Partenero is a customer success tool that lets you monitor customer health, create action plans, and execute playbooks.
Partenero gives you a 360º view of every customer’s history, so you can keep tabs on all your customers from one platform.
Getting started is a breeze—just add your contacts manually or import customer data from your CRM or spreadsheet.
View the touchpoints, tasks, surveys, and action plans for each customer without switching between tools or browser tabs.
You can monitor the health of your customers using health scores and examine how each score is calculated.
360º view of customer information
Get a 360º view of a customer’s information, including touchpoints, tasks, surveys, and action plans.
Customers need different things at different points in the customer journey, which is why Partenero allows you to map out your customer journey and track client progress.
Create the stages in your journey from scratch or use an existing template to develop a journey that matches your internal processes.
You’ll be able to view the entire customer journey in Kanban or list modes, and move the customer along the journey with a simple drag-and-drop.
Client portfolio in Kanban
See the entire customer journey at a glance and drag-and-drop clients as they progress through each step.
Say goodbye to repeating manual tasks over and over again. Partenero lets you automate the process by creating a playbook template for different repetitive tasks.
You can add tasks that are linked to success plans and playbooks, or create standalone tasks that need to be completed for a specific client.
That means you’ll be able to clearly define the goals for each customer and make business management more practical—all without breaking a sweat!
Create a playbook template with repeatable actions based on each step of the customer journey.
Best of all, you can create net promoter score (NPS), customer satisfaction score (CSAT), and custom surveys, as well as manage responses in Partenero.
To boost your response rate, you can even send your survey with a personalized email and follow up with a special thank-you message to customers who complete it.
Once your survey responses start trickling in, you’ll get a survey report complete with key metrics and insights to help you make informed business decisions.Buy Now$59