Problem
CSMs Deserve Better Than Chaos
Dispersed data, scattered customer history, and unreliable health metrics leave you overworked and under-equipped to deliver the proactive, high-touch experience you strive for.
Get 2 weeks free when you book an intro call!
Your Customer Success Meeting Prep - on Autopilot
Receive automated, AI-powered, meeting briefs before every customer meeting.
Stop sifting through emails, Slack messages, and CRMs to prep for meetings.
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Made by founders from
Solution
Personalized account briefs,
30 mins before your call
Formata searches through your Slack, Email, CRMs, meeting transcripts, and more to generate accurate meeting prep that's more than just a health score.
Customer Context
Customer context is scattered — we bring it all together so your team is never out of the loop.
Simple Integration
Connect your existing Google, CRM, and Slack accounts in minutes - without engineering help.
Use in Slack
Personalized meeting briefs sent in Slack 30 minutes before your meeting with customer data, communications, and more.
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Solution
Efficient Knowledge Transfer
Add team members and leadership to give them up-to-date information on customers.
Stop losing customer knowledge when CSMs leave.
Setup
Simple Setup and Monitoring.
Our goal is to provide a simple setup so you don't have to ask your engineers for help and can get back to helping your customers.
Pricing & Plans
Start Saving Time Today
If you do not see a plan that fits your needs, please contact us at sales@formata.io
Starter
What’s included:
1 Seat
Slack Notifications
Standard Integrations
Unlimited Meeting Briefs
Community Support
7 Days Free with Sign Up
Enterprise
What’s included:
Unlimited Seats
Slack and Email Notifications
Advanced Technical Support
Custom Integrations
Dedicated Onboarding
Dedicated Success Manager
Starter Plan
Individual
Perfect for beginners exploring crypto management tools.
$299
/ per month
What’s included:
Manage up to 10 users with ease
Simplify HR with tools for employee records
Attendance, and leave management
Access basic reporting to track and analyze
Growth Plan
for 2 to 50 users
Perfect for beginners exploring crypto management tools.
$599
/ per month
What’s included:
Manage up to 10 users with ease
Simplify HR with tools for employee records
Attendance, and leave management
Access basic reporting to track and analyze
FAQ
Your questions answered
Have questions about Formata? Here are some of the most common questions to help you get started.
Still have questions?
Can’t find the answer you’re looking for? Contact us or book an intro call below.
Is Formata suitable for startups?
Do you offer a free version?
Do you have enterprise options?
Try Formata Today
Make it effortless for your customer success team to surface, capture, and reuse customer knowledge
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