Smarter Customer Segmentation for Targeted Success
Get granular with your customer data using CSNext. Segment accounts with precision, drive proactive actions, and boost retention with real-time, attribute-based insights.
Segment Customers by Any Attribute Instantly
With CSNext, filter customers using dozens of live attributes like CSM, MRR, platform type, or lifecycle stage, with zero manual effort, all contextual relevance.
No More Assumptions
Get clear, actionable customer groups with one click. Smart filters reduce ambiguity and enhance targeting strategies.
Customize Segments Your Way
Arrange and rearrange the customer segments to personalize your segmentation view.
Monitor Customer Health by Segment in Real time
Personalize alert flows across roles based on user behavior and defined account rules. CSMs get updates for their accounts, while admins view everything at scale.
Why Segmentation Matters
Personalize Outreach
Speak to customer needs based on segment behavior.
Predict Churn
Flag at-risk accounts based on real-time changes.
Align Teams
Give CS, sales, and growth teams shared visibility.
Filters Built for CS Success
Segment accounts using precise filters like churn status, usage trends, MRR, or assigned CSM, purpose-built to support every stage of the customer journey.
Instant Search & Real-Time Results
Search any attribute across accounts, and results update instantly as new data streams in.
Make Segments Work for You
Trigger What Matters
When customers move segments, CSNext logs and notifies instantly.
Automate Responses
Launch onboarding, renewal, or upsell workflows when a segment updates.
Target Right Customers
Send NPS surveys, check-ins, or QBRs to specific segments.
Segment-Based Lifecycle Management
Tag segments to lifecycle stages and tailor support based on where customers are in their journey.
Sync Notes, Events, and More
Every segment is connected to notes, tickets, and meetings, ensuring context is never lost.
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.
