Freshsuccess brings all of your customer tasks together in one place, where you can understand priorities, keep track of next steps, and collaborate more effectively as a team. Workflow reporting and analytics give you visibility into where and how your team is spending their time.

Freshsuccess' task framework is as familiar as a to-do list and more versatile than many dedicated project management systems.

Organize Your Work

Freshsuccess keeps you organized, allowing you to centrally manage all of your customer-related items, including alerts, milestones, and tasks.

Quickly see open items, active alerts, upcoming milestones, and more. Group your tasks by due date, priority, customers, and a host of other views to help you work faster. Go even further by adding custom tags to organize your work any way you like.

Prioritize and Plan

Keep customer tasks on track without last minute surprises. Specify the number of days to complete a task and Freshsuccess' smart scheduling system will update your due dates accordingly.

Set Clear Responsibilities

Lengthy customer workflows can require contributions from different members of your team. Freshsuccess lets Customer Success teams distribute the ownership of a multi-part workflow, making next steps and individual responsibilities clear and transparent. Sub-tasks and milestones can be assigned to different CSMs, and it’s easy to reassign work from one person to another.

If a sub-task becomes a bigger endeavor, it can be promoted to a full task with its own priority and a set of underlying tasks. When a promoted task is closed, it will automatically update the originating workflow, ensuring that your team’s overall progress is complete and up-to-date.

Collaborate with Context

Add comments to alerts, workflows, and tasks so important notes don’t get buried in emails or spreadsheets. Attach relevant files and keep supporting docs connected to the tasks at hand. Whether you’re returning to a previous workflow, or transferring a task to someone else, Freshsuccess helps keep you and your team on the same page.

See Team Performance

Freshsuccess' task reporting and workflow analytics help you understand team progress and efficiency so you can make quicker adjustments and limit tedious status updates.

Understand Your Team's Workload

Cut down on time-consuming check-ins with your Customer Success team. See your team’s progress at a glance, so you can quickly get a sense of the amount of outstanding, upcoming, and overdue tasks.

When you need more context, you can easily drill into task details to see what’s happening with each CSM or customer account. Want to see all open tasks that were created in the last two weeks for a particular customer? No problem, customizable filters help you focus on a subset of tasks as well as particular timeframes.

Track Progress and Identify Trends

Do you always know the status of your customer projects and how well you’re hitting your expected milestones? Using Freshsuccess, you can easily see how many workflows were started or completed and which ones are ahead of schedule or running late.

Over time, you can see how long your workflows took to finish, and how they fared against their expected due dates. Intuitive charts help you identify which workflows need more resources or where you should make adjustments so that you can set the right expectations.

Within each workflow, you can see how specific milestones are performing, including the number of milestones completed, average completion time, and their deviation from your scheduled completion date. You can even compare different milestones to get a relative sense for each portion of your overall customer workflow.