The CS Professional Suite is your complete CS operating system. Seven templates that work together to track relationships, onboard customers, define personas, set quarterly goals, map journeys, and execute projects. Built for teams ready to scale their customer success strategically.
Simple Sales CRM & Pipeline - Track every deal, customer, and opportunity in one place. Manage your pipeline, forecast revenue, and never lose a customer detail again.
Customer Success Project Planner - Plan and track every customer project, milestone, and deliverable. Keep your implementation on track and your customers informed.
Account Management Template - Manage your entire customer book in one view. Track account health, contacts, contract details, and expansion opportunities by account.
New Customer Onboarding Template - Create a smooth onboarding experience. Track every onboarding step, timeline, and touchpoint. Reduce time-to-value for your customers.
Ideal Customer Profile (ICP) Personas - Define and document your ideal customers. Build detailed buyer personas and use them to guide your sales, marketing, and customer success strategy.
OKR Planning & Tracking - Set quarterly goals and track progress. Align your CS team around metrics that matter and celebrate wins together.
Customer Journey Map - Visualize every stage of your customer's journey. Identify touch points, pain points, and opportunities to improve the entire customer experience.
The CS Professional Suite is your complete CS operating system. Seven templates that work together to track relationships, onboard customers, define personas, set quarterly goals, map journeys, and execute projects. Built for teams ready to scale their customer success strategically.
Simple Sales CRM & Pipeline - Track every deal, customer, and opportunity in one place. Manage your pipeline, forecast revenue, and never lose a customer detail again.
Customer Success Project Planner - Plan and track every customer project, milestone, and deliverable. Keep your implementation on track and your customers informed.
Account Management Template - Manage your entire customer book in one view. Track account health, contacts, contract details, and expansion opportunities by account.
New Customer Onboarding Template - Create a smooth onboarding experience. Track every onboarding step, timeline, and touchpoint. Reduce time-to-value for your customers.
Ideal Customer Profile (ICP) Personas - Define and document your ideal customers. Build detailed buyer personas and use them to guide your sales, marketing, and customer success strategy.
OKR Planning & Tracking - Set quarterly goals and track progress. Align your CS team around metrics that matter and celebrate wins together.
Customer Journey Map - Visualize every stage of your customer's journey. Identify touch points, pain points, and opportunities to improve the entire customer experience.