For teams managing
[multiple accounts.]

Compare All Plans
Basic

STARTING AT

$199

PER MONTH

For 5 Users

For small teams with a few standard activities.

Up to 5 Templates

Additional Users: $20 / Month

Talk to Sales
Growth

STARTING AT

$349

PER MONTH

For 7 Users

For small teams with a few standard activities.

Up to 10 Templates

Additional Users: $25 / Month

Talk to Sales
Pro

STARTING AT

$599

PER MONTH

For 10 Users

For small teams with a few standard activities.

Up to 50 Templates

Additional Users: $30 / Month

Talk to Sales
Enterprise

STARTING AT

$1,499

PER MONTH

For 15 Users

For small teams with a few standard activities.

Unlimited Templates

Additional Users: $50 / Month

Talk to Sales

*ALL PLANS ARE BILLED ANNUALLY

[Compare] plans.

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.

Find Your Plan

Basic
STARTING AT
$199 / Month
Growth
STARTING AT
$349 / Month
Pro
STARTING AT
$599 / Month
Enterprise
STARTING AT
$1,499 / Month
Users
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
Online Support
CRM Integration
For account details that act as Playbook triggers
Multiple Product / Service Management
For organizations having multiple product/service lines
APIs for Triggers
Allows varied data sets for Playbook triggers
Custom Trigger Development
Email-based Support
Task Management Integration
Parent / Child Hierarchy Management
Dedicated Customer Success Manager
Advanced Access Controls
Custom Reporting
Basic
Get in Touch
Growth
Get in Touch
Pro
Get in Touch
Enterprise
Get in Touch
Basic

Starting at

$199 / Month

Growth

Starting at

$349 / Month

Pro

Starting at

$599 / Month

Enterprise

Starting at

$1,499 / Month

Users

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

Online Support

CRM Integration
For account details that act as Playbook triggers

Multiple Product / Service Management
For organizations having multiple product/service lines

APIs for Triggers
Allows varied data sets for Playbook triggers

Custom Trigger Development

Email-based Support

Task Management Integration

Parent / Child Hierarchy Management

Dedicated Customer Success Manager

Advanced Access Controls

Custom Reporting

Basic
Get in Touch
Growth
Get in Touch
Pro
Get in Touch
Enterprise
Get in Touch

Helping you achieve more.

Image
Consistent

Consistent

Improved task execution leading to better project outcomes.

Flexible

Flexible

Configure templates to fit your workflow style.

Efficient

Efficient

Save time with pre-defined tasks and team guidance.

Scalable

Scalable

Achieve more with your existing team.

Background

Standard processes, faster.

A leader in retail analytics achieved an 18% reduction in onboarding time by implementing Playbooks across multiple roles.

Background

Smarter relationships are just a [click] away.

See how SmartKonversations can work for you.

Schedule a Demo

Resources & Insights

Intelligent Customer Success Podcast Intelligent Customer Success Podcast
NEW MICRO-PODCAST!

Customer Success Intelligence Podcast

In Episode 26, our CEO chats with Irit Eizips about the evolution of AI-Powered Customer Success.

Customer Success Blog

Articles & Blog

Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.

Customer Success Survey

Customer Success Surveys

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.

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