Engage more customers

Eliminate repetitive tasks for your Customer Success team so they can work smarter, build relationships, and hit their revenue goals. 

  • Automate renewal Sequences and include Polls to stay on top of each account
  • Build alerts based on customer activity and capture every expansion opportunity
  • Improve hand-offs and collaboration with Sales

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Maximize prospecting efficiency

Grow your top accounts

Start more conversations with new teams at your top accounts. Identify highly engaged contacts in new departments for growth opportunities. Prioritize your time on contacts who are engaging with feature adoption and upsell campaigns.

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.

engage more customers
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Save hours with email templates

Writing the same email again and again? Save your most effective emails into time-saving Templates that you can quickly embed into any email. Share top-performing Templates with your team to boost collaboration and results.

Engage with customers in new ways

Prompt a quick reply with an embedded poll or survey and trigger an automated follow up or update an account in Salesforce, based on their response. 

Mixmax polls for prospecting
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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.

Never miss a follow-up

Push important messages back up to the top of your inbox, or into Slack. Use reminders to get prompted when a customer hasn't replied to your email. 

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"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.”



Luke Via
Luke Via Senior Director of Customer Success
“I love having all my Salesforce data right on the side of my inbox, so I don't have to search for contact details in SFDC. Their Rules features saves me at least an hour a day automating responses & updating Salesforce fields.”


Brian Collins
Brian Collins Sales Enablement Manage
The time saved with Mixmax is huge. It empowers us to use that time we don’t have to spend writing individual emails to nurture relationships with customers through proactive meetings.


Bridget Sicard
Bridget Sicard Director of Customer Success

Build a winning
revenue process

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revenue team success