Replace your Excel customer success spreadsheet
Export your Excel sheet as a CSV, import it, and see your whole book scored by health. Most teams are live in about an hour. Your original file stays yours.
Most teams are live in about an hour. No credit card for the trial.
Where an Excel tracker misses the signal
Health is a fill colour
It changes only when someone remembers to recolour the cell.
Copies drift apart
Versions get emailed around, and nobody is sure which workbook is current.
A drop in usage is just a number
Nothing tells you to act. The renewal date passes in a column.
Five steps from Excel to a scored book
You do not rebuild anything from scratch. You export the sheet you already have and let the platform score it.
Export as CSV
In Excel, choose Save As and pick CSV. Keep your original workbook untouched.
Download the template
Open the CSV template in CSHUBB and line your columns up with it.
Import
Drag and drop the file. The import step takes about 10 minutes.
Pick your industry
Blueprint loads scoring, pipeline stages and alerts that fit how you sell and renew.
Review the rules
Check the rules and change what does not fit. You stay in control of every number.
What changes, and what you keep
| Excel | CSHUBB | |
|---|---|---|
| Health | A colour or a number someone sets by hand | Scored from signals such as usage, tickets and NPS. You can override any score |
| Renewals | A date column you have to watch | Alerts and a renewal view that show what is coming |
| Next step | Your memory and your calendar | Playbooks and drafted actions |
| Your data | Yours | Yours, and you can export it |
Excel move FAQ
Do I need a special format?
Use the CSV template. It has columns for fields such as status, health, ARR, MRR, NPS, usage, tickets and renewal days.
How long does the move take?
Most teams are live in about an hour. The import step itself takes about 10 minutes.
Can I keep my Excel file?
Yes. Exporting a CSV does not change your workbook.
What if my sheet has extra columns?
Custom fields are available on paid plans, so extra columns can become fields on the account.
Once your accounts are in
Connect your CRM to keep accounts current, or look at what the platform does next.
HubSpot integration
Zoho CRM integration
Freshworks integration
Replace Google Sheets
Notion alternativeBring your Excel sheet. 7 days free.
No credit card. Your original file stays yours.
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