How is Base different from a customer success platform?

A customer success platform tells your team what is happening. Base engages your customers about it, with branded journeys, hubs, documents, and agent-led programs that customers actually experience.

Every post-sale motion, on one system

Q: Does Base replace my CRM or Customer Success Platform?

No. Base connects to the systems you already run, such as Salesforce, HubSpot, your CSP, and product analytics, and turns their signals into customer-facing programs. Nothing gets ripped out.

Q: Who owns Base, customer success or customer marketing?

Both. Customer success runs onboarding, success plans, QBRs, and renewals. Customer marketing runs advocacy, references, and reviews. Same platform, same customer record, shared attribution.

Onboarding, success plans, QBRs, adoption, renewals, expansion, references, advocacy. Customer success and customer marketing, running on the same customer record.

Book a demo See how it works

Adoption AgentNext best action

Detected a feature this customer has not used. Sending an email.

G2 Review AgentNext best action

Detected a completed milestone. Requesting a G2 review.

Engagement AgentNext best action

No engagement for 14 days. Sending a personal Intercom message.

Trusted by the teams behind

Break the walls between your NRR teams

Customer success, customer marketing, and revenue operations own the same number. Base gives them one customer record to work from.

Customer success

Owns retention and adoption

Onboarding, success plans, QBRs

Renewals and expansion plays

Health and risk, acted on early

Customer marketing

Owns proof and pipeline

Advocacy, references, reviews

Customer stories and community

Advocates found by signal

Revenue operations

Owns the system and the truth

One record across CRM and CSP

Programs built without engineering

Attribution that survives scrutiny

One customer record. One number they all report.

faster onboarding

100%

QBR coverage

$900M

influenced revenue

+60%

ask to reference

NRR

where it all lands

Every use case in the post-sale journey

One platform for the whole customer lifecycle. Not a tool per motion, and not a tool per team. Customer success and customer marketing, side by side.

Onboarding

Admin trainingIn progress

A guided task plan per account, not a PDF checklist.

Advocacy

DMPS

Advocates active+63%

New advocates surface from signals, not memory.

Success plans

Reduce time to valueOn track

Roll out to 4 teams2 of 4

Customer goals tracked against live product data.

Reviews and G2

★★★★★

"Every customer gets the treatment we used to reserve for the top ten."

Ask at the moment the customer is happiest.

QBRs and reviews

92%

Health

1,248

Active

Business reviews that assemble themselves.

References

Dana Kovacs91% match

Marcus Feld78% match

6 filtered out

The right voice matched to the deal, booked in a day.

Adoption

Invite 3 more adminsSuggested

Turn on SSOSuggested

Nudges tied to the features that drive value.

Customer stories

Draft readyReview

Quote approvedDone

Proof captured while the result is still fresh.

Renewals

Renewal in 92 daysLow risk

Champion activeYes

A six month motion, not a fire drill in month eleven.

Community

ARJ

Threads this week124

Peers answering peers, with signals you can act on.

Expansion

Seats free

78%

Fit

Readiness signals that name the moment and the route.

Loyalty

Dana Kovacs2,480

Marcus Feld1,915

Recognition that compounds instead of burning people out.

An agent for every next best action

Agents read the live signals, decide what each account needs next, and do it. Your team stays in the loop and approves.

Onboarding Agent

Spots a stalled step and moves it

G2 Review Booster

Asks at peak sentiment

Customer Story Agent

Drafts the story from the call

Adoption Coach Agent

Drives the unused feature

Renewal Agent

Runs renewal as a six month play

Expansion Agent

Names the moment to expand

Advocacy Agent

Finds who is ready to speak

Reference Agent

Matches the voice to the deal

Executive Brief Agent

Writes the QBR from live data

Goal Detector Agent

Hears the goal, sets the plan

Welcoming Agent

Opens every new relationship

Sentiment Agent

Reads the room before you do

100+ agents at your fingertips. Or build your own in minutes.

Create any experience, from your data, in your brand

Describe it in a sentence. Base builds the hub, binds it to your live customer data, and personalizes it for every account.

Base Studio

What customer experience do you want to build?

↑

Onboarding hubSuccess planQBR hubFeature release hubCustomer timelineAdvocacy hub

Work in customer context

Agents are only as good as their context. Base reads everything you already know about a customer, then builds on top of it.

Your systems

Salesforce, HubSpot, your CSP, product analytics, calls, tickets. Connected, never replaced.

Your company knowledge

Brand, playbooks, best practices, docs and templates your team already wrote.

Your customer knowledge

Goals, health, usage, sentiment, history. Every signal, on one record.

Customer context

→

Experiences your customers open

Branded hubs, success plans, QBR documents, in-product, Slack and email. Personalized per account.

Agents that act with judgment

Because they know the account, the goal and the history, the next best action is right the first time.

What changes when it is one system

Both teams reporting the same programs, the same revenue, the same number.

★★★★★

"Gave us the infrastructure to operationalize a personalized, data-driven experience at scale, and we saw adoption triple as a result."

Alana S., Senior Manager, Digital Acceleration and Growth, ZoomInfo

★★★★★

"$900M influenced revenue tracked."

Christopher Irwin-Dudek, VP Corporate Communications, NICE

Connect Your Favorite Stack

Base AI plugs into the tools you already use. You can automate without ripping and replacing.

Browse all integrations →

Your customer data stays yours. Enterprise security, permissions, and governance built in.

SOC 2 Type 2 · GDPR · Salesforce ISV Partner · HubSpot Partner

Questions we hear a lot

What is an AI Engagement OS?

An AI Engagement OS is an operating system for the post-sale customer journey. It unifies customer data, AI agents, customer-facing experiences, and revenue attribution so customer success and customer marketing programs run on one system and build on each other.

Does Base replace my CRM or Customer Success Platform?

No. Base connects to the systems you already run (Salesforce, HubSpot, your CSP, product analytics) and turns their signals into customer-facing programs. Nothing gets ripped out.

Who owns Base, customer success or customer marketing?

Both, and that's the point. CS runs onboarding, success plans, QBRs, and renewals. Marketing runs advocacy, references, and reviews. Same platform, same customer record, shared attribution.

How is this different from a customer success platform?

A CSP tells your team what's happening. Base engages your customers about it: branded journeys, hubs, documents, and agent-led programs that customers actually experience.

How fast can we launch?

Teams launch their first program in days. Base's builder needs no engineering, and integrations connect your existing stack out of the box.

Is our customer data safe?

Base is SOC 2 Type 2 certified and GDPR compliant, with enterprise permissions and governance built in.

See it all in 2 minutes

►

Stop managing customers. Start building for them.

See every post-sale motion running on one system.

Book a demo

Every post-sale motion, on one system

Break the walls between your NRR teams

Every use case in the post-sale journey

An agent for every next best action

Create any experience, from your data, in your brand

Work in customer context

What changes when it is one system

Connect Your Favorite Stack

Questions we hear a lot

What is an AI Engagement OS?

Does Base replace my CRM or Customer Success Platform?

Who owns Base, customer success or customer marketing?

How is this different from a customer success platform?

How fast can we launch?

Is our customer data safe?

See it all in 2 minutes

Stop managing customers. Start building for them.

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