Elevate
elevate
Customer success
Follow every merchant timeline with plan context, tags, comments, reviews, and account history.
2M+
app events managed by Elevate
AVAILABLE
Every merchant needs a timeline.
CS cannot save an account from a charge list. Elevate keeps subscription context, tags, comments, reviews, and history on one merchant record.
Churn is easier to see when the plan is in the same place as the note.
A success manager should not reconstruct last quarter from Partner and a spreadsheet before a call.
Work from the merchant, not the export
Open the account. See plan, history, and comments before the conversation starts.
Tag and comment as you learn
Keep CS knowledge on the merchant so the next teammate does not repeat the discovery call.
Watch churn with the same numbers finance uses
Revenue churn and logo churn live in Elevate, so CS priorities can follow the accounts that actually move the business.
CRM for customer management
Unified merchant timelines with subscription context, tags, comments, and account history.
Shopify app revenue analytics
See plan performance and churn so outreach lists are not built on gut feel.
Team access management
Control who can see revenue, customer, reporting, and admin data across the portfolio.
Data & reports export
Export customer and churn reports for QBR packs without rebuilding them.
Calls that start with context
Plan and history are on the page before CS dials.
Notes that survive the handoff
Tags and comments stay on the merchant.
Save lists tied to churn
Success work can follow the accounts that show up in logo and revenue churn.
You support Shopify app merchants and currently reconstruct context before every call.
Subscription plan, comments, and history do not live in one record.
You need CS access that does not always include every financial admin permission.
You will keep the timeline current so the CRM stays useful.
Can CS see a merchant’s subscription history?
Yes. Elevate tracks merchants on a unified timeline with subscription context, tags, comments, and account history.
Can we limit who sees revenue?
Yes. Team access management controls revenue, customer, reporting, and administrative data.
Can we export customer lists for outreach?
Yes. Customer and churn reports can be exported when the team needs them.
Does CS need an SDK to start?
No. Elevate connects through Shopify Partners without an SDK.
Start with Elevate
Elevate for Customer success | Marmeto
Follow every merchant timeline with plan context, tags, comments, reviews, and account history. Learn how Elevate works for Customer success, what to prepare, and how to get started.
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