Introducing LealUp: Customer Success for B2B SaaS in LATAM
We're launching LealUp in pilot. Here's why we exist, what we solve, and how we're working with our first founding customers.
Why LealUp
Customer Success in LATAM still lives across Google Sheets, generic CRMs, and WhatsApp groups. CS teams spend their days putting out fires instead of preventing them, and the information that matters most —account health, churn risk, expansion signals— is scattered across disconnected tools.
LealUp exists so Customer Success teams at LATAM B2B SaaS companies have a platform built for their reality: bilingual from day one, integrated with the channels your team already uses (WhatsApp, Gmail, Calendar, Slack), and designed so a single CSM can manage their full book of business without juggling ten tabs.
What we ship today
- Customer 360° — every account's contacts, usage, tickets, notes, emails, and WhatsApp conversations in one place.
- Health & ICP scoring — early signals for risk and opportunity, with configurable scoring and actionable alerts.
- Playbooks — automations that create tasks, not just notifications: renewals, onboarding, reactivation, expansion.
- Embedded AI — AI agents in each module that understand each account's context and suggest next steps grounded in your actual playbook. Alfred is the product guide for learning LealUp.
- Native integrations — Gmail, WhatsApp, Google Calendar, Slack, Zendesk, Jira, plus a CSV importer for the data that still lives in Excel.
We're in pilot
We kicked off with a small group of founding customers who are helping us calibrate the platform in real production environments. If you're reading this, you're either part of that first wave or about to join it.
What you'll find on this blog:
- Product updates and changelog — what shipped this week and why.
- Stories from the field — patterns we see in real CS teams across LATAM.
- Practical guides — how to get the most out of each module.
What's next
What we're working on in the coming months:
- Cohort health benchmarking so you know whether an account is doing well compared to similar customers.
- More native integrations (HubSpot, Salesforce, Pipedrive).
- Newsletter for those who want to follow along without checking back.
Feedback, questions, or interested in joining the pilot? Reach out at [email protected].