Customer cuccess and service
Built for modern customer success
From onboarding to renewal, Hardfin helps CS leaders manage complex hardware deployments, streamline service workflows, and deliver proactive, value-driven experiences. The platform unifies onboarding, implementation, service, and support. So teams have instant access to the context they need to act faster, manage more accounts, and deliver measurable value from onboarding to renewal.
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Customer leadership
Drive long-term value from every deployment
Turn customer data into stronger renewals and upsells:
- Monitor asset performance, usage, and service history to identify risks and expansion opportunities
- Standardize handoffs and workflows for efficient delivery at scale
- Surface renewal and upsell potential through usage-linked reporting
- Align CS, Ops, and Finance with shared metrics and a unified view of customer health
Customer success manager
Manage more accounts with less effort
Support customers proactively, with complete context at your fingertips:
- View deployed assets by customer, site, or contract for faster, more relevant support
- Track tickets, anomalies, and SLA risk to reduce escalations
- Add notes and updates tied to specific assets or service events
- Stay ahead of issues and renewals with always-current customer data
Project manager
Keep deployments on time and in sync
Coordinate installs with clarity and accountability:
- Track progress from kickoff through launch readiness to avoid delays
- Manage milestones, blockers, and tasks in a single workspace
- Align field teams, Ops, and Finance around shared project status
- Improve cross-functional handoffs to accelerate time-to-value
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Implementation specialist
Make onboarding repeatable and scalable
Deliver consistent customer launches, every time:
- Use configurable templates for setup, provisioning, and checklists
- Trigger workflows based on asset and customer data—no manual steps
- Monitor onboarding progress across devices, teams, and sites
- Ensure every customer starts strong—reducing churn from day one
