Customer health for software & consulting
Subscribers with plan, seats, usage, renewal date and a health rating.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
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What it does
Subscribers with plan, seats, usage, renewal date and a health rating.
- Tracks
- Customer, Plan, Seats, Monthly value, Last active, Renewal date, Open issues, Champion, CSM, Health
- Flags automatically
- Inactive 14 days when Last active is more than 14 days ago
- Renewal in 60 days when Renewal date is within 60 days
- Healthy when Health is Healthy
- Actions and automations
- Create a one-page summary: A short Word summary of this customer for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every customer for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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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.