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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.

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

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.