Understand CSM workload

Get a snapshot of CSM bandwidth so you can make adjustments before things get overwhelming. Quickly see the amount of outstanding, upcoming, and overdue customer tasks across your entire team.

csm workload



Optimize your processes

See which goals are consistently ahead of schedule, on-time, or tend to run late.


Analyze each part of your customer journey over time so you can reallocate resources or set better expectations with new customers.

Optimize your Customer Success processes