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Customer SuccessCustomer Success & Health Scoring Software

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

View module →
🎫
Ticketing← receives from

Ticket CSAT scores feed health model

View module →
📋
ERP↔ syncs with

Onboarding project linked to playbook stages

View module →

QUESTIONS

Customer Success, answered.

What is Plenix Cloud Customer Success?

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.

What does Customer Success include?

Customer Success covers Health Scoring, NPS Surveys, Onboarding Playbooks. Composite health score per company — driven by ticket volume, response time, NPS, and activity.

Which Plenix Cloud plan includes Customer Success?

Customer Success is included in the Professional, Business and Enterprise plans. Every plan starts with a 30-day free trial. See the pricing page for current prices.

Does Customer Success work with the rest of the business?

Yes. Customer Success runs on the same database as every other Plenix Cloud module, so it shares records with CRM, Ticketing, ERP without exports, imports or third-party connectors.

WHO USES CUSTOMER SUCCESS

📈 Business Management Software for Growing Companies💼 Professional Services Software: Projects, Time & Billing

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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Customer Success & Health Scoring Software | Plenix Cloud