards, as well as send email campaigns to contact lists that you can create (including customizable templates or with HTML). Their support is absolutely fantastic; fast to reply to tickets and questions and extremely thorough in their follow-ups. > > **Cons**: I would like the ability to see which links users click on within the newsletters that we send - generally just more info with the campaigns in general because I'm not able to fully maximize the potential there. ----- ### "An already great product, with a lot of potential" — 5.0/5 > **George** | *3 January 2019* | E-Learning | Recommendation rating: 9.0/10 > > **Pros**: The reporting functionality and capabilities are quite extensive. The home page of each client is customizable and can provide extensive insight into each one at a glance. Integrations with multiple external platforms have been very useful to us. The Support and Customer Success departments are very helpful and responsive. > > **Cons**: Although very extensive, the reporting functionality has a steep learning curve and might appear difficult to less experienced team members. We have got less usage out of the Email Center than we would like to, as this is still lacking some critifical functionality for us. > > It allows us to have a main point of reference for all accounts, and integrate our insight into each one, whether it is the CSM's opinion, our platform's usage, their contracts, etc. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/78114/natero?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/78114/natero) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data