Customer success is all about data. Actually, it's really about turning data into information and then turning that information into action. But it starts with data. Lots of data.

For effective customer success management it is vital to have a full 360 degree view of the customer. AppsForOps Timeline brings together the magnitude of data stored across different systems and allows you to visualise the data in context for either the contact or company in a timeline view.

Channels in AppsForOps Timeline allow you to automatically feed data from thousands of third party apps onto the timeline with minimal integration effort or skill required using Microsoft FlowZapier or MailChimp.

If you are not too familiar with Channels in AppsForOps Timeline check out the following blog post:

Customer Success: It's all about the data

Being able to see a single timeline view for a contact or company and all interactions that they have had with your company is certainly game changing.

But imagine you could put your Customer Success efforts into autopilot and have certain actions automatically happen when certain conditions are met across all of your data. That would be next level game changing.

Introducing Playbooks

Playbooks in AppsForOps Timeline now allow you to do things like the following:

  1. If a Company has not had any activity across any of my Channels for longer than 30 days assign me a task to check in with them and change their health metric to amber.
  2. If a Contact has not logged in to our product for longer than 7 days add them to a MailChimp List which will send them a product feature email campaign.
  3. If a Priority 1 customer has not logged a ticket on the support desk in the last 60 days set a tag on them to say at risk.

Next level game changing eh? We thought you may like that.

You can check out Playbooks in action here:



It's never been easier to put your Customer Success efforts into autopilot using Playbooks.


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About AppsForOps Timeline

AppsForOps Timeline is a game changing Customer Success software platform.

Customer Success - powered by being in the know.

It provides next level visibility on customer activity spanning your organisation's people, processes and systems.

It allows you to easily see the whole picture and act on what matters most.

View a timeline of all customer activity right in your inbox.

Activity could include emails, calls, tasks, notes and data flowing in from any of your existing systems: your sales, marketing, customer support systems and more.

It's never been easier to see everything you may need on a customer to make the right decisions and act on as needed.

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