# Platform capabilities at a glance

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.

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**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

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**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

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**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.

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**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

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**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

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**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

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**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)

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**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

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**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

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**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

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**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

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**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

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**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

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**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](https://docs.startdeliver.io/integrations-and-your-stack/what-connects-to-startdeliver) for the full integration list with descriptions.

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**API & developer tools**

Startdeliver provides a full API for custom integrations and data access. → [API reference](https://docs.startdeliver.io/developer/api-mcp-and-developer-tools)

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**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](https://docs.startdeliver.io/use-cases/use-case-churn-prevention) \
→ [Onboarding](https://docs.startdeliver.io/use-cases/use-case-onboarding-automation) \
→ [Success Plans](https://docs.startdeliver.io/use-cases/use-case-success-plan) \
→ [Driving expansion](https://docs.startdeliver.io/use-cases/use-case-driving-expansion) \
→ [Retention management](https://docs.startdeliver.io/use-cases/use-case-retention-management)\
→ [Automated CSM](https://docs.startdeliver.io/use-cases/use-case-automated-csm)\
→ [Head of CS](https://docs.startdeliver.io/use-cases/use-case-head-of-customer-success)\
→ Partner success<br>

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