Everything a CSM needs.
Nothing they don't.
India's most complete CS intelligence platform — Accounts, Revenue, Pipeline, Momentum, Playbooks, Success Plans, AI Tools, Alerts — all in one private workspace. Ready in minutes.
Your entire book,
one screen
Every account, every metric — visible at once. Portfolio-level totals live at the top so you know your book's health before looking at a single row. Seven filter dimensions, instant search.
Every account,
fully in view
One click opens the full account modal — health score, ARR, MRR, NPS, renewal countdown, churn risk, pipeline stage, activity log, custom fields, meetings, and AI actions — all on one screen.
Your revenue,
at a glance
A live snapshot of your book's financial health — ARR broken down by tier, status, region, and industry. Renewal windows surfaced by urgency so nothing gets missed heading into a QBR.
Manage onboarding
visually
Fully customizable Kanban board — define 3 to 7 stages that match how your team actually works, rename and reorder them anytime. Star priority customers and see every account's Customer Journey timeline.
Stop reacting.
Start predicting.
Track how every account evolves over time. Biggest Movers surfaces who's drifting silently week-over-week. AI Predictions forecast churn risk, expansion readiness, and win-back potential with plain-English reasoning.
Scale best practices
across every CSM
Build structured playbooks that define exactly what success looks like for each account type. Assign with trigger conditions and action steps so your team executes consistently — from onboarding to renewal.
Give every account
a clear path forward
Per-account goals with due dates, owners, and milestones. Success Plans keep CSMs and customers aligned on what 'done' looks like — and give a structured framework for every QBR conversation.
Every customer meeting,
tied to the right account
Book, edit, or cancel meetings directly against any account — no more meetings floating in a separate calendar app disconnected from the account context.
Five AI tools,
one click each
Run AI-powered analysis on your entire portfolio or individual accounts. Every tool has Run, History, and Download — with delta tracking that shows exactly what changed between runs, week-over-week.
Your whole book,
always watched
CSHUBB monitors every account every 6 hours — health scores, renewal proximity, expansion signals, contact gaps. Growth plan CSMs get notified via email and Slack with the account, what triggered it, and a recommended action.
Connect your CRM
in one click
Three native CRM integrations auto-configure the endpoint, auth token, and payload format. No API keys. No developer. Paste the generated URL into your CRM's automation and accounts start syncing immediately.
Bring your own AI provider
CSHUBB doesn't lock you in. Choose from four providers — including fully local inference with LM Studio for maximum data sovereignty.
API keys stay in your browser · CSHUBB servers never see them
Designed for trust.
Security and privacy baked into every layer from day one.
Private by Design.
Invite-only workspaces with full tenant isolation. Row-Level Security enforced at the database engine level — architecturally impossible for another org's queries to reach your data.
Go live in minutes.
Skip months of onboarding. Import your CSV and start managing accounts in under 30 minutes. No implementation consultants, no professional services, no 6-week kickoff.
AI on Your Terms.
Choose Claude, Gemini, Groq, or local LLMs. No vendor lock-in. Your keys stay in your browser — we never see them. With LM Studio, zero data leaves your machine.
Start managing renewals,
health scores & AI insights today.
15-day free trial · Every module unlocked · No credit card
Invite-only · Built in India 🇮🇳