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For B2B SaaS

Catch the "6 / Detractor" before they cancel.

NPS surveys embedded in your app or sent by email, a ticket with an owner for every low score, and reviews and referrals from the users who love you. Hear the doubt before the renewal call.

  • Low scores ping your CSM in Slack
  • Scores per account
  • Informly AI drafts the reply
app.drift.example · /dashboard

Welcome back, Priya

Active projects

12

Open tickets

3

Informly · in-app

How likely are you to recommend Drift to a colleague?

Not likelyVery likely

6 / Detractor · Priya · Acme Co.

CSM Slack-pinged · ticket opened with an owner

Scores by account · Acme Co.

Example data · 3 low scores this month

NPS surveys

In your app or by email

Embed a short survey in your app, or send it at the moments you choose.

Ticketing

Detractor → ticket for the CSM

A low score opens a ticket with an owner and pings them in Slack.

Every account

Scores + tickets

Each user's answers and open tickets on one contact record.

Setup

Survey from one sentence

Informly AI builds the first draft. You edit it and share the link.

What SaaS teams struggle with

Three reasons accounts churn, and CS finds out too late.

Renewal calls open with surprises.

Your CSM walks into a QBR and learns — for the first time — that the champion left, daily-active dropped 40%, and three power users opened tickets that never closed. The renewal was already over.

Detractor feedback piles up · nobody acts.

Survey responses sit in a CSV. The 6s and 7s — the ones who'll cancel quietly — get the same treatment as the 10s. By the time someone clusters the themes, the budget cycle ended.

Churn is visible in retrospect, never in time.

Logins dropped. Seats stopped getting assigned. A power user emailed support. Nobody acted on them because they lived in three separate systems.

CS-stack consolidation

Surveys in one tool, tickets in another — or one account record.

Segment knows the usage. Intercom knows the ticket. SurveyMonkey knows the score. Salesforce knows the renewal. None of them shows you the account is slipping. Informly does.

Before · today6 systems · 0 talking

Account signals scattered across tools.

Usage in Segment. Tickets in Intercom. NPS in SurveyMonkey. Renewals in Salesforce. Champion exit in HR's LinkedIn.

  • 6/7 NPS · nobody Slack-pinged · ticket never opened
  • Usage drop invisible until QBR slide deck
  • Account-health score lives only in CSM's head
With Informly1 platform · 6 modules

One account record.

NPS survey in your app. A detractor opens a ticket routed to the CSM. Informly AI drafts the reply.

  • Detractor NPS → ticket and Slack ping
  • Scores and tickets per account
  • Reviews and referrals from promoters
The account loop

Two flows that run for every account.

Detractor to save

Step 1

Release shipped

Acme · new reporting view

Surveys

NPS survey · 6

Priya N. · "feels heavier lately"

Ticketing

Ticket auto-opened

CSM owner · Slack ping

Contacts

Reason read by Informly AI

Urgent · reporting · reply drafted

Step 5

CSM follows up

Call booked to walk through it

Promoter to referral

Loyalty

Power user · NPS 10

Marco D. · "use it daily"

Surveys

Expansion survey

"Would your team get value?"

Contacts

Review request

Link to the review site you choose

Step 4

Referral link shared

Peer at another company signs up

Three workflows you'll run on day one

Workflows you can set up the week you sign up.

Catch the detractor while it's fresh

Priya gives a 6. Her CSM sees it in Slack the same afternoon.

The survey in your app asks after the new release. Priya rates 6 and writes "feels heavier lately". A ticket opens, assigned to her CSM, with a Slack ping. Informly AI drafts a reply, and the CSM books a call.

  • After the new release
  • NPS survey · 6
  • Ticket opened · CSM owner
  • CSM replies

Scores by account, before the QBR

Acme's scores slip, and your VP CS sees it Monday.

Every score and open ticket, filtered by account. Informly AI groups written answers by reason. You walk into QBRs knowing what the customer is going to say.

  • Account · new survey answers
  • NPS softens · 7 → 6
  • Tickets rising · +3 this week
  • CSM sees it before the QBR

Promoter to referral

Marco gives a 10 and shares Informly-tracked referral links with two peers.

Marco rates 10. The next screen asks for a review and gives him a personal referral link. He shares it with two peers at other companies, and each signup is tracked back to him.

