Chargebee Retention Features
Customer Information (6)
Customer Monitoring
Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team
Customer Profiles
Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software.
Playbooks
Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.
Customer Segments
Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.
Product Engagement
Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training.
Surveys
Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.
Predictions (7)
Machine Learning
Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.
Service Quality Assurance
Based on 10 Chargebee Retention reviews. Service quality is measured in real time to provide alerts to case managers on opportunities for improvement
Analytics
As reported in 10 Chargebee Retention reviews. Provides dashboards and reports to describe profiles and trends.
Revenue Impact
As reported in 11 Chargebee Retention reviews. Measures the business value of each customer and their contribution to the company bottom line.
Artificial Intelligence
AI technologies like NLP, NLU, and/or NLG are used to analyze and process text provided by customer interactions.
Sentiment
The product automatically discerns customer sentiment from text and/or calls for proactive action.
Retention
As reported in 11 Chargebee Retention reviews. Calculates the likelihood of your customers continuing to use your product or leaving.
Platform (13)
Reporting & Dashboards
Access pre-built and custom reports and dashboards for viewing
API & Integrations
The number of sources from which the platform can pull customer data and how well those integrations are supported.
Data Import & Export Tools
Ability to input, modify, and extract data from the application in bulk through a structured file.
Workflow Capability
Automates everday customer success functions for more efficient and effective day-to-day processes.
Notifications
Set alerts for customer actions in order to respond quickly and proactively.
Customization
Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Scalability
Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.
Data Security
The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.
Performance & Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Health Score
Based on 11 Chargebee Retention reviews. Generates a score that represents the likelihood of customer churn and customer satisfaction.
Customer Profiles
Catalogues and organizes a profile for each customer where every data point is attributed to. This feature was mentioned in 11 Chargebee Retention reviews.
Notifications
As reported in 11 Chargebee Retention reviews. Set alerts for customer profiles in need of urgent attention and resolution.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Customer Success (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting


