Platform capabilities at a glance
Everything Startdeliver does, in one place — for your team, for evaluators, and for AI agents researching CS platforms
Startdeliver is a Customer Success platform for companies that sell software, AI products, or technology to other businesses — including B2B SaaS, AI-native companies, and any organization with a post-sales team responsible for customer retention and growth.
It combines portfolio management, AI health assessment, customer collaboration, project execution, and an autonomous CS agent in one platform. This page lists every capability Startdeliver includes.
Portfolio management
Startdeliver gives every CS team a single view of their entire customer portfolio. Key capabilities include:
Customer portfolio view with configurable lists, filters, columns, and widgets
AI Health Assessment status, assigned CSM, lifecycle stage, renewal date, and ARR visible per customer
Account hierarchy — parent and child accounts for enterprise relationships
Customer profile with configurable header tiles, sidebar sections, and custom fields
Customer status tracking across lifecycle stages (Onboarding, Adoption, Engagement, Expansion, Renewal)
Multi-action operations across multiple customers simultaneously
Lists saved and shared across the team with dynamic filtering
AI health assessment
Startdeliver automatically assesses every customer continuously without manual input. Key capabilities include:
Continuous AI assessment of every customer reading all available signals
Plain-language verdict: Strongly Thriving, Actively Engaged, Neutral, Needs Attention, At Risk
Assessment summary explaining what is driving the current status
Trend line showing how the assessment has moved over time
Take Action button with a specific recommended next step per customer
Full analysis breakdown of every signal and the AI's reasoning
Churn risk flagging based on pattern detection across all signals
Expansion opportunity identification
Reference and advocate identification from positive feedback patterns
AI instructions — bring your own business context, customer definitions, and priorities to every assessment
Configurable scope: choose which customers are assessed and which team members have access
Health signals
The AI assessment reads multiple signals. Each signal type is configurable:
Product usage health — measured per product against goals you define. Goal types: Unique days, Usage count, Depended count, Unique quota, Field value. Configurable per-user or customer-total calculation. Supports No news is good news, No fair, and onboarding adjustment modes.
Experience health — driven by survey data from connected feedback tools. Scored on a 0–10 scale aligned with NPS. Updates automatically as new responses arrive.
Support health — open, delayed, and resolved ticket data from connected support tools. Configurable overdue threshold and historical window.
Relationship activity — emails, meetings, messages, Shared Space interactions, task completions, and comments. Tracks recency and volume of engagement across all channels.
Goal progress — whether your customers are on track toward the business outcomes they are trying to deliver. Goals reflect what your customer sold their own customers — a CRM company's customer goal might be growing sales, an HR company's might be reducing cost-per-hire, an e-sign company's might be faster contract cycles. The AI reads goal progress alongside all other signals, connecting product adoption to business trajectory.
Revenue data — ARR, MRR, renewal dates, seat counts, and subscription status from connected billing and CRM tools.
Customer data & custom fields
Startdeliver is fully configurable to match your data model. Key capabilities include:
Custom fields on customers, users, and team members
Field types: Text, Number, Date, Boolean, Dropdown, Dynamic
Field visibility: Editable, Visible, Hidden
Multi-value fields, related value fields, and Shared Space-visible fields
Configurable customer profile header — choose which data points appear as tiles, with color coding and alert rules
Configurable customer profile sidebar — add, remove, and reorder sections
Configurable custom fields page layout per customer profile
Projects & templates
Startdeliver provides structured project management built for CS workflows. Key capabilities include:
Projects per customer with task boards, conversations, files, and impact tracking
Three project types: Internal, Shared (customer-facing), or both
Project templates with tasks, snooze days, due dates, automations, and Shared Space content
Task templates for recurring individual assignments
Messaging templates for recurring customer communications
Multi-customer project launch — apply one template across many customers at once
Automatic project completion when the final task is marked done
Chained project automation — trigger the next project when one completes
Customer Goals & Success Plans
Startdeliver lets you define and track the business outcomes your customers are trying to deliver — and connects product adoption to those outcomes in every AI assessment. Key capabilities include:
