With Amity, focus on exactly the right customer at the right time. A unified view of CRM, support, billing, email, marketing, usage, and results data.
Proactively manage customer success
Focus on exactly the right customer at the right time.
Some of Amity's exceptional features
Focus and simplify your day-to-day workflow
Unified Data
A unified view of CRM, support, billing, email, marketing, usage, and results data.
Automation
SmartPlaybooks automates manual, repetitive and information-based processes.
Customer Insights
Health scores and personalized insights help your team cultivate and maintain high-precision relationships with customers.
Collaboration
Manage the entire customer lifecycle in your organization.
Business rules
Define your own business rules for alerts, notifications, lifecycles, manuals, and campaigns.
Communicating
Close the loop with reports and analysis on customers, teams, processes, and products.
ORGANIZE
Amity provides a unified, shared, and customizable database for all the accounts, subscriptions, and relationships you manage.
CUSTOM VIEWS: Create custom views to filter accounts, tasks, and games. Views can be kept private or shared with your team.
DASHBOARDS: Updated dashboards summarize portfolio revenue and health metrics.
TASKS: Plan your day with Amity's intuitive drag-and-drop work board. Stay focused using custom visualizations.
UNDERSTAND
Make better-informed decisions with comprehensive account and people profiles built for customer success teams.
USAGE ACTIVITY: See how individual accounts and users interact with your app, website, or mobile app.
SUBSCRIPTIONS: Unlike CRMs, Amity natively supports recurring models. Manage subscriptions and one-time changes.
CUSTOM FIELDS: Define custom fields to store almost any type of information. Add, edit, and filter these fields directly in Amity.
INTEGRATE
To help your team understand the entire customer lifecycle, Amity combines data from your app, website, and mobile apps with data locked in your billing, CRM, email, marketing, and support ticket systems.
COMMIT
Amity can automatically collect customer interactions so you don't waste time switching to other apps.
EMAIL SYNC: Connect your email to Amity, and we'll sync incoming and outgoing messages. No manual data entry required.
ENGAGEMENT TRACKING: Track "Who, What, When, Why, and Where" for all kinds of appointments that happen outside of email.
SUPPORT TICKETS: Find all the support tickets that users have already opened since the moment they became customers.
SENSE
Amity provides real-time insights that are tailor-made for your business.
RELATIONSHIP HEALTH: Amity continually calculates a score for each account to help you identify those that are struggling.
INTUITIONS: Insights provide additional context for customer success managers to have the timely information they need to take action.
NOTIFICATIONS: Amity users have the option to receive automated alerts, so nothing is missed.
ANSWER
SmartPlaybooks allows your team to take the right action at the right time.
PLAYBOOKS: Playbooks and automated tasks ensure that your team provides a consistent customer experience for every situation.
BUSINESS RULES: Trigger multiple actions when account health changes, insights are generated, or other events occur.
ACTIONS: Automatically create or update accounts, subscriptions, people, or games.
COLLABORATE
Managing the entire customer lifecycle involves experts from across the organization.
SITE LICENSE: Amity offers site license pricing to encourage adoption throughout your organization.
NEWS: The news feed provides a stream of everything that's going on between team members and customers.
SHARED PROFILES AND NOTES: Account and person profiles combine engagement history, usage activity, and notes.
SHARED RESOURCES: Links to keep a favorites list for important documents, shared folders, wiki pages.
THE MEASURE
Management reports and dashboards provide leaders with the information they need to drive predictable growth.
REVENUE ANALYSIS: Use Amity to find out how much revenue you've generated from new accounts, renewals, and expansion.
PORTFOLIO HEALTH: Amity provides insight into the sources of revenue turnover and helps predict renewal revenue more effectively.
GROUP PERFORMANCE: Use the team activity report to keep team members accountable and focused on priority accounts.
LIFECYCLE OVERSIGHT: Monitor your accounts while working with expert teams throughout the customer journey.
System Requirements:
CPU: 1.8 GHz dual core processor
RAM: 2 GB
HDD/SSD: 50 GB of free space on main drive
Operating system: Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit, and Microsoft Windows Vista 32-bit
Resolution: 1024×768
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