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Customer Success

Health scores, NPS surveys, and structured onboarding — churn detected before it happens.

Know exactly how healthy each client relationship is. AI-scored health models flag accounts at risk weeks before they churn. NPS and CSAT feed directly into the score.

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3
Sub-modules
3
Module integrations
18
Features

SUB-MODULES

Everything inside Customer Success.

💚

Health Scoring

Composite health score per company — driven by ticket volume, response time, NPS, and activity.

  • ✓Configurable scoring model (weights per metric)
  • ✓Automated score recalculation daily
  • ✓Red / amber / green status
  • ✓Historical trend chart
  • ✓At-risk alert & owner assignment
  • ✓Health score in company record header
📊

NPS Surveys

Automated NPS sends and response tracking — segmented by score.

  • ✓Automated NPS send schedule
  • ✓In-portal and email NPS collection
  • ✓Promoter / passive / detractor segmentation
  • ✓NPS trend over time
  • ✓Follow-up action on detractor
  • ✓NPS dashboard with response rate
🚀

Onboarding Playbooks

Structured client onboarding with stage tracking and automated check-ins.

  • ✓Onboarding template library
  • ✓Stage-based progress tracking
  • ✓Automated check-in emails at milestones
  • ✓Success criteria definition
  • ✓Onboarding time-to-value reporting
  • ✓Linked to CRM deal and ERP project

MODULE CONNECTIONS

How Customer Success connects
to the rest of the platform.

Data flows between modules automatically — no manual exports, no copy-paste, no middleware.

⭐Customer Success
🤝
CRM→ sends to

Health score shown on company record

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🎫
Ticketing← receives from

Ticket CSAT scores feed health model

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📋
ERP↔ syncs with

Onboarding project linked to playbook stages

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Explore related modules

🤝CRM & SalesFull sales pipeline — from first contact to signed contract.STARTER →🎫Service Desk & TicketingSLA-driven tickets that resolve faster and bill automatically.STARTER →📋ERP & Project ManagementProjects, timesheets, contracts, and budgets — all linked to billing.STARTER →
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