Complete 360 customer overview
Use EasyCSM to target accounts for retention or upsells and deploy a campaign to drive MRR growth
Allocate time to the accounts that need you the most
Monitor product usage
Draw insights with portfolio level product usage statistics and determine which accounts are at risk or are ready for upsell.
View trends at the account and portfolio level
See if customers are using your new features
Build segments tailored specifically to your company
Create upsell alerts
Use segments to track accounts that are ready te be upsold. Add alerts to get these notifications in real-time.
Create segments to track accounts ready for upsell
Implement real-time alerts to never miss an opportunity
Implement upsell & retention playbooks
Drive MRR by creating and iterating on your playbooks to maximize upsells and retention.
Create playbooks for each of your product's use case
View all accounts for each playbook to measure its effectiveness