We can record our output of the meetings in the software & it can provide data for analysis.

We've been using CSB for almost over a year and it was super easy to integrate and set it up. The customer Success box has helped us track productions adoption, stay on top of customer health scores and renewals. Playbooks have made it easier to form processes for different stages of the customer life cycle.

customer reminders and emails touchbase creation easy to manage customers and last touch points and there future plans.