# ASTRO CSM > ASTRO CSM is customer success management software. It keeps customers, sales pipeline, quotes and proposals, subscriptions and renewals, invoices, payments, collections, resellers and commissions, and revenue forecasts in one multi-tenant web application that also works on phones. Its AI assistant answers questions from a company's own records, within the asking person's permissions, and shows the source of every number. - Web site: https://astrocsm.com/ - Security: https://astrocsm.com/security/ - Application sign-in: https://astrocsm.ai/ - Contact: sales@astrocsm.com - Every guide in one file: https://astrocsm.com/llms-full.txt ## What's new - [What's new](https://astrocsm.com/help/whats-new/): Web forms for your website, a menu you can search and star, and e-mail contacts from ASTRO 2026-11-10 Web... ## Getting started - [Getting Started](https://astrocsm.com/help/getting-started/): ASTRO CSM is where your company keeps its customers, its sales pipeline, its quotes, subscriptions and... - [Lists: search, filter, save and export](https://astrocsm.com/help/working-with-lists/): Companies, contacts, the pipeline, quotes, proposals, subscriptions and reports all use the same kind of list.... - [Find anything, add from anywhere](https://astrocsm.com/help/search-and-new/): Two tools at the top of every screen save you clicks: Search finds a record by name, and New (the + button)... ## Home and dashboard - [The dashboard](https://astrocsm.com/help/home-dashboard/): The dashboard is the first screen after you sign in. It shows how your sales are going at a glance, and every... - [Deals at risk](https://astrocsm.com/help/home-deals-at-risk/): ASTRO scores every open deal for risk from its activity, the time it has spent in its stage, its close date,... ## Companies and contacts - [Companies: find and add](https://astrocsm.com/help/companies-list/): Companies lists every customer, prospect and partner your company works with. Open one to see everything about... - [A company's page (Customer 360)](https://astrocsm.com/help/customer-360/): A company's page brings together everything about one customer: who they are, the people you deal with, deals,... - [Prepare for a meeting: the briefing](https://astrocsm.com/help/company-briefing/): The briefing is one page to read before you walk into a meeting with a customer. It is put together from your... - [Contacts](https://astrocsm.com/help/contacts/): Contacts are the people at your companies. Every contact belongs to one company. Find a contact Open Contacts... - [E-mail a contact](https://astrocsm.com/help/contact-email/): Write and send an e-mail to a contact without leaving ASTRO. It goes from your company's e-mail address,... - [E-mail templates](https://astrocsm.com/help/email-templates/): Templates are the texts you start e-mails to contacts from. There are three kinds: Team templates : everyone... - [Your company's own fields and tags](https://astrocsm.com/help/custom-fields-and-tags/): Every company that uses ASTRO tracks a few things of its own. Administrators add them as custom fields and... ## Pipeline - [The pipeline list](https://astrocsm.com/help/pipeline-list/): The pipeline is every sales opportunity (deal) of your company, with its stage, owner, value and latest... - [The pipeline board](https://astrocsm.com/help/pipeline-board/): The board shows your deals as cards in one column per stage, so you can see where everything stands and move... - [An opportunity's page](https://astrocsm.com/help/pipeline-opportunity/): An opportunity's page shows one deal: where it stands, what happens next, and everything that happened so far.... - [Add or edit an opportunity](https://astrocsm.com/help/pipeline-opportunity-form/): An opportunity is a deal you hope to win with a company. Add an opportunity Select New opportunity on the... - [Stages: move, win or lose a deal](https://astrocsm.com/help/pipeline-stages/): Every deal is in one stage of your company's sales process. The stages, their order and the usual chance of... - [Log a call, meeting or note](https://astrocsm.com/help/activities-log/): An activity is a record of something that happened with a customer: a phone call, a meeting, a demo, a visit,... - [My follow-ups](https://astrocsm.com/help/follow-ups-mine/): A follow-up is a promise to someone, with a date: "Send the revised quote by Friday". Follow-Ups in the menu... - [The team's follow-ups](https://astrocsm.com/help/follow-ups-team/): All Follow-Ups shows everyone's follow-ups, so a manager can see what is slipping and share the work. Use the... - [The calendar](https://astrocsm.com/help/calendar/): The calendar puts your follow-ups (on their due date) and your demos, meetings and visits (on the day they... ## Quotes and proposals - [Create a quote](https://astrocsm.com/help/quotes-create/): A quote always starts from an opportunity, so it knows the customer, the contact, the owner and any reseller.... - [Build a quote](https://astrocsm.com/help/quotes-builder/): The quote page is where you add products, set the term and discounts, and see the totals as you go. The header... - [Send a quote and record the