Win customers
for life
- Automate renewals and never miss an expansion opportunity.
- Standardize templates for your whole team to save time on FAQs.
- Never miss a follow-up with built-in reminders.
- Dive into reporting on things that matter most for your team's activity and outcomes that lead to revenue.
With Mixmax, we went from sourcing $100k in upsell pipeline per quarter to nearly $1 million per quarter. Within a couple of quarters, we’ll be sourcing over a million dollars of upsell pipeline for our sales team to pursue from the CS team.
Automate renewals & QBR flow
Scale your customer outreach and add more value, without needing more team members. Stay ahead of every customer renewal by initiating strategic customer meetings with automated workflows and personalization.
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Achieve perfect sales hand-offs
Make every new customer feel the love with a thoughtfully crafted, personalized onboarding journey. Automate internal alerts between sales and customer success to ensure no new customer falls through the cracks.
Simplify scheduling with customers
Provide a better customer experience with meeting templates and one-click reminders. Focus on building relationships, not back-and-forth scheduling. Add your calendar availability to any email and let customers click a time that works for them.
Save hours with email templates
Turn your most effective emails into time-saving templates that you can quickly embed into any email. Standardize templates for your whole team to save time on FAQ.
Cut down on context-switching
We know you want to work from Gmail, not yet another SaaS tool. Mixmax lets you work in Salesforce and LinkedIn from Gmail, allowing you to access and update Salesforce, drop recipients into sequences, send LinkedIn InMail and quickly access customer and tracking data right from your inbox.
Report directly in Salesforce
Access your success team's production metrics and review your activity history with open opportunities, accounts, or contacts to ensure nothing slips through the cracks. Measure the number of created and qualified expansion opportunities by rep. Collaborate across the team to leverage top-performing playbooks.
Mixmax streamlines collaboration between sales and customer success. Using templates has enabled our growing team to collaborate between different departments.
