Automate QBRs, Decks, and Emails in Minutes – Not Hours
SmartSlides turns CRM and product data into ready-to-send decks, docs, and emails—no more copy-pasting.
Built for Account Management, Customer Success, and Revenue Teams
Save Time
- Reduce QBR prep from hours to minutes
- Auto-populate slides with live data
- Eliminate manual data gathering
Personalize at Scale
- Customize templates for each segment
- Tailor messaging to stakeholder roles
- Generate account-specific insights
Share Seamlessly
- Export to PowerPoint, Google Slides, PDF
- Send directly from your email
- Track engagement with sent materials
From Data to Delivery in 3 Simple Steps
Connect Data
Link your CRM, product analytics, and support data to create a unified view of your customers.
Choose Template
Select from pre-built templates for QBRs, renewals, expansions, or create your own custom layout.
Generate & Share
Generate personalized content in one click and share via email, PDF, or presentation deck.
SmartSlides Powers Every Customer Touchpoint
QBRs
Generate quarterly reviews with usage, outcomes, and next steps.
Renewal Decks
Showcase value delivered with tailored renewal presentations.
ROI Emails
Send automated ROI summaries directly to stakeholders.
Expansion Proposals
Make a case for upsells using real engagement metrics.
Executive Briefings
Summarize strategic impact with crisp executive decks.
Onboarding Guides
Deliver personalized onboarding plans for new customers.
What Our Customers Say
“SmartSlides has transformed our QBR process. What used to take my team hours now takes 15 minutes.”
“The ROI emails generated by SmartSlides have increased our expansion rate by 22%.”
Works with Your Stack
SmartSlides connects with your existing tools to pull data and deliver content wherever you need it.
Ready to Automate Customer Reporting?
Save hours, improve retention, and deliver insights that drive action.