Product Guide

Early Warning System Learn how to proactively address customer risk, and identify new advocates or expansion opportunities. Account Management Learn how to quickly review account health, support tickets, billing history, communications, and user engagement. CSM Productivity Learn how to standardize workflows, automate tasks, and establish best-practices for your Customer Success team. Success Goals Learn how to set up and manage success goals, playbooks, goal templates, and goal automations. Select a category to get started. Reporting & Dashboard Learn how to create custom charts and dashboards that focus on the KPIs that matter in your business. Email Automation Learn how to schedule personalized email campaigns or auto-trigger messages based on customer behavior and lifecycle events. Settings Learn how to manage users, edit role permissions, configure custom data and other IT settings in Freshsuccess.

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