Know which accounts need attention before they go dark
Portfolio-wide health scores for every account, not just renewals, using standard CRM data
No credit card. Connect your CRM in one click.
Customer Health Monitor
Health scores for every account
What you get
Health score (0-100) for every account in your portfolio, built from renewal proximity, deal momentum, relationship depth, and revenue signal
Status classification: On Track, Monitor, or At Risk, plus an honest Unscored when there's too little evidence to call it
Engagement gap report: accounts sorted by days since last activity
Recommended next actions for your highest-risk accounts
Delivered in under 2 minutes. Run it weekly to catch accounts before they slip.
Live demo · sample data from a real CRM we connected
See Customer Health Monitor on a real-shaped portfolio.
Pick a sample book. Run the agent. See the output it would produce, in the same shape as on your real CRM.
A typical book at a mid-market SaaS. Most accounts are fine; eight need attention this week. The agent ranks them so you don't have to guess.
Click “Run on sample” to see the output Customer Health Monitor produces.
Output renders the same way on your real CRM data. This preview uses sample accounts.
How It Works
Up and running in under 2 minutes
Connect HubSpot
One-click OAuth. Read-only access to deals, contacts, and engagements. Requires HubSpot Professional or higher.
Agent Scans Your Portfolio
Scores every account across renewal proximity, deal momentum, relationship depth, and revenue signal, with a separate read on how complete the CRM data is.
See Your Health Scores
Get a prioritized view of your entire portfolio: the accounts that need attention right now, ranked by risk.
The Difference
Stop guessing. Start knowing.
Without Customer Health Monitor
Open 15 tabs in HubSpot trying to figure out which accounts are healthy
Gut-feel triage in Monday standups: "I think Acme is fine?"
Surprises when a big account goes dark two weeks before renewal
4+ hours per week building manual health spreadsheets
With Customer Health Monitor
One dashboard showing every account's health score
Data-backed triage: "Acme is Monitor at 54, driven by a stale renewal deal"
Early warning when engagement drops, weeks before it's a crisis
2-minute automated scan replaces your Monday spreadsheet ritual
Capabilities
What's Inside
Universal Health Scoring
Every account scored 0-100 across up to four composite dimensions, each left out rather than penalized when there's no signal to observe. It works for onboarding, stable, expansion, and renewal accounts alike.
Lifecycle-Agnostic
No renewal-specific properties required. Uses only standard HubSpot fields that every portal has, so it works from day one.
Status Classification
Accounts classified as On Track, Monitor, or At Risk, with an honest Unscored state when there isn't enough evidence yet, giving your team a shared language for account health.
Engagement Gap Report
Accounts with no activity in 14, 30, or 60+ days sorted by deal value: the most expensive silence first.
Three Focus Modes
Full Portfolio, Needs Attention Only, or Owner View. Get exactly the depth you need for your review.
Built for you if…
You're a CSM managing 30-80 accounts and can't keep track of who needs attention
You're a VP of CS who needs portfolio-level visibility without asking each CSM for updates
You're running Customer Success in HubSpot without Gainsight or ChurnZero
You want health scores but don't have time to build and maintain a scoring model
One churned account can cost $15K-$100K+ in ARR.
Free to start · no credit card · connect your CRM in one click
Common Questions
Read-only access via OAuth to deals, contacts, companies, and engagement history (emails, meetings, calls, notes). We never modify your data.
Under 2 minutes. Connect HubSpot, choose your focus mode (Full Portfolio, Needs Attention, or Owner View), and get your scores.
The agent works with whatever data you have. A dimension it can't observe, like a missing renewal deal, is left out of the score entirely rather than counted against you. The separate data-coverage read tells you which fields to fill in to sharpen the picture.
No. The agent uses only standard HubSpot fields: deals, contacts, companies, and engagements. It works on day one with any HubSpot portal.
Yes. Cancel anytime. No contracts, no minimums. Your first 3 runs are free. You don't pay until you've seen the value.
More in Accounts
Start free and see results in 2 minutes
Connect your CRM and BaseCommand goes to work across your portfolio: health scoring, dashboards, and renewal reports on the data you already have. Customer Health Monitor is part of the always-on agent layer coming later.
Free to start. No credit card.
Free to start · no credit card · see pricing