One platform for
proactive Customer Success
Unify your customer data, automate your workflows, and get AI-powered insights—all in one place.
Everything you need in one platform
Stop juggling multiple tools. IntegrateWise brings it all together.
Unified Customer Data
Bring all your customer data together in one place. No more switching between tools or reconciling spreadsheets.
Automated Workflows
Set up triggers and actions that run automatically. Focus on customers, not manual tasks.
AI-Powered Agents
Seven purpose-built agents that handle health scoring, risk detection, and compliance automatically.
Flexible Views
Push data to the tools your team already uses. Notion, Airtable, Sheets—you choose.
Your command center for Customer Success
Recent Agent Activity
Agents Status
Seven specialized agents working for you
Each agent handles a specific CS function, running 24/7 to keep your team ahead.
SuccessPilot
Health scoring & renewal automation
ChurnShield
Risk detection & proactive alerts
DataSentinel
Data quality monitoring & sync
VaultGuard
Security & compliance automation
ArchitectIQ
Integration design & optimization
TemplateForge
Workflow templates & playbooks
DealDesk
Revenue operations & forecasting
Simple to set up, powerful to use
Connect
Link your CRM and tools in minutes. We support 30+ integrations out of the box.
Configure
Set up health scores, alerts, and workflows based on your CS playbook.
Act
Get proactive alerts and let AI agents handle routine tasks automatically.
Enterprise-grade security
Your customer data is your most valuable asset. We protect it with industry-leading security practices.
SOC 2 Type II Certified
Independently audited security controls you can trust.
Works with your stack
Connect to 30+ tools your team already uses.
See the platform in action
Get a personalized demo and see how IntegrateWise can transform your CS operations.