What every module does
and why it matters.

GLANCE gives you your entire book of business on a single screen — every account, health score, ARR, renewal window, and churn risk signal visible at once, with 7-dimension filtering and instant keyword search.

CSMs spend less time hunting for at-risk accounts and more time acting on them. GLANCE replaces the Monday morning manual review.

Every account carries a 0–100 health score — either set manually by the CSM, or auto-calculated by CSHUBB from product usage, NPS, and open ticket volume. The score drives alerts, AI analysis, Momentum predictions, and pipeline prioritization.

A single number that tells you how healthy a customer relationship actually is — and whether it's improving or declining — without opening five different reports.

Each account supports a primary and secondary CSM assignment with distinct role labels. Ownership is tracked in the audit log so handoffs are clear and accountable.

Shared accounts stop falling through the cracks. Every stakeholder knows who owns what, even during team restructures or transitions.

Group subsidiary or related accounts under a parent account. Child counts are visible at a glance from the parent row, and the relationship is tracked in the account detail view.

Enterprise customers with multiple business units or subsidiaries can be managed as a structured portfolio rather than a flat list of disconnected accounts.

Switch your workspace between INR, USD, and EUR. All ARR and MRR values display in your chosen currency with locale-correct formatting and abbreviations throughout every module.

Teams billing internationally get a revenue view that matches their actual operating currency — no manual conversion, no cognitive overhead.

Choose which columns appear in the Accounts table and in what order. Preferences are saved per user.

Every CSM's book of business is different. A CSM focused on renewals wants different columns visible than one focused on onboarding — the column customizer makes the table work for both.

Star any account to bookmark it as a priority — starred accounts are instantly accessible from a dedicated filter. Saved Custom Filters let you name and store any combination of filters (tier, CSM, region, health, status) as a preset you can re-apply in one click.

CSMs managing large books need to get back to the same 10 accounts every morning. Starred accounts and saved filters mean zero time spent re-building the same view — the right slice of the portfolio is always one click away.

Select multiple accounts at once to edit shared fields, reassign ownership, or remove records in a single action. Bulk operations apply instantly across your entire team.

What would take an hour of repetitive individual edits takes seconds. Essential for onboarding a new dataset or reassigning a CSM's book after a team change.

Export your full account portfolio as CSV or JSON at any time. A downloadable import template is always available so new account data can be structured correctly before upload.

Your data is always yours. Export for reporting, backup, migration, or feeding another tool — with no lock-in and no permission request needed.

A Kanban board where you define your own pipeline stages — names, order, and number of stages — to match how your team actually moves accounts through the customer journey. Every stage change is logged automatically to the account's activity history.

CS is not sales. Most platforms force a generic pipeline. CSHUBB lets you build the pipeline your process actually needs — and tracks every movement without asking CSMs to log it manually.

Momentum runs AI trajectory predictions across your entire book — surfacing a Churn Risk Forecast (0–100 probability with reasoning), Expansion Signal detection, and Biggest Movers (accounts whose health shifted most week-over-week, in either direction).

Health scores tell you where an account is today. Momentum tells you where it's going — so you can intervene before the decline becomes visible in a renewal conversation.

Generates a curated narrative summary of your entire portfolio — or any filtered segment — with AI-identified patterns, risks, and highlights across every account at once.

Leadership updates that used to take a CSM two hours to compile are ready in seconds, in a format that communicates clearly to stakeholders who don't live in the platform.

Generates a health verdict and a single recommended next action for any account — factoring in health score trajectory, NPS, usage, open tickets, renewal proximity, and active playbooks.

CSMs often have a gut feeling about an account but can't articulate why. Account Pulse gives it a name and a next step — so calls are prepared and interventions are timely.

Identifies the top churn signals for any at-risk account and pairs each signal with a concrete save play — specific to that account's data, not a generic template.

The difference between a retained customer and a churned one is often whether the CSM had a clear action before the renewal conversation. Churn Risk Analysis gives them that action.

Generates a structured QBR agenda — wins, challenges, expansion opportunity, and forward goals — drawn from the account's live data, custom fields, and recent notes.

QBR prep that used to take 45 minutes of data pulling is ready before the CSM opens their deck. Every talking point is grounded in real account data, not guesswork.

Identifies accounts showing high product engagement, strong NPS, and low support burden as expansion-ready candidates, and generates a two-sentence upsell pitch for each.

Expansion revenue is hidden in plain sight. CSMs working a large book miss signals that a machine catches instantly — Expansion Spotter surfaces the upsell conversation before the moment passes.

Every AI analysis is saved automatically. Re-running any tool compares the new result to the previous one and highlights exactly what changed, what's new, and what was resolved — across every account.

