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Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.
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*ALL PLANS ARE BILLED ANNUALLY
Whether you are just getting started with standardizing your operations or have a large library to automate, SmartPlaybooks will make you consistent, efficient, and ready to scale.
BasicSTARTING AT$199 / Month |
GrowthSTARTING AT$349 / Month |
ProSTARTING AT$599 / Month |
EnterpriseSTARTING AT$1,499 / Month |
|
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Users
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5 | 7 | 10 | 15 |
Additional Users
|
$20 / User / Month | $25 / User / Month | $30 / User / Month | $50 / User / Month |
Additional Lite Users
Lite users can only receive and complete tasks but will not have access to other information.
|
$10 / Lite User / Month | |||
Templates
Playbook templates are a set of activities to be performed in each situation. You are allowed to create templates depending on your subscription tier.
|
5 | 10 | 50 | Unlimited |
Storage Limit
|
250 MB | 500 MB | 1 GB | 3 GB |
Best Practice Templates
|
10 | 10 | 10 | |
Best Practice Triggers
|
5 | 5 | 5 | |
Alerts & Notifications
|
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Online Support
|
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CRM Integration
For account details that act as Playbook triggers
|
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Multiple Product / Service Management
For organizations having multiple product/service lines
|
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APIs for Triggers
Allows varied data sets for Playbook triggers
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Custom Trigger Development
|
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Email-based Support
|
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Task Management Integration
|
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Parent / Child Hierarchy Management
|
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Dedicated Customer Success Manager
|
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Advanced Access Controls
|
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Custom Reporting
|
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Starting at
$199 / Month
Starting at
$349 / Month
Starting at
$599 / Month
Starting at
$1,499 / Month
5
7
10
15
$20 / User / Month
$25 / User / Month
$30 / User / Month
$50 / User / Month
$10 / Lite User / Month
5
10
50
Unlimited
250 MB
500 MB
1 GB
3 GB
10
10
10
5
5
5
Improved task execution leading to better project outcomes.
Configure templates to fit your workflow style.
Save time with pre-defined tasks and team guidance.
Achieve more with your existing team.
A leader in retail analytics achieved an 18% reduction in onboarding time by implementing Playbooks across multiple roles.
In Episode 26, our CEO chats with Irit Eizips about the evolution of AI-Powered Customer Success.
Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.
We survey CS Teams from all over the world to get their feedback on current industry trends and what they see for the future of CS.