Kilterly is a customer success software that offers data insights and campaign, survey, and task tools to automate your CS playbook.
Kilterly is a SaaS customer success platform that offers data insights and campaign, survey, and task tools to automate your customer success playbook. Being proactive is the key to customer success. Kilterly gives you the tools you need to stay ahead of the issues and the data you need to know when clients need extra attention and boost your customer retention.
All you will need to complete this integration is a Kilterly account and Rainbow Office account. Once you've logged into Kilterly and click on the phone icon you will click on the Authorize button in the Rainbow Office modal and you will be ready to go!