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Deliver customer success: automate processesProvide successful after-care programs and support to keep customers coming back.


Share data with support teams so they always deliver thorough assistance; create educational after-care programs based on customers’ needs.

Integrate all types of client contact into one file for fast recall. Simplify systems with Tray.

The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle

Mike Atwood

Executive Director of Client Success

Support-level segmentation by account value

Quickly determine if an account requesting support is a free or paying user.

Keep sales and support in-sync

Sync ticket and account data bi-directionally so that support and sales reps have a full picture of customer needs and health.

Centralize support related customer interactions from different channels

Integrate customer conversations from web chat into customer service software.

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