answer](https://astrocsm.com/help/quotes-send/): When the quote is ready, e-mail it to the customer from ASTRO, then record their answer. The quote's status... - [Revisions and copies](https://astrocsm.com/help/quotes-revisions/): Once a quote is with the customer, changes go into a new revision, so you always know what each version said.... - [All quotes](https://astrocsm.com/help/quotes-list/): Quotes lists every quote you may see, with its customer, status and its monthly, annual and contract value.... - [Proposals: follow every open quote](https://astrocsm.com/help/proposals/): Proposals lists the quotes that are still open, how long each has been out, when you last spoke to the... - [Brand material](https://astrocsm.com/help/brand-material/): Brand material holds each brand's approved brochures, one-pagers and case studies, so everyone sends the... ## Subscriptions and renewals - [Subscriptions](https://astrocsm.com/help/subscriptions-list/): A subscription is a customer's contract: what they pay for each month or year, from when, and until when.... - [One subscription](https://astrocsm.com/help/subscriptions-detail/): A subscription's page shows the contract: its status, what it is worth, its dates and terms, and its lines.... - [Create a subscription](https://astrocsm.com/help/subscriptions-create/): When a deal is won or a quote is accepted, turn it into a subscription. ASTRO fills in everything it knows... - [New or edited subscription (finance)](https://astrocsm.com/help/subscriptions-form/): Finance roles can create a subscription by hand, for example for a contract signed before ASTRO, and change an... - [Upcoming renewals](https://astrocsm.com/help/subscriptions-renewals/): Upcoming renewals lists the Active subscriptions that renew soon, with what they are worth, so you can start... ## Reports and forecast - [Reports](https://astrocsm.com/help/reports/): Reports answers the questions a dashboard tile cannot: how the pipeline breaks down, what is closing when, why... - [The revenue forecast](https://astrocsm.com/help/forecast/): The forecast shows the revenue to expect month by month: what is already contracted from subscriptions, plus... - [What-if](https://astrocsm.com/help/what-if/): What-if shows what MRR, ARR and the forecast would be if certain deals closed, or if you won a number of new... ## Notifications and reminders - [Notifications](https://astrocsm.com/help/notifications-center/): ASTRO tells you when something needs your attention: a follow-up is overdue, a demo is tomorrow, a deal has... - [Choose what you are told](https://astrocsm.com/help/notifications-preferences/): You decide which notifications you get, in the app and by e-mail, and when e-mail may arrive. The choices... ## The ASTRO assistant - [Ask ASTRO](https://astrocsm.com/help/assistant-ask/): ASTRO is an assistant that answers questions about your own data in plain words: your customers, pipeline,... - [Where ASTRO's numbers come from](https://astrocsm.com/help/assistant-numbers/): ASTRO does not make figures up. Every number in an answer comes from your records, read through the same... - [When ASTRO offers to do something](https://astrocsm.com/help/assistant-actions/): ASTRO can prepare changes for you: log an activity, schedule a follow-up, set a deal's next action, move a... - [What ASTRO will not do](https://astrocsm.com/help/assistant-limits/): ASTRO is built to be safe to use with your customers' data. It changes nothing on its own. Every change is a... - [Your morning briefing](https://astrocsm.com/help/assistant-briefing/): Each morning ASTRO can write you a short note of the day: today's follow-ups, what is overdue, how the... ## Your profile - [My profile and time zone](https://astrocsm.com/help/profile/): My profile shows who ASTRO thinks you are, your role in the company you are working in, and the one setting... - [Signing in and keeping your account safe](https://astrocsm.com/help/profile-security/): ASTRO protects your account with your password and a six-digit code from an authenticator app on your phone.... - [Arrange the menu and choose a theme](https://astrocsm.com/help/profile-menu-theme/): You can find any screen by typing its name, keep the screens you use most at the top of the menu, put the menu... ## Using ASTRO on a phone - [ASTRO on your phone](https://astrocsm.com/help/phone-basics/): ASTRO works in your phone's browser, laid out for a small screen. Everything you do on a computer you can do... - [Call, e-mail and log the call](https://astrocsm.com/help/phone-calls/): Wherever a contact appears (the contacts list, the contact's page, a company's page and its contacts, search... - [Offline notes and the Outbox](https://astrocsm.com/help/phone-offline/): Without a connection, ASTRO shows You are offline . You can keep reading what is already loaded, but changes... ## FAQ and troubleshooting - [I don't see a screen or a button](https://astrocsm.com/help/faq-missing-screen/): ASTRO only shows what your role in the company allows. A screen your role does not include is left out of the... - [My code is not accepted](https://astrocsm.com/help/faq-code-not-accepted/): The six-digit