Customer Health Intelligence
Churn happens when health signals go unnoticed. By the time a customer asks to cancel, you've already lost them.
The cost of reactive retention: lost revenue, damaged relationships, and scrambling to save accounts that could have been caught months earlier.
What You Get
Unified Health Scoring
Combine product usage, support tickets, NPS scores, and billing data into a single, actionable health score for every account.
Early Warning System
Get alerts when accounts show warning signs — declining usage, negative sentiment, or payment issues — weeks before they become critical.
Intervention Recommendations
AI-powered suggestions for next best actions. Know exactly what to do — schedule a check-in, offer training, or escalate to leadership.
Account Timeline View
See the complete history of every account in one place. Support tickets, product events, meetings, and health score changes — all in context.
Example Workflow
See how a Customer Success Manager uses Customer Health Intelligence to manage their book of business.
Start with the At-Risk View
See all accounts sorted by health score, with the most at-risk bubbling to the top.
Drill into Account Details
Click an account to see the timeline — what's driving the low score? Product usage drop? Support escalations?
Review Recommended Actions
AI suggests next steps: "Schedule executive check-in" or "Offer product training session."
Take Action and Log It
Create a task in Salesforce, send an email, or add a note — all synced back to the account record.
Data Sources & Integrations
Pull signals from every touchpoint in the customer journey.
Plus CRM data from Salesforce, HubSpot, and dozens of additional connectors.
2-Week Deployment
Connect & Model
- • Connect product, support, and billing data sources
- • Configure health score weights and thresholds
- • Set up alert rules and notification channels
Validate & Launch
- • Review health scores against known outcomes
- • Train CSM team on views and processes
- • Go live with ongoing tuning support
Catch churn before it burns
See how Customer Health Intelligence can help your team save at-risk accounts and grow healthy ones.
Schedule a Demo