Givingli Pro
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Gifting that retains

Keep your best clients feeling valued

Automate the moments that matter, renewals, holidays, and milestones, with gifts that strengthen the relationship and lift retention.

  • 0%Renewal rate uplift
  • 0xFaster QBR responses
  • 0%Less CSM busywork
  • 0%Audit-ready

Why client appreciation programs stall

  • Spreadsheets miss the moment

    By the time a CSM remembers a renewal anniversary, the moment has passed. Automation makes thoughtfulness consistent, not heroic.

  • Generic swag falls flat

    Branded mugs and tumblers do not move the loyalty needle. Recipient choice means clients pick something they will actually use.

  • Compliance blocks the send

    Regulated buyers reject unbranded swag and unaudited gifts. Givingli Pro ships every send with a receipt and budget approval trail.

How it works

From renewal trigger to client thank-you in three steps.

  1. 01

    Sync your CRM

    Connect Salesforce or HubSpot so renewals, milestones, and account health changes flow into Givingli Pro.

  2. 02

    Set the moments

    Choose which client events trigger a gift, contract signed, anniversary, expansion, or a manual one-off send from a CSM.

  3. 03

    Track retention impact

    See gift activity alongside NPS, renewal probability, and revenue so leadership can quantify the program.

Why CS teams choose Givingli Pro

  • Renewal automation

    Never miss a contract anniversary, expansion, or onboarding milestone again.

  • Choice-based gifting

    Clients pick from 400+ premium brands so every gift lands well.

  • Built for compliance

    Approval flows, per-account caps, and audit logs satisfy procurement on both sides of the relationship.

  • Retention analytics

    Tie gifting cadence to renewal probability and account expansion so the program proves itself.

How modern CS teams turn appreciation into retention

The best customer success teams have always known that proactive thoughtfulness drives renewals. The hard part has been operationalizing it. Spreadsheets get out of date, holiday rushes turn into all-hands fire drills, and one-off Amazon orders never roll up to a measurable program.

Givingli Pro changes the math. Once a CSM connects the CRM, every renewal anniversary, expansion close, and milestone fires a gift automatically. Every send is logged against the account, the recipient, and the campaign budget so the program runs without anyone needing to remember.

92%Renewal rate uplift on accounts touched by gifting

The flip side is just as important: clients keep choosing your platform because the relationship feels intentional. A small, well-timed gift on a contract anniversary signals that the partnership matters to your team. Across portfolios, that signal compounds into measurable retention and expansion.

Because every gift is digital, there's no shipping cost, no address chase, and no missed delivery to a remote office. The CSM stays focused on QBR strategy while Givingli Pro handles the operational layer underneath.

Trusted by leading teams

Chick-fil-A

Givingli Pro has been a game-changer for us at Chick-fil-A. We use it to celebrate milestones, show appreciation, and even network.

Jess HineJess Hine, Director HR | Chick-fil-A

Our Family Wizard

Givingli Pro lets us show our team and clients that 'We're thinking of you, and the company has your back.' The billing and invoicing features are seamless.

Katie van der VeenKatie van der Veen, People Operations Coordinator | Our Family Wizard

Cleveland Cavaliers

Givingli has helped make our approach to the little things more turnkey by solving shipping challenges, saving us valuable time and providing us an effortless way to manage and track our gifting.

Matt O'BrienMatt O'Brien, SVP and Chief Partnership Officer | Cleveland Cavaliers

Synergy Companies

Givingli is a must for any professional looking to motivate top performers. I use it for biweekly competitions and friendly bragging rights to keep my team engaged and aligned on goals. The security and instant reward delivery sealed the deal.

Omar RamirezOmar Ramirez, Regional Manager | Synergy Companies

Ready to keep your best clients feeling valued?

See how customer success teams use Givingli Pro to lift retention and expansion.

Frequently asked questions

  • Can I tier gifts by account size?

    Yes. Set per-tier budgets so strategic accounts get richer gifts while you keep total spend predictable. Each tier can also have its own gift catalog.

  • Does Givingli Pro respect compliance for regulated buyers?

    Every gift includes a digital receipt and audit trail. Recipients can decline a gift if their company disallows it, and you get reporting that satisfies finance and procurement on both sides.

  • Can a CSM still send a one-off gift?

    Of course. Automated programs cover the recurring moments, but every CSM has a personal sending budget for spontaneous thank-yous, condolences, or wins-of-the-week.

  • What if a client is in a region we cannot send to?

    Givingli Pro delivers in 100+ countries, with localized gift catalogs and currency. For regions you choose to suppress, recipients are skipped automatically.

  • How do I prove the program is working?

    The dashboard ties gifting cadence to renewal probability, NPS, and expansion revenue, so leadership can see direct lift instead of guessing.

Ready to keep your best clients feeling valued?

See how customer success teams use Givingli Pro to lift retention and expansion.