SureSteps Overview

SureSteps is a comprehensive customer success software that empowers businesses to build stronger relationships with their customers, improve retention, and drive growth. This platform provides a centralized hub for managing customer interactions, tracking success metrics, and ensuring customer satisfaction. SureSteps enables customer success teams to monitor customer health, identify at-risk accounts, and proactively address issues before they escalate. With features like automated check-ins, feedback surveys, and performance analytics, businesses can understand their customers' needs and ensure that their products and services are delivering value. SureSteps also offers workflow automation, enabling customer success managers to set up personalized communication strategies based on each customer's journey. The software integrates with CRM systems, allowing teams to gain a comprehensive view of customer data, interactions, and support history. By providing insights into customer behavior and satisfaction, SureSteps helps businesses create a more personalized experience that drives long-term loyalty and repeat business.

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Contact Details

  • Vendor Name SureSteps
  • Founded
  • Location United States

Support

  • Email Email

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Advertising & Marketing, Financial Services, Information Technology & Services

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SureSteps Features

  • Arrow Icon Activity Dashboard
  • Arrow Icon Activity Tracking
  • Arrow Icon Chat/Messaging
  • Arrow Icon Client Management
  • Arrow Icon Client Portal
  • Arrow Icon Collaboration Tools
  • Arrow Icon Communication Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Document Management
  • Arrow Icon Electronic Forms
  • Arrow Icon Email Management
  • Arrow Icon Onboarding
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Surveys & Feedback
  • Arrow Icon Task Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Workflow Management
  • Arrow Icon Onboarding
  • Arrow Icon Collaboration Tools
  • Arrow Icon Health Score
  • Arrow Icon Account Alerts
  • Arrow Icon Account Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Revenue Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Usage Tracking/Analytics
  • Arrow Icon Customer Engagement
  • Arrow Icon Activity Tracking
  • Arrow Icon Task Management
  • Arrow Icon NPS of Customers
  • Arrow Icon Course Management
  • Arrow Icon Training Management
  • Arrow Icon Course Tracking
  • Arrow Icon Course Library
  • Arrow Icon Learner Portal
  • Arrow Icon Assessment Management
  • Arrow Icon Third-Party Integration
  • Arrow Icon Asynchronous Learning
  • Arrow Icon Training Administration
  • Arrow Icon Gamification
  • Arrow Icon SCORM Compliance
  • Arrow Icon Synchronous Learning
  • Arrow Icon Activity Monitoring
  • Arrow Icon Course Authoring
  • Arrow Icon Training Companies
  • Arrow Icon Self-paced Learning
  • Arrow Icon Multi-Language
  • Arrow Icon Progress Tracking
  • Arrow Icon Customizable Branding
  • Arrow Icon Employee Training

SureSteps Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • NA

SureSteps FAQs

SureSteps is a comprehensive customer success software that empowers businesses to build stronger relationships with their customers, improve retention, and drive growth. This platform provides a centralized hub for managing customer interactions, tracking success metrics, and ensuring customer satisfaction. SureSteps enables customer success teams to monitor customer health, identify at-risk accounts, and proactively address issues before they escalate. With features like automated check-ins, feedback surveys, and performance analytics, businesses can understand their customers' needs and ensure that their products and services are delivering value. SureSteps also offers workflow automation, enabling customer success managers to set up personalized communication strategies based on each customer's journey. The software integrates with CRM systems, allowing teams to gain a comprehensive view of customer data, interactions, and support history. By providing insights into customer behavior and satisfaction, SureSteps helps businesses create a more personalized experience that drives long-term loyalty and repeat business.

  • Yes, SureSteps offers a free version.

  • Yes, SureSteps offers a free trial.

  • No, Credit Card details are not required for the SureSteps trial.

  • No, SureSteps does not offer an API.

  • SureSteps offers support with the following options:
    • Email

  • SureSteps supports the following languages:
    • English

  • Following are the typical users of the SureSteps:
    • Self-Employed , Small-Business , Midsize-Business

  • SureSteps supports the following deployment:
    • Cloud Hosted

  • SureSteps supports the following devices and operating systems:
    • Web-Based