Built for: Customer success, account management and commercial leaders.
What you can do
One score per account
A health score and risk tier for every account, from low to critical, updated as new data arrives.
See why
A factor breakdown for each account showing which signals are lifting or dragging its score.
Follow the trend
Each account’s score over time, next to its survey responses and recovery cases on one timeline.
Renewals at risk
Upcoming renewals crossed with health, so the accounts that need a conversation this quarter rise to the top.
Health against value
A matrix of account health against account value, separating accounts to protect from accounts to grow.
Alerts when it matters
Notifications when an account changes tier or becomes critical.
Tune it to your business
Choose how much each family of signals counts, and how often scores refresh.
Keep the model honest
Scores are checked for drift as your customer base changes, so you know when the model needs retraining.
What goes into the score
Experience
Survey scores, feedback topics and Closed-Loop cases.
Operational
Product usage, service tickets and delivery performance.
Financial
Revenue, payment behaviour, contract value and renewal dates.
Relationship
Engagement with your team, stakeholder coverage and any other signals you track.
In your CRM
Account health scores, tiers and key drivers sync to Salesforce and HubSpot, so account managers see the health of every customer on the record they already open, and can build views, reports and workflows around it.
Works with
- Churn Modeling: which customers are likely to leave, and why.
- Customer Lifetime Value: predict each customer’s future value and act on it.
- Closed-Loop: turn unhappy responses into owned, tracked cases.
- Integrations and data: getting data into Hub and results out of it.