AI analysis is only valuable if you can see how the picture changed week over week. Delta tracking turns a one-off snapshot into a running intelligence feed.

Run all five AI tools against a local model on your own machine — no internet connection required during inference, no customer data sent to any external server.

For CS teams with strict data residency requirements or enterprise privacy policies, LM Studio makes AI-powered CS intelligence available without any data leaving the building.

Aruvi is a full conversational query agent for your portfolio. Ask it anything in plain English — which accounts are at churn risk, who hasn't been contacted in 30 days, which Enterprise renewals are coming up sorted by ARR — and it reads your live data across every field and answers instantly.

CSMs spend significant time manually filtering and cross-referencing data to answer a single question. Aruvi answers that question in a sentence, in real time, before the day even starts.

Ask Aruvi for a full context summary on any account by name — health trajectory, recent notes, open playbooks, renewal timeline, stakeholder signals, and last contact — all in one answer.

Before every customer call, a CSM needs to be fully caught up. Aruvi surfaces everything that matters about an account in seconds, not after five minutes of tab-switching.

When a CSM opens CSHUBB, Aruvi delivers a prioritized daily mission list — accounts that need attention today, renewal risks, momentum shifts, and recommended actions — before anything else is touched.

Most CSMs start the day without a clear priority. The daily briefing eliminates the blank-screen problem and ensures the most critical accounts get first attention, every day.

CSMs control how often the daily briefing overlay appears — every login, once a day, or at a custom cadence — so it stays useful without becoming noise.

A briefing that appears too often gets dismissed. A briefing that appears too rarely gets missed. Each CSM sets the cadence that works for their workflow.

Playbooks are repeatable, structured action plans that define the exact steps a CSM should take in a given situation — onboarding, at-risk intervention, QBR preparation, expansion motion. They can trigger automatically when account metrics cross a threshold, or be launched manually at any time.

Without Playbooks, every CSM handles the same situation differently. With them, the best-practice response is codified, consistent, and measurable — and no at-risk account goes unworked because a CSM wasn't sure what to do next.

Playbooks can fire on two types of signals: a fixed threshold (e.g. health below a set score) or a velocity signal (e.g. health dropped a set number of points over a set number of days). Velocity triggers catch declining accounts before they cross an absolute threshold.

Absolute thresholds miss accounts in freefall that haven't hit the floor yet. Velocity triggers catch the trajectory — the account declining fast that still shows a green health score today.

When a Playbook triggers, the assigned CSM receives an instant in-app notification. They can act immediately, snooze to a specific time, or dismiss — without losing the record that the trigger fired.

Playbooks are only valuable if the CSM knows they triggered. The notification and snooze system ensures nothing slips through during a busy period.

Success Plans attach structured goals — with owners, due dates, and status tracking — directly to each account. Goals are visible in the account detail view alongside everything else the CSM knows about that customer.

The QBR conversation shifts from reactive (defending the relationship) to proactive (reviewing progress against agreed goals). Plans live where the work happens — not in a separate document nobody maintains.

Admins define reusable plan blueprints — preset goals, milestones, and relative due-date offsets — that any CSM can launch from a single click. A full plan structure populates in seconds.

Building the same onboarding or QBR plan from scratch for every account costs time CSMs don't have. Templates bring the whole team to the same starting line instantly.

Book, edit, and cancel customer meetings from inside CSHUBB. Every meeting creates a real Google Calendar event with a Google Meet link automatically — no copy-pasting between tools. Meetings are linked to the account they belong to and visible in the account detail view alongside notes, health, and activity. You can also import externally-created Calendar events into CSHUBB to keep the account record complete.

Meetings that live in a separate calendar app get disconnected from customer context. When meetings live inside CSHUBB — with a real Calendar event and Meet link generated automatically — the full customer relationship history is in one place, and nothing falls through the gap between the calendar and the CS tool.

Send and track customer emails directly from within CSHUBB. Every email sent or received is tied to the account it belongs to and visible in the full account timeline — alongside notes, meetings, health changes, and alerts.

CS communication that lives in a personal inbox is invisible to the team and disconnected from the account record. Emails in CSHUBB means the whole customer relationship is visible in one place — not scattered across inboxes.

Build report templates once and CSHUBB sends them automatically on your schedule — account-level snapshots, portfolio-wide summaries, or renewal-focused views — each with an AI-generated narrative included. Any stakeholder can receive the right report at the right cadence without the CSM manually pulling data.

The most common CS reporting complaint is that it takes too long for too little impact. Reports eliminate the manual compilation step entirely — stakeholders get the right data on time, every time, without a CSM spending Friday afternoon on it.

