Customer Success Management App

Customer Success Management App

This powerful implementation and onboarding tool allows you to monitor the customer journeys and the overall health of your customer relationships.

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Description

Customer success and onboarding is essential to driving your business forward and ensuring retention. With this powerful implementation and onboarding tool, you can monitor the customer journeys and the overall health of your customer relationships. Account management can start with assigning the correct CSMs, tracking every meeting, entering resultant tasks that arise from them, and then tracking how your team is pacing on deliverables. Project management is made easy when you can visualize your schedule with calendar view, or gain an overview of the customer pipeline with Kanban view.

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