NewUpdate your CRM straight from WhatsApp. Just message the Forsyt bot, we handle the rest.
See how it works
Know your book of business. Act on what matters.
Forsyt gives every CSM a daily action list based on real customer signals, not just calendar reminders.
accounts manageable per CSM with real prioritization
check-in timing based on health, not calendar
sentiment across calls, email, tickets
touchpoint on one engagement timeline
Challenges Customer Success Manager teams face today
Managing 50+ accounts with no prioritization framework
Relying on memory and calendar for check-ins
Missing subtle signals that indicate churn risk
Spending more time on admin than customer conversations
Purpose-built for CSM
Daily Account Actions
Wake up to a prioritized list of which accounts need attention today and why.
Sentiment Tracking
Aggregate sentiment signals from calls, emails, and support tickets per account.
Engagement Timeline
Full history of every customer touchpoint across your team, calls, emails, tickets, and product usage.
Automated Check-In Reminders
Smart reminders based on account health, not arbitrary timelines.
A CSM covering 60+ accounts
Daily action card: 3 accounts need attention today, ranked by ARR at risk.
Quick check-in with the top account, context already loaded on the engagement timeline.
Ticket volume spike detected on a mid-market account, AI drafts a proactive executive outreach.
End-of-day update: 3 saves confirmed, 2 expansion conversations scheduled.
Works with your existing stack
Common questions from CSM teams
How does it integrate with our CS tool?+
Forsyt complements Gainsight/Totango by adding action-oriented daily prioritization and auto-logging.
Does it handle low-touch accounts?+
Yes. Low-touch segments get automated check-in emails and digital playbooks driven by usage signals.
Can I see a single customer's full story?+
Yes, the engagement timeline aggregates every call, email, ticket, and product event chronologically.
"We have enough dashboards telling us what went wrong. Forsyt steps in to fix behaviour before deals are lost."
Chaitanya Kakkar
VP - Business & International Expansion, SingleInterface
Other roles we serve
See Forsyt for adjacent teams
Ready to see Forsyt for CSM?
Try the interactive sandbox, or book a 30-minute personalized demo with your pipeline data.
How Forsyt rolls in
Crawl. Walk. Run.
Capture the truth. Learn the pattern. Act on it. Each stage ships something usable on its own.
Your pipeline is not wrong because reps lie. It is wrong because nobody has time to type. Forsyt reads the calls, the inbox, Slack and WhatsApp, and rebuilds the record for them.
Every new name on a call or thread becomes a contact on the right account, deduped and enriched.
Reporting lines, champions, blockers and the economic buyer, mapped from real conversations rather than a static import.
Stage, amount, close date and your custom fields drafted for the rep. One tap to accept, or fully automatic once you trust it.
"Sent the proposal to Ravi, they want it by Friday." Message the bot in plain language and it writes the update straight into the CRM.
Follow-ups drafted from what was actually said on the call, addressed to the right person on the thread, not a generic template.
Deals that look alive on the board but have gone silent, flagged and dated before they wreck the forecast.
A CRM that is finally complete and AI-ready, and kept that way with zero rep admin.
Your pipeline is not wrong because reps lie. It is wrong because nobody has time to type. Forsyt reads the calls, the inbox, Slack and WhatsApp, and rebuilds the record for them.
Every new name on a call or thread becomes a contact on the right account, deduped and enriched.
Reporting lines, champions, blockers and the economic buyer, mapped from real conversations rather than a static import.
Stage, amount, close date and your custom fields drafted for the rep. One tap to accept, or fully automatic once you trust it.
"Sent the proposal to Ravi, they want it by Friday." Message the bot in plain language and it writes the update straight into the CRM.
Follow-ups drafted from what was actually said on the call, addressed to the right person on the thread, not a generic template.
Deals that look alive on the board but have gone silent, flagged and dated before they wreck the forecast.
A CRM that is finally complete and AI-ready, and kept that way with zero rep admin.
Most teams reach Run inside 45 days. We stand it up on your own pipeline first and prove ROI on your numbers before the commercial conversation.