Customer success for high volume of accounts

EasyCSM helps customer success teams that have to manage a large volume of low- to medium-value accounts


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EasyCSM Dashboard

How it works

Action plans dashboard

Customizable action plans to increase engagement

Build funnels, see user flows, create cohorts, and more with just a few clicks.

No need to invest hours writing SQL or waiting for someone to do it for you.

Built-in smart integration logic

A simple data model enables customer success teams to skip the plumbing and get back to the customer.

Load data from your internal pipeline or a tool you're currently using.

Analytics dashboard

Powerful analytics to identify customer health

Successful customer experiences are created by teams who know their users.

EasyCSM lets customer success teams go beneath the surface to answer questions about which features are popular, which accounts need extra guidance, and which behaviors are tied to long-term retention.


Customer success best practices made easy

Make data driven decisions