CSM WorkOS - Your Notion Template
Presenting the Notion CSM Dashboard WorkOS – Your Comprehensive Customer Success Solution!
🚀 CSM Dashboard: Utilising the PARA method (Projects, Areas, Resources, and Archive), organise your digital CS life effortlessly. Bring together client details, contacts, projects, tasks, resources, notes, and KPI measurements in one comprehensive dashboard. Bid farewell to collecting data in different apps and wasting time searching through them!
🏠 Home Section: Access all your pages with a single click – synchronised blocks for seamless navigation.
📥 Inbox Section: A temporary holding area for new items (Projects, Tasks, Resources, Tickets, etc.) until you're ready to address them.
🚅 Quick Capture Buttons: With just one click, add new clients, contacts, projects, tasks, resources, notes, and even support tickets or feature requests.
🤩 Why Choose CSM Dashboard?
Free yourself from app-hopping complexity. This template integrates all critical customer success elements into a unified platform, streamlining your operations effortlessly. Experience seamless client management, project oversight, and collaborative efficiency, whether you're at your desktop or on-the-go with your mobile.
🚀 CSM Dashboard Overview:
- Clients and Contacts database
- Projects and tasks management
- Resources and notes management
- Meetings and Events calendar
- Ticketing system for issue resolution and feature requests
- Measurements management for OKRs and/or KPIs