For Customer Success
Recognize the moments that keep customers
Onboarding, an implementation milestone, an anniversary, a renewal, a referral, a rough week that you saw them through. Thankscrate turns each into a thoughtful, organized touchpoint with the details, the history, and the delivery handled.
Noor Haddad
VP Operations, Acme Outdoors
Account owner Devon Park
- SignedMar
- OnboardedMay
- One yearMar
- RenewalNow
- ReferralLater
Renewal · Now
Her pick, Premium
Devon Park is sending it now.
Two years in, and the launch you ran this spring set the standard for us. Thank you for trusting us with it.
The customer journey
From onboarding through renewal
Send on demand for the moment in front of you. A go-live, an adoption milestone, a customer anniversary, a renewal signed, a referral made, a service recovery that deserves more than an apology. The note is yours. The gift, the address, and the delivery are handled.
- Onboarding and implementation milestones
- Anniversaries, renewals, expansions
- Referrals, advocacy, service recovery
Relationship health
Know what each customer has received
Every contact carries their gift history, so a renewal gift does not repeat the onboarding one and a champion who has referred three accounts is treated like it. Import your book of business or add contacts as you go.
- Gift history per contact
- Birthdays and personal milestones where appropriate and consented
- Customers, partners, and champions in one list
- Acme OutdoorsNoor Haddad · last: Renewal · Aug · next: Referral thank-youTouched this quarter
- Harbor HealthGrace Okafor · last: Signed · Sep · next: Kickoff · OctTouched this quarter
- Bluebird FreightJordan Lee · last: Onboarding · May · next: Anniversary · NovDue this month
- Summit LegalFelix Roth · last: Go-live · Mar · next: Renewal · DecDue this month
- Northgate DentalAmara Nwosu · last: Holiday · Dec · next: Adoption milestoneNothing since December
- Ridge BrewingKwame Asante · last: Referral · Jul · next: Anniversary · JanTouched this quarter
The same thoughtful touchpoints whether the CSM has ten accounts or a hundred.
Thoughtful for them
Let them choose, or choose yourself
A curated set the customer picks from, or a gift you selected, with a personal message on the card either way. Digital gift cards reach anyone. Thankscrates ship to confirmed U.S. addresses.
- Recipients can choose their own gift
- Gift cards for any amount, anywhere
- A printed card with your note
Global Snacks crate
Snacks from six countries, ships in 2 days
Movie Night crate
Popcorn, candy, and a streaming credit
Gift card
Choose from 200+ brands, delivered by email
Ships to your address on file
What Customer Success gets
Consistent care across the whole book
Every account
The same thoughtful touchpoints whether the CSM has ten accounts or a hundred.
Personal
The note is written by the person who knows the customer.
History
What each customer received, when, and why.
Within budget
Send inside the company's tiers. Finance sees it in the same record.
Choice
Let the customer pick when taste is unknown.
Delivered
Address confirmed by the recipient, status tracked.
What is live today
Built on contacts and on-demand sends
Contact records, gift history, recipient choice, and fulfillment work today. Automated triggers from a CRM or a success platform are not part of the platform yet. When a connection ships, it will be announced in product updates, not implied here.
Questions
Common questions
Quick answers.
Does Thankscrate connect to our CRM?
Customer appreciation runs on contacts you add or import and on-demand sends, with the same gift history and billing as the employee program. A CRM connection will be announced in product updates when it is ready.
What about remote and international teammates?
Addresses are verified against USPS data before anything ships, and recipients can confirm or update their own address. Physical Thankscrates ship within the U.S. Teammates outside the U.S. receive digital gift cards.
Is the gift-card option really any brand?
The recipient redeems their gift card for the brand they want at redemption time. You choose the amount. They choose the brand.
See it on your own accounts
A walkthrough of contacts, on-demand sends, recipient choice, and the history your team sees.