Account Financial Health

Financial health score for your customers

See Customer Success platform in action

Monitor Account health score

Account Health 360 tracks product adoption, financial, service and relationship health, and allows to add a custom risk score

See Platform in action

Manage account level Financial health

  • Track financial signals such as revenue trend,  due invoice amount, days since last renewal to calculate the Financial health

Add high level risk score and human context for later use

  • You can define a custom risk score for the account, and add tags indicating common risk or confidence context curated by you or the team for quick at-a-glance view.
We pride ourselves for being the #1 Customer Success software

FAQs

Learn more about CustomerSuccessBox Features

Automation
This is some text inside of a div block.
Learn more
Automation
This is some text inside of a div block.
Learn more
Automation
This is some text inside of a div block.
Learn more
Automated Onboarding
Guided playbooks and milestone for faster time to value
Learn more
CSM Portfolio Tracking
View status of all accounts in the CSM portfolio in one glance
Learn more
Product Adoption Software
Track product usage at all levels
Learn more

Deliver world class Customer Success at scale

Get StartedSpeak to Customer Success Expert
Popular Guides
View All
Popular Templates
View All
Popular Guides
Customer Success Tools
Customer Onboarding
Customer Technology Stack
Customer Success jbo
Quarterlsiness Review
Chieuct Officer
Customer Health Scoring
Customer Success Manager
NPS Industry trends 2021
Customer Health etheh hr. rhrg
Star
NPS Industry t 2021
View all
#SuccessBound Monthly Newsletter
#1 Customer Success Software
Follow us for everything about Customer Success!
© 2021 Copyright Promoto. All rights reserved | Status | Privacy Policy | Security | Terms and Conditions | Service Level Agreement
Request Demo
Start Free Trial