Equip Your Team with Tools That Drive Customer Success

CS-X offers powerful, easy-to-use features designed to enhance outcomes, customer experience, and value for startups.

Proactive Risk Management

Identify risks early, track actions, and maintain clear customer communication with collaborative workflows.

Identify risks early and take action

Focus on solutions that drive loyalty

Collaborate effectively and deliver results

Create, monitor, and deliver custom success plans that align with customer goals and drive positive outcomes.

Set up task and email automation effortlessly, allowing your team to focus on meaningful engagements.

Automate tasks, success plans and emails

Easily manage customer risks

AI-powered analytics and insights

Integrate with CRM and analytics tools for a unified customer view.

A simple user interface built from the ground up with CSMs in mind

Create, monitor, and deliver custom success plans that align with customer goals and drive positive outcomes.

Capture and manage your customer outcomes, helping you to make success a guarantee

Use AI to analyze customer data, track progress, and gain contextual insights.

Easily trigger tasks, emails, success plans and more without the hassle, using our pre-built automation

Identify risks early, track actions, and maintain clear customer communication with collaborative workflows.

Tools to manage all your products, contracts and opportunities so you can focus on growth

Offer customers a portal to collaborate on success plans and track progress.