Case Study: Spendesk streamlines customer management with Forest Admin

How Spendesk consolidated its customer data into Forest Admin for Customer Success and Support

Spendesk, an all-in-one spending solution for finance teams, faced a challenge with its lack of a proper admin panel. As the company grew, its customer success and support teams lacked autonomy, having to rely on developers to run complex SQL queries across disparate services to access basic customer information. This process was time-consuming, not scalable, and created operational frustration.

By implementing Forest Admin, Spendesk consolidated its customer data into a single, customizable dashboard. The solution provided autonomous access to customer information and KPIs, enabled the creation of workflow segments without code, and integrated custom actions directly into smart views. Forest Admin saved the development team considerable time, allowing them to focus on the core product, while the success and support teams gained full autonomy and could perform their operations efficiently within a single context.

Spendesk

Maylis Amram

Customer Success Manager