Welcome to Formata
Turn every customer meeting into your best customer meeting.
Formata automatically delivers the customer insights you need, exactly when you need them—no more scrambling through tools or missing critical context before important calls.
What Formata Does
As a Customer Success Manager, you know that great customer relationships are built on understanding. But, gathering that understanding shouldn't take hours of detective work across multiple platforms.
Formata connects all your customer data sources and automatically sends you a comprehensive meeting prep brief 30 minutes before each customer call. Walk into every meeting confident, prepared, and focused on what matters most—your customer.
Why Formata Exists
Customer Success teams today face an impossible challenge: maintaining deep, meaningful relationships while drowning in data scattered across dozens of tools. You're expected to know everything about every account, but finding that information means:
Switching between countless browser tabs
Digging through conversation histories
Piecing together fragmented data points
Racing against time before each meeting
Struggling to keep up-to-date detailed meeting notes
Meanwhile, traditional customer health scores offer surface-level insights that miss the nuanced relationship details that actually drive successful outcomes.
How Formata Helps
Our intelligent customer knowledge platform does the heavy lifting for you:
🎯 Automatic Context Delivery Get comprehensive meeting briefs delivered directly to you—no searching required.
đź”— Unified Data Intelligence We connect all your organization's tools to surface the complete customer story in one place.
⏰ Perfect Timing Receive insights exactly when you need them, with enough time to prepare but close enough to stay relevant.
🎪 Focus on Relationships Spend your time building connections, not hunting for information.
The Results
With Formata, Customer Success teams see measurable improvements in:
Customer Conversion: Enter every conversation with the full context needed to move relationships forward
Churn Prevention: Spot risks and opportunities that scattered data would otherwise hide
Product Intelligence: Surface usage patterns and feedback that inform better product decisions
Account Understanding: Develop deeper insights into what drives success for each customer
Meeting Confidence: Walk into every call knowing you have the complete picture
Save Time: CSMs spend anywhere between 5 mins to an hour preparing and debriefing meetings when that time could be spent talking to customers
Ready to Get Started?
Formata transforms how you prepare for customer meetings. No more last-minute scrambling, no more missed opportunities, no more feeling unprepared.
Your customers deserve your full attention—let Formata handle the data so you can focus on the relationship.
Ready to see Formata in action? Check out our Quick Start Guide or explore our Integration Options to begin connecting your customer data sources.
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