What you build with Thread
Customer handover
AE → CSM briefs auto-drafted from CRM context and call transcripts, with the questions you actually want answered.
Success plans
Phased plans with owners, milestones and dates — customizable per account, mirrored to the customer portal.
CSM assignment
Route accounts by ARR, region, segment or any field — round-robin, least-loaded, or named owner.
Statement of Work analysis
Compare every signed SOW against your standard. Surface deviations, custom commitments and risk before kickoff.
Customer kickoff & onboarding
Turn a closed deal into a live customer on a measurable timeline. First-value, not first-meeting.
Customer portal experience
Branded, customer-facing portal that’s the source of truth for the plan and what’s next.
How it works
Thread sits between your CRM and your customer experience. One workflow drives the journey from “deal closes” to “customer is live.”1. A deal closes in your CRM
Connect Salesforce, HubSpot or any of the other integrations and Thread reacts the moment a stage changes. No copying data, no manual upload — the trigger fires, the workflow runs.
2. The workflow runs
Each workflow is a chain of nodes: triggers, branches, AI drafts, human reviews, action sends, integrations. Drop them on a canvas and Thread handles the choreography.
3. The handover lands ready to review
The brief is drafted from the CRM payload, linked Gong calls and any uploaded SOW — every answer cites its sources. The AE reviews, edits, submits. The CSM lands on an account that already knows the answers.
4. Onboarding kicks off — for both sides
The CSM sees the success plan in their workspace. The customer sees a branded portal — same plan, same milestones, same actions, mirrored in real time.Internal kickoff view
The stepper, what’s next, and the action queue.
Customer portal
What your customer sees of the same plan.
Connects to your stack
Thread reads from your CRM, your call recordings and your collaboration tools — and writes back to Slack, email, calendars and your services PSA when a workflow tells it to.| Tool | What Thread does |
|---|---|
| Salesforce | Trigger workflows from opportunity stage changes; pull rich CRM context. |
| HubSpot | Trigger workflows from deal stages; sync companies and contacts. |
| Gong | Pipe call transcripts and insights into briefs, plans and SOW analysis. |
| Slack | Post updates to shared channels, alert CSMs, broadcast handovers. |
| Kantata | Spin up services projects with role-based resourcing. |
| Notion | Use Notion databases as a trigger source. |
| Google Workspace | Send branded email, create docs, schedule kickoff meetings. |
| Microsoft | Calendar and email through Microsoft 365 / Teams. |
| Zoom | Schedule and track customer calls. |
Get started
Quick start
Up and running in 10 minutes — connect a CRM, build your first workflow.
Key concepts
Templates, workflows, milestones, actions — the vocabulary in 5 minutes.
Use cases
Walk-throughs of the six experiences Thread is built around.
Integrations
Connect Thread to the tools your team already uses.