One shared space
for long-term customer success
Fiit gives Customer Success teams a collaborative workspace to align with customers on goals, timelines, and ongoing tasks
all from Salesforce
Staying aligned post-sale
is harder than it should be
Fiit’s Solution
Fiit keeps Success teams and customers in sync with one shared workspace linked directly to Salesforce.
Problem
Context lost between handoffs
Lack of visibility on customer activity
Fragmented communication and tools
How Fiit Works for Customer Success
Create a success plan from an account in Salesforce
Add lifecycle milestones, events, and documents
Share the branded room with your customer
Track adoption, engagement, and task progress fully synced
Benefits
For CS Teams
Central source of truth for CS and customers
Buyer-side updates automatically reflected in Salesforce
Shared milestones keep everyone accountable
Easily automate renewals, QBR prep, and check-ins
