Template · Software & SaaS
Customer health for software & saas
Accounts with ARR, health score, usage, renewal date and CSM actions.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
Interactive demo and walkthrough
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Try it: Customer healthInteractive demo · sample data
Inside
What it does
Accounts with ARR, health score, usage, renewal date and CSM actions.
- Tracks
- Account, ARR, Health score, Active users %, Renewal date, CSM, Risk, Next QBR, Status
- Flags automatically
- At risk when Risk is High and Status is not Churned
- Renewal in 90 days when Renewal date is within 90 days
- Healthy when Status is Healthy
- Actions and automations
- Create a one-page summary: A short Word summary of this account for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every account for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Questions
Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.