A customer health score is a 0-100 number summarizing how engaged and low-risk a sub-account is, calculated from real behavior — login activity, product adoption, revenue trend, and sentiment — rather than guesswork, so an agency can triage risk across dozens or hundreds of accounts at a glance.
Reviewing every sub-account's raw usage data manually doesn't scale past a handful of clients. A health score compresses login frequency, workflow adoption, and revenue trend into one sortable number, refreshed automatically, so a team's weekly retention review becomes 'sort by score, work the bottom 10' instead of an hour of manual digging.
GoCSM's Health AI scores every sub-account continuously from real behavioral data — no manual input required. A dropping score points to exactly which underlying signal is driving it, so outreach can be specific ('you haven't logged in in 3 weeks' vs. a generic check-in) rather than a shot in the dark.
This turns customer success from a reactive process — responding to cancellation requests — into a proactive one, where the team works from a ranked list of risk every week instead of waiting to be told something is wrong.
Login activity, product/workflow adoption, revenue trend (usage-based spend), and feedback sentiment where available.
The score refreshes automatically as new activity comes in — you don't need to manually recalculate anything.
13,800+ sub-accounts tracked · 30-day money-back · cancel anytime
