CSM Portfolio Tracking

Achieving a multi-million dollar growth portfolio becomes easy

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CSM Portfolio tracking

  • Get the big picture of every CSM’s portfolio
  • Track portfolio growth, retention rate and engagement all at one place

Portfolio dashboard

  • Get a view of all accounts of CSM what’s happening with your portfolio and specific segment(s) within it, Status of daily tasks, take stock of upcoming high priority/due tasks, and review high-value alerts
  • The portfolio dashboard allows you to not only Review important information about the CSM portfolio but also to Act on it
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Product Adoption Health
Track all product signals to calculate the product health
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AI Insights
Real time relevant insights of the account for proactive intervention
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Product Adoption Milestone
Track key feature adoption milestones to drive product adoption
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