Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Phano serves as a composite AI solution tailored for Customer Success and Account Management teams within B2B SaaS organizations. Each night, it analyzes and correlates account usage, relationship dynamics, and support indicators to identify accounts that may be at risk of churn or poised for growth, offering insights into the likely causes and recommended actions prior to renewal. Every analysis reveals its underlying evidence, inconsistencies, and potential blind spots, ensuring that teams can make informed decisions based on reliable data. The intelligence is conveniently integrated into the platforms that teams already utilize, such as email, Slack, Microsoft Teams, CRM systems, and webhooks, along with support for API and MCP. This dual functionality means that while the Customer Success Manager focuses on retaining the customer base, the Account Manager can simultaneously work on expanding accounts using the same diagnostic insights. Phano offers easy self-service setup, a 30-day free trial, and then a subscription priced at 99 EUR per month, making it accessible for teams aiming to enhance their customer relationships and drive growth. In this way, Phano not only simplifies processes but also empowers teams to act decisively and strategically.

Description

involve.ai offers a user-friendly, no-code solution designed to consolidate all your scattered customer data into a comprehensive early warning dashboard. This platform allows you to grow your business effectively without the need to hire numerous new Customer Success Managers or data analysts. By merging all your fragmented information, you gain complete visibility into your customer interactions, enabling you to enhance their experience as you scale. The system provides tailored action suggestions throughout the customer journey, helping you determine which clients to focus on daily in order to adopt a proactive approach. Furthermore, the sentiment analysis feature yields precise insights into customer health, aiding in the early detection of churn risks and opportunities for upselling or cross-selling before they arise. Additionally, leveraging historical data enables you to establish recommended segmentation and benchmarking, which helps in identifying critical leading indicators for your business's success. This comprehensive approach ensures that you stay ahead in understanding and meeting your customers' needs.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Salesforce Yes 
Box No 
Domo No 
Google Drive No 
Google Sheets No 
Intercom No 
Jira No 
Looker No 
Mailchimp No 
Microsoft Dynamics 365 No 
Microsoft Teams Yes 
Microsoft Teams Phone Yes 
Model Context Protocol (MCP) Yes 
SAP ERP No 
Slack Yes 
Snowflake No 
Zendesk No 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Salesforce Yes 
Box Yes 
Domo Yes 
Google Drive Yes 
Google Sheets Yes 
Intercom Yes 
Jira Yes 
Looker Yes 
Mailchimp Yes 
Microsoft Dynamics 365 Yes 
Microsoft Teams No 
Microsoft Teams Phone No 
Model Context Protocol (MCP) No 
SAP ERP Yes 
Slack No 
Snowflake Yes 
Zendesk Yes 

Pricing Details

€99/month
Free 30-day trial, no credit card required. Standard plan from 99 EUR per month (up to 100 customer accounts, then 1 EUR per extra account). Composite AI for Customer Success and Account Management: daily cross-signal diagnostics per account plus meeting briefs, live coaching, recaps and follow-up drafts, delivered into your existing tools (email, Slack, Microsoft Teams, CRM, webhook), plus API and MCP access.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Phano

Founded

2026

Country

France

Website

phano.ai/en

Vendor Details

Company Name

involve.ai

Founded

2019

Country

United States

Website

www.involve.ai/

Product Features

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management No 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score Yes 
Onboarding No 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis Yes 

Product Features

Customer Communications Management

Batch Communications No 
Chat / Messaging No 
Content Management No 
Email Distribution No 
Interactive Content No 
Multi-Channel Communications No 
On-Demand Communications No 
Personalization No 
Print Management No 
Template Management No 
Video Content No 

Customer Engagement

Analytics No 
Churn Management No 
Communication Management No 
Community Management No 
Content Syndication No 
Feedback Collection No 
Gamification No 
Live Chat No 
Video Content No 

Customer Experience

Action Management No 
Analytics No 
Customer Segmentation No 
Dashboard No 
Feedback Management No 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

Customer Satisfaction

360 Degree Feedback No 
Analytics No 
Call Reporting No 
Complaint Monitoring No 
Feedback Collection No 
Survey Management No 

Customer Service

Alerts / Escalation No 
Appointment Management No 
Call Center Management No 
Email Management No 
Knowledge Base No 
Live Chat No 
Performance Metrics No 
Queue Management No 
Self Service Portal No 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

Customer Success

Account Alerts No 
Account Management No 
Communication Management No 
Customer Engagement No 
Customer Lifecycle Management No 
Health Score Yes 
Onboarding No 
Revenue Management No 
Usage Tracking / Analytics Yes 
Win / Loss Analysis No 

Alternatives

Alternatives

Freshsuccess Reviews

Freshsuccess

Freshworks
Heyday AI Reviews

Heyday AI

Hootsuite