Prevent customer churn and drive upsells

Watch this video to learn how to:

  • Set up alerting for churn risks

  • Automatically tag accounts that are upsell opportunities

  • Connect multiple sources of customer data with our visual workflow builder

  • Do all of this and more in a low code environment

The Tray Platform gives users a robust workflow builder to quick automate across their org

Integrate any application in your stack


The Tray Platform gives organizations the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

With the Tray Platform, organizations can:

  • Integrate with any app with our unique Universal Connectors

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on support for ensured success

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The best thing about the Tray Platform is that it just works. I trust that it will deliver fast and reliable results, so I can focus on shaping our customer experience.

Leslie Lau, Director of Web Optimization
Resource Tile@2x

Leading organizations drive efficiency with the Tray Platform

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