Customer Success Platform Template
Track customer journeys, identify expansion opportunities, and report on customer success.
Features and functionality
Get a full view of customer data and manage their journeys.
Customer profiles
360-degree customer profiles with data on journeys, spend, loyalty.
Customer life cycle
Tracking of customer life cycle stages and recommended actions.
Key metrics
Metrics on customer retention, cost, and loyalty to guide decisions.
Personalized approach
Assignment of managers and customized success plans for each customer.
User Permissions
Different access levels for Customer Success Managers and Customer Success Team Leads.
Responsive design
A fully responsive design, allowing each user to access the platform from any device.
Template Gallery
FAQ
Customer success platform is a dedicated software that combines your existing data about customers to give you a 360-degree view of your customers and their journeys throughout your product.
As soon as you click the Use the template button, you'll be immediately taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first (a Free account will work just fine).
All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. However, Free and Starter plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need to have full Memberships access.
Saving 10+ hours a week with a machining client portal
Creating a customer portal with Softr allows us to give our customers that bit of extra value. This is one way for Defiant CNC to differentiate itself from other machine shops. Our customers always comment on how easy to use our Softr portal is and love the fact that it updates with data from Airtable in real time.
