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Demonstrating transparency to Carlisle's stakeholders with live performance information

G2 Review - Steve B

Features for BPO teams

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Know the health of every account

Keep your finger on the pulse of all accounts. Our QBR platform makes it easy for your to uncover client accounts at risk of churn and act quickly before it's too late. 

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Make sure your clients see the best side of your business

Standardise how you evidence your success and communicate value and innovation.  

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Deliver Quarterly Business Reviews consistently 

Stay close to every customer by providing consistent communication and content they can trust.

Features you and your team can’t live without

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Risk Analysis Dashboards
Gain data-driven insight from customer ratings across every account. Our dashboards give you an overview of the health of all your customers, making it easy to uncover accounts at risk and accounts ready to grow. 

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Client Feedback and Net Promoter Score
Gain invaluable insight from your customers as they engage with your Quarterly Business Reviews. Gather consistent client feedback and ratings - all in one central place.

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Quarterly Business Reviews Workflow
Deliver high-quality Quarterly Business Reviews consistently to your customers. All QBR meeting actions can be documented and tracked, safeguarding the integrity of the relationship.

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Personalised video and leadership messages
Make every review memorable with easy-to-create videos that Account Managers and Leaders can upload every time avoid being faceless; humanise the experience.

Trusted by forward-thinking teams, worldwide

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