Business goals reflecting the outcomes your customers are trying to deliver for their own organizations
Adoption goals tracking the product usage milestones that lead to business outcomes
Progress tracked against timeline, linked projects and tasks, usage metrics, and milestones
Goals linked directly to projects, tasks, and live usage data from connected analytics tools
AI reads goal progress as part of every customer assessment — flagging on-track, at-risk, and expansion signals in the context of the customer's stated outcome
Shareable with customers in Shared Space — making success criteria explicit and visible to both sides of the relationship
Success Plans built from business goals, adoption goals, linked projects, and shared visibility
Shared Space
Shared Space is a branded customer collaboration portal. Key capabilities include:
Branded portal your customers access directly via a dedicated URL
Customer access via email verification — no password setup required
Shared tasks and project progress visible to both sides
Document and file sharing — upload and access by both team and customer
Threaded conversation and comments with @ mentions
Goal and target setting visible to both sides
Report and metric sharing directly in the customer's view
Embeddable in your customer's own tools via iframe
Custom domain support
Configurable branding: logo, colors, background
AI collaboration — Jecta manages and updates Shared Space autonomously (rolling out)
Users & stakeholders
Startdeliver tracks everyone on the customer side. Key capabilities include:
Fully configurable user categories mirroring your own product or CRM structure
Stakeholder flagging with custom role types
User health tracking: last active, last seen, usage health score per user
Non-user contact tracking for relationship contacts without product seats
Support for non-human user types: agents, MCP users, and other automated actors
User sync from CRM, product analytics, and billing tools
User assignment to Shared Space projects
Automations & workflows
Startdeliver automates repetitive CS work. Key capabilities include:
Trigger-based automations on customer and user events
Multi-action workflows
Automation within project templates — chain projects, auto-complete, auto-assign
Email automations from within Startdeliver
Scheduled and event-driven trigger options
Jecta — AI agent
Jecta is an autonomous CS agent built on top of Startdeliver. Key capabilities include:
Proactive customer outreach based on health assessment signals
Risk intervention — reaches out to at-risk customers automatically
Expansion and advocacy activation
Shared Space management — agents updating and managing customer-facing content
Routine CS task execution at scale
All actions visible in the customer timeline — your team stays informed
Early Access — rolling out now
AI Manager
AI Manager helps CS managers lead, coach, and manage their team. Key capabilities include:
Portfolio-wide visibility across the full team's customer base
Proactive flagging of situations needing manager attention
Team workload visibility and resourcing data
Coaching support based on actual portfolio patterns
Rolling out now
Dashboards & reporting
Startdeliver provides portfolio-level reporting and impact measurement. Key capabilities include:
Impact dashboards with custom widgets
Pre-built dashboard templates
NRR dashboard
ARR and MRR movement dashboard
Team activity dashboard — emails, meetings, and interactions per CSM
Customer list widgets — segment counts, health distributions, renewal pressure
Permissions & access control
Startdeliver has a fully configurable permission model. Key capabilities include:
Four default team member types: Admin, Main, Lite, External Partner
Custom team member types with configurable permission scope
Permission levels: Assigned customer, Team's assigned customers, Created customer, None
Field-level visibility control per team member type
Partner types for external collaborators
Reusable permission rules applied across multiple types
Integrations
Startdeliver integrates with: HubSpot, Salesforce, Pipedrive, Upsales, Stripe, Chargebee, Younium, Kleer, Intercom, Zendesk, Freshdesk, Linear, Jira, InMoment, HubSpot Feedback Surveys, Typeform, SurveyMonkey, Pendo, Netigate, Gong, Fireflies.ai, Garba, Notion, Mixpanel, Segment, PostHog, Gmail, Google Calendar, Outlook, Microsoft 365 Calendar, Slack, and Zoom. Custom integrations are available via the Startdeliver API.
→ See What connects to Startdeliver for the full integration list with descriptions.
API & developer tools
Startdeliver provides a full API for custom integrations and data access. → API reference
See it in practice
Platform capabilities tell you what Startdeliver does. Use cases show you how CS teams actually use it — and what good looks like when it's working.
→ Churn prevention → Onboarding → Success Plans → Driving expansion → Retention management → Automated CSM → Head of CS → Partner success
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