Replace your Google Sheets customer success tracker
Download your sheet as a CSV, import it, and see every account scored by health. Most teams are live in about an hour. Your original sheet stays in Drive.
Most teams are live in about an hour. No credit card for the trial.
Where a shared sheet misses the signal
Many tabs, many owners
Each CSM keeps a tab their own way, so no one sees the whole book.
Conditional formatting is not scoring
Colours follow rules you maintain by hand and rarely revisit.
Edits leave no story
You cannot see why an account turned red, only that it did.
Five steps from Google Sheets to a scored book
You keep the sheet in Drive. You download a copy, import it, and the platform does the scoring.
Export as CSV
In Google Sheets, choose File, Download, then Comma separated values (.csv).
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
| Google Sheets | 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 |
Google Sheets move FAQ
Do I need to change my sheet first?
Line your columns up with the CSV template. It covers fields such as status, health, ARR, MRR, NPS, usage, tickets and renewal days.
How long does it take?
Most teams are live in about an hour. The import itself takes about 10 minutes.
Does my Google Sheet change?
No. Downloading a CSV leaves your sheet as it is.
Can several CSMs use it?
Yes. Add CSMs by invite code, and each sees the accounts they work on.
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 Excel
Notion alternativeBring your Google Sheets sheet. 7 days free.
No credit card. Your original file stays yours.
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