An account-based B2B help desk for enterprise software companies with dedicated customer success managers, account-tier routing, and account-health signal surfacing in Taskade.
What's Included
- Account-Based Queue: Board view sorted by account, with the account's CSM as default owner
- Account Database: Table view with company, ARR, CSM, contract end, and ticket history
- AI Triage Agent: Custom agent routes to the dedicated CSM and surfaces health-risk signals
- Account Health Dashboard: Trend chart of ticket volume, CSAT, and topic clusters per account — feeds renewal forecasting
- CRM Sync: Bidirectional sync with Salesforce and HubSpot
- CSM Workflows: Automated check-ins on accounts whose ticket pattern shifts
Why This Template Wins
- Tickets feed renewal forecasting: When the agent sees a sudden volume spike or CSAT drop, the at-risk flag goes to the CSM — not after the renewal call
- CSM owns the account end-to-end: Same person handles the support ticket and the QBR — context never gets lost
- Cohort analysis spots emerging issues: When 5 enterprise accounts hit the same product issue, you see it before it becomes 50
How to Use
- Clone this template into your Taskade workspace
- Customize account list, tiers, and CSM assignments
- Connect Salesforce or HubSpot, plus email
- Train the AI Triage Agent on each account's environment and history
- Set up automation triggers for at-risk flags and QBR prep
FAQ
Can it sync with Salesforce account records?
Yes. Bidirectional sync — tickets attach to the account, ticket counts feed account-health fields.
Does the agent prep QBR materials?
Yes. The agent compiles ticket trends, CSAT, and topic clusters per account into a QBR draft.
What plan supports a 50-account enterprise CSM team?
Business ($25/mo) handles account-based reporting. Enterprise ($250/mo) adds dedicated support.
CTA
Try this template free in Taskade. For CRM setup, see /learn/automation/automations-execution. Pair with CRM Templates. Browse B2B apps in the Community Gallery.