code from your authenticator app changes every 30 seconds, and ASTRO only accepts the current... - [An e-mail did not arrive](https://astrocsm.com/help/faq-email-not-arrived/): ASTRO sends e-mail (quotes, brand material, notifications, briefings) through your company's own e-mail... - [A number looks wrong](https://astrocsm.com/help/faq-number-looks-wrong/): Every figure in ASTRO (dashboard, reports, forecast, the assistant) is calculated the same way from your... - ["Changed by someone else" or "not saved"](https://astrocsm.com/help/faq-changed-by-someone-else/): ASTRO never lets two people overwrite each other's work by accident. If a colleague saved the same record... - [Who can help me?](https://astrocsm.com/help/faq-who-to-contact/): Your first stop is your company's administrator: the people at your company who manage ASTRO's members, roles... ## Invoices - [Invoices](https://astrocsm.com/help/invoices/): Invoices (in the menu under Revenue) lists what customers owe, from drafts to paid. Above the list you see how... - [Create or change a draft invoice](https://astrocsm.com/help/invoices-new-and-edit/): Only a draft can be changed. Once an invoice is issued it is a financial record that is never edited; you... - [Drafts to review](https://astrocsm.com/help/invoices-drafts-to-review/): Drafts to review holds the recurring invoices ASTRO made for each subscription's billing period. They wait... - [Issue, send and void an invoice](https://astrocsm.com/help/invoices-issue-send-void/): An invoice page shows the customer, total, paid amount, balance, issue and due dates, then tabs: Lines ,... - [Credit notes](https://astrocsm.com/help/invoices-credit-notes/): A credit note gives part or all of an issued invoice back to the customer. It is how you correct an invoice... - [Customer statements](https://astrocsm.com/help/invoices-statements/): A statement shows a customer everything open on their account on one date, as a PDF: open invoices, credits,... - [Billing entities](https://astrocsm.com/help/invoices-billing-entities/): A billing entity is the legal company your quotes and invoices come from. Most companies have one; a group of... - [Billing settings](https://astrocsm.com/help/invoices-billing-settings/): Billing settings ( Administration , Billing & catalogue ) sets the payment terms people can pick, when... - [Numbering, rounding and tax](https://astrocsm.com/help/invoices-numbering-rounding-tax/): Invoice and credit-note numbers A draft has no number. An invoice gets its number when it is issued, never... ## Payments and receivables - [Payments](https://astrocsm.com/help/payments/): Payments (in the menu under Revenue) lists the money customers paid and what it was applied to. Each payment... - [Record a payment](https://astrocsm.com/help/payments-record/): Record a payment when money arrives from a customer. ASTRO applies it to the customer's open invoices;... - [AR aging](https://astrocsm.com/help/ar-aging/): AR aging (in the menu under Revenue) shows what each customer owes, by how overdue it is: Current (not yet... - [Cash reports](https://astrocsm.com/help/cash-reports/): Two financial reports in Reports help you plan cash. Both use the same balances as AR aging. Open invoices... ## Collections - [Payment reminders](https://astrocsm.com/help/collections-reminder-queue/): Payment reminders (in the menu under Revenue) is where reminders about overdue invoices wait for someone to... - [The reminder schedule](https://astrocsm.com/help/collections-schedule/): The Reminder schedule decides when customers are reminded about unpaid invoices. Open it with Schedule and... ## Commissions and resellers - [Resellers and referral partners](https://astrocsm.com/help/resellers/): Resellers lists the resellers and referral partners that bring you business, with what they referred:... - [Commission agreements](https://astrocsm.com/help/commissions-agreements/): A commission agreement says what a reseller earns on the subscriptions it referred. Agreements are on the... - [Pay commission](https://astrocsm.com/help/commissions-pay/): Commission to pay on a reseller's page lists every amount earned and not yet paid, with its period, customer,... ## Order forms and default terms - [Default terms and order forms](https://astrocsm.com/help/order-forms-default-terms/): Your company's Default terms are the terms and conditions every new quote starts with. They are written once... ## Company settings - [The Administration overview](https://astrocsm.com/help/admin-overview/): Administration lists every setting you may open, grouped in cards: People & access , Company , Billing &... - [Company settings](https://astrocsm.com/help/admin-company-settings/): Company settings hold what ASTRO needs to know about your company itself: its name and logo, its time zone,... ## Members and roles - [Invite and manage members](https://astrocsm.com/help/admin-members-invite/): The Members screen ( Administration > People & access > Users ) lists everyone who can use your company in... - [Roles and permissions](https://astrocsm.com/help/admin-members-roles/): A role is a set of permissions. Every member of your company