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Bolstra's customer success solution guides you through a series of best practices to engage with your customers, quickly and easily manage your work and drive towards your customers' desired outcomes.



Recurring Revenue

Renewals, cross-sell, and upsell


Engaged customers refer your solution

Gross Margins

Lower retention and acquisition costs



Drive customer desired outcomes


Streamline customer engagements

Cost of Goods Sold

Reduce fire drills

Provide your customers a clear path to take off!

A typical customer lifecycle has bursts of delight and valleys of frustration when using a new SaaS (Software-as-a-Service) product. Sale, launch, and initial successes are celebrated moments – but then what? The real test of a SaaS product is the daily use and integration into a customer's operations. By prescriptively managing engagements in real time, businesses see increased revenue, experience fewer fire drills, and enjoy growing satisfaction from their customers.

  • Bolstra provides a consistent foundation for our team to build the most effective routines to achieve success for each unique client. It is also allowing us to stop and evaluate what is needed internally, for the growth of team and company. Having CSMs involved in the process has been invaluable. They are now better equipped to lead each client and our team to reach the desired goals. Overall, the result is more value for each client and our company.
    Kathleen Moffat
    Director of Client Services, myCOI
  • TSIA logo
    Companies need to address the basic blocking and tackling of customer success first. Bolstra's Agile approach places the priority on work management that TSIA members crave.
    John Ragsdale
    VP Technology Research, TSIA
  • As we were contemplating ways to streamline our services delivery, Bolstra came in with the perfect combination of services and a unique software platform tailor made for what we were looking to do.  With Bolstra, we are creating a whole new recurring revenue stream for our company.
    Terry Lister
    Manager, Leaf