involve.ai Reviews & Product Details

http://involve.ai allows me to monitor my team activities and track all customer insights on a single view. I have used other tools for Customer Health before, but involve platform is a game-changer. I have complete visibility of all customers and understand where to focus my effort to help my team to grow. Additionally, http://involve.ai team is incredible to work with. They helped us ramp up within 3 weeks and have always been available to assist us since day 1. Review collected by and hosted on G2.com.

I would love to see customer trends on industry and company size level. Currently, the detailed insights are only on the individual company level. Understanding the trend across customer segments is critical for our product roadmap Review collected by and hosted on G2.com.

It takes away the hassle of manually building dashboards and other tactics for reporting purposes. We can quickly and easily see customer status, important next steps, and things that may not otherwise have been brought to our attention. Review collected by and hosted on G2.com.

We are always trying to streamline and it's never easy having another system added to the picture, but luckily there's a suite of integrations so you can truly choose whether you want to live inside the platform or not. Review collected by and hosted on G2.com.

Involve.ai is a customer health dashboard that unifies all customer data and uses AI to identify early risks and opportunities to prevent churn, increase upsells, grow revenue, and improve customer experience. Review collected by and hosted on G2.com.

Nothing as now everything seems to be working properly and is as expected and satisfactory Review collected by and hosted on G2.com.

I love the user experience and collaborative nature of Involve.ai. It's helped my team stay on top of churn in the most proactive way possible. There's no other product on the market that does that I need it to do like Involve.ai does. The support team is also very responsive. Review collected by and hosted on G2.com.

I've recommended a few product changes to the their team and they pushed out those new features super, quickly. I still feel like the main dashboard is a little busy, but I know the team is making it more intuitive. Excited to be apart of their journey! Review collected by and hosted on G2.com.

I can now be proactive and prioritize which customers to focus on. Before it was just using my internal system and sometimes I missed key signs. Had I been aware of these good and bad signs then I would have been able to have the right conversations at the right time with customers and deliver greater value. Sounds really canned but its the truth. Review collected by and hosted on G2.com.

The dashboard and the accurate customer health scoring are my favorite uses of the tool. I don't really use it as the main platform to work out of but as my compass of what customers to focus on and why. Review collected by and hosted on G2.com.

I like that I can view and sort the data and insights quickly and clearly. The ability to see all information in one place is beneficial to analysis at a glance. Review collected by and hosted on G2.com.

Data displayed in graphs and charts are often missing labels for the axes. Also, the data would be more clearly readable/viewable if a different graph style was used (line vs bar). Review collected by and hosted on G2.com.

I like the account's actionable insights the most. On the dashboard, I could filter out at-risk as well as upsell accounts to share with the team. Each account comes with a set of action items, which makes our daily job more productive. We are seeing an upward trend in our retention rate. It's up nearly 16% after 4 months with involve.ai. I love forward to more growth with the team. Review collected by and hosted on G2.com.

I think adding a filter to segment different types of customer accounts can be helpful. It will help us better understand the trends, identify outliers, and compare customers from the same segment for further insights Review collected by and hosted on G2.com.

I love how practical the tool is. I quickly understand what to do and where to focus my time. As a CSM, I go on involve.ai daily to see the health of my customer accounts and strategize my effort for the day. Review collected by and hosted on G2.com.

Workspaces could use some improvement. involve's new feature is fantastic for collaboration, but I would love to have segmentation/sorting features. Otherwise, the dashboard gets quite crowded. Adding colors will be amazing as well. Review collected by and hosted on G2.com.

I love that it is an AI that can read and constantly update on its own the health scores of our clients. very helpful, especially with a long-tailed business. It also shares why it is giving the score that it is giving which obviously benefits everyone from the rep to management. Review collected by and hosted on G2.com.

I mean my feedback from above is accurate, that really is all it is tho. It is a software that will read your data and give you health scores; that may be great for a sales rep, but for a CS team, you're prob going to need some other software to help supplement it in in the plays department as well as reporting / organizing your book of accounts. It falls very short there. Review collected by and hosted on G2.com.

Involve.ai's features are fantastic. My top 3 favorites are the Customer Health Dashboard, Insights, and Reports. Health Dashboard allows my team to plan out their daily tasks. Then, they'd go into Insights to see the specific recommendation for each account. And the Reports help summarize our CS effort over the months with interactive charts + graphics for me to present to the board. Overall, these features do all the tedious and manual work, so we can focus our time on what truly matters Review collected by and hosted on G2.com.

Best practices and use cases would be fantastic. My team would love to learn and see how other leaders optimize their platforms. I think Involve should look into launching community as well Review collected by and hosted on G2.com.