Customer Success Platform Template

Track customer journeys, identify expansion opportunities and report on customer success.

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Overview

This free template helps you build a centralized customer success platform that works on top of your existing data. Instead of managing spreadsheets, decks, and disjointed tools, you’ll have a single view of each customer’s journey, usage, and status — so your team can focus on impact, not admin.

The template includes a sample database to demonstrate how to structure your data for this use case, and it’s flexible enough to work with any Softr-supported data source (including Airtable, Google Sheets, Notion, HubSpot, monday.com, and more).

Why use this customer success template

Understand your customers better: Track lifecycle stages, touchpoints, and success metrics in one place.
Proactively manage renewals and expansion: Use built-in filters and customer data to surface risks and opportunities before they escalate.
Customize access based on roles: Give Customer Success Managers, Team Leads, or Executives the exact views they need.

Template features:

360° customer profiles
Centralized profiles with data on spend, engagement, journey stage, and more.
Customer life cycle tracking
Map each customer’s journey from onboarding to renewal with clear lifecycle stages and recommended actions.
Key success metrics
Monitor churn risk, product usage, NPS, and renewal likelihood to guide decision-making.
Personalized account management
Assign account owners and build custom success plans for each customer.
Role-based access
Control visibility for Customer Success Managers, Team Leads, and Executives with user group permissions.
Works on any device
Allow users to access the platform from any device with a fully responsive design. You can even turn your app into a downloadable mobile app with Softr's PWA feature.

Who is this customer success platform for?

This template is ideal for any team responsible for driving retention, satisfaction, and expansion. Perfect for:

B2B SaaS companies: Track customer health, usage trends, and upcoming renewals.
Account management teams: Centralize notes, plans, and lifecycle milestones.
Service-based businesses: Maintain visibility into key clients and project touchpoints.
Startups: Build a lightweight, no-code CS platform before investing in a complex CRM.

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your customer success platform template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Connect and map your data: Connect to any of 14+ data sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks. Map your data to replace mock content in pre-set fields and pages.
3
Customize logic and branding: Adjust layouts with drag-and-drop. Set user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your customer success platform is ready! Publish and share the URL with your clients to start collaborating.

Frequently asked questions

What is a customer success platform?
It’s a centralized tool that helps you monitor customer health, identify risks and opportunities, and improve retention — all by bringing together key data and workflows.
Do I need a Softr account to use the template?
Yes. You’ll need a (free) Softr account to get started.
Can I use this with other data sources besides Airtable?
Absolutely. Softr works with 14+ data sources, including Google Sheets, Notion, HubSpot, monday.com, and SQL databases. Use the sample database as a guide to structure your own data.
Can I track product usage or NPS in this app?
Yes — as long as you store that data in your connected base (e.g. Airtable, Google Sheets, Notion, ClickUp), you can surface it in your app using tables, charts, or progress bars.
Can I add my own branding?
Yes. You can fully customize the design, add your own logo and colors, and publish the platform on your own domain.