Every new customer gets a plan, check-ins, and a solutions engineer who signs off on changes.
Malleable turns each sales handoff into an implementation plan, briefs account owners before they reply, prices custom orders and drafts call follow-ups, then asks solutions engineers, account owners or sales to approve changes to scope, pricing and commitments.
Repetitive customer onboarding work Malleable can take on
Your experts stay focused on customer relationships, implementations, and the decisions that move accounts forward. Malleable handles the recurring coordination around them.
Implementation tracking after the sale
Account brief before every reply
Quotes for custom orders
Sales call follow-up
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Keep every customer handoff and follow-up moving.
Customer onboarding depends on recurring steps: read the sales handoff, keep the implementation plan current, gather account and billing context, draft follow-ups, capture commitments and update the CRM. Malleable does those steps the way your team defines them and brings in solutions engineers, account owners or sales when a decision is theirs.
It does the work
Each run follows the steps your team set, across your apps, and asks a person only for the decisions that are theirs.
Your team changes it
Change a rule by asking in plain English. Malleable reviews real runs and suggests improvements, and you approve every change.
You stay in control
You choose which steps run the same way every time and where the AI uses judgment. Every run is recorded step by step.
"Streamlining our workflows used to mean building Rube Goldberg machines across automation tools, and any small change in a spreadsheet would break the whole thing. With Malleable, when something changes upstream, the workflow adapts."
Pylon is a modern customer support platform. Their post-sales team is on the hook for every new deal. As the company grows, that's more multi-week migrations than anyone can meet with weekly.
Malleable runs the heartbeat: hand-offs from pre- to post-sales, follow-up drafts with the right docs linked, and semi-weekly pulse checks across each migration. It replaced a brittle chain of automations stitched together across half a dozen tools. The team stays on track without worrying something's slipping.
Want to see one of your processes run like this?
Book a demo