Turn every engagement into customer growth.

Base Orbit is the AI Customer Growth platform. AI teammates help every customer reach value, alongside your team.

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Lifecycle Marketing
Referral & Affiliate Marketing
Loyalty Programs
Partner Programs
Reference Automation
Advocacy Marketing
UGC - Social Proof & Feedback
Community Management
Onboarding
Adoption Journeys
Learning Journeys
Success Plans
Scaled QBRs
Knowledge Base
Insights and data

One journey, every program, all the way to revenue.

Pick a stage, then a program. Every program runs on the same customer record.

Onboard

Get every account live, and every new team after it.

Onboarding: a branded hub and go-live plan, with an AI step for the next best action.
Everboarding: new users and new teams in live accounts get their own path.
Community: a branded community where customers answer each other.

Adopt

Turn usage into value they can see.

Adoption journeys: each team gets its next step, in the hub or by email.
Academy: courses, live training and certification that keep every user learning.
Lifecycle campaigns: campaigns to every user segment, timed to where each account is.
Success plans: goals, maturity from product data, and a prioritized plan.
QBRs and value reports: business reviews written from live data, shared in their hub.

Advocate

Turn happy customers into proof.

Community: a branded community where customers answer each other.
Advocacy and loyalty: levels, asks and rewards your advocates come back for.
References: the right customer for every deal, asked at the right moment.
Referrals: happy customers refer their peers, and every referral is tracked.
Reviews and social proof: reviews and social walls that put customer words where buyers look.
Customer stories: stories drafted from customer calls, approved and ready to share.

Renew

Walk into renewal with the value already proven.

Value realization: what they used, achieved and should do next, in their numbers.
Renewal readiness: sponsor, adoption, open work and risk, one view per account.

Expand

Grow the accounts that are getting value.

Upsell: expansion signals turned into the right offer at the right time.
Cross-sell: find the accounts that fit the next product, with a peer story to match.

AI teammates

Hire a teammate

Pick a program, set the assignment.

AI Onboarding Teammate: gets new customers live.
AI Adoption Teammate: keeps usage growing.
AI Expansion Teammate: spots the right time to grow.
AI Advocacy Teammate: cheers on your champions.
AI Reference Teammate: finds the right reference for every deal.
AI Community Teammate: keeps your community talking.

Context and playbook included. You decide the rest.

Every AI teammate starts with what works across thousands of successful programs.

Assignment: happy champions, who is ready to be asked. CRM, usage, calls, surveys.
Plan: ask, remind, thank. The right ask for each person.
Work: invite the right champions to a review, a case study or a webinar. Email, in-app, Slack, CRM.
Report: new reviews, thanks sent, points added.

You decide what it does alone, and what comes to you first: does it alone, asks me first, or suggests.

Add your nuance once. It keeps learning.

Edit a draft or teach a rule in plain words. Your way of working sticks.

The Customer Knowledge Graph

One trusted picture of every customer, built from everything you already have, so every team and every AI teammate works from the same context.

Everything connects

CRM, calls, email, meetings, tickets, product usage and your warehouse, in one graph.

Your whole book, read every morning

The risk and the next step for each account, ranked.

Account insights

An executive summary, top topics, risks and next steps, each with its source.

Context you can trust

Every person and every AI teammate sees the same picture of the account.

It nudges your customers and your team in the channels they already use.

The hub, email, Slack or in-app. Every customer gets the next step that helps them, and your team hears when a person is needed.

Customer hub: your next step, connect your CRM.
Email: thanks for your review, your points are in.
In-app: see how this feature works.
Slack: your team hears when a person is needed.

Built for the teams that own customer growth.

Customer marketing

Advocates, references and stories that come from real results, without burning out the same five customers.

Scaled customer success

Guide every user through onboarding, adoption and value moments, without 1:1 manual outreach.

CMOs, CCOs and CROs

One customer growth function with shared goals, and every program tied to the revenue it keeps and grows.

Revenue teams

Every renewal and expansion walked into with the value already proven, and references ready when a deal needs them.

Frequently asked questions

What is Base Orbit?

Base Orbit is the AI Customer Growth platform, a customer engagement platform for everything after the sale. It runs onboarding, adoption, advocacy, references, renewals and expansion on one customer record.

What does an AI teammate do?

An AI teammate focuses on one program, such as onboarding, adoption, expansion, advocacy, references or community. You set the assignment: which customers, what goal and how much to own. It works out the next best step for each customer.

Do AI teammates replace my team?

No. AI and people work together. For every step, you decide what the AI teammate does alone, what it asks you first and what it only suggests. Your team hears when a person is needed.

Where do AI teammates reach customers?

In the channels they already use: your customer hub, email, Slack and in-app.

What data does Base Orbit use?

The Customer Knowledge Graph brings your CRM, calls, email, meetings, tickets, product usage and warehouse into one graph. Every person and every AI teammate sees the same picture of the account.