Win at every stage of customer success.
We help customer success managers win at every stage of the customer journey, from onboarding and adoption to engagement and renewals.

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The journey doesn't stop at onboarding
Giving customers the keys to the car is just the beginning. Stagebase ensures that you drive value for customers throughout the all-important first year with a successful implementation and onboarding process, followed by the right adoption and engagement experience making renewals a natural outcome of a healthy relationship. It takes winning at every stage to have customers for life.
Stop chasing customer health scores
Traditional health scores rely on lagging data that put you in a “red” recovery mode. Stagebase puts you in the driver’s seat, so you can proactively identify and resolve any issues and quickly make the right adjustments to your process, so they don’t happen again. We help you take control of the customer experience before the damage is done. All customers in the green.

Improve Retention by
Winning at Every Stage
Deliver the Right Customer Outcomes with the Right Processes
Customer success teams ensure that products live up to their promises. We make it easy for your CS teams to deliver the right customer experiences, so customers achieve the right outcomes at scale.
Close the Strategy-to-Execution Gap
High-level customer journey plans leave too much to interpretation and inconsistency.
Our platform’s detailed guidance ensures that everyone executes the right way every time.
Proactively Measure and Improve Stage-Specific Metrics
Instead of reacting to customer health scores, identify and take control of the leading indicators that produce results at every stage of success, making renewals the natural result of a healthy relationship.
Create Shared Visibility and Accountability
Dramatically reduce time to value and manage expectations by providing visibility and driving accountability so that everyone — including customers — is clear on their role in achieving success.
Be Strategic
Don’t let busy work stop you from becoming the strategic partner your customers need. Our system automates day-to-day customer communications so you can work on what matters most.
Scale Your Customer Success
With our time management dashboards and automated workflows, your CSMs can work with two or three times as many customers without diluting your customer experience and success.
What our clients say

Stagebase has greatly impacted the way that we communicate and manage stakeholders through the entire project lifecycle. We've seen increased satisfaction from our customers while shortening our onboarding time.

It goes without saying that Stagebase is a superb product that helps onboard, organize, and prioritize our partners' success. I enjoy Stagebase ability to help save my time while achieving the needs of my customers.

Our customers love Stagebase to guide them through our onboarding process as much as we love being able to guide our customers through our onboarding process through Stagebase. Before Sb, both our customers and my CS team struggled to be on top of onboarding, and after Sb we have a much better idea of where each customer is at.
Stagebase has tripled our ability to onboard customers simultaneously. The automation of customer communication paired with the easy insight into our process has allowed us to fine-tune our processes in a way we haven’t been able to previously.
We are excited to see how crystalizing our processes through Stagebase' flows can help us automate, innovate, and improve our workflows. The ability for each of our employees, and our customers themselves, to better see where a project is in the process really raises our efficiency
Stagebase has made it much easier to track where customers are at and set up an onboarding process. This has not only helped us shorten our time to onboard a customer, but has also made it much easier and faster to get new employees up and running to work with clients.
Stagebase helped us not only outline and create a repeatable onboarding process, but onboard new account managers as well.