CSM Workflows
Set your customers up for success
Proactively manage customers through onboarding, product adoption, account expansion, and ultimately renewal.
More ways to streamline your work
Use automation and insights alongside customer workflows.
Use structured workflows to manage customer lifecycle events like onboarding, business reviews, renewals, and more.
Define milestones to measure overall progress.
Create tasks for to-dos and next steps.
Automatically deploy workflows based on rules.
Manage your customer-related tasks in one place.
Assign owner, priority, and due dates to keep your work on track. Add comments and attachments so important information doesn't get buried in emails or spreadsheets.
Stop reinventing the wheel with every new customer.
Use templates for recurring processes to save time and keep everyone aligned throughout the customer journey.
Use automation and insights alongside customer workflows.
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