CSM Dashboard - WorkOS

Presenting the Notion CSM Dashboard WorkOS – Your Comprehensive Customer Success Solution!

🚀 CSM Dashboard: Utilising the PARA method (Projects, Areas, Resources, and Archive), organise your digital CS life effortlessly. Bring together client details, contacts, projects, tasks, resources, notes, and KPI measurements in one comprehensive dashboard. Bid farewell to collecting data in different apps and wasting time searching through them!

🏠 Home Section: Access all your pages with a single click – synchronised blocks for seamless navigation.

📥 Inbox Section: A temporary holding area for new items (Projects, Tasks, Resources, Tickets, etc.) until you're ready to address them.

🚅 Quick Capture Buttons: With just one click, add new clients, contacts, projects, tasks, resources, notes, and even support tickets or feature requests.

🚀 CSM Dashboard Overview:

• Clients and Contacts database
• Projects and tasks management
• Customer Success Plans with built-in template
• Resources and notes management
• Meetings and Events calendar
• Ticketing system for issue resolution and feature requests
• Measurements management for OKRs and/or KPIs
• Management of different projects based on the customer journey’s stage

🤩 Why Choose CSM Dashboard?

Free yourself from app-hopping complexity. This template integrates all critical customer success elements into a unified platform, streamlining your operations effortlessly. Experience seamless client management, project oversight, and collaborative efficiency, whether you're at your desktop or on-the-go with your mobile.

🔥 Benefits:

1. Effortless Workflow Integration:
   • Seamlessly merge client management, project oversight, and collaborative tasks within a single platform.
   • Eliminate the need for switching between various tools, reducing complexity and optimising your workflow.
   • Stand out with a streamlined approach that enhances efficiency.
2. Increased Productivity:
   • Consolidate essential customer success elements to minimise app navigation time.
   • Maximise time dedicated to meaningful work, standing out with efficient operations.
   • Become proactive in managing clients, projects, and resources.
3. Unified Accessibility:
   • Stay in control of your customer success initiatives anytime, anywhere.
4. Proactive Client Success Mastery:
   • Maximise productivity by consolidating essential customer success elements, allowing CSMs to become more proactive in addressing client needs.
   • Stand out with a forward-thinking approach to managing clients, projects, and resources.
5. Professional Distinction:
   • Stand out among your colleagues with a commitment to optimised operations and proactive strategies, establishing a distinctive professional presence.
6. Built By experienced Customer Success Thought Leader for the customer success community