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Tribe CRM for customer success

Keep clients happy and spot risks early with Tribe CRM. Get the full picture of every client relationship – what was promised, what’s been delivered, and how they’re feeling about it. So you can step in before small problems become lost accounts.

Tribe CRM for customer success

Keep clients happy and spot risks early with Tribe CRM. Get the full picture of every client relationship – what was promised, what’s been delivered, and how they’re feeling about it. So you can step in before small problems become lost accounts.

Try Tribe for customer success teams

A CRM that turns new clients into long-term clients

Tribe CRM helps customer success teams stay on top of every relationship – from onboarding through renewal, so clients get the attention they need and risks don't go unnoticed.

💎 Full context on every client, instantly

Customer success starts with knowing what’s happened. Tribe gives you the complete client history in one place, so you never ask a client to repeat themselves or scramble for context when they reach out.

Everything in one record

Emails, calls, meetings, support tickets, invoices, and agreements – all linked to the customer. Anyone on the team can pick up the conversation instantly.

Know what sales promised

See the full history from before you took over. What was agreed or who the contacts are. No surprises when the client expects something you didn’t know about.

Track everyone involved

See all contacts at a client organisation – who’s the decision-maker, who’s the day-to-day user, who handles billing. Know who to reach out to for what.

Track every client's onboarding progress

Onboarding sets the tone for the entire relationship. Tribe lets you visualise where each client is in the process and what’s been completed.

Pipeline stages for onboarding

Track clients through introduction, implementation, and go-live. See which clients are progressing smoothly and which ones are stuck.

Track tasks and activities

Log calls, meetings, and follow-ups against each client. See what’s been done before moving them to the next stage.

Automated reminders

Set expected completion dates for each stage. Tribe flags overdue onboarding steps so you can follow up before a client goes quiet.

Spot at-risk accounts before they churn

The best time to save a client is before they tell you there’s a problem. Tribe flags warning signs so you can step in early.

✅ Sentiment analysis on emails
Tribe’s AI scans incoming emails for positive, neutral, and negative sentiment. If a client sounds frustrated, you'll know immediately.
 
✅ Measure satisfaction with surveys
Use Tribe's web forms to send customer satisfaction score (CSAT) or NPS (Net Promoter Score) surveys after onboarding, quarterly check-ins, or support resolutions.
 
✅ Renewal visibility
Contracts and renewals stay visible in your pipeline. Tribe shows what's coming up so you can start the conversation early.

Track adoption and prevent churn

Every business has different signals that show a client is thriving or at risk. Tribe lets you create custom activities to track what matters for your product and customers.

Define your own activities

Create activities that match your customer journey – training completed, adoption milestones, or health checks. Track what matters for your business.

Identify and act on risks

Assign activities to track key actions, or inactions – no logins in for 30 days, usage dropped below threshold, or a champion left the company. Turn observations into action.

Learn from successful patterns

Run reports on which activities correlate with renewals vs churn. See what successful CSMs do differently and replicate those patterns across your team.

The complete customer journey in one place

Onboarding progress
Daily engagement
Team capacity
Upcoming renewals

Onboarding progress

See where each new client is in the onboarding process. Track completion of setup tasks, training sessions, and go-live milestones.

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Daily engagement

Monitor client activity, support requests, and communication patterns. Spot when engagement drops so you can reach out before they disengage.

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Team capacity

See who's handling what and whether workloads are balanced. Catch bottlenecks before they delay onboarding or affect service quality.

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Upcoming renewals

Contracts and commitments stay visible months in advance. Start renewal conversations early, not the week before they expire.

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Explore how Tribe enables other teams within your organisation

Marketing

Marketing

Leadership & management

Leadership & management

Operations

Operations

Sales

Sales

Marketing

Marketing

Leadership & management

Leadership & management

Operations

Operations

Sales

Sales
“Tribe will support our growth by helping us work more strategically with our dealer network. Improving visibility, communication, and long-term customer value.”
Stine Andersen • Head of Customer Sales Center at Nøsted&

3 simple pricing plans

Our pricing plans have no hidden fees or surprise charges when you hit a contact limit. Tribe CRM gives you unlimited data storage on every plan so you can grow without worrying about additional charges – no extra charges when your client base grows or ticket volume increases.

Pick the plan that fits today, upgrade when you're ready.
See all pricing

Your data stays safe, and stays in Europe

When you’re managing client data across teams, security matters.

Tribe CRM is built on efficy’s infrastructure, which holds ISO/IEC 27001:2022 and ISO/IEC 27701 certifications – internationally recognised standards for information security and privacy management.

Tribe is fully GDPR compliant and aligned with the NIS 2 Directive. All data is hosted in EU data centres, and every integration uses encrypted connections (TLS 1.3).

Role-based access controls let you decide who sees what. Grant marketing team members access to campaign data without exposing contract details or other sensitive customer information.

Frequently asked questions

Look for a CRM that gives you full client context without creating extra work. Tribe offers pipeline tracking for onboarding, sentiment analysis to spot at-risk accounts, and automated workflows to handle routine follow-ups. We’re built for European businesses – 100% GDPR compliant, with local support across Scandinavia, Benelux, and France.

Yes. Every email, call, meeting, support ticket, and agreement is linked to the client record. You’ll see what was promised during sales, what’s been delivered, and who’s been involved – even if team members have changed.

Sentiment analysis scans incoming emails for tone and flags negative sentiment. Activity tracking shows when engagement drops off. Renewal visibility ensures contracts don’t lapse without a conversation. All of this helps you step in early, before a client decides to leave.

Yes. Set up workflows to send welcome emails, assign tasks, schedule check-ins, and remind your team to follow up. Tribe handles the routine so your team can focus on building better relationships.

Yes. Tribe’s ticketing module automatically converts emails sent to your support address into support tickets. Each ticket gets a unique ID, links to the customer record, and tracks all communication in one place. You can set up multiple mailboxes for different products or departments, customise ticket phases (New, Waiting for Information, Completed), and see dashboards showing tickets per employee and per customer. Automated workflows can assign tickets to first- or second-line support teams.

Yes. Tribe’s support portal lets customers view their tickets, see email history, add notes and attachments, and submit new tickets themselves. You control what each contact sees – grant access to all tickets for their organisation or restrict them to only their own tickets. Notes and attachments can be selectively made visible to portal users, so you stay in control of what customers see.

Tribe integrates with telephony providers like Dstny and Ringover. Connect your provider to make calls, log conversations, and keep call recordings attached to client records. All call activity syncs automatically to Tribe.

Sentiment analysis scans incoming emails for tone, so you can spot unhappy customers before they churn. Contact enrichment pulls details from email signatures and fills them into your CRM automatically.

Yes. Role-based access controls let you create client portals where customers can view their own onboarding progress, support tickets, or project status without seeing other customer data.

Yes. Tribe stores your data on European infrastructure and is fully GDPR compliant. We hold ISO/IEC 27001:2022 and ISO/IEC 27701 certifications. All data is encrypted using AES-256, and all plans include free data backup and two-factor authentication.

Your contacts, customer history, and data slot right in using familiar formats without lock-ins or mystery APIs. If you prefer professional help, we offer a personalised migration service as a paid add-on.

Tribe is available to use in Danish, Dutch, English, Finnish, French, German, Norwegian, Spanish, and Swedish.

Yes. Start a free 14-day trial now – no credit card required. You get full access to explore pipelines, AI features, and automations. 

Ready to keep more customers happy?

Try free for 14 days ▶