Build and close more expansion pipeline

Empower your Customer Success team to work smarter, build relationships, and hit their revenue goals.

  • Automate renewals with email polls and Salesforce workflows
  • Increase customer engagement with email templates and sequences
  • Simplify scheduling with embedded calendar links

  • Request a demo
  • Get started free
customer success hero Medium-1
Google calendar shared team meetings

Enable smooth meeting handoffs

Meeting handoffs between departments don’t need to take much time. Eliminate the need for email introductions and manual actions from the team that slow down your process. Combine handoff rules with automated email templates.

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.

CSM auto renewal
CSM introduction

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.

CSM scheduling
Mixmax streamlines collaboration between sales and customer success. Using templates has enabled our growing team to collaborate between different departments.
Samantha Kennedy Director, Enterprise Customer Success,

Build a winning
revenue process

  • Request a demo
  • Get started free
revenue team success