Create new object Customer Success

HubSpot has several objects (eg:contact/deal/company) that is heavily used for marketing and sales, but not for customer success purpose. 

 

It would be great to have below features in the new object: 

  • Internal to do list for the customer
  • Customer's to do list and follow up system
  • What is customer's goal 
  • Remarks about the customer 
  • How much resources has customer is given and indicate number to see if its worth the effort or not 
  • Report to see the effort is making results 

 

HubSpot updates
1 Reply
Brittany-RG
New Contributor

Would LOVE this! Following thread for future updates.