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Easy CS

By Dab Lab

Simplify Customer Success Management inside Salesforce

No Ratings
Free  

Never requires payment

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Business Need
Sales
Customer Service
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Simplify Customer Success operations in Salesforce with Easy CS — manage plans, engagements, tasks, and customer feedback in one place.

  • Easy CS Demo

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
Pre-requisite: Enable Account Teams Before installing Easy CS for the first time, you must enable the Account Teams feature in your Salesforce organization (Setup/Account Teams).

App Details

Version
Easy CS/2025-07-05 B 1.3.0
Listed On
07/04/2025
Latest Release
07/05/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 7
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/04/2025

Additional Details

Easy CS is a lightweight and intuitive app built natively on Salesforce to help small businesses and Customer Success teams manage their relationships with customers more efficiently. With Easy CS, you can: Organize your Customer Success Plans in one place Track Engagements and their related Tasks Collect and monitor Voice of the Customer feedback Visualize metrics and activities through pre-built reports Whether you're delivering onboarding, technical support, QBRs or proactive check-ins, Easy CS helps you structure your Customer Success workflows without the need for complex tools or integrations. Ideal for SMBs, consultants, and anyone who wants to manage CS processes natively in Salesforce.

Need help?

Dab Lab

Please contact easycs@dablab.com.br for issues and feedbacks.

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