See every customer clearly, in one place.
CSNook brings product usage, conversations, revenue, health and lifecycle progress for every account into a single profile. Your team always knows where each customer stands and what to do next, without hunting through five tools.
MRR over time
Timeline
Everything you need to know about an account, at a glance.
360° customer profiles
Overview, tasks, projects, notes, people, Gmail, meetings, tickets, conversations, usage and AI summary, all on one page.
Health scores your way
Combine account attributes and product events, weight each signal by impact, and roll them into one global score.
Timeline activity feed
A clean, automatic log of every field change, note and update, with who made it and when.
People and stakeholders
Map the contacts at each account and see who your team is talking to, so handovers need no knowledge transfer.
Segments that update themselves
Group accounts by health, MRR, stage, plan, CSM or any custom field. Membership updates as the data changes.
Product usage mapping
See which features each customer uses and which they ignore, with event trends over the last twelve months.
Build a picture your whole team can trust.
Know who's healthy and who's slipping.
Define the signals that matter to your business. Use account attributes like MRR or conversion quota, or product events, give each a low, medium or high impact, and set the timeframe it looks back over.
- Signals from attributes or events
- Impact weighting and timeframes
- Alerts when a score is on the edge
Lists that build and maintain themselves.
Write simple rules once and CSNook keeps every segment current. Use segments to target playbooks, assign onboarding templates and filter reports.
- AND rules across any field
- Live member counts
- Trigger playbooks when an account enters
Segment · High value clients
Track every account through its journey.
Define your stages and lifecycle phases with start and end conditions. See how many accounts sit in each stage and how long they stay there.
- Custom stages, including won and churned
- Time spent in each stage
- Kanban board view by stage
Lifecycle · average days in stage
Spot disengagement before it costs you.
Send product events from Segment and see adoption trends per account. Feature-level usage tells you who needs enablement and who's ready for more.
- Event frequency over 12 months
- Most and least used features
- Feeds directly into health scores
Event frequency · last 12 months
Nook AI on every profile
Each company page has an AI Summary tab that turns everything above into a briefing your CSM can read in a minute.
Outline, sentiment, churn risk and follow-ups on demand.
See why an account is at risk, in plain language.
Ask questions across your whole book of business.
CSNook Default template · Harbor Works
- OutlineGrowth plan, $3,600 MRR, live 7 months, Adoption stage.
- SentimentPositive. Likes playbooks, cautious about price.
- Churn riskMedium
- Follow-upsSend SSO timeline. Share Q3 usage report.
Questions, answered.
How are health scores calculated?
You choose the signals. Each signal reads an account attribute or a product event, has an impact weight and an optional timeframe. CSNook combines them into a global health score for each company.
How do companies get into CSNook?
Sync them from Salesforce or HubSpot, upload a CSV, or add them by hand. Custom fields let you capture anything specific to your business.
Can I track usage of my own product?
Yes. Send events through the Segment integration and they appear on each company's Usage tab and can drive health scores.
Who can see account information?
Everyone on your CSNook team with access to the product workspace. Admins manage users and notifications.
See CSNook on your own accounts.
Book a 30-minute walkthrough. We'll connect a sample of your data and show you where Nook AI would have flagged risk this quarter.