Customer Success | Moxo
Customer Success Workflows

Success that scales

Transform complex customer journeys into seamless experiences with intelligent workflows that drive retention and growth.
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Transform your customer success operations

Automate with intelligence

Design and automate customer success journeys with an intuitive drag-and-drop builder that standardizes processes, reduces manual work, and ensures consistent service delivery across teams.

End the chase

Replace endless email chains with intelligent reminders, one-click approvals, and seamless collaboration in context.

360° insights


Monitor performance, track customer health, measure success metrics, and gain actionable insights through customizable dashboards that help identify opportunities and risks.

Powerful integrations

Extend your existing processes, don't replace them. Connect your customer success workflows to your existing tools through data sync, custom APIs, and automated actions.

From chaos to clarity

The old way

The Moxo way

Assign roles
with precision
Control is critical in any business process. With Moxo’s persona capabilities, decide who sees and does what. Assign roles and permissions with precision and tailor workflow actions accordingly.
Director of Customer Success
CSM
Operations Manager
Customer Account Team
Customer success director
Leads strategic initiatives and oversees the entire customer lifecycle while developing success strategies that drive retention and growth. Establishes success metrics, monitors customer health scores, and ensures alignment between customer goals and company objectives through data-driven decision-making.
Customer success specialist
Provides hands-on product support, manages day-to-day customer relationships, and drives product adoption within specific segments. Monitors customer health indicators, addresses concerns proactively and ensures consistent value delivery throughout the customer journey.
Operations manager
Streamlines workflows, implements process improvements and manages success tools to enhance team efficiency. Coordinates cross-functional initiatives, manages implementation timelines, and ensures successful delivery of customer success projects.
Customer account team
The client-side stakeholders who actively participate in the service delivery process. This typically includes project sponsors, department heads, and subject matter experts who provide requirements, review deliverables, grant approvals, and ensure the engagement aligns with their objectives.
Learn more
Guide
The benefits of blended automation
Webinar
The benefits of blended automation
Template
The benefits of blended automation
Questions + answers
How does Moxo integrate with and enhance my existing business systems?
 How does Moxo's workflow automation reduce manual work for customer success teams?
How does Moxo help track and measure customer success metrics?
Can I customize Moxo's workflows to match my specific customer success processes?