holds exactly one role, and what they may see and... ## Brands - [Add and manage brands](https://astrocsm.com/help/admin-brands-manage/): A brand is a name your company sells under, with its own logos, colours, contact details and e-mail signature.... - [A brand's e-mail: sender and templates](https://astrocsm.com/help/admin-brands-email/): Each brand can send its e-mail under its own name and address, with its own wording. All of it is on the... - [Brand material](https://astrocsm.com/help/admin-brands-material/): Brand material (in the main menu) is each brand's library of approved brochures, one-pagers and case studies,... ## Web forms - [Web forms](https://astrocsm.com/help/admin-web-forms/): A web form collects details from visitors to your website: their name, company, e-mail and what they are... - [Web forms: font, colours and preview](https://astrocsm.com/help/admin-web-forms-theme/): A web form is shown on your website inside a frame. A frame does not take your website's own styles, so the... ## Web form submissions - [Form submissions](https://astrocsm.com/help/form-submissions/): When a visitor sends one of your company's web forms, it arrives in Form submissions . Open it from the menu.... - [Web form notifications and settings](https://astrocsm.com/help/admin-form-notifications/): Open Administration > Company > Web form notifications . Who is e-mailed Under Company-wide addresses , type... ## E-mail provider - [Connect your e-mail provider](https://astrocsm.com/help/admin-email-connect/): ASTRO sends your company's quotes, invoices, statements, payment reminders and notifications through your own... - [Send What's new to your team](https://astrocsm.com/help/admin-whats-new-email/): After each update of ASTRO CSM, your company's administrators can send the team a short e-mail about what... ## Products, prices, tax and subscriptions - [Products](https://astrocsm.com/help/admin-catalogue-products/): Products is the catalogue of what your company sells. Quotes, subscriptions and price lists all pick from it.... - [Price lists](https://astrocsm.com/help/admin-catalogue-price-lists/): A price list says what each product costs, from a given date. Price lists are versioned: a published version... - [Tax rates](https://astrocsm.com/help/admin-catalogue-tax-rates/): Tax rates is where your company says where it collects sales tax and at which rates, and where you run the... - [Subscription automation](https://astrocsm.com/help/admin-catalogue-subscription-automation/): Subscription automation decides what ASTRO does by itself around subscriptions: whether open onboarding steps... - [Onboarding templates](https://astrocsm.com/help/admin-catalogue-onboarding-templates/): An onboarding template is the checklist a new subscription starts with: the steps to get the customer live,... ## Lookups, stages and custom fields - [Lookup lists](https://astrocsm.com/help/admin-lists-lookups/): Lookup lists are the pick-lists ASTRO offers on its forms: opportunity stages, activity types, loss reasons,... - [Pipeline stages](https://astrocsm.com/help/admin-lists-pipeline-stages/): The stages of the pipeline are a lookup list, so you change them on Lookup lists . A stage has more than a... - [Custom fields](https://astrocsm.com/help/admin-lists-custom-fields/): Custom fields are the extra fields your company tracks on its records, on top of the ones ASTRO has. They can... - [Tags](https://astrocsm.com/help/admin-lists-tags/): Anyone can create a tag while tagging a company or an opportunity. Tags is where you tidy them up: rename,... - [Deal risk](https://astrocsm.com/help/admin-lists-deal-risk/): ASTRO gives every open deal a risk score from warning signs, and lists the risky ones on Deals at risk . Deal... ## Import and export - [Import a spreadsheet](https://astrocsm.com/help/admin-import-file/): Import brings companies and contacts into ASTRO from an Excel or CSV file, so you do not have to type them in.... - [Import history and rollback](https://astrocsm.com/help/admin-import-history/): Import history lists every file imported into ASTRO: who imported it and when, how many rows it had, and how... - [Export all data](https://astrocsm.com/help/admin-import-export/): Export data lets an administrator take all of your company's data out of ASTRO: one ZIP file with a CSV file... - [Recycle bin](https://astrocsm.com/help/admin-import-recycle-bin/): When someone deletes a record in ASTRO, it goes to the Recycle bin first. It stays there for 90 days and can... ## Notifications and scheduled jobs - [What runs automatically, and what you control](https://astrocsm.com/help/admin-jobs-automation/): Some work in ASTRO happens on a schedule rather than when someone clicks: recurring invoices are drafted,... ## Security - [Sign-in security](https://astrocsm.com/help/admin-security-sign-in/): This page explains how ASTRO protects your company's sign-ins, so you can answer your members' questions and... ## Assistant administration - [Assistant turns](https://astrocsm.com/help/admin-assistant-turns/): Assistant turns shows what ASTRO, the assistant, was asked in your company, which lookups it ran and what it...