CSHUBB monitors every account in real time. When something needs attention — a renewal approaching, a health score dropping, a key contact going silent — the assigned CSM is notified immediately with what changed and a recommended next action.

The Monday morning manual review — scanning every account to find the ones that moved — is eliminated. CSHUBB finds the signal so CSMs can focus on the response.

Alerts reach CSMs through three independent channels: the in-app alert log, email, and Slack. Browser push notifications are also available as a third delivery channel — real-time banners that appear even when the CSM isn't on the CSHUBB tab.

An alert that lands in a channel nobody checks is no alert at all. Three delivery options means CSMs get the signal wherever they actually work — without needing to check CSHUBB to find out what needs attention.

Write a distinct Slack message template for each alert type — Renewal Critical looks different from Expansion Opportunity, which looks different from No-Contact. Templates support dynamic placeholders (account name, health score, renewal date) and display a live preview before saving.

Generic "you have an alert" notifications train teams to ignore them. A Renewal Critical message that reads urgently — and looks different from an Expansion Opportunity message — gets acted on.

When a CSM goes on leave, their alerts can be redirected to a covering teammate instantly. When they return, the redirect reverts with one click — no account reassignment, no manual reconfiguration.

A CSM on leave means their alerts go to an inbox nobody checks — and at-risk accounts go unworked. CSM Away Redirect ensures coverage without anyone having to manually reassign the entire book.

Alert events can be pushed to any external endpoint — Zapier, Make, n8n, or a custom system — with per-endpoint filters by alert type, CSM, ARR range, health score, or pipeline stage. Payloads are signed for security.

CS alerts that feed into the wider company's workflow tooling turn individual CSM notifications into org-level visibility — without building a separate integration layer from scratch.

CSHUBB caches your full account portfolio and notes locally so your data stays available when your connection doesn't. Review accounts on a flight, in a customer meeting, or anywhere signal drops — the app loads instantly from cache with no spinner and no error screen. A status banner appears when you're offline and shows when data was last saved.

For BFSI and healthcare CS teams operating in secure environments or field conditions, "requires internet" is not acceptable. Offline mode means the platform is operational — not just technically available — regardless of connectivity. No other CS platform in this category caches the full portfolio locally.

Notes, playbook actions, and account updates made while offline are queued locally and synced automatically the moment you reconnect. Nothing is lost, nothing needs to be re-entered, and sync happens in the background without interrupting your session.

Taking notes during a customer call in a poor-signal area — a hospital floor, a bank branch, a flight — should not require a stable connection. The write queue ensures that work done offline is never discarded, so CSMs can operate with the same confidence they have at their desk.

CSHUBB is a Progressive Web App. Any user can install it directly to their desktop or mobile home screen from the browser — no app store, no IT approval, no download. The installed app opens instantly, works offline, and behaves exactly like a native app including push notifications and background sync.

App store distribution requires IT department approval cycles at most enterprise and regulated companies — in BFSI and healthcare, that can mean months. PWA install bypasses that entirely: one tap from the browser, and CSHUBB is on the home screen, works offline, and is ready for a field visit the same day.

Track named stakeholder contacts per account — Champion, Economic Buyer, Exec Sponsor, Technical Contact, Security — with individual touchpoint history. CSHUBB flags any key contact who has gone silent for 30+ days and feeds that signal into Alerts and Momentum.

Accounts don't churn — people churn. When a Champion leaves or an Exec Sponsor goes dark and nobody notices, the relationship quietly deteriorates. Stakeholder Intelligence ensures the human layer of every account is as visible as the health score.

CSHUBB tracks the last interaction date for every named stakeholder. Any contact silent beyond 30 days triggers the Stakeholder Change alert type and registers as a Momentum signal, so trajectory predictions factor in relationship health — not just product metrics.

A technically healthy account with a Champion who hasn't been contacted in six weeks is a relationship at risk. Freshness tracking surfaces the human risk that health scores can't see.

Load an entire organization's stakeholder contacts via a dedicated CSV import template. Contacts are matched to their accounts automatically on upload.

Manually entering hundreds of contacts account by account is not a workflow — it's a reason the feature never gets used. Bulk import makes day-one stakeholder coverage a five-minute task instead of a week-long project.

The Blueprint Wizard configures an entire CSHUBB workspace on first login — pipeline stages, health score weights, playbook templates, and alert thresholds — all matched to the chosen industry. Six blueprints available: B2B SaaS, HR Tech, Healthcare, Agency, Enterprise, and FinTech. Everything is editable after setup.

A blank CS tool is not a CS tool — it's a blank canvas most teams never fully configure. Blueprint Wizard delivers a working system in minutes instead of a weeks-long setup project, so the team starts getting value from day one.

