Customer Success

Drive customer loyalty.

Increase retention and streamline CS workflows with smart automation.

Stuck fighting fires instead of driving customer growth?

CS teams face daily challenges and manual work that keep them stuck.

Wasting hours on manual tasks?

Hours wasted on CRM updates, data entry, and reporting.

Clunky onboarding processes?

Inconsistent workflows create frustrating customer experiences

Slow response times?

Juggling multiple tools leads to delayed follow-ups.

Overall rating:

4.9

Missing opportunities?

Without clear engagement metrics, churn risks and upsells go unnoticed.

SOC 2 Type II certified

Ensure peace of mind knowing your data is protected by the industry's strictest security standards.

Automate customer success with Bardeen

Start building right away with Bardeen’s pre-defined, multi-step customer success workflow templates

Create custom automations for onboarding, meeting prep, follow-ups, and customer health tracking

Automate data collection from CRMs, product usage tools, emails, and meeting platforms

Use AI to summarize transcripts, detect churn risks, and generate reports

Integrate natively with 100+ popular tools used by customer success teams

Explore playbooks

Get started with Bardeen

Drive growth and delight customers with Bardeen.

Your team deserves better – and so do your customers.

Automated CS workflows

Automate CRM updates, onboarding steps, and data entry.

Proactive account management

Track customer engagement metrics and get  alerts for at-risk accounts.

Consistent follow-ups

Automate post-meeting action items and renewal reminders.

Streamline reporting

Real-time data and automated insights minimize the time necessary for report-building.

Seamless integration

Connect your CRM, communication tools, and analytics platform for unified workflows.

Alex, Co-founder & CEO

"Bardeen has become Deel’s most critical GTM tool in 2025... It’s driving measurable efficiency gains across our entire revenue organization."

60h saved

on prospecting per week

Caroline

Sales

75% boosted

efficiency on building lead lists

Alex

Co-founder & CEO

15h saved

by team per week

Pat

Talent Research

Automated

data entry & market research

Tufan

Market Development Manager

5h

per web scraping task

Saad

Senior Research Analyst

15h

per week

Eltjo

Director of Sales

98%

expense reduction

Chris

CEO

Drive impact & improve productivity

Unlock efficiency and growth across your  customer success team.

Explore playbooks for customer growth, meeting prep, automation and more.

AE to CSM Handoff

Create reports for CSM’s to enable strategic onboarding vs rediscovery.

Customer Success Meeting Follow-Up

Summarize calls, score account health, assess renewal likelihood, and flag key actions.

Customer Success Meeting Prep

Gather insights, review actions, and address churn risks before calls.

Account Nurturing & Churn Prevention

Gain visibility into account activity & changes to mitigate churn and nurture champions.

Seamless Technical Handoffs

Share a comprehensive account report.

Seamless Technical Handoffs

Share a comprehensive account report.

Seamless Technical Handoffs

Share a comprehensive account report.

Seamless Technical Handoffs

Share a comprehensive account report.

Spend less time on admin and deliver better  customer experiences with Bardeen.