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Product · Customer success

Know how every customer is doing, and what to do next.

Taskbase joins customer records, usage, tickets and commercials into one view for every CSM. Health is calculated by rules you choose, so the team works on leading indicators and not on the renewal number alone.

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Customer Success cockpit

Every customer record, joined with usage, tickets, view opens and commercials.

Contracted ARR

€99,200

25 scored · 5 not yet scoreable · 10 deadlines within 90 days

6

Account health

at risk of 25 accounts

31

User health

users at risk

109

Active users, 30 days

wrote a message in the chat

AccountCSMHealthChat, 90 daysActive usersARRNext deadline
Brightwave EnergySonja25 · Act now1 / 1€4,8001 Nov
Corvin LogisticsDaniela28 · Act now2 / 2€01 Nov
Alpenwerk TrainingSonja32 · Act now5 / 7€12,00030 Nov
Pelton SoftwareDaniela48 · Watch1 / 2€20,00012 Apr
Marlow LabsDaniela71 · On track14 / 14€2,2501 Jan

The customer success cockpit. All names and figures are fictional.

One viewfor usage, user health, customer health and every commercial figure
Your rulesfor parameters and weighting, from a template or built yourself
Proactiveleading indicators instead of fighting from quarter to quarter

From data to a week your team can plan

  1. 1ConnectCustomer records, product usage, support tickets, view opens and commercials come together.
  2. 2Define healthChoose the template or build your own: which signals count, and how much.
  3. 3See it per CSMEvery CSM gets their own book of business, flagged where it needs attention or has potential.
  4. 4Plan the weekThe team plans in the command center, so nothing falls through the cracks.

Built for how CS really works

Leading indicators, not quarterly firefighting

We do not want a customer success world that reacts from quarter to quarter and holds QBRs only to chase the NRR target. Taskbase makes it proactive, useful and relevant.

  1. 01

    Health with transparent logic

    Every score shows how it was calculated. Parameters and weighting are set up per customer, with full freedom. We advise and help build it, depending on the data Taskbase can reach.

  2. 02

    Commercials and health together

    Contract value, renewal dates and pilot options sit next to usage and user behaviour, so a CSM knows the numbers and the risk in one place.

  3. 03

    Attention and potential, flagged

    Based on what users actually do, Taskbase flags where an account needs you and where there is room to grow.

For every CSM

My book of business

The favourite of many CSMs: the commercials combined with the data that shows how healthy each customer is. It flags where a customer needs attention or has potential, and it encourages proactivity.

Customer Success

My book of business

Jonas Meier · week of 2 November 2026 · commercials plus how healthy each customer is

Owned accounts

10

1 archived

Signed annual book

€11,100

1 unresolved

Pilot options, annualised

€53,100

2 unresolved

Renewal exposure, 90 days

€4,800

1 unknown expiry

Recorded risk

3 of 10

from usage, not guesses

01 · Where does my book stand?All 10

Brightwave Energyrenewal · next 2 SepAttention
Alpenwerk Trainingpilot · renewal · next 14 SepAttention

Goals, value, stakeholders and every motion in the details.

02 · What matters this week?All 13

Brightwave Energy · renewalPast due: check completion · 30–60 min
Alpenwerk Training · pilotPast due: check completion · 30–60 min

Ranked by date, with the source and what counts as done.

03 · Can the work fit?Plan and capacity

Capacity not confirmed. 0 hours selected. Confirm hours, leave and internal work before judging fit.

04 · Improve and unblockBuild better

Motions missing a named buyer2 accounts have an active motion with this field blank

0 ideas recorded · gains not measured yet

One CSM’s book of business. Names and figures are fictional.

  • Owned accounts, signed book, pilot options and renewal exposure for the next 90 days.
  • What matters this week, ranked by date, with the source and what counts as done.
  • Capacity: whether the planned work fits into the week.

For the team

The Customer Command Center

The commercials are the centre piece. Plan the week with the team: recorded recurring revenue, weighted potential and every open motion by stage.

Customer Command Center

Commercials at the centre: plan the week with the team and make sure nothing falls through.

Recorded recurring ARR

€97,800

Signed, active renewal rows

Potential ARR, weighted

€64,300

Every open deal × its stage probability

50 %

Pilot conversion

2 pilots won of 4 decided

in flight: 20

Potential identified · 220%

TesediUpsell€148,800
AnapayaPilot€38,700

Value case qualified · 250%

Green FusionPilot€9,900
PaymiraPilot€6,500

Agreement in progress · 180%

CatchHRRenewal€24,000

Won · 2100%

Marlow LabsUpsell€2,000
Corvin LogisticsPilot€990

Open motions by commercial stage. Names and figures are fictional.

  • Recurring revenue and weighted potential on one screen.
  • Every renewal, upsell and pilot by commercial stage.
  • Honest numbers: where data is missing, the view says it is not reliable yet.
See churn prevention

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See a cockpit built on your customers

Tell us which data you have. We show you a health view, a book of business and a command center for your own accounts.

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