CSM Day Plan

CSM’s daily task manageable on fingertips

See Customer Success platform in action

The most intelligent and actionable customer success software

Get a track of all activities that you need to do in a given day

See Platform in action

Plain your day effectively

  • CSM can manage their  daily task effectively using the various filter options available- status, priority, due date and time

My tasks system

  • My task section help you view all the different tasks that get assigned. You will be able to prioritise your daily work  and operate lot more smartly.
  • You can also view the task details by clicking on the particular task name. Details like Task name, assigned to, status, Task description and Priority.
We pride ourselves for being the #1 Customer Success software


Learn more about CustomerSuccessBox Features

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Automated Customer Emails
Share high value action steps over automated emails
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Account Risk Tracking
Auto generate risk alerts for accounts for CSM intervention
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Account Health
The holistic measure of value delivered to your customer
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Deliver world class Customer Success at scale

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