Run a world-class Customer Success team

Understand team performance and analyze your processes along the customer journey

Understand CSM workload

Get a snapshot of CSM bandwidth so you can make adjustments before things get overwhelming. Quickly see the amount of outstanding, upcoming, and overdue customer tasks across your entire team.

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Optimize your processes

See which workflows are consistently ahead of schedule, on-time, or tend to run late.

Analyze each part of your customer journey over time so you can reallocate resources or set better expectations with new customers.

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