Member services automation

Provide better service 10x faster

Your customer support agents get thousands of inbound account questions, membership change requests, and troubleshooting tickets every year. Your agents use their expertise, judgment and empathy in each case to get customer questions answered, problems solved, and keep them happy with their membership to your service. When customers ask to cancel agents jump into action to try to save each customer by getting them into a plan that better meets their needs. This work is critical to reducing churn and growing your membership business.

Unfortunately, most member services automation solutions out there either disrupt how you team works or automate only the easy steps a robot could do. The ideal member services automation solution would give your agents both workflow guidance and automation in one solution so you can start with the level of automation that makes sense for each process today and gradually add more as needed in real time.

FlowEQ’s member services automation solution makes this work easier and teams more productive – saving companies millions of dollars each year.

Our customer service agents now troubleshoot issues 20x faster thanks to FlowEQ decision trees integrated right into our CRM screens."

John Doe, CEO
Acme Inc.

Embed our Smart Flows within your existing CRM or member services system

No need to train users on a new system. With FlowEQ you simply design and embed Smart Flows into your current CRM system. Your teams work within the systems they already know while FlowEQ automates steps behind the scenes. 

Connect with your other systems

Use our pre-built Connectors to integrate all the data and trigger actions to automate member services work, without opening any other applications or browser tabs

Accelerate each workflow

Automate member services cases and tickets with triggers, automation rules, and batch workflows.

Get data and insights

Quantify your member services productivity improvements and compliance with each SOP.

Constantly evolve and improve

Change member services workflows easily and deploy instantly with our easy-to-use “FlowBuilder”

FlowEQ saves customers time and money everyday


Support tickets accelerated


Faster customer resolution




Faster agent

Member Services Automation

More ways you can accelerate your member services work with member services automation from FlowEQ:

Improve customer satisfaction by automating menial tasks to speed up the process and eliminate errors

Automate subscription and membership updates with integrations to your billing and subscription management systems

Reduce customer churn with easy-to-follow workflows that guide agents through your customer save plays when a a customer calls to cancel

Handle customer on-boarding, upgrades, billing questions, and other subscription plan changes all from within your CRM with easy-to-use decision trees that can be customized for any process and connectors that automatically update your subscription management and billing systems

Reduce escalations by helping agents walk through every scenario, and capturing all the information needed, before escalating a case for higher-level product or technical support

Effectively handle surge events with a freedom to rapidly onboard reps without a dip inservice quality thanks to embedded decision trees that guide new agents through error-proof workflows

Get through troubleshooting cases faster with detailed guides to walk them through the process for each problem

Rapidly onboard new reps with decision trees embedded right into your CRM system that are easy to adapt and re-deploy as your business processes evolve

Help reps work faster within your current CRM or member services screens with behind-the-scenes automations that update data and actions across all your other systems without opening any other applications or browser tabs

Ready to speed up your team’s recurring work? 

Who needs member services automation?
How do companies automate member services?
What's the customer support team's role in member services automation?
What should companies look for in a member services automation solution?