Customer Success Platform Template

Customer Support/Success

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

customer success template cover image

Features and functionality

Get a full view of customer data and manage their journeys.

Customer profiles

360-degree customer profiles with data on journeys, spend, loyalty.

Customer life cycle

Tracking of customer life cycle stages and recommended actions.

Key metrics

Metrics on customer retention, cost, and loyalty to guide decisions.

Personalized approach

Assignment of managers and customized success plans for each customer.

User Permissions

Different access levels for Customer Success Managers and Customer Success Team Leads.

Responsive design

A fully responsive design, allowing each user to access the platform from any device.

Template Gallery


The Customer Success Platform helps businesses grow and retain customers at a lower cost. It gives customer success managers a full view of customer data to identify opportunities and manage customer journeys. Using the platform, you can get a 360-degree view of customer data including journeys, spend, and royalty. Moreover, you are able to track the whole customer life cycle and key metrics on customer retention, cost, and more.

For a more detailed overview, check out our tutorial:

How it works

To get started with the template, you need Softr and Airtable or Google Sheets accounts (Softr and Airtable offer free plans that will work just fine to get started). The "Use Template" button on this page will take you to the template app, where you can start configuring it. The template's Airtable/Google Sheets database comes with mock customer data that you can start customizing as soon as you set up the template. When you're done seting up the template and importing customer data, you can start inviting your team members to start collaborating.


Customer success platform is a dedicated software that combines your existing data about customers to give you a 360-degree view of your customers and their journeys throughout your product.

As soon as you click the Use the template button, you'll be immediately taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first (a Free account will work just fine).

All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. However, Free and Starter plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need to have full Memberships access.

Build your Customer Success Platform today

Proceed with the template and have your web app ready within hours

pascal vallet

Saving 10+ hours a week with a machining client portal

Creating a customer portal with Softr allows us to give our customers that bit of extra value. This is one way for Defiant CNC to differentiate itself from other machine shops. Our customers always comment on how easy to use our Softr portal is and love the fact that it updates with data from Airtable in real time.

Jeremy Taylor Owner, Defiant CNC


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