Awarded as the top customer success solution by Winning by Design - 2025

Our Customers have cut surprise churn and busywork while improving CS productivity by 2X-3X

Trusted by CS Teams Worldwide

The FS Impact

No Hype. Just genuine, quantifiable results

0 +

AI tasks automated on FunnelStory

234K +

Accounts under management

3.1M +

Users under management

9.8B +

Activities analyzed

The FS Impact

Dominique Levin

Dominique Levin

CEO, Winning by Design

FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.

FunnelStory logo

I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.

Sandra B.

Sandra B.

Founding LP

FunnelStory logo

FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.

Jessica C.

VP of CS, Financial

VP of Customer Success

SaaS Software Business

We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.

FunnelStory logo
Cathy G.

Cathy G.

CS, Halcyon

FunnelStory transformed how we manage customer journeys. We integrated it with tools like Salesforce and Jira, and within weeks saw a 30% improvement in onboarding time and a 40% boost in CS productivity. It's like going from scattered dashboards to a single intelligent workspace. There's a lot of power here - just expect a bit of a learning curve.

FunnelStory logo
Julia Prause

Julia Prause

VP of CS, Nutrient

Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.

FunnelStory logo

FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.

Gilad S.

Gilad S.

Co-Founder, Descope

Pawan S.

Pawan S.

Director of Product

We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.

FunnelStory logo
Arleen A.

Arleen A.

Customer Success Operations Specialist

FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.

FunnelStory logo

Somer S

Support Operations Manager

I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.

FunnelStory logo
Dominique Levin

Dominique Levin

CEO, Winning by Design

FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.

FunnelStory logo

I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.

Sandra B.

Sandra B.

Founding LP

FunnelStory logo

FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.

Jessica C.

VP of CS, Financial

VP of Customer Success

SaaS Software Business

We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.

FunnelStory logo
Cathy G.

Cathy G.

CS, Halcyon

FunnelStory transformed how we manage customer journeys. We integrated it with tools like Salesforce and Jira, and within weeks saw a 30% improvement in onboarding time and a 40% boost in CS productivity. It's like going from scattered dashboards to a single intelligent workspace. There's a lot of power here - just expect a bit of a learning curve.

FunnelStory logo
Julia Prause

Julia Prause

VP of CS, Nutrient

Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.

FunnelStory logo

FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.

Gilad S.

Gilad S.

Co-Founder, Descope

Pawan S.

Pawan S.

Director of Product

We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.

FunnelStory logo
Arleen A.

Arleen A.

Customer Success Operations Specialist

FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.

FunnelStory logo

Somer S

Support Operations Manager

I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.

FunnelStory logo
Dominique Levin

Dominique Levin

CEO, Winning by Design

FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.

FunnelStory logo

I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.

Sandra B.

Sandra B.

Founding LP

FunnelStory logo

FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.

Jessica C.

VP of CS, Financial

VP of Customer Success

SaaS Software Business

We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.

FunnelStory logo
Cathy G.

Cathy G.

CS, Halcyon

FunnelStory transformed how we manage customer journeys. We integrated it with tools like Salesforce and Jira, and within weeks saw a 30% improvement in onboarding time and a 40% boost in CS productivity. It's like going from scattered dashboards to a single intelligent workspace. There's a lot of power here - just expect a bit of a learning curve.

FunnelStory logo
Julia Prause

Julia Prause

VP of CS, Nutrient

Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.

FunnelStory logo

FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.

Gilad S.

Gilad S.

Co-Founder, Descope

Pawan S.

Pawan S.

Director of Product

We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.

FunnelStory logo
Arleen A.

Arleen A.

Customer Success Operations Specialist

FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.

FunnelStory logo

Somer S

Support Operations Manager

I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.

FunnelStory logo
Dominique Levin

Dominique Levin

CEO, Winning by Design

FunnelStory, was a standout at the recent Virtual Impact Summit as an AI built to help CSMs focus where it matters most. With Signals, teams can prioritise the right accounts and automate the rest.

FunnelStory logo

I've never had this kind of visibility - FunnelStory brings together usage data, support tickets, and even call sentiment into a complete customer view. I now get leading churn indicators up to 9 months in advance. We were live in under 2 hours, and the out-of-box analytics are better than anything I've seen from SFDC or Looker.

Sandra B.

Sandra B.

Founding LP

FunnelStory logo

FunnelStory made it easy for us to track which customers were falling behind in onboarding. I like how simple it is to see progress, and I now catch risks earlier. Some default milestones were too optimistic at first, but overall it's helped us prevent churn more proactively.

Jessica C.

VP of CS, Financial

VP of Customer Success

SaaS Software Business

We were up and running quickly, and I love how FunnelStory surfaces product usage triggers for outreach. Even with a small team, we're running smarter plays and syncing cleanly with our CRM. Their support is top-notch, and they iterate on feedback fast.

FunnelStory logo
Cathy G.

Cathy G.

CS, Halcyon

FunnelStory transformed how we manage customer journeys. We integrated it with tools like Salesforce and Jira, and within weeks saw a 30% improvement in onboarding time and a 40% boost in CS productivity. It's like going from scattered dashboards to a single intelligent workspace. There's a lot of power here - just expect a bit of a learning curve.

FunnelStory logo
Julia Prause

Julia Prause

VP of CS, Nutrient

Huge congrats to the FunnelStory team for topping Winning by Design's "AI on the Right Side of the Bowtie" report! A major milestone - and I'm proud to be part of this journey. After 10+ years working across CRMs and CS platforms, it's exciting to finally see real AI/ML innovation in this space—long overdue. Thrilled to be driving this forward at Nutrient, where we're focused every day on creating real value for our customers.

FunnelStory logo

FunnelStory helps me understand our customer journey across both sales and post-sales. Setting it up with our CRM and data warehouse was simple, and I now rely on it daily to track feature adoption and flag at-risk accounts. The team's responsiveness has been excellent—no complaints at all.

Gilad S.

Gilad S.

Co-Founder, Descope

Pawan S.

Pawan S.

Director of Product

We use FunnelStory to analyze free trial behavior, and it's made a real difference. I now get clear signals on where users drop off and what features drive conversion. The new Journeys feature is promising but still evolving. Still, I'd rate it a 10/10 for PLG teams.

FunnelStory logo
Arleen A.

Arleen A.

Customer Success Operations Specialist

FunnelStory provides a centralized view of our entire customer portfolio, making it easy for our CS leadership team to stay ahead of risk and growth signals without toggling between tools. The UI is intuitive and easy to use, which made onboarding simple and quick for our team.

FunnelStory logo

Somer S

Support Operations Manager

I spend most of my time looking up data to see how I can fill in gaps for our customers based on their pain points. FunnelStory has been extremely helpful for this, as I can get a quick 'heads up' of issues they've had in the Topics view, and right there as well I can get a quick Sentiment analysis. Account Notes provide an excellent, quick summary reference for a snapshot of both recent and historical transactions.

FunnelStory logo

CASE STUDIES

What makes FunnelStory a game-changer?

How Halcyon is leveraging AI for a Sustainable Scaled Growth

How Halcyon is leveraging AI for a Sustainable Scaled Growth

View Case Study
How Rafay transformed Customer Success with FunnelStory AI

How Rafay transformed Customer Success with FunnelStory AI

View Case Study
How a Vertical SaaS leader Reduced Surprise Churn by 90%

How a Vertical SaaS leader Reduced Surprise Churn by 90%

View Case Study
How Aviz transformed Customer Success with FunnelStory AI

How Aviz transformed Customer Success with FunnelStory AI

View Case Study

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