Account Risk Tracking

Customer Success built right into your product

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Monitor Account health score

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

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Manage account level health score

  • You can set up a risk score for Product health, Financial health, Relationship health and Service health under 3 categories- Good,Average and Poor health. The categories are identified based on the product usage, invoice status, support tickets and communication within a said period

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.
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Learn more about CustomerSuccessBox Features

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Customer Success Dashboard
Get view of all customer accounts in your portfolio
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