Client health
Spot the client going quiet.
Every client and project scored from how the relationship is actually going — so account managers act before a client slips away.
On Growth and above
01
A score you can check
Health, risk and upsell scores for each client and project, with the rules behind every point listed underneath.
02
Real signals
Days since last contact, unanswered messages, reply times, open and overdue tasks, and projects put on hold.
03
Lists that prompt action
A risk list, an upsell list and views by client, project and manager.
04
Reports
Download client health as PDF or Excel for the weekly review.