Monitor client engagement, predict churn, and enhance satisfaction with a customizable tracker tailored to your business needs.


Create a customer health score tracker that fits your team’s workflow. Add only the views you need now, and adjust as your processes change.
Connect spreadsheets, CRMs, and support systems with real-time sync—or manage everything in Softr Databases. Create a unified view of customer health metrics.
Deliver a secure, branded portal where clients track their customer health scores and key metrics. Set up real-time views and permissions in minutes.
Clients can view health scores and reports from any device. Your dashboard is mobile-ready and easy to access anywhere.
Clients can view health scores and reports from any device. Your dashboard is mobile-ready and easy to access anywhere.
Connect with your current CRMs or analytics tools to automate score updates and customer notifications.
Set up tailored dashboards for different clients or teams—each sees only the metrics relevant to them.
Control which users can access specific health data, reports, or analytics for fine-tuned visibility.
Protect customer and business data at every step. Softr’s SOC2 and GDPR compliance keeps your insights secure.
Customer support teams can ask AI for health scores or insights—answers appear instantly, right inside your dashboard.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Build your customer health score dashboard in minutes—no coding or design skills required.
Easily adjust metrics, reports, or filters as your customer health tracking needs change.
Start with health scores, then add related dashboards