What is CSNook?
A quick tour of the platform and what each part of it does.
CSNook is a customer success platform for B2B SaaS teams. It brings every customer account, its health, its conversations and your team's work into one workspace, and uses Nook AI to summarise accounts and explain churn risk.
How CSNook is organised
Everything in CSNook lives inside a Product. A product is a workspace for one of your offerings, with its own companies, stages, health scores and settings. If you sell more than one product, you can create a workspace for each and switch between them from the Products page.
The main areas
| Area | What it's for |
|---|---|
| Dashboard | Health, ARR, MRR and task trends over the last 12 months |
| My Work | Your tasks and meetings across all accounts |
| Report Builder | Custom dashboards made of widgets |
| Companies | Every account, with a full profile for each |
| Segments | Rule-based groups of companies |
| Life Cycle | Lifecycle phases with start and end conditions |
| Health Scores | The signals that make up each company's health |
| Surveys | Multi-question surveys such as NPS |
| Playbooks | Automated workflows built on a visual canvas |
| Calculated Metrics | Your own formulas, such as total MRR |
| Plans | The subscription plans your customers are on |
| Custom Fields | Extra fields on company records |
| Integrations | Connections to your CRM, email, chat and other tools |
| Settings | Stages, tags, KPIs, API key, templates and notifications |
Tip
New to CSNook? Follow Workspace setup checklist to set up a workspace in the right order.
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