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Average Ratings 4 Ratings

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ease
features
design
support

Description

Helios serves as a platform focused on customer experience and account health, specifically tailored for B2B enterprises that require an efficient and ongoing method to gauge client sentiment. Through Helios, organizations can automate the distribution of transactional surveys, conduct NPS and CSAT initiatives, and gather insights at various points in the customer journey. The platform consolidates all feedback, assesses customer sentiments, and promptly identifies potential risks and opportunities. More than just a dashboard tool, Helios equips commercial and customer experience teams with actionable insights, enabling them to pinpoint at-risk accounts, grasp essential factors contributing to customer dissatisfaction, and recognize key moments where upselling or retention strategies can be effectively implemented. By utilizing Helios, businesses aim to minimize churn, enhance their relationships with clients, and expand revenue streams from their current customer base, ultimately fostering a healthier business ecosystem.

Description

SuccessGuardian is an AI-powered Customer Success Platform (CSP) designed for growing SaaS businesses to scale their customer success efforts efficiently. Launched in 2023 and based in India, it offers an end-to-end solution tailored for Customer Success Managers (CSMs), success leaders, and revenue teams. The platform provides a unified 360° view of each customer by integrating data from multiple sources such as CRMs, support tools, and billing systems. This centralization enables teams to calculate dynamic health scores, track risks, and uncover upsell or renewal opportunities. SuccessGuardian also offers AI-driven survey tools for customer feedback and sentiment analysis, which help improve satisfaction and loyalty.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Chargebee
Freshdesk
HubSpot CRM
HubSpot Customer Platform
Intercom
Jira
Metabase
Mixpanel
QuickBooks Accountants
Rocketlane
Salesforce
Slack
Snowflake
Stripe
Zendesk
Zoho Billing

Integrations

Chargebee
Freshdesk
HubSpot CRM
HubSpot Customer Platform
Intercom
Jira
Metabase
Mixpanel
QuickBooks Accountants
Rocketlane
Salesforce
Slack
Snowflake
Stripe
Zendesk
Zoho Billing

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$50/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Helios CX

Founded

2025

Country

Peru

Website

www.cxhelios.com

Vendor Details

Company Name

SuccessGuardian

Founded

2023

Country

India

Website

www.successguardian.in

Product Features

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Product Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

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