For customer success & account managers
Peoplewisher is an AI assistant that remembers your customers’ milestones and champions’ birthdays, writes a personal note and sends it from your own email or WhatsApp. You approve, it sends.
Sound familiar?
Every CSM knows the value of a thoughtful note. Few have the hours to send one to every account.
With dozens or hundreds of accounts, personal touches only reach the largest few.
The person who loved your product leaves, and the relationship resets without warning.
The first warm message of the year arrives with the renewal quote.
QBRs and check-ins are about the product, not the people using it.
Go-lives and usage milestones happen quietly, and nobody says well done.
Escalations and onboarding fill the week before relationship work gets a look.
What changes
A CRM task tells you to reach out. Peoplewisher AI does the reaching out with you.
CRM task or CS platform
With Peoplewisher
A task that says “check in”
A ready-to-approve note tied to a real milestone
You write every message
AI writes a personal note using the account and contact details
Sent from a shared or no-reply address
Sent from the CSM’s own Gmail, Outlook or WhatsApp
Internal team never hears about it
A Slack heads-up so the whole team can celebrate the account
No card, no gift
A branded card and an optional gift within budget
Everything it handles
Choose the moments that matter for your accounts. Peoplewisher AI handles the rest.
Thank customers for every year with you.
Celebrate the wins your product makes possible.
Remember the people, not just the logo.
Every message comes from a familiar name.
Keep the team in the loop.
Nothing reaches a customer without a CSM’s yes.
Proactive AI
Peoplewisher AI spots the moments worth marking and proposes the touch. You approve with one tap.
Monday morning
Caleb Brooks’s account turns 1 year on Wednesday. Send a thank-you card from you and post a heads-up in #cs-team?
Approve Edit Caleb gets a personal thank-you. Your team sees the win in Slack.
Thursday
Sophie, your champion at Riverline, has a birthday on Saturday. Send a WhatsApp note on the day?
Approve Edit Scheduled for Saturday morning in her time zone.
After a product event
Lucas Martin’s team just went live. Email a congratulations card and remind you to call next week?
Approve Edit The card goes out today and the reminder lands before your next check-in.
Your data, connected
Bring in contacts and dates from the tools your CS team already uses.
CRM & product events
CSM email, WhatsApp & Slack
Time back
A good customer note takes thought. Adjust the numbers to your portfolio.
What the manual minutes cover
Assumes 4 celebrations per person a year. Move the sliders to match your team.
0
hours a year Peoplewisher handles for you
0
working days (8 hours) back
Ideas to plan
Moments that make accounts feel like partners.
A yearly thank-you card signed by the account team.
Congratulate the project team the day they launch.
Mark their 1,000th order, 100th user or first big win.
A personal note from their CSM, with an optional gift.
When a champion is promoted or moves on, wish them well.
A season’s greeting to every account, sent from each CSM.
Get started
Almost nothing to configure. Everything stays under your control.
Sync HubSpot, Salesforce or Pipedrive, or import from Intercom, Zendesk or a CSV.
Account anniversaries, go-lives, renewals and champion birthdays.
Peoplewisher AI proposes each touch. You approve, and it sends as you.
Goals
Store the milestone dates once and let an assistant handle the rest. Peoplewisher reads dates from your CRM, writes a personal note for each account and sends it from the CSM’s own email or WhatsApp after approval.
Yes. Each group can have its own sender, so accounts hear from their CSM through Gmail, Outlook, your domain or a WhatsApp Business number.
Yes. Use the REST API or a per-group webhook from Zapier, Make, n8n or your own product to add an account when it reaches a milestone.
Yes. Send daily or weekly digests to a Slack channel, by email or WhatsApp, and CC account executives or leaders.
No. Peoplewisher sits alongside your CRM and CS tools and handles the celebration part: the message, the card, the gift and the delivery.
There is a free plan available, and paid plans include every feature. See pricing for plans and limits.
Keep exploring
Get started today
Tell it who matters once. It remembers, writes, designs and sends, every time, on time.