Customer Onboarding Software
Say goodbye to onboarding chaos
Centralise every plan, resource and touchpoint in one interactive Pod, with engagement data that shows you progress, and spots disengagement before it becomes churn.
HubSpot
Trumpet provides one shared space for onboarding and success plans. It makes collaboration feel natural, not fragmented. If you're in Customer Success and still managing plans in static docs, or struggling to get that sales-to-CS handover right, I'd take a look at trumpet.
Daphne Costa Lopes
Director of Customer Success @ HubSpot
Stripe
Trumpet is simple to use and looks really professional. It makes it so much easier to share content with prospects without everything getting lost over email, and I can see what stakeholders are actively engaging with. The initial setup was also very easy.
Aoife Coburn
Enterprise Account Executive @ Stripe
Gong
Trumpet helped the team streamline their outreach and personalise interactions. We're accelerating our deal cycles, and we've been much tighter on looking at the stakeholder map. Thanks to trumpet, we have been enabled to give our customers a really good buying experience and have the right folks in seat to help close the deal.
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Lesley Ronaldson
EMEA Vice President @ Gong
Figma
Hands down, one of the best sales tools I've utilised in the past few years as a seller. Trumpet is game-changing. The UI is night and day compared with any similar tool on the market. It's easy to use, modern, hyper-personalised and customisable.
Annie Pattinson
Mid-Market Account Executive @ Figma
Personio
I’ve been using Digital Sales Rooms for 2 years, and I’ve seen the impact firsthand. With trumpet: one central space for the buying cycle, clear visibility into engagement, and shorter cycles without losing personalisation.
Koen Stam
Director of International @ Personio
Brevo
I use trumpet to save time and avoid long email back-and-forth. I really like trumpet’s personalised, collaborative space. It keeps everything in one place and cuts down on lengthy exchanges.
Manon Dordhain
EMEA Sales Team Lead @ Brevo
Remote
I like that trumpet is very customisable, allowing me to create different modules tailored to each client's needs. I use trumpet to keep everything in one place, share access with multiple stakeholders, and create timelines and action plans. It helps me increase productivity by avoiding multiple emails and meetings.
Ilgin Doganay
Senior Account Executive @ Remote
ThoughtSpot
Trumpet has become a critical part of how our Enterprise teams sell. What I love is how trumpet aligns tightly with MEDDICC. It gives our champions a single workspace to sell internally and visibility into who’s engaging across the buying committee.
James Smith
Senior VP EMEA @ ThoughtSpot
TestGorilla
Trumpet has been an invaluable tool in our sales process, offering excellent visibility into how customers engage throughout the deal lifecycle. The insights provided have been instrumental in refining our approach, increasing engagement, and ultimately boosting our win rates.
Natalie Spencer
Director of GTM Operations @ TestGorilla
Employment Hero
I couldn't imagine selling without it. It makes my follow-ups seamless, my prospects love having everything in one place, and the insights help me manage my pipeline and deals effectively.
Caragh Hehir
Account Executive @ Employment Hero
Zoopla
The Pods have really allowed us to build out customer journeys for our clients and onboard our customers via one simple link. We have been able to promote additional products and services and, more importantly, track all interactions in one place.
James Dolan
Solutions Manager @ Zoopla
From closed deal to happy customer.
Keep every step, resource and conversation in one place your customer actually uses.
A clean handover from sales to CS
See progress before it becomes a problem
One hub customers keep coming back to
Know who's in the room, and who should be
Meet Copilot. Your next step, done for you.
Copilot turns your call recordings, CRM data, sales room collateral and stakeholder engagement into a Pod with personalised content built for that buyer.
- Builds a tailored Pod from a single prompt
- Pulls the right content from your CMS or library
- Turns buyer signals into a recommended next move
Vibe code anything your deal needs.
Describe what you want and Canvas in Copilot builds a fully interactive, branded Widget inside your Pod in seconds, from ROI calculators to dynamic competitor comparisons.
- Builds an interactive Widget from a single prompt
- Branded automatically to match your Pod
- Tracked alongside everything else in the deal
Drive trumpet from wherever your AI lives.
Connect trumpet via MCP so Claude, ChatGPT, Gemini, Gong and more can access your Pods, engagement data and deal signals, without switching tabs.
- Build Pods right from your AI assistant
- Surface buyer engagement and spot deal risk
- Take action without ever leaving the tools you use
Customer Onboarding FAQs
How does a Pod replace our current onboarding spreadsheet or shared drive?
How do we know if a customer is falling behind in onboarding?
What happens during the handover from sales to CS?
Can customers track their own progress?
How do new stakeholders get looped in during onboarding?
We have a dramatic impact across your key metrics
“Our win rate increased by 67%”
Koen Stam
Director of International
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“We got higher conversion rates”
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Lesley Ronaldson
VP, EMEA
READY TO SEE IT IN ACTION?
Put AI to work in your revenue team
Book a demo and see how trumpet AI helps reps build faster, guide deals smarter, and close more.
Book a demo and see how trumpet AI helps reps build faster, guide deals smarter, and close more.
