Made for Revenue Leaders with high touch customers

Actionable Customer Cheat Sheet

Grow upsell pipeline and prevent churn using instant AI-powered customer insights and start making senses of emails, call notes, support tickets, and more.

*Set up in 5min. No complex and clunky software.

Generated over 1 million customer insights

Customer cheat sheets have been a game-changer for our Sales and CS team.

Scattered customer data makes upselling difficult

Upsell outreach strategy requires making sense of customer data. When customer communication is spread across different places, scaling startups find itself missing out on upsells and expansion revenues.

How to take control of your upsell pipeline?

01
Making sense of Emails, Customer Support, and Sales notes

AI-powered feature summarizes customer activity across communication tools

02
Generate real-time Actionable Customer Cheat Sheets

Up to date customer insights and context available anywhere

03
Identify Upsell Opportunities with Weekly Reports

Create an upsell pipeline using signals from happy customers

Built for teams with high touch customers

Revenue Leaders

Executives can get insights on GRR and NRR opportunities through customer segmentation, weekly customer status reports and team performance updates. Driving alignment between Sales and CS teams.

Sales Teams

Sales teams now have upsell pipeline ready with customer cheat sheets. Upsell to happy customers in partnership with the Customer Success team.

Customer Success Teams

Customer Success teams can collaborate with no context lost when switching account owners. Uncover gaps in customer communication and deliver high quality customer experience.

Support Teams

Support team can save time with a context history and be prepared walking into every conversations with customers.

Get Started With Executive Business Review

A tool to help you access customer insight at your fingertip. Take back control of churn, and upsells. From cost center to revenue generator.

Don’t believe us? Heres what customer facing teams are saying

EBR helps them scale. Making sense of data. Saving time and remove needless back and forth.

"The most effective tool I've used to keep Sales, CS, and everyone talking to customers all on the same page."

Kevin Martin

CEO

"The most effective tool I've used to keep Sales, CS, and everyone talking to customers all on the same page."

Kevin Martin

CEO

"The most effective tool I've used to keep Sales, CS, and everyone talking to customers all on the same page."

Kevin Martin

CEO

“I used to check 3 or 4 places for customer communication which was a huge waste of time. Then I have to make sense of it and how to deliver quality experience. Clickie makes this process MUCH easier for me."

Melanie Kinney

Support Director

“I used to check 3 or 4 places for customer communication which was a huge waste of time. Then I have to make sense of it and how to deliver quality experience. Clickie makes this process MUCH easier for me."

Melanie Kinney

Support Director

“I used to check 3 or 4 places for customer communication which was a huge waste of time. Then I have to make sense of it and how to deliver quality experience. Clickie makes this process MUCH easier for me."

Melanie Kinney

Support Director

"Always handy. Helps me open conversations, highlight what customers are doing really well, and easily have expansion conversations.”

Theresa Rion

Customer Success

"Always handy. Helps me open conversations, highlight what customers are doing really well, and easily have expansion conversations.”

Theresa Rion

Customer Success

"Always handy. Helps me open conversations, highlight what customers are doing really well, and easily have expansion conversations.”

Theresa Rion

Customer Success

"I know which companies to target, why I should target them and what I should do when I'm targeting them. It takes 80% of the admin work away, and I just get to focus on doing my job"

Daniel Russel

Account Exec

"I know which companies to target, why I should target them and what I should do when I'm targeting them. It takes 80% of the admin work away, and I just get to focus on doing my job"

Daniel Russel

Account Exec

"I know which companies to target, why I should target them and what I should do when I'm targeting them. It takes 80% of the admin work away, and I just get to focus on doing my job"

Daniel Russel

Account Exec

Learn more on how to take control of upsells

Learn how quantifying customer insights to revenue impact can effectively drive the product roadmap

Learn how quantifying customer insights to revenue impact can effectively drive the product roadmap

Learn how quantifying customer insights to revenue impact can effectively drive the product roadmap

CS operations enables customer success to be more strategic and to drive growth. Heres how

CS operations enables customer success to be more strategic and to drive growth. Heres how

CS operations enables customer success to be more strategic and to drive growth. Heres how

How CSQL help CS leaders have a seat at the revenue table. Transform CS from cost center to revenue generators.

How CSQL help CS leaders have a seat at the revenue table. Transform CS from cost center to revenue generators.

How CSQL help CS leaders have a seat at the revenue table. Transform CS from cost center to revenue generators.

Get Customer Insight in 5 minutes

For rapidly growing startups struggling to create upsell pipeline and maintaining quality customer relationships at scale.

Copyright © 2024 ExecutiveBusinessReview. All Rights Reserved

Get Customer Insight in 5 minutes

For rapidly growing startups struggling to create upsell pipeline and maintaining quality customer relationships at scale.

Copyright © 2024 ExecutiveBusinessReview. All Rights Reserved

Get Customer Insight in 5 minutes

For rapidly growing startups struggling to create upsell pipeline and maintaining quality customer relationships at scale.

Copyright © 2024 ExecutiveBusinessReview. All Rights Reserved