Customer Success CRM

Client Success CRM

See every client’s health, last contact, work in progress, and completed history.

0 Clients
0 Need Attention
0 Open Tasks
0 Completed Work
+

Add your first client

Each client gets a health rating, contact history, Drive folder, notes, open work, and completed history.

How It Works

Client Success Without the Complexity

Add your clients, track the health of each relationship, and keep every task, note, contact date, and important link organized in one simple place.

01

Add Your Clients

Create a profile for every account so the important details are always easy to find.

✓ Company and contact information
✓ Client notes and account context
✓ Google Drive folder links
02

Track Client Health

Quickly record how each client relationship is going and identify the accounts that need your attention.

✓ Happy, neutral, unhappy, or at risk
✓ Explain why the rating changed
✓ Record your latest client contact
03

Manage the Work

Keep track of what your team is actively doing for each client and maintain a clear history of completed work.

✓ Add tasks, notes, and due dates
✓ See overdue work immediately
✓ Preserve completed task history
Your data stays under your control.
Client Success CRM saves inside your browser and lets you download a backup whenever you need to switch devices or protect your data.
No Account Required
```