Close the most expensive gap in SaaS

Seamless handoffs from Sales to Success

When your deal closes, Thread automatically orchestrates the perfect handoff—no manual work, no context lost.

Free trial • No credit card required

1
Deal Status
2
Gathering Context
3
Handoff
4
Portal Ready
5
Time to Value

See Thread in action

Watch how Thread seamlessly orchestrates the handoff from Sales to Success

How Thread works

Reality-based onboarding

CRM integration triggers seamless transitions the moment a deal closes. Zero manual steps required.

  • Automatic deal detection from CRM
  • Instant context capture and transfer
  • Seamless CSM briefing generation
Thread Reality-based Onboarding Deal Status

Instant Customer Readiness

Connect HubSpot, Slack, Google, and more. Engage customers where they already are.

  • Multi-platform integration support
  • Unified customer communication
  • Real-time sync across channels
Thread Customer Portal Gathering Context

No Hand-off Implementation

Pre-filled forms, automatic account creation, and instant customer-facing profiles—all done for you.

  • Automatic account provisioning
  • Pre-configured integrations
  • Instant customer onboarding
Thread Context Transfer Handoff

Faster Time to Value

Stop tracking million-dollar accounts in Google Sheets. Every detail flows seamlessly to your CS team.

  • Complete deal context preservation
  • Automated CSM briefing documents
  • Real-time context updates
Thread Time to Value Portal Ready / Time to Value

Automated onboarding in action

Watch Thread automatically complete onboarding tasks as soon as a deal closes

⏳

Grab account executive context

Extracting deal details, promises, and stakeholder information from CRM

Planning
⏳

Review contract for deltas

Analyzing contract terms and identifying deviations from standard agreements

Planning
⏳

Provision customer account access

Creating user accounts and setting up access permissions

Planning
⏳

Configure product integrations

Setting up required integrations based on contract specifications

Planning
⏳

Generate CSM briefing document

Compiling comprehensive handoff brief with all deal context

Planning
⏳

Schedule kickoff meeting

Automatically scheduling onboarding kickoff with all stakeholders

Planning

The problem

Implementation isn't rooted in reality.

Sales closes a deal based on what was promised and what the customer actually uses. Then the deal moves to Closed Won — and that reality disappears.

CS teams start onboarding by reconstructing context from calls, notes, and spreadsheets while the customer waits.

When implementation starts from reconstruction instead of reality:

  • Onboarding is generic
  • Expectations drift
  • Time to value slows

Thread ensures implementation starts from reality, not reconstruction.

What usually gets lost at handoff

Prospect reality
What the customer uses & wants
  • Their tools
  • Their goals
  • Their constraints
Sales context
What was sold
  • Commitments
  • Success criteria
  • Contract terms
Typical implementation
Starts from scratch
  • Assumptions
  • Generic setup
  • Manual reconstruction
With Thread
Implementation rooted in reality
  • Context carried forward
  • Tools pre-connected
  • Faster time to value

What makes Thread different

CRMs and Customer Success Platforms were built to record what happened. Thread was built to make the right thing happen next.

CRMs Customer Success Platforms Thread
Purpose Store deal and account data Track customer health and risk Orchestrate what happens when a customer relationship changes
Context handling Store context Aggregate context Turns context into automated action
Churn approach Passive, retrospective Reactive to churn signals Prevents churn by fixing onboarding and handoff
Work required Require manual updates Require ongoing maintenance Removes work through automation
Configuration Heavy setup and customization Complex configuration and tuning Runs automatically from CRM triggers
Time to value Slow, process-driven Gradual, dashboard-driven Immediate, event-driven

CRMs and Customer Success Platforms are essential. They capture the data, track the metrics, and surface the insights your team needs. But they were designed to record and report—not to act.

Thread sits alongside your existing stack, not underneath it. When your CRM shows a deal moved to Closed Won, Thread automatically orchestrates the handoff. When your CSP flags a risk, Thread has already prevented it by ensuring proper onboarding from day one.

The moment of highest value—and highest risk—is when a customer relationship changes. That's when Thread becomes most valuable. That's when context must become action.

Thread doesn't replace your CRM or CSP. It fixes the moment they ignore.

Works with your stack

Thread integrates with your CRM, CS tools, and product stack. We don't replace your tools—we make them work.

SF
Salesforce
HS
HubSpot
GW
Google Workspace
A0
Auth0
N
Notion
SL
Slack
ZO
Zoom
Coming soon
GM
Google Meet
Coming soon
MT
Microsoft Teams
Coming soon
SN
ServiceNow
Coming soon

Pricing

Starter

For SMB / early CS teams

$5,000 per year
Up to 25 active onboardings / year
Core handoff automation
Context capture (seller, contract, transcripts)
Customer portal
Manual provisioning or limited integrations
Get started
Most Popular

Growth

For mid-market SaaS

$15,000 per year
Up to 100 active onboardings / year
Everything in Starter
Automated implementation / provisioning
Deeper CRM + call tool integrations
Custom handoff logic
Get started

Enterprise

For high-ARR, complex handoffs

Contact us
Unlimited or high-volume onboardings
Custom workflows
Advanced provisioning
SLAs
Security / compliance
Dedicated support
Contact us

We take security seriously

Learn more in our Trust Center

GDPR

GDPR

Compliant with European data protection regulations to serve customers globally with confidence.

SOC 2 Type II

SOC 2 Type II

We are on our way to SOC 2 Type II compliance In observation