Get Full Visibility with Customer 360 View
Understand every customer relationship in one glance. From revenue and platform usage to support tickets and CSM notes, track it all in a real-time, centralized, and fully customizable workspace.
View every customer attribute in one place
See signed-up date, monthly revenue, CSM/SDR mapping, churn status, plan type, account type, and platform—everything you need to understand each customer’s journey at a single glance.
Filter, segment & prioritize
Apply filters like MRR, churn status, CSM, SDR, platform, and parent company. Create segments to flag risks, upsell potential, or onboarding milestones with total clarity.
Know the people behind every account
View individual names, roles, emails, login records, and signup dates in the People tab.
Track changes over time and spot relevant trends from your customer data
View the evolution of numerical metrics like revenue, activity, or health scores. Click the chart icon to visualize changes and make sense of what’s improving, declining, or staying constant.
One Timeline
Emails
See all customer conversations through Gmail integration in real-time.
Meetings
Pull all upcoming and past meetings from your calendar instantly.
Tickets
View all Intercom tickets and support chats in one place.
Enterprise-grade Security Built In
Your customer data is protected with industry-standard encryption protocols, role-based access settings, and regular audits to ensure safety and compliance.
Custom Views for Every Role
Reorder attributes, apply filters, or create saved views by region, role, or lifecycle stage, CSNext adapts to your team’s exact customer success workflows.
Every Touchpoint in One Timeline
Conversion Data
Monitor conversion quotas, usage limits, and growth insights easily.
Revenue View
Sort and compare MRR, plan types, and billing frequency.
Segmentation Filters
Classify customers by type, churn risk, or potential.
Collaborate Across Teams
CSNext lets CS, sales, and support teams stay aligned with shared notes, synced meetings, and one-click visibility into tasks, tickets, and customer conversations.
Act on What Counts
Trigger notes, playbooks, or alerts automatically when customers enter or exit key segments, so you never miss an onboarding milestone or early churn signal.
Get predictive insights and analytics
Don’t waste any more time with sheets. Build custom dashboards, track performance scores in one view.
We’re here to help with any questions you have!!
What is a Customer 360 View?
It’s a centralized interface showing real-time customer info like usage, revenue, and engagement in one place.
Can I customize what data is shown?
Yes! You can reorder fields, apply filters, and personalize views based on your workflow.
What if my team needs different views?
Each CSM can customize their own dashboard based on metrics, filters, or account types.
Is it secure to store sensitive client data?
Absolutely. CSNext uses role-based access, and enterprise-grade security protocols to keep data protected.
