Workspace
Workspace is the where the customer success managers can find all the information required to perform their day-to-day activities. Their upcoming tasks, calendar, emails from their customers and support tickets is available here.
All your tasks in one place
- When using plays to automate your customer success processes, tasks are automatically created for CSM’s.
- These, along with tasks that are manually created by the CSMs are all available in one place in the workspace.
View customer details along with the task
- While scrolling through the tasks, view the Customer’s information on the right-side pane to view the tasks in full context.
- No more switching between your task list and customer details.
Your mailbox within Churn360
- View the emails of the customers that you manage from within your workspace.
- The emails are automatically tagged to the relevant Customer and all the communications related to the Customer is one place.
- Send emails from anywhere within Churn360 through your own mailbox.
Keep your calendar in-sync
- Keep your calendar in-sync with whichever mail server you use, from Office365 to Google.
- Automatically schedule meetings using Plays and save your meeting recordings to your relevant Customer.