A live revenue dashboard inside Insights that surfaces Total ARR, MRR, ARR at Risk, Expansion ARR, NRR, Avg Health, Avg NPS, and Churn MRR — with breakdowns by Tier, Status, Region, and Industry. Renewal windows show every account due in 30, 60, and 90 days, sorted by urgency.

CS leadership gets a real-time revenue picture without a separate BI tool. Any account filter instantly updates the revenue view — so a manager can see ARR at risk for their region in one click.

Insights pulls live data from across your entire workspace and surfaces it as a single portfolio analytics view — KPI strip (Total ARR, NRR, ARR at Risk, Avg Health, Expansion ARR, Renewals ≤30d, Active Playbooks, Avg NPS), health distribution, renewal timelines, and playbook completion rates. No exports, no data stitching required.

CS leadership needs a portfolio picture that doesn't require pulling data from five modules and assembling it manually. Insights makes the org-level view available in one click — always live, always current.

Ranks CSMs by portfolio health, ARR retained, Playbook completion rate, and NPS. Visible to the full team — not just leadership.

Performance visibility creates accountability without requiring a separate reporting process. Teams that can see how they rank relative to each other move faster on at-risk accounts and close playbook tasks more consistently.

Toggle between an org-wide analytics view (all accounts, all CSMs) and a CSM-scoped view that focuses entirely on a single CSM's portfolio — all charts, KPIs, and rankings recalculate to that scope.

A head of CS needs the org picture. An individual CSM needs their own picture. Insights gives both without needing two different reports or a BI tool to slice the data.

One-click connectors for HubSpot, Zoho CRM, and Freshworks sync account data bi-directionally — changes in the CRM flow into CSHUBB and vice versa, without manual export/import cycles.

CS teams shouldn't have to maintain a separate account list from the CRM. Native connectors mean CSHUBB always reflects the current state of the customer relationship, not last week's export.

CSHUBB can push account data and alert events to any external endpoint — Zapier, Make, n8n, HubSpot, Freshdesk, or a custom integration. Payloads are signed for authenticity. Growth includes HMAC signing and larger endpoint limits.

CS doesn't operate in isolation. Webhooks bring account signals into the tools the rest of the company already uses — without building a custom integration from scratch.

CSHUBB is built on passwordless authentication, database-level row isolation (no tenant can access another tenant's data), AES-256 encryption at rest, TLS in transit, invite-only workspace access, HMAC-signed webhooks, and an independent encrypted offsite backup system. All AI provider keys are stored in the browser only — CSHUBB servers never see them.

CS teams carry sensitive commercial data — ARR, churn risk, stakeholder relationships. Security that is enforced at the database engine level rather than the application layer means there is no application bug that could expose one customer's data to another.

All data is hosted on infrastructure certified to SOC 2 Type II standards. EU data residency is available as a dedicated option for teams with contractual requirements.

Enterprise CS teams often operate under data governance policies that restrict where customer data can be stored. Residency options ensure CSHUBB is available to those teams without requiring a compliance exception.

Any user can raise a support ticket, feature request, or bug report directly from inside CSHUBB. The ticket becomes a live two-way thread between the team and CSHUBB support, with status updates (Open → In Progress → Resolved) visible in real time. Admins see the full org's request history.

Support that lives inside the product is support that gets used. A two-way thread means the team never has to chase an email chain to find out where their request stands.

Every new workspace starts with a 15-day trial that unlocks everything on the Growth plan — all 5 AI tools, all alert types, Playbooks, Momentum, CRM connectors, and all 17 modules. The only trial limit is seat count (3 users).

A limited trial that hides the most valuable features tells you nothing about whether the platform will actually work for your team. CSHUBB's trial is the full product — so the decision to upgrade is based on real experience, not a demo.

Starter covers core account management, health scoring, revenue intelligence, pipeline, success plans, meetings, emails, reports, AI tools (3), alerts (4 types, in-app), and webhooks. Growth adds Momentum predictions, Playbooks, full alert suite with Email + Slack + push delivery, all 5 AI tools, LM Studio offline inference, CRM connectors, and higher account and custom field caps.

Teams at different stages have different needs. Starter delivers the core CS intelligence layer. Growth adds the automation and prediction layer for teams managing larger books with greater complexity.

Seats are billed per user. Payment is via UPI, bank transfer, or USD wire — no credit card required, no Stripe. Plans are activated within 24 hours of payment confirmation. Auto-numbered invoices are generated for every transaction.

CSHUBB is built for Indian CS teams. A payment process that works the way Indian businesses actually pay — UPI, bank transfer, direct invoice — removes the friction that stops SaaS purchases from completing.