I would like to invite Customer contacts to base (projects) where we actively collaborate with them from the first day they have signed the contract.
Does anyone currently use Airtable as a platform for Account Management or Customer Success?
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+5Hi @Ben_Hong
I had initially started on a base to do this very thing a while back.
At my day job, I head up Customer Success for a small SaaS company and we never really found the ‘right’ solution in all the purpose built tools out there.
Not sure what other tools you guys currently use but I was looking to try and integrate the data from our different systems (Pipedrive, Intercom) into Airtable to help inform my team as to what their next steps should be.
I got distracted and moved on to other things. But if you’re interested would be happy to talk with you and share what I had so far. Just drop me a direct message.
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