Know which accounts need attention before they go dark
Portfolio-wide health scores for every account — not just renewals — using standard HubSpot data
3 free runs to try first. No credit card required.
Customer Health Monitor
Health scores for every account
What you get
Health score (0-10) for every account in your portfolio
Status classification: Thriving, Stable, Cooling, At Risk, or Dark
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.
How It Works
Up and running in under 2 minutes
Connect HubSpot
One-click OAuth. Read-only access to deals, contacts, and engagements. Works with any HubSpot tier.
Agent Scans Your Portfolio
Scores every account across engagement recency, stakeholder depth, activity momentum, and data completeness.
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 dropped from 8 to 4 this month"
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 0-10 across 4 dimensions — 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 — works from day one.
Status Classification
Accounts classified as Thriving, Stable, Cooling, At Risk, or Dark — 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. This agent is $10/mo.
3 free runs. No credit card. Cancel anytime.
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. Missing fields lower the data completeness dimension score but don't break anything. Messy data is a signal, not a blocker.
No. The agent uses only standard HubSpot fields — deals, contacts, companies, and engagements. It works on day one with any HubSpot portal.
Yes. Cancel in one click on agent.ai. No contracts, no minimums. Your first 3 runs are free — you don't pay until you've seen the value.
More in Customer Success Intelligence
Renewal Setup Agent
Audit your HubSpot for renewal readiness and get Breeze AI prompts to build what is missing
Free
Renewal Health Scanner
AI health scores that reveal at-risk renewals before they become surprises
Part of Pro
Renewal Forecast Engine
Board-ready GRR/NRR forecasts with scenario analysis from live HubSpot data
Part of Pro
See the difference in 2 minutes
Connect your HubSpot, run Customer Health Monitor, and see results before you spend a dollar. 3 free runs included.
Want every agent? Get all 39 for $25/mo