Features

01

Product Analytics

Pull in any behavior data you’d like from your product and see it displayed by customer, summed up across all customers, and charted over time.

02

Assessment Data

Human assessment of how relationships are going to paint a more accurate picture of customer health.

03

Milestones

See how events like pricing changes or new features affect customer sentiment and behavior.

04

Smart Health Scoring

Quala health scores integrate both assessment data and product analytics to give you a more accurate picture of customer health.

05

Flexible Health Scores

Set weights, ratios according to different segments

06

Simple Set Up

Connect your app or Salesforce and see data in Quala in minutes — not months.

07

Customer History

Quala shows you a complete history of your relationship with each customer, including notes, behavior data, asessments, and more.

08

Lifecycle Management

Start with Quala’s default lifecycle stages or customize them. Move customers from one stage to another and see how all customers in a stage are trending.

09

Customer Contacts

Each customers’ primary contacts and all of their information are right there on the customer page for easy access.

10

Collaboration

Invite as many team members to your Quala account as you’d like. Assign them as a manager of a customer or subscribe to be notified of updates.

11

Customizable Metrics

We surveyed customer success professionals to find out what really indicates renewal then built those metrics into Quala.

12

Note-Taking

Keep a log of important notes, meeting summaries, and more in the customer feed.

13

Subscriptions

Subscribe to a customer to be notified of updates, like new notes, assessments, completed tasks, and more.

14

Sensible Defaults

Quala gets you up and running in no time with default lifecycle stages and assessment metrics.

15

Task Management

See what you have to do right on each customer’s page. Use the sidebar to see what’s due across all customers.

16

Customer Filtering and Sorting

Filter your customer list by lifecycle stage or manager. Sort by health score, renewal date, or alphabetically.

17

Filter Pausing

Quickly flip between the full customer list and your favorite filters without having to reset your selections.

18

Notifications

Catch up on what happened with customers you’re managing or are subscribed to while you were away.

19

Unlimited Data History

Quala remembers everything so you can see long-term trends at a glance (Growth and Enterprise plans only).

20

Feed Filtering

Filter a customer’s feed to see only their notes, milestones, insights, stage changes, or assessments.

21

Quala Beacon

Customer behavior tracking that installs in minutes

22

Segment integration

Quala talks to Segment for faster integration

23

Salesforce Integration

Pull in accounts, contacts, and core information from Salesforce in just a few clicks.

24

Automations

Automatically trigger notifications and tasks for CSMs based on customer actions and lifecycle stages.

25

Guided Onboarding and Helpful Support

Quala is here to lend a hand — we’re truly invested in your success!

Still have questions?

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