Frequently Asked Questions

Most teams are up and running within 30 minutes. Simply connect your CRM and other tools, and our AI will start analyzing your customer data immediately.

No technical skills required. Successifier is designed for Customer Success professionals. Our intuitive interface and guided setup make it easy to get started without any coding knowledge.

Yes! You can import customer data via CSV, or connect directly to your CRM (Salesforce, HubSpot) for automatic sync. We also support importing from spreadsheets.

We integrate with popular tools like Salesforce, HubSpot, Intercom, Stripe, Zendesk, Freshdesk, and more. New integrations are added regularly based on customer feedback.

Connect your Gmail or Outlook account to automatically log customer communications. Emails are synced in real-time and linked to the relevant customer accounts.

Absolutely. You can connect as many integrations as you need. Data from all sources is unified in a single customer view.

Our AI analyzes multiple signals including product usage, support tickets, engagement patterns, and payment history to calculate a real-time health score for each customer. The score updates automatically as new data comes in.

Successifier provides churn predictions, expansion opportunities, recommended actions, sentiment analysis from communications, and automated task prioritization based on customer health.

Yes, you can adjust the weight of different factors in the health score calculation to match your business model and what matters most for your customers.

Absolutely. We use bank-level encryption (AES-256) for all data at rest and in transit. Our infrastructure is hosted on secure cloud providers with SOC 2 compliance.

Never. Your data is yours. We do not sell, share, or use your customer data for any purpose other than providing you with our service.

Yes, Successifier is fully GDPR compliant. We provide data export, deletion capabilities, and all necessary controls to help you meet your compliance requirements.

Yes! All plans come with a 14-day free trial. No credit card required to start. You get full access to all features during the trial.

Yes, you can cancel your subscription at any time with no questions asked. We don't believe in lock-in contracts. Your data remains accessible for 30 days after cancellation.

We'll notify you when you're approaching your limit. You can upgrade your plan at any time, or we can discuss custom pricing for larger teams.

Yes! We offer special pricing for early-stage startups and nonprofit organizations. Contact us to learn more about our discount programs.

All plans include email support with 24-hour response time. Growth and Enterprise plans include priority support with faster response times and dedicated success managers.

Yes, we offer guided onboarding for all new customers. Enterprise plans include dedicated onboarding sessions and custom training for your team.

Yes, we have comprehensive documentation, video tutorials, and a knowledge base to help you get the most out of Successifier.