“We’re losing track of which clients have completed onboarding and where others are stuck in the process.”

Problem: Client onboarding is inconsistent and difficult to track, leading to delayed launches, lost documents, and confusion on both sides.

Solution: Automates client registration and progress tracking through a shared onboarding dashboard where both teams can view tasks, key documents, and training content. Clients can post questions, log requests, and set priorities - keeping everyone aligned from day one.

Impact: Creates transparency and accountability for both teams - improving client experience, speeding up time-to-value, and reducing manual coordination.

Features: Live client dashboard · Automated signup flow · Shared document library · Content and training portal · Question & request tracking · Reminder emails

“We spend more time building client reports than using them.”

Problem: Reports take too long to produce and/or clients don’t see them on time.

Solution: Automatically aggregates data, generates reports with AI summaries, and delivers them on schedule.

Impact: Provides timely, professional reports that build client trust.

Features: AI report generator · Email automation · Monthly summary dashboard

“We don’t know which clients are healthy and which ones are slipping until it’s too late.”

Problem: Success teams rely on scattered CRM data and manual tracking to understand account health and renewal risk.

Solution: Pulls key metrics from your CRM, payment system, and feedback forms into a unified Client Health Hub - surfacing renewals, satisfaction trends, and engagement scores automatically.

Impact: Gives customer success teams a live, proactive view of client health to drive renewals, upsells, and stronger relationships.

Features: CRM data sync · Renewal visibility · Health scoring logic · Retention dashboard

“We keep losing renewals just because no one remembered to follow up.”

Problem: Renewals are tracked manually, leading to missed follow-ups and churn.

Solution: Tracks renewal timelines, NPS/satisfaction signals, and triggers proactive outreach or reminders.

Impact: Increases retention and renewal rates through automated client touchpoints.

Features: Renewal tracker · Reminder automation · Client health view

“We collect feedback all the time, but no one knows what to do with it.”

Problem: Feedback lives across forms and inboxes, never turned into insight.

Solution: Centralizes survey data, summarizes key insights with AI, and pushes trends to leadership automatically.

Impact: Turns raw feedback into tangible improvements and retention actions.

Features: Feedback tracker · AI summarization · Theme tagging · Monthly insights

“Our client experience is different — we want a system that captures exactly how we deliver it.”

Problem: Some client journeys or service models require specialized logic or integrations beyond our core Systems.

Solution: Automonic will design a custom CS System that mirrors your onboarding, support, and retention process into a single experience

Impact: A customer success ecosystem that reflects your service model end-to-end — increasing retention and operational efficiency.

Features: Custom CRM workflows · Automated touchpoints · Onboarding dashboards · AI-powered retention tracking

*Available with the Creator Add-on or Automonic System Plan. Includes full custom build and ongoing system evolution.