Stay close to every customer, not only the loudest.
Anantix helps teams run proactive onboarding, follow-ups, feedback and retention workflows across customer segments without relying on manual call lists and reminders.
Onboarding completion
Campaign · accounts with setup steps still open
Sharma Dental Clinics
Call
Stuck on the staff import. Walked through the file format on the call.
Setup complete
Coastal Foods
Email
Waiting on their IT team to switch on single sign-on.
Task: CSM to call IT contact
Nair Logistics
Call
Unhappy with how long onboarding is taking. Considering pausing.
Flagged to account owner
Verma Retail
Email
Replied that setup is done except for one branch, finishing this week.
Follow-up in 5 days
Customer success shouldn’t depend on who your team remembered to contact.
Important customers can go quiet long before they complain.
Manual check-ins, onboarding follow-ups and feedback calls are difficult to run consistently across a growing customer base.
Who got a check-in last month
Worked by hand from one CSM’s account list
- Apex PharmaRaised four tickets this month3 check-ins
- Metro MotorsAsked for a discount at renewal2 check-ins
- Sunrise SchoolsNo conversation in 52 daysNone
- Kiran TextilesOnboarding step 3 still openNone
- Delta HotelsMentioned another vendor on their last callNone
Demo data shown.
Outreach runs from a rule, not from memory.
Your team decides who should hear from you and when. Anantix contacts every account that matches, records what they said and sends the accounts that need a person to their owner.
You set
- Who gets contacted
- A segment, an onboarding stage or a renewal window.
- When and how
- The moment that triggers outreach, and whether it’s a call, an email or both.
- What to ask
- Your check-in, onboarding or feedback questions.
- What reaches the owner
- Complaints, risk signals and anything the agent can’t resolve.
Check-in rule · renewals
Set once by your team
- Who
- Renewing in the next 60 days, no conversation in the last 30
- How
- Call first, email if there’s no answer
- Ask
- How the rollout is going and what’s getting in the way
- Flag to owner
- Complaints, competitor mentions, issues left unresolved
This week, from last month’s quiet accounts
Sunrise Schools
Call
Happy so far. New staff joining next month need training.
Task: CSM to schedule training
Kiran Textiles
Call
Onboarding step 3 blocked on a data export. Walked through it.
Step 3 complete
Delta Hotels
Email
Comparing another vendor on price before renewing.
Flagged to account owner
Four workflows customer success teams run on Anantix.
Onboarding completion
New customers who stall before they are fully set up.
- 1Find accounts with required setup steps still open
- 2Call or email the account’s contact
- 3Find out what’s blocking them and walk them through it
- 4Flag the account to its owner if it’s still stuck
For exampleA clinic hasn’t imported its staff list. The agent calls, finds the file format is the problem, walks them through it and flags the account if it still fails.
Proactive check-ins
Accounts nobody has spoken to in a while.
- 1Select the segment, such as renewals in the next 60 days
- 2Contact each account on Voice or Email
- 3Ask your check-in questions and record the answers
- 4Create a task for the account owner when something needs action
For exampleAccounts renewing in the next 60 days with no conversation in the last 30 get a call. Anything raised becomes a task for the account owner.
Feedback collection
Hearing from customers in their own words, not only a score.
- 1Contact customers after a milestone or at a set interval
- 2Ask open-ended questions
- 3Group the answers by topic in Insights
- 4Show which issues repeat across accounts
For example“Reports take too long to load” comes up across calls and emails in Hindi and English, and appears as one repeated issue instead of scattered notes.
Retention signals
Spotting accounts at risk before they say they are leaving.
- 1Watch conversations for repeated complaints and negative sentiment
- 2Track topics that stay unresolved
- 3Flag the account to its owner
- 4Attach the conversations behind the flag
For exampleTwo invoice complaints, a frustrated last call and a billing question still open. The account is flagged to its owner with the conversations attached.
What changes for your account managers.
Every account in the segment hears from you
Outreach follows the rule you set, not the accounts someone remembered.
Blockers surface before renewal, not at it
Setup problems and frustration come up in check-ins, while there’s still time to act.
No call lists or reminder spreadsheets
Your team spends its time on the accounts that need a person.
Feedback grouped into issues you can act on
Open-ended answers become topics and trends, with the conversations behind them.
Four parts of Anantix, one customer success loop.
Campaigns
Choose who to reach, by segment, onboarding stage or renewal window. Calls and emails go out on schedule.
AI Agents
Hold the conversation, ask your questions, help with blockers and hand over to your team when needed.
Customer Timeline
Every answer lands on the customer’s record, so the account owner sees exactly what was said.
Insights
Repeated issues, sentiment and unresolved topics across accounts, and which customers need attention.
What Insights shows your team shapes who the next campaign reaches.
Bring us the accounts nobody has called this quarter.
See how Anantix can connect your conversations, agents, teams and business systems into one customer operation.
Book a DemoWhat the demo covers
Your workflow, mapped
The channels it runs on, the systems it touches and where your team steps in.
An agent working through it
Handling the conversation in the languages your customers use, and taking the actions it needs.
What it takes to run
Integrations, deployment and the controls your IT and security teams will ask about.