Easy CS Template
Made by Alexandre Siqueira
Made by Alexandre Siqueira
Efficiently manage customer success with Easy CS—organize tasks, track engagement, and gather feedback all in one place, without technical know-how.
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What is the Easy CS Template?
Easy CS is a tool that helps businesses organize their Customer Success efforts more effectively using Glide.
- Keep track of client details with registration and segmentation features.
- Monitor engagement through meetings, trainings, and support tracking.
- Manage tasks efficiently with due dates and assign responsibilities.
- Gather and analyze customer feedback to improve services.
- Control user access with multi-role management for Admins and Regular Users.
- Access the system on both desktop and mobile devices for convenience.
Try Easy CS today to streamline your customer management processes without the need for technical expertise. For support, reach out to csfacilglide@gmail.com.
Why You Should Use the Easy CS Template with Glide
Easy CS is the perfect choice for small and medium businesses looking to streamline their Customer Success operations with Glide. This template simplifies client registration, engagement tracking, and task management, enabling teams to focus on building stronger customer relationships.
- Key Data Sources: Glide connects to your existing data, from Google Sheets to SQL databases, enabling you to create interfaces on top of your data without the hassle of migration.
- Glide Actions: Create workflows that allow users to efficiently complete tasks and interact with third-party apps.
- Desktop and Mobile Adaptive: Glide apps are automatically optimized for desktop and mobile breakpoints, ensuring a consistent UX across devices without extra work.
Get started with Easy CS today and take the first step towards a more organized and efficient Customer Success strategy. Reach out to us at csfacilglide@gmail.com for any support you need.
Who should use the Easy CS Template
Customer Success Manager
As a Customer Success Manager, this template enables you to efficiently collaborate with customers and internal teams, ensuring smooth project execution and high customer satisfaction.
- Centralize all customer communication and project details in one organized workspace
- Streamline task management and track progress with customizable project boards
- Easily share updates and gather feedback from customers through built-in commenting
Operations Manager
As an Operations Manager, Easy CS provides a structured way to manage your customer success operations and ensure high client satisfaction.
Key Features:
- Track all client interactions in one place (meetings, trainings, support)
- Assign tasks to team members with due dates and responsibilities
- Collect feedback from clients to identify areas for improvement
Maker
Made by Alexandre Siqueira
Data Sources
Categories
Resources
How the template works
1
Click 'Get template'
This will copy the template into your Glide account. If you don't have an account, you will be prompted to create one for free.
2
Customize your template
You can now import your data, add features, screens, and integrations, and adjust the settings and appearance of your app.
3
Publish your app
Once you've customized the template to your needs, you can one-click publish the app and begin inviting users immediately.
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