Chaser for customer success
Track customer follow-ups in Slack.
Give the handoff, kickoff, and next account check-in their own tasks. Chaser tracks who is responsible and follows up in Slack, so the next step is still visible after the call ends.
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Track the steps between a closed deal and a working relationship.
Sales knows what was promised. The CSM needs that context, the customer needs a kickoff, and another team may need to answer a technical question. Give each next step an owner and a deadline in the Slack channel where you coordinate the account.
The same approach works after onboarding. A follow-up from a business review or preparation for a renewal can become an assigned task while the conversation is still fresh.
- Sales handoffs. Assign the handoff document, internal briefing, and customer introduction separately so both teams can see what remains to be done.
- Customer onboarding. Reuse a checklist for the kickoff, setup questions, and first check-in, with dates relative to the customer’s start.
- Ongoing account work. Track the promised answer after a call, preparation for the next review, or the follow-up on an open customer request.
Keep the follow-up with the customer’s context.
Turn “send the kickoff agenda” into a task in the account channel. The assignee can acknowledge it, complete it, or update its deadline in Slack, with the discussion and relevant links close by.
Chaser sends reminders as the task comes due and follows up when it is overdue. You can check the assignment’s status instead of keeping a separate personal list of everyone you need to remind.
See a sales-to-CS handoff exampleReview open commitments across your accounts.
A customer task can be easy to find in its own channel and still easy to miss among a dozen accounts. The dashboard brings your Chaser tasks together, with owners, deadlines, and status, so you can review what needs attention today.
For a recurring account-team meeting, schedule a status report in the channel. Use the update to discuss outstanding work, clarify who will follow up, and agree on the next step.
Explore task visibility and reportsQuestions before you try it?
More questions? Read the FAQDoes this replace our CRM or customer success platform?
You can keep those systems for customer records, health scores, and renewals. Use Chaser for the assigned tasks and follow-ups that your team coordinates in Slack.
Can we assign a task directly to a customer?
Yes, when you work together in a shared Slack Connect channel. You can assign the customer a task there and Chaser follows up in Slack. Internal account work can stay in your internal channels.
Can the onboarding dates change for each customer?
Yes. Build the checklist with deadlines relative to a starting date and reuse it with the new customer’s date. Each step keeps its own owner and calculated deadline.
Try it with your next customer handoff.
Assign the kickoff preparation in Slack and keep the next steps visible to everyone involved.
Free 14-day trial · No credit card required
