The implementation & on boarding team was wonderful to work with.

Clean interface and easy to understand. I like the organizational breakdown the most.

Integration flexibility to SFDC, ServiceNow, and other sources of customer account, contact, financials, support, and usage metrics.

The tool is constantly under improvement and immediate benefits to the enhancements are felt.

Changing anything about the tasks is really a pain. We could have done a better job in setting up the logic of the tasks for when they are supposed to fire for sure.

You should have a default that is selected company wide for the filter that we can use. Creating tasks is a big hassle and leaving notes on those tasks is a pain.

I like that it is customizable and gives me the ability to see tasks and workflows that are specific to my company's specifications.

A quick page refresh will do usually fix the issue, but it is annoying and it does interrupt my process.

It helps our organisation keep communication free flowing about customers which aids in our customer satisfaction and in supporting sales cycles.

There is an annoying bug that has persisted for the last few months - it gives garbled text and I'm unable to view any meaningful content.

Reporting and integrations. The reporting and managerial side of the software is entirely disappointing.

It's difficult to pull useful data in a way we can present to our leadership. There are integrations that come out of box, however the fields they interact with are limited to a frustrating degree.

Even with the cadence feature, the timeline of when tasks need to get done is easily lost. Managing upward of 100 clients caused tasks/meetings to be missed.

Very hard to keep up with, since it requires a lot of time to input information. Frustrating user experience.

Difficult to export data or search. Cumbersome is you have a large amount of accounts.

The software is easy to use, great for planning and organization, and easily used as a collaborative tool with various departments.

We often have sync issues which can be frustrating.

I dont feel like it is user friendly enough or quick enough for me to use. Creating and modifying the cards/tasks seemed was not quick and easy.

The team is very responsive. They are still building and improving the software, so I'm excited to see what is coming up.

I have given it quite a few chances over time but the experience has been. Quite disappointing each and every time.

They are focused on maintaining data accuracy with the payment source (like Stripe/Braintree etc.), which is crucial for trusting the metrics.

Easy Financial Tracking for SaaS & E-Commerce Applications.

Accurate, clean interface for subscription revenue analytics dashboard. Super useful when running a SaaS business.

Maybe it could have more statistics but I am not sure.

We had trouble when we had to switch to an incorporated company Stripe Account and couldn't combine the data.

We use this software to track our growth, revenue, churn, customer activity, and so much more. Additionally, their anti-churn tools help us battle delinquent churn successfully.

Found them on the Stripe marketplace when looking for analytics software to better understand retention. Very impressed with the product and ease of use.

It gives me an overview of most interesting saas metrics. I use it along with other analytics tool, but what I like about PW is the ability to set targets and get everyone informed about the progress.

Also, a huge shout out to the owner for putting together a product that works seamlessly with payment gateways and subscription solutions.

This app integrated simply with Stripe and immediately showed me data points like MRR and churn. It's a simple app that gives me the answers I need so I can get back to work.

We have been a big fan of a this and a bunch of other reports.

Porfirwell provide us the numbers we need with ease. It is totally free and the support is great.

It integrates with stripe and provides a lot of data, like renewals, lifetime value, retantion and churn rate, cash flow and more.

Overall, ProfitWell is incredibly powerful, feature rich, and once properly setup -- gives excellent insights into our financial progress, account value, churn rate, and more.

Some metrics are not easy to understand, and I've some troubles understanding how refunds are calculated.

The free platform is quite robust and their pricing for the add-on features is smart and reasonable.

It's a great tool for any kind of business in order to have a clear view of their customers payments.

Our favorite thing, of course, is that ProfitWell is FREE. Excellent financial reporting and trend tracking software without any cost.

If we're being picky, when you email their team, they take some time to respond back or sometimes there is no response at all.

The retention cohort that Profitwell is able to produce gives a brilliant picture of the state of the business. It provides amazing feedback to every single team - CS, Marketing, Support and Product.

Bolstra is a cloud-based customer success platform, which helps businesses retain customers, gain revenue and manage churn rate by identifying opportunities and market trends. Features include activity feed, customer accounts, task management, analytics and data export. 


The application enables managers to monitor the status of customer's experience, manage sales growth and forecast revenue generation. Team members can visualize customers' journeys, measure the number of actively engaged clients and implement processes/strategies for acquisition, retention and expansion. Bolstra also helps supervisors prioritize daily tasks with a to-do list and organize them under on-hold, closed, urgent or recurring status. Businesses can segment and filter customer's accounts through specific attributes and manage current or upcoming renewals.


Bolstra offers API-based integration with various third-party applications such as Jira, HubSopt, Salesforce, Intercom, Zoho CRM, Slack, Zendesk, HelpScout and more. Pricing for the solution is available on request and support is provided via email, phone and documentation. 



LongDescription

Customer Segmentation

Communication Management

Account Alerts

Revenue Management

Account Management

Customer Management

Dashboard

Customer Engagement

Reporting/Analytics

Usage Tracking/Analytics

Negative Feedback Management

Onboarding

Health Score

Web browser (OS agnostic)

Chat

51-200

201-500

501-1000

1000+

Bolstra

In Person

Live Online

US Dollar

ProfitWell is a churn management solution designed to help businesses improve conversion rates and automate churn reduction using a white-labeled platform. Supervisors can leverage multiple data points to gain an overview of recovered, due and at-risk monthly recurring revenue rates (MRR) through actionable analytics.


ProfitWell allows enterprises to automatically translate churn recovery messages into various local languages according to customers' requirements. Clients can receive recommendations to retry credit/debit cards based on days of week, failure code, type, location and more. It also lets users streamline operational processes in compliance with GDPR and PCI regulations. 


ProfitWell facilitates integration with various third-party applications such as Stripe, Zuora, Chargify, ReCharge, Braintree and more. Pricing is available on request and support is extended via live chat, documentation and other online measures.



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