Customer success managers walk into renewals prepared

Littlebird remembers your customer calls, emails and promises, so you can spot risk early and build QBRs from what happened

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Chat

When did we last talk to Tiny Nest Co., and what do they need before the renewal?

Worked for 3 steps

Morgan Lee emailed on Tuesday asking for the October content calendar by Thursday. Brook owns the account and last met Morgan on September 30. The renewal is December 1, and the SSO question from that call still needs an answer.

Each account's story is one question away

You look after dozens of accounts, and the truth about each one is spread out: the champion who went quiet, the escalation from March and the feature request someone promised to answer. Renewal dates are fixed, so the earlier you see a risk, the better.

Littlebird remembers your calls, the email you connect and the work on your screen, including the account records you open. Ask who has gone quiet, what you promised a customer or how the quarter went, and build your QBR from the answer.

What Littlebird does for you

It works from your meetings, email and the work on your screen, and you stay in charge of what goes out

Know each account's history

Ask when you last spoke with a customer, what they asked for and who on your team owns them, and get the answer from your calls and email.

Build QBRs from the real relationship

Ask for a QBR outline, and Littlebird drafts it from the quarter's calls and email: what the customer achieved, what they asked for and what comes next.

Track what you promised customers

Ask which feature requests, follow-ups and answers you owe each account, so the promises made on a call get kept.

Spot renewal risk early

A weekly routine lists the accounts that have gone quiet or raised an escalation, so you can reach out while there's time.

Littlebird works with the tools you already use

Connect your email, calendar and files on every plan, including the free one

Littlebird also remembers what you see in any app on your Mac or Windows computer.

Integrations

Private by default

Littlebird never sells your data or trains models on it, and neither do its AI providers

You choose what it sees

Pause capture anytime, keep apps and websites out, and delete your data whenever you like.

Private until you share

Your chats, meeting notes and memory stay private to you unless you choose to share them.

Encrypted in the cloud

Data is encrypted at rest with AES-256 and in transit with TLS 1.3, and hosted on AWS in the United States.

Audited security

Littlebird is SOC 2 Type II audited, and HIPAA is available with a signed BAA.

Visit the Trust Center Read how we handle your data

Frequently asked questions

Can Littlebird help me prepare a QBR?

Yes. Ask in chat and Littlebird drafts the QBR outline from the quarter's calls, email and the account records you've seen. It can create it as a Google Doc for you to finish.

Does Littlebird work with our CRM and support tools?

Littlebird remembers the records and tickets you open on your Mac or Windows computer, along with your calls about each account, so you can ask where things stand. You can also connect Gmail, Google Calendar, Google Drive, Outlook and Dropbox on every plan, including the free one.

Does a bot join customer calls?

No. Littlebird takes notes from your computer's audio, so no bot joins the call and it works with the meeting app you already use. Let customers know you're taking notes, as your company's policy and local law require.

Is customer data private?

Littlebird never sells your data or trains models on it, and neither do its AI providers. It's SOC 2 Type II audited, your chats and notes stay private to you unless you share them, and you can pause capture, keep apps out or delete your data at any time.

What does Littlebird cost for a customer success team?

You can start for free. Paid plans add more capacity and features, and Team plans give each person their own private Littlebird with shared projects. Compare them on our pricing page.