For Customer Success Managers

Keep every customer
promise—automatically

Forward customer threads to Lolodex. Track commitments, escalations, and feature requests without manual CRM updates.

Private by default
You control what you forward
Delete anytime
Not used to train AI

See it in action

Before renewals: "what issues has Acme escalated in the past year?" and get the full history.

Support Escalation Thread
Forward to
[email protected]
Organized Note

Acme Corp - Sync Issue Escalation

Issue Timeline
  • First reported: 6 weeks ago
  • Escalated to engineering: 4 weeks ago
  • Root cause identified: 3 weeks ago
  • Fix deployed: Last week
Resolution

Sync conflict in multi-user mode fixed in v2.4.1. Customer confirmed working as expected.

Customer Sentiment
  • Initially frustrated (3rd occurrence)
  • Satisfied with response time
  • Requested status updates for future issues

How it works

Just forward your customer threads. That's it.

1

Forward customer emails

Forward escalations, onboarding threads, and feature requests to [email protected]

Fwd: Re: Acme sync issue escalation
2

Get customer intelligence

Receive structured notes with issue history, sentiment, and commitments—auto-linked to the account.

Saved: "Acme Corp - Sync Issue Escalation"
3

Prep for renewals instantly

Ask "what issues has Acme had this year?" before any QBR or renewal conversation.

Question: what feature requests has Acme made?

Built for customer success managers

Never let customers churn because you missed context

Full customer history

"What issues has TechCo had?" Get the complete escalation history, feature requests, and sentiment in seconds.

Track every commitment

Never forget what you promised. Every commitment, follow-up, and timeline captured and searchable.

Renewal prep in seconds

Walk into QBRs with full context. Know every issue, win, and feature request without digging through your inbox.

Your customer knowledge, always ready

Lolodex captures every escalation, commitment, and customer interaction.
So you can focus on relationships, not data entry.

Simple pricing

Start free. Upgrade when you need more.

$3.99 /month
Starter
150K tokens (~100K words) per month
  • Email processing
  • Ask questions
  • Auto-linked notes
Get Started →
Popular
$9.99 /month
Pro
500K tokens (~300K words) per month Enough for most professionals
  • Everything in Starter
  • PDF, Word, image attachments
  • Web research
Upgrade to Pro →
30-day money back guarantee
$19.99 /month
Unlimited
Unlimited No limits on usage
  • Everything in Pro
  • Unlimited processing
  • Priority support
Go Unlimited →
Free tier: 70K tokens (~50K words) per month. No credit card required.

Stop letting customers churn because you missed context from onboarding

Join CSMs who use Lolodex to keep every customer promise.

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