Features

01

Product Analytics
Pull in product behavior data and see it displayed by customer, summed up across all customers, and over time.

02

Assessment Data
CSM assessments of how relationships are going 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 for a more accurate picture of health.

05

Flexible Health Scores
Set weights and ratios for your health score according to different segments.

06

Simple Setup
Connect your app and see data in Quala in minutes — not months.

07

Customer History
See a complete history of your relationship with each customer — usage data, assessments, and more.

08

Lifecycle Management
Start with Quala’s default lifecycle stages or customize them. 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 team members to your Quala account — assign them as manager of a customer or subscriber.

11

Customizable Metrics
We surveyed CS 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 customers to be notified of updates, like new notes, added assessments, completed tasks, etc.

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 connects directly with your app and installs in minutes.

22

Segment Integration
Quala talks to Segment for faster integration — it just takes a few moments and a handful of clicks.

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.

Still Have Questions?

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