  • NPS 10
  • Review request
  • Referral link shared
  • Peer signs up · tracked
Informly AI

What users say, per account and per release.

Informly AI reads every written answer for sentiment, urgency and the reason, so you can brief product before the roadmap review.

Example data · last 30 days · all accounts

AI insights

Preview

Sentiment trend · 30d

+14%
30 days agoToday

54%

Promoter

31%

Passive

15%

Detractor

Themes · auto-clustered

5 of 12
  • Onboarding clarity32%+6pt
  • Reporting depth24%+5pt
  • Mobile parity17%+3pt
  • Pricing predictability15%+2pt
  • Integrations12%+1pt

Top reason in low scores

Reporting depth comes up most in low scores this release, mostly about warehouse export.

Top quotes · this week

  • Marco D.· Acme Co. · CTO · NPS 10★★★★★

    "Took us a day to set up. By week two, half my team was using it daily. That's rare."

  • Priya N.· Acme Co. · PM · NPS 6★★★☆☆

    "Reporting is the gap. Need to export raw events into our warehouse without a custom job."

  • Lex F.· Globex · Ops · NPS 7★★★☆☆

    "Mobile is a placeholder. Approvals on the go would unlock daily use for our field team."

Open verbatim feed · 418 →

NPS

42

+8

GRR

94%

+3pt

Save rate

68%

+14pt

Avg ticket resp.

2.4h

−1.1h

SaaS stack

Works alongside the tools you already use.

Slack alerts for your CS team today, a survey embed for your app, and a REST API. More integrations are on the way.

Slack

Low-score alerts · new tickets for the CSM

Survey embed

Show a survey inside your app or site

Email

NPS surveys and close-the-loop replies

REST API

Send contacts and events from your product

Shopify

If you also sell online

WooCommerce

If you also sell online

More integrations on the way.

Analytics

Every account and every score in one view.

NPS per account, open tickets, response times, reviews and referrals. Spot the renewal at risk before the CSM's monthly review.

  • NPS per account, segment, and release
  • Review requests sent to promoters
  • Tickets and response times per CSM

All accounts · last 90 days

VP CS dashboard

Example data

NPS

42

+8

GRR

94%

+3pt

NRR

118%

+11pt

Score movers · this week

  • Globex
    91+5
  • Initech
    84+3
  • Acme Co.
    64−18
  • Soylent
    58−12
  • Massive Dynamic
    47−9

Reviews · this quarter

  • G2684.6
  • TrustRadius428.4
  • Capterra314.7
Open Acme Co. drilldown
Be a founding team

We're looking for founding a small group of SaaS teams to build this with.

Informly is pre-launch. We're working closely with a small group of founding SaaS teams to ship what CS leaders and product leads actually want. If you're tired of churn surprises in renewal calls, this is the program below.

  • Every paid feature, free, for a full year
  • A founding price you keep after year one
  • A direct line to the founders
  • First look at new modules before public launch
  • A real say in what we build next
  • In return, a short monthly feedback call
Pricing

Start free. Scale when you're ready.

A free plan to start. Paid plans are priced per location, per month, with local rates by country. Every plan includes every module.

Free

For getting started

Free forever

Every module for one location, free for as long as you like.

  • All 7 modules (Surveys, Contacts, Ticketing, Coupons, Loyalty, Referrals, Testimonials)
  • 1 location
  • Up to 500 contacts
  • Up to 100 survey responses / month
  • Core automation workflows
  • Community support

Growth

For multi-location customers

Per location, per month

Local pricing by country

Everything in Free, plus more locations, every integration and team controls.

  • All 7 modules
  • Multi-location support (priced per location)
  • Unlimited contacts and survey responses
  • Every automation trigger and action
  • Shopify, WooCommerce, Square and Slack integrations
  • Role-based access for regions and teams
  • Priority support
SaaS FAQ

Questions VPs of CS actually ask.

Send a short survey by email or a link at a moment you choose, like after onboarding or a renewal. Keep it to one or two questions and you'll get honest answers without a pop-up on every visit.

Hear them. Keep them.
Grow with them.

Start on the free plan today, or book a walkthrough and we’ll show you round with your business in mind.

Free planEvery module includedUpgrade when you grow