EasyCSM features

Everything you need to navigate the customer success journey

Customer success lifecycle
one

Onboard

Create onboarding playbooks and set up milestones

Onboarding templates
Milestones

Milestones

Create and track milestones for each account

Product adoption

Product adoption

Know when accounts generate value from your product

Outcomes

Outcomes

Track outcomes defined for each onboarding type

Tasks

Tasks

Create standardized tasks and track by account

two

Track account health

Monitor account base to get ahead of accounts at risk of churning

Track account health
Monitor

Monitor

Monitor account level usage, milestones, and utilization

Financial

Financial

View account level financial line items and trends such as change in MRR

Service

Service

Track support tickets statistics and account conversations

three

Upsell

Increase upsell with targeted campaigns and alerts

Upsell
Usage

Usage

Monitor account level product usage to determine accounts ready for upsell

Alerts

Alerts

Create alerts for high usage accounts to target for upsell

Portfolio

Portfolio

Track accounts by cohorts and forecast when to upsell

Implement and scale your customer success team

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