CSM
After the sale is where trust is built.
Manage customers after the sale — onboarding, health, expansion and renewal — on the same record that sold them.
Part of the Zobay ecosystem — a brand of Fortune Tech, The Fortune Group. Works alone, better together.
Customers, not tickets.
PROBLEM
Post-sale lives in another tool. Context is reset and customers feel it.
Connected workflow — no re-entry, no lost context.
CAPABILITIES
What CSM does — without the bloat.
Onboarding & success plans
Milestones and ownership that stick.
Health & signals
Usage, sentiment and invoice health in one view.
Expansion & renewals
From signal to opportunity without swivel-chair.
Connected to CRM
No re-explaining — all history travels.
How teams use CSM
- Onboard customers, not just users
- Catch churn before it happens
- Turn success into growth
CONNECTED
Works with the ecosystem
CSM stays in sync with the rest of Zobay — identity, data and workflows move with it. Start here, add the rest when you need them.
Intelligence where this work happens.
Maya doesn't just answer from CSM — it reads context across Zobay to analyze and act.
“Which customers are healthy but not expanding — and why?”
Maya finds patterns in CSM + CRM + Finance to surface expansion plays.
Start with CSM. Grow to the ecosystem.
You don't need to buy everything day one. Start with CSM and connect the rest as your workflows demand it.