Customer success management for subscription businesses
Your CRM has the contacts. Your spreadsheets have the renewals. ASTRO has the answer.
One system from first call to final payment: customers, pipeline, quotes, subscriptions, invoices and cash. Ask a question in plain words and see exactly where the number came from.
The cost of scattered tools
Every handoff is a place to lose money.
Renewals found late
The contract lives in a folder, the date in a spreadsheet, the relationship in someone's inbox. The renewal surfaces when the customer has already decided.
Quotes retyped as invoices
A deal is won, then keyed again for billing. Prices drift, terms get lost, and finance finds out when the customer disputes it.
Numbers nobody trusts
Sales, finance and leadership each keep their own MRR. Monday's meeting is spent deciding whose figure is right.
01 · Meet ASTRO
An assistant that shows its work.
Ask what you would ask a colleague. ASTRO answers from your own records and sees only what your role allows.
- Every number has a source. Select a figure to see what was read, as of when, and what was left out.
- The math is not guessed. Pipeline value, MRR and win rate come from the same calculations as your dashboard and reports.
- Nothing changes without you. Say "log that I called them" and ASTRO prepares the record for you to confirm.
- It knows the product. "How do I issue a credit note?" gets the steps and a link to the guide.
Which deals close this month?Who owes us money?What renews in the next 60 days?
02 · One platform. Every view.
From first conversation to cash collected.
The pipeline, at a glance
Drag deals across stages, see weighted value per column, and spot the ones that have gone quiet. Deals at risk are scored from activity, stage time and close date.
Every customer, whole
Companies, contacts, activity, files, deals, quotes, subscriptions and invoices on one record, with custom fields, tags and saved views. Bring your existing list in from Excel or CSV.
Quotes that stay followed up
Build a quote from the deal, keep every revision, and watch how long each proposal has been out. An accepted quote becomes a subscription without retyping.
Subscriptions and renewals
Each contract drives MRR, ARR and recurring invoices. See what renews in 30, 60 or 90 days, and open the renewal opportunity in time to have the conversation.
Invoices and cash
Recurring drafts wait for review. Issue, send, credit and void with a full trail, record payments, and work the AR aging. Payment reminders are proposed daily and approved by a person.
A forecast finance can defend
Contracted revenue plus weighted pipeline, month by month. Use What-if to see MRR and ARR if chosen deals close, without touching the pipeline.
03 · What's in the platform
Everything between the handshake and the payment.
Customers
- Companies, contacts and a full activity timeline
- Custom fields, tags and saved views
- Duplicate warnings
- Excel and CSV import and export
Sales
- Board and list pipeline views
- Follow-ups, calendar and notifications
- Stale-deal and at-risk signals
- Sales reports
Quotes
- Price lists and product catalogue
- Revisions and default terms
- Proposal tracking
- Branded documents and e-mail
Revenue
- Subscriptions, trials and renewals
- Onboarding checklists
- MRR, ARR and revenue forecast
- What-if scenarios
Finance
- Invoices, credit notes and statements
- Payments and AR aging
- Approved payment reminders
- Sales tax and multiple billing entities
Partners and brands
- Resellers and commission agreements
- Commission that follows invoices and payments
- Multiple brands, with access per brand
- Brand material to send to customers
04 · Three roles. One platform.
Everyone works from the same record.
Sales and account managers
Know what to do next: overdue follow-ups, quiet deals, renewals coming up. Tap to call on a phone and log the call when you hang up.
Finance
Bill what was sold. Review recurring drafts, issue with gap-free numbering, apply payments, chase what is overdue, and pay commission on what actually collected.
Leaders and administrators
One MRR, one forecast, one pipeline. Define roles down to the permission, and see who changed what and when.
05 · In your pocket
A real phone experience, not a shrunken desktop.
Everything you do on a computer works in your phone's browser, and it installs to the home screen.
- Call or e-mail from any contact, then log it in a tap.
- No signal? Your call note waits on the device and sends when you are back online.
- Ask ASTRO from the parking lot before you walk in.
06 · Why ASTRO
Built to replace the seams.
Not a CRM with billing bolted on
Deals, contracts and invoices are one chain of records, so a won deal does not need translating for finance.
Not another spreadsheet
Renewal dates raise their hand. Permissions are enforced. Every change has a name and a time on it.
Not a generic AI copilot
Answers come from your records through your permissions, and every figure can be traced back to its source.
07 · Trust
Your data stays yours.
Separate
Each company's records are isolated at the database level, not only in the application.
Protected
An authenticator code is required for every account. No company can switch it off.
Accountable
Permissions on every action, change history on every record, and a recycle bin for mistakes.
08 · Frequently asked questions
Questions, answered.
What is ASTRO CSM?
ASTRO CSM is customer success management software. It keeps customers, sales pipeline, quotes, subscriptions, renewals, invoices, payments and revenue forecasts in one web application, with an AI assistant built in.
Who is ASTRO CSM for?
Companies that sell subscriptions or recurring services and want sales, account management and finance working from the same records, including companies that sell through resellers or run more than one brand.
Does the AI assistant make up numbers?
Figures such as pipeline value, MRR and win rate are calculated by ASTRO's own code, the same way as the dashboard and reports. Each number in an answer links to its source, showing what was read and as of when.
Can the assistant change my data?
It prepares changes, such as logging a call, and you confirm them before anything is saved. It can only see and do what your role allows.
How is my company's data kept apart from other companies?
Every record belongs to one company, and the database itself enforces that separation with row-level security, in addition to the checks in the application.
Can I bring in my existing customers?
Yes. Import companies and contacts from an Excel or CSV file, map the columns, and review duplicates before anything is added.
Does ASTRO CSM work on phones?
Yes. It works in your phone's browser, can be added to the home screen, and keeps new call notes on the device when you have no connection.
Which e-mail providers can I connect?
Each company connects its own provider: SendGrid, Amazon SES, Postmark, Mailgun or SMTP. Mail goes out from your own address.
Where can I read the documentation?
All 105 guides are open to everyone in the knowledge base.
How much does ASTRO CSM cost?
Tell us about your team in a walkthrough and we will give you a price for your size.
Get started
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