Brightkeel
Brightkeel Onboard
Customer-facing onboarding portals with shared plans, kickoff templates and task tracking. Customers see what is next and who owns it.
Onboard faster. Spot churn early. Act on it automatically.
Brightkeel is the customer onboarding and success platform for B2B SaaS teams. Shared onboarding plans, account health scores and automated playbooks live in one place, so your team always knows which customer needs what next.
Three products, one view of every account
Brightkeel Signals
Account health scores built from product usage, support load and billing data, with churn-risk alerts in Salesforce, HubSpot and Slack.
Brightkeel Playbooks
Playbooks that trigger tasks, emails and in-app messages when health changes, so every at-risk customer gets a next step.
Built for mid-market SaaS teams
Brightkeel is designed for customer success teams of 5 to 30 people who manage a few hundred to a few thousand accounts. Teams using Brightkeel cut time to first value from 41 days to 23 days on average and see churn risk about 30 days earlier than with spreadsheets and CRM reports.
Customer success, onboarding and revenue operations work from the same account record. Product teams see which features new customers adopt in their first 90 days.
Works with the tools you already use
Brightkeel connects to Salesforce, HubSpot, Segment, Snowflake, Zendesk, Intercom, Stripe, Chargebee and Slack. Most teams connect their CRM and product usage data in the first week.
Security
Brightkeel holds a SOC 2 Type II report, encrypts data at rest and in transit, and supports SAML single sign-on on the Growth and Enterprise plans.
Compare
Evaluating customer success platforms? Read how Brightkeel compares with Orbitrail.
Learn
Start with the B2B customer onboarding checklist or the guide to building a customer health score model.