3X Customer Success Productivity with AI
Tired of your Customer Success team being buried in busywork? FunnelStory’s AI platform automates the noise and surfaces the revenue-critical moments, freeing your CSMs to do what they do best: build relationships and create wildly successful customers.
Trusted by CS Teams Worldwide
The Problem
A day in the life of a great CSM...
Wasted.
Does this Tuesday feel painfully familiar?
You start the day trying to untangle yesterday's 17-thread Slack conversation to figure out why your 'safe' account, Acme Corp, is suddenly at risk.
You burn two hours digging through Salesforce reports, Zendesk tickets, and call notes just to prepare for a single 30-minute customer check-in.
You're blindsided by an angry email from a customer who has been quietly struggling for weeks. Their usage data looked fine, but their internal chats told a different story.
The marketing team asks for a new case study. You remember a fantastic customer quote from a call last month... but have no idea where to find it.
You end the day with more urgent tasks than you started with, and you haven't done any of the proactive, strategic work you planned.
Why FunnelStory is the solution
From Overwhelmed to In Control, Instantly.
Know Who's at Risk (or Ready to Buy) Months in Advance.
The Old Way: Relying on gut feelings and outdated reports. You only find out there's a problem when a customer threatens to cancel.
The FunnelStory Way: Our AI analyzes every customer interaction to predict churn risk or expansion opportunities up to 9 months out. It then creates a specific, actionable task: "Acme Corp is asking about competitor pricing. Engage them with the new ROI report now." It's a crystal ball for your revenue.
Prep for Any Meeting in 5 Minutes. Not 2 Hours.
The Old Way: Frantically switching between your CRM, support desk, and Slack, trying to piece together the customer's story right before a call.
The FunnelStory Way: FunnelStory sees your calendar. 30 minutes before any customer meeting, it sends you a perfect, one-page brief summarizing every recent interaction, key issue, and hidden opportunity. Walk in confident, walk out with a win.
Reduce Research Hours to Minutes with Needle Movers
The Old Way: Manually begging customers for quotes and references, then hunting through contracts to see if you can even use their logo.
The FunnelStory Way: Our AI finds your biggest fans by analyzing their language in emails and calls. It pulls their best quotes, confirms marketing permissions from the original contract, and even drafts case studies for you. Your marketing team will think you have superpowers.
Finally, an End to Manual Data Entry.
The Old Way: The most critical customer context lives—and dies—in forgotten Slack channels. CSMs spend hours just copying and pasting notes.
The FunnelStory Way: FunnelStory automatically summarizes account-specific conversations from Slack and puts the insights where they belong. Need a report? Just ask our AI in plain English: "Show me all customers who mentioned our new pricing in the last 30 days." Get answers in seconds.
Ready to start?
Go Live This Week. Not This Quarter.
Forget 6-month implementation projects and endless consulting fees. FunnelStory is different.
Connect your data sources (Salesforce, Slack, Zendesk, etc.), and our powerful AI gets to work. It learns your business, maps your customer journey, and starts generating predictive insights in as little as 48 hours. No army of data scientists needed
Teams Love FunnelStory
How Our Customers Are Thriving with FunnelStory’s Needle Movers
Ensured Data Security
Security built for the Enterprise
We've taken the extra steps to ensure your data is safe. Our platform offers Role-Based Access Control and detailed Audit Logging, ensuring your data is protected and monitored at all times
