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Staircase AI Review

Staircase AI OUR SCORE 80%
starting price By quote
our score 80%
free trial
  1. What is Staircase AI
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Staircase AI?

Staircase AI is an intuitive and advanced customer intelligence platform that enables B2B companies to proactively analyze, handle, and enhance customer relationships. Powered by artificial intelligence, data analytics, and cloud-based tools, Staircase AI allows customer success professionals and teams to draw real-time, actionable insights from customer or vendor information. They can monitor and understand customer accounts, activities, sentiments, behaviors, and communications. They’ll access customer analytics, such as trending topics, response times, and engagement rates. The platform also lets them immediately identify and address early warning signs, missed opportunities, and churn risks through alerts. Staircase AI permits users to track communications with customers across various channels, segment accounts using health and risk data, and share reports, insights, and information with other teams. Plus, they can easily implement and configure Staircase AI without asking for IT support. Staircase AI can be integrated with their CRM, CS, reporting, database, and task management tools.

Product Quality Score

Ease of use
Customer support
Value for money

Staircase AI features

Main features of Staircase AI are:

  • Customer Analytics
  • Sentiment Analysis
  • Omnichannel Communication
  • Account Segmentation
  • Real-Time Alerts
  • Customer Success Playbooks
  • Reports
  • System Integration

Staircase AI Benefits


The main benefits of Staircase AI are that it enables customer success teams and professionals to gain actionable customer relationship insights, engage with customers proactively, improve efficiency and transparency, and implement seamless system integrations.

Customer Relationship Insights

Staircase AI provides instant, accurate, and intelligent customer analytics for you to understand and improve relationships with customers. You’ll be able to monitor and analyze the topics customers are talking about, their sentiments and experiences regarding your products and services, and their likelihood, levels, and patterns of engagement.

Proactive Engagement

Customer success leaders and teams can proactively engage with customers. They’ll collect and consolidate actionable data on customers’ feedback, behaviors, and activities to discover and solve their pain points. Staircase AI permits them to segment and prioritize customers and accounts based on various personas, health thresholds, and risk levels. They can create targeted strategies and action plans to maximize sales opportunities, improve customer experience, and reduce churn.

Efficiency & Transparency 

The customer intelligence platform helps different departments or teams collaborate with greater efficiency and transparency. For instance, customer success, product, marketing, sales, and support teams can share information about customers’ account events or product feedback with each other.

Reports on customer relationships and team performance can also be distributed across the teams. Moreover, they’ll obtain unified insights into customer communications from different channels, including phone calls, emails, tickets, chatbots, and Slack or Zoom interactions.

Seamless Integration 

To eliminate data silos and improve productivity and efficiency, Staircase AI can work with your existing tools. You can integrate it with your CRM, CS, reporting, database, and task management systems. Data from these tools is automatically gathered, filtered, transformed, and updated.

Awards Section

Rising Star 2020 Award
In our Staircase AI reviews the software has been distinguished with our:
- Rising Star Award

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

Staircase AI Integrations

The following Staircase AI integrations are currently offered by the vendor:

  • Slack
  • Zoom
  • CS & CMS systems
  • Reporting tools
  • Task management systems
  • Databases


Customer Support


Pricing Plans

Staircase AI pricing is available in the following plans:

Free trial
Quote-based Plan
Contact vendor