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Customer Success CRM
Client Success CRM
See every client’s health, last contact, work in progress, and completed history.
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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.
Client
0 open · 0 completed
Company
Contact
Email
Client Overview
😐 NeutralHow is this client feeling?
Health has not been updated yet.
Last Contacted
Never
No client check-in has been recorded.
Google Drive Folder
The link is included when you save and upload your Client Success CRM backup.