‘Super memory’ for every account
Customer context is often trapped in silos or forgotten. Traction provides a shared super memory that retains every detail. The right insights at the right time.
Grow more accounts
without extra headcount.
Traction is your Customer Success agent, delivering 24/7 AI coverage across your entire book of business.
Your team can't cover every account. And everyone knows it.
More accounts than hours
You manage 30–50 accounts, but only a few get your attention, putting the rest at risk of churn or lost opportunities.
Drowning in admin work
Meetings, follow-ups, and admin work create overhead and consume your time. Urgent issues crowd out proactive actions.
Blind spots everywhere
It’s easy to miss risk signals. Limited visibility can lead you to overlook both churn and growth opportunities.
Traction is built for the future of CS, today.
All tools a CS team needs to stay ahead of every account in one place.
Always working, even when you’re not
Most AI tools take notes. Traction helps before, during, and after each customer interaction. It prepares notes, manages follow-ups, flags risks, and tracks sentiment.
Multiplies your capacity
Your team can’t be everywhere at once. Traction tends to your book 24/7, delivering the reach and consistency of a larger team. We give your team superpowers.
Your team is always in control
Traction is your proactive assistant that brings actions and insights to you. You make the final call by choosing what to send, share, log or escalate.
Always watching.
Health signals, meeting prep, follow-ups, and risk detection. The tools every CS team needs to stay ahead of every account—all in one place.
Account health alerts
Know what needs attention. Traction flags shifts in activity, tone, and engagement.
Meeting prep on autopilot
Walk into every call prepared. Get key context in one place and send a drafted follow-up right after.
A live map of your accounts
Spot risk early. Traction tracks momentum so you always know how each account is trending.
Bot-free meeting notetaker
Stay present in meetings, knowing every detail is captured. No distracting bot on your calls.
Benefits
Your team, but with superpowers
24/7 account coverage
Proactive attention for all accounts, not just the ones you have time for today.
Hours back in your week
We cut admin work by drafting notes, follow-ups, and updates, leaving more time for relationships.
Centralized account data
All communications together in a single, up-to-date view. No more jumping between tools.
Opportunities that find you
No more hunting. What needs attention surfaces with context, so you can act early and stay ahead.
How it works
Up and running
in hours, not months.
Connect your tools
Connect your email, calendar, and CRM. No migration or manual work.
Traction learns your accounts
See full account history in one place. No more digging through different tools.
Say goodbye to admin work
Traction keeps you prepared, writes follow-ups, and flags what’s important.
Compare
Replace the sticky-tape with a purpose-built platform
See how Traction compares to the stack your team is already using.
| Your current stack | Traction | |
|---|---|---|
| Works between meetings | No. Only active during calls. | Yes. Before, during, and after calls. |
| See the full relationship | Partial. Limited to meetings or CRM data. | Complete. Emails, calls, and CRM data. |
| Flags risk early | Rarely. Risks reside in dashboards. | Yes. See risks before they escalate. |
| Handles follow-through | Manual. You do the admin. | One click. All follow-ups handled. |
| Coverage across accounts | ~30% get real attention. | Close to 100%. Every account, 24/7. |
| Makes you look prepared | Sometimes. If you had time to prep. | Yes. Context and key points prepared. |
| Vibe-coded | Maybe? | Definitely not. |
“There are some things I've never said in all my years in CS, Traction was the easiest buying decision ever.”
Marina Sancho
Director of Customer Growth @ Mentorloop
You might be wondering
Frequently Asked Questions
Tools like Granola or Otter capture what was said. Traction captures what it means, and then acts on it. It builds context before the call, drafts follow-ups after, and tracks sentiment over time. It’s not a recorder. It’s a relationship assistant.
No. Traction handles the operational work — monitoring, prep, follow-ups, CRM updates — so your CSMs can focus on the relationships that actually need a human. Your team stays in control of every action.
Minutes. Connect your email, calendar, and CRM, and Traction starts learning immediately. No data migration, no multi-week onboarding.
Yes. Traction integrates with your CRM, email, calendar, and communication platforms. Everything syncs back automatically; you’re not adding a silo, you’re consolidating them.
Every draft and action goes through you before anything happens. If something doesn’t look right, you can edit or dismiss it.
Traction gives every CSM 24/7 AI coverage. Admin happens automatically with human approval. Each CSM can manage more accounts without sacrificing quality.
Traditional platforms give dashboards and expect your team to spot the patterns. Traction proactively surfaces risks and handles operational work; think of it as the layer that makes your existing stack actually work.
Yes. Everything syncs back automatically. No more chasing CSMs to update records.
Customer data is encrypted, access-controlled, and never used to train AI models.
Same simplicity as an individual setup. Each CSM connects their tools. Most teams are fully up and running within days, not months.
If you have more questions, feel free to contact us.