Steerco
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A live portal in front of every key account.

Live pages in your brand, built on your data. Clients comment on them, and you see who opened what.

Book a demo See the pages

Thomas Cole, Distant View of Niagara Falls, 1830. The Art Institute of Chicago.

One live page for every stage of the account.

Proposals, ROI cases, success plans, business reviews and renewals. Each one pulls from your CRM, usage and billing data.

Success plans both teams work from

Shared goals, owners and dates that your client checks off.

Renewals that make the case for you

The year in numbers and the renewal terms on one page.

See who opened what.

A deck goes out and you hear nothing. A live page shows who read it and for how long.

  • Every viewer named, with the time they opened it.
  • Comments on the page, next to the numbers.
  • Forwards you can see, when a page reaches someone new.

Sanford Robinson Gifford, Kauterskill Clove, 1880. The Art Institute of Chicago.

Built for companies with clients worth keeping.

  • You have recurring revenue or key accounts to protect.
  • Someone on your team owns renewals and upsell.
  • Your customer data lives in a CRM, a usage tool or billing.
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SOC 2 Type II certified. Encrypted data and role-based access.

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Common questions

Something else on your mind? Ask us on a call.

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What exactly is guaranteed?

A live customer portal in front of every key account within 60 days, or we keep working free until it is. Terms are set at kickoff, in writing.

What do I have to do?

Connect your CRM, usage or billing data, and list your key accounts. Approve each portal within 2 business days.

How is CS different from Sales?

Steerco Sales wins new clients. Steerco CS keeps them, with a live portal in front of each one.

A live portal for every key account in 60 days.

Or we keep working free until it is.

Book a demo

Frederic Edwin Church, View of Cotopaxi, 1857. The Art Institute of Chicago.