Health scoring
Combine support risk, SLA, CSAT, NPS, inactivity and overdue success work into transparent scores.
Proactive account management
Turn support history into healthier customer relationships.
Track account health, onboarding, renewal risk, success plans, NPS, milestones and support signals in the same platform used to serve customers.
Operational capabilities
Everything needed to run customer success as part of one support system.
Success plans
Use reusable onboarding, renewal and recovery playbooks with owners and due dates.
Account timeline
Connect contacts, tickets, chats, feedback and milestones to one customer account.
Risk automation
Notify teams when accounts move into watch, risk or critical states.
Included controls
Built for everyday service operations.
Account ownershipAnnual value and renewal datesNPS surveysHealth historyOnboarding checklistsAt-risk playbooksPortfolio filters and exportCRM contact linking
Implementation path
Move from setup to a working support flow.
Create or import an account
Link customer contacts
Assign an owner and renewal date
Start a success playbook
Review health changes and follow up
Frequently asked
Customer Success questions
The score uses visible factors such as open requests, SLA breaches, sentiment, CSAT, NPS, inactivity and overdue tasks.
Yes. Administrators can create reusable task templates and start them on individual accounts.
It extends the unified customer CRM with account-level health, plans and renewal context.
Related capabilities
Continue building the support operation.
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