Track account health

Your time is valuable. Identify which accounts need your attention the most.

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EasyCSM helps you cut through the noise

Downward trends

Find downward trends before it's too late

You can only fix the problems you know about. Whether there's been a drop in use activation or slow feature rollout, EasyCSM can flag it for you

  • Create thresholds that trigger alerts

  • Control when and how often you're notified

Accounts list

Segment accounts by customizable filters

Looking at a single account's health is informative. However, you my find that looking at an entire cohort or group can provide a clearer picture.

  • Using segments built with custom fields, filter to see accounts from a specific group

Usage description

Create a 360 view of your accounts

EasyCSM easily combines account conversations, tickets, and events to provide insight into how an account really feels about your product

  • One-click integration with third party sources

  • Use internal comments to take note of additional context from accounts

EasyCSM is built for B2B SaaS

The best SaaS companies are customer-driven. Join EasyCSM to create and optimize an experience that delights your customers.

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