Retain → Expand

Activation & Retention

Where customers reach first value and stay — onboarding, health scoring, and CS workflows.

Jobs in this category

In-app onboarding & activationGuide new users to first value inside the product.

Dockest. 2021Freemium
Revenue enablement platform for collaborating with customers, sharing content, and enabling reps through deal rooms.

Customer success & healthTrack account health and drive renewals.

Vitallyest. 2017Contact
Customer success platform that unifies CRM, billing, product, and warehouse data into real-time customer views with health scores, playbooks, and workflow automation.
Planhatest. 2014MCPContact
Customer platform unifying CRM, product usage, support, and revenue data with health scores, workflows, and dashboards for post-sale teams.

Curated tools for this category are coming soon.