Manage Tasks Smarter. Collaborate Like a Pro.
Simplify your customer success workflows with CSNext’s intuitive task management and real-time team collaboration—all in one platform built for modern CSMs.
Centralized Task Tracking for CSMs and Teams
Assign tasks, track progress, and stay on top of priorities with CSNext’s automated task tracking and smart collaboration features.
Create Tasks in a Few Clicks
Quickly create tasks using pre-built templates to save time, stay consistent, and ensure nothing falls through the cracks.
Playbooks That Auto-Assign Tasks
Tasks are triggered automatically when key lifecycle changes happen with no manual input needed.
Notes That Strengthen Collaboration Across Teams
Pin key insights, tag your teammates, and keep notes of every customer touchpoint, keeping context clear and teamwork seamless across your customer success platform.
Built for Busy, Collaborative CS Teams
Your Tasks
Everything you need to do, all in one place.
Synced Meetings
Every meeting, logged and organized automatically.
Team Reports
View open tasks across teams for a performance overview.
Organized Notes, Streamlined Collaboration
Build and sort client notes using filters, tags, and sticky highlights, so nothing important gets buried.
Automate Tasks Across Customer Journeys
Trigger tasks from lifecycle changes, onboarding milestones, or engagement drops, without lifting a finger.
Collaborate Better, Work Smarter
Quick Tasks
Templates simplify recurring CSM actions.
Auto Playbooks
Trigger tasks from events or health changes.
Data Macros
Insert customer data into notes instantly.
One Collaborative Platform for Your Entire Team
Sync calendars, meetings, emails, and support tickets, so your team works together, not in parts.
Know What’s Happening, And What’s Next
From lifecycles to playbooks, every task and note is linked to your customer’s journey.
Say Goodbye to Scattered and Missed Tasks
Don’t waste any more time with sheets. Build custom dashboards, track performance scores in one view.
Task Management & Team Collaboration with CSNext
How does CSNext support task management for CSMs?
CSNext lets you create, assign, and track customer-centric tasks, making it easy to manage follow-ups, onboarding, and renewals in one place.
Can my team collaborate on customer accounts in real-time?
Absolutely. With shared notes, synced tasks, and integrated tickets, your team can stay aligned without switching between tools.
Are tasks linked to customer health or lifecycle stages?
Yes. CSNext’s automation connects task triggers to key events like engagement drops, churn risks, or onboarding progress.
Can CSNext alert me if a customer is at risk?
Yep. Combined with health scores and activity tracking, your playbooks can trigger tasks the moment red flags show up.
