Customer Success Platform Request Form

A customer success platform is essential for modern businesses looking to reduce churn, increase customer lifetime value, and scale their CS operations efficiently. This Customer Success Platform Request Form helps IT teams, CS leaders, and operations managers gather detailed requirements for implementing or upgrading customer success software.

The form captures critical information about your current CS challenges, required features like account health scoring and churn prediction models, integration needs with your existing CRM and support tools, and specific playbook automation workflows. Whether you're evaluating platforms like Gainsight, ChurnZero, Totango, or building custom solutions, this template ensures nothing gets missed.

Paperform makes it easy to collect structured requests from stakeholders across your organization, then use Stepper to route approvals through IT and finance, create evaluation tasks in your project management tools, and keep everyone updated throughout the vendor selection and implementation process. With conditional logic built in, the form adapts based on team size, use case priority, and technical requirements—saving time for both requesters and reviewers.

Perfect for SaaS companies, subscription businesses, and any organization where customer retention drives revenue growth. Get started with a platform that turns CS insights into action.