CustomerX

What CustomerX does

CustomerX is a Brazilian SaaS company, founded in 2017 and headquartered in Toledo, Paraná, that builds a Customer Success management platform aimed at small and mid-market B2B companies. The platform centralizes customer data from CRMs, support tools, financial systems, and engagement sources into a unified 360-degree customer view, then layers on configurable health scores, customer journey orchestration, automated playbooks, NPS/CSAT survey distribution (email, widget, WhatsApp), and event tracking. Its core product suite comprises the main CustomerX Platform, the CX Assist AI assistant, the CX Experience survey product, and sub-brands CX University (Customer Success e-learning) and Talentos de Sucesso (a CS talent marketplace).

The underlying technology stack is multi-tenant SaaS hosted on AWS and Google Cloud, with over 800 native integrations across CRM (Salesforce, HubSpot, Pipedrive, RD Station, PipeRun, Moskit), support (Zendesk), communication (Slack, TL;DV), and productivity tools (ClickUp, Monday.com). AI capabilities are concentrated in CX Assist, which performs text-based summarization, predictive churn/expansion risk flagging, and generative action-plan creation. The company is privately held by its four founders (Leonardo Superti, CEO; Marcelo Lucas, CPO; Alex Calgaro, Co-founder; Ricardo Grassi, CTO) with no disclosed institutional control beyond an approximately $327K cumulative raise from Darwin Startups (2018) and a 2021 round led by G2 Capital with Bossa Invest, BR Angels, DOMO.VC, and Equity Rio.

CustomerX makes money primarily through tiered monthly SaaS subscriptions priced in Brazilian Real — CX Experience publishes three tiers from R$489 to R$1,089 per month with a 7-day free trial — supplemented by paid courses in CX University and a recruitment channel via Talentos de Sucesso. Its go-to-market is sales-assisted with PLG entry points (free trial, demo request, self-serve Essentials plan), targeting CS teams in SaaS/software, logistics, healthcare, and government, with named customers such as Harpo, Qualyteam, TownSq, Fretefy, Blue Fleet, Gesuas, and Aurum. Marketing is driven by content (blog, CX University, webinars), social channels (LinkedIn, Instagram, YouTube), and educational partnerships with SEBRAE and Endeavor, positioning the company as a CS-category specialist in the Brazilian market.

Name

CustomerX

Legal name

CUSTOMERX DESENVOLVIMENTO DE SOFTWARE LTDA

Website

https://customerx.cx

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

CustomerX is a Brazilian SaaS company that provides a Customer Success management platform with AI-powered insights, health scoring, journey orchestration, and NPS/CSAT surveys, serving small and mid-market B2B companies primarily in Brazil.

Ownership category

akta.pro rank

Product category

Customer Success Software

NAICS

Custom Computer Programming Services (541511)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Customer Experience (CX) & Voice of Customer (NPS/CSAT, Journey Research) (MPAAALAH)

akta.pro secondary industries

Customer Experience (CX) & Service Excellence (EDABACAB), Customer Experience (CX) & Digital Experience (BPAHAEAC)

Keywords

• Customer success software
• Customer success platform
• Customer experience surveys
• Customer success education
• Cs automation software

Headquarters

HQ city

Toledo

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Platform Subscription (CX Customer Success): Core SaaS subscription revenue from the Customer Success platform. Pricing based on tier (Basic, Teams, Enterprise) with per-user and per-customer caps. Higher tiers include more users, customer slots, survey capacity, and advanced features like custom email domain and API access.
2. CX Experience Subscription: Separate survey-focused product (CX Experience) with its own tiered pricing (Basic R$489, Teams R$789, Enterprise R$1,089 per month). Revenue from NPS and CSAT survey collection with 7-day free trial. Add-on survey sends and customer expansions are available.
3. CX University (Education): Educational platform offering Customer Success courses. Free courses available; paid courses with 12-month access. Revenue from course enrollments and certifications.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

CustomerX builds and sells a SaaS customer success management platform that helps B2B companies centralize customer data, monitor health, automate playbooks, and run customer experience surveys across the post-sale lifecycle. The company also sells adjacent products: CX Experience for NPS surveys, CX Assist as an AI assistant for customer success teams, CX University for online CS education, and Talentos de Sucesso as a jobs board for CS professionals.

Product overview

CustomerX is a unified Customer Success SaaS platform that combines multiple modules into a single product. The core CustomerX Platform serves as the central hub, integrating specialized modules including CX Assist (AI assistant), CX Experience (survey management with NPS/CSAT), Jornada do Cliente (journey orchestration), Health Score (health monitoring), Automações (workflow automation), Pesquisas (survey tools), Tracking de Eventos (engagement tracking), and CX Analytics (BI reporting). The company also operates CX University for CS education and Talentos de Sucesso for CS recruitment. The platform connects with over 800 third-party applications including major CRMs (Salesforce, HubSpot, Pipedrive) and productivity tools.

Differentiator

Problem solved

Functional benefit

Brands

• CX Experience: A product for conducting NPS and CSAT surveys, allowing companies to collect customer feedback via email, widget, and WhatsApp.
• CX University
• CX Assist
• X-Team
• Talentos de Sucesso

Products and services

• CX Customer Success (CustomerX Platform) A SaaS customer success management platform that centralizes customer data, monitors health scores, tracks customer journeys, automates playbooks, and provides analytics for B2B companies managing post-sale customer relationships. Targeted at SaaS and subscription-based businesses with a dedicated Customer Success function, sold via Basic, Teams, and Enterprise subscription tiers on a per-user basis with a 7-day free trial.
• CX Experience A standalone NPS and customer experience survey product that allows companies to design, distribute, and analyze customer satisfaction surveys. It is sold as a separate subscription and is aimed at Customer Success, CX, and product teams that need to measure and act on customer feedback alongside the main CX platform.
• CX Assist An AI-powered virtual assistant for customer success teams that helps automate responses, summarize customer interactions, and surface insights from the CX platform. Sold as a standalone product with its own product page, designed for Customer Success Managers and CS leaders using the CustomerX platform.
• CX University An online education platform that delivers customer success courses, certifications, and learning content for practitioners and organizations. It is sold as a separate offering with its own pricing and serves Customer Success professionals seeking to build methodology skills and obtain CS certifications.
• Talentos de Sucesso A dedicated online jobs board for customer success roles, connecting employers with Customer Success professionals in Brazil and Latin America. Operated as a standalone program within CustomerX's broader ecosystem.

Quantifiable outcome

• Blue Fleet increased customer coverage from 30% to 84% in less than one year
• +3 more outcomes

Named customers11 records

Segments4 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

AI capability6 records

Feature6 records

Partnerships

Eleven partnerships are on record, tiered core.

• SalesforcecoreTechnology or IntegrationNative integration with Salesforce CRM enabling data synchronization between CustomerX CS platform and Salesforce customer records, providing unified customer views and enabling CS teams to work within their existing CRM infrastructure.
• HubSpotcoreTechnology or IntegrationNative integration with HubSpot CRM allowing bidirectional data flow for customer information, activity tracking, and engagement metrics between platforms.
• PipedrivecoreTechnology or IntegrationNative integration with Pipedrive CRM for sales and customer data synchronization with CustomerX CS workflows.
• RD Station CRMcoreTechnology or IntegrationIntegration with RD Station marketing and CRM platform, common among Brazilian SaaS companies, enabling data centralization for CS operations.
• ZendeskcoreTechnology or IntegrationNative integration with Zendesk support platform, importing ticket data, support history, and customer service interactions into CustomerX for comprehensive customer health assessment.
• SlackcoreTechnology or IntegrationIntegration with Slack for notifications, alerts, and team communication. CS teams receive health score alerts, task assignments, and customer risk notifications directly in Slack channels.
• TL;DVcoreTechnology or IntegrationIntegration with TL;DV AI meeting notes platform. Automatically imports meeting transcriptions and highlights into CustomerX customer tasks and journey activities, ensuring meeting insights are captured and actionable.
• RD Station MarketingcoreTechnology or IntegrationData processing and storage partnership. CustomerX uses RD Station Marketing infrastructure for storing form data, located in Florianopolis, SC, Brazil.
• AWS (Amazon Web Services)coreTechnology or IntegrationCloud infrastructure provider. CustomerX utilizes AWS for cloud hosting and data storage services.
• Google CloudcoreTechnology or IntegrationCloud infrastructure provider. CustomerX utilizes Google Cloud Platform for cloud hosting and data storage services.
• LearnWorldscoreTechnology or IntegrationE-learning platform powering CX University educational platform, enabling course delivery, student management, and certification for Customer Success training programs.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Gainsight: Gainsight is the global market leader in Customer Success software, offering health scoring, journey orchestration, NPS/CSAT, and renewal management. It is the most direct global comparable to CustomerX, serving mid-market and enterprise B2B SaaS customers with overlapping feature sets.
• Salesforce Customer 360 / CS Cloud: Salesforce offers Customer 360 and Success Cloud as part of its broader CRM platform, including health scores and journey tools. As a strategic integration partner and global incumbent, it represents both an ecosystem ally and a competitive threat to CustomerX's CS-specialist positioning.

Direct peers

• Totango: Totango is a Customer Success platform with health scores, segments, campaigns, and journey orchestration. It directly competes with CustomerX in the mid-market CS tooling category with similar modular SaaS architecture.
• ChurnZero: ChurnZero provides real-time customer health monitoring, NPS surveys, and automated workflows for CS teams. It targets a similar mid-market B2B SaaS segment with feature parity on health scoring and journey management.
• Vitally: Vitally is a Customer Success platform for B2B SaaS with health scores, NPS, journey automation, and analytics. Closely aligned with CustomerX's positioning around all-in-one CS workflow orchestration for growth-stage SaaS companies.
• Catalyst (by Catalyst Software): Catalyst offers a full Customer Success platform with playbooks, health scoring, and journey orchestration. It is a direct competitor in feature scope, target buyer (mid-market SaaS CS leaders), and product philosophy.
• Planhat: Planhat is a Customer Success platform combining health scores, playbooks, surveys, and customer 360° views. It targets similar mid-market B2B SaaS customers with comparable feature breadth and modular pricing.
• Custify: Custify is a Customer Success software focused on SaaS businesses with health monitoring, segmentation, and task automation. Direct feature and segment overlap with CustomerX, especially in the SMB-to-mid-market tier.
• ClientSuccess: ClientSuccess is a Customer Success management platform providing health scoring, NPS, and renewal forecasting. Comparable to CustomerX in targeting subscription-based businesses with structured CS playbooks.

Regional players

• PipeRun CRM: PipeRun is a Brazilian CRM/sales platform with native integration to CustomerX. As a regional incumbent in the Brazilian SaaS stack, it is comparable as a complementary — rather than directly competing — platform in the same customer base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/c/CustomerX
• Facebookfacebook.com/CustomerXBR
• LinkedInlinkedin.com/company/customerxbr
• Instagraminstagram.com/customerxbr
• Xx.com/CustomerXBR

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds2 records

Investors6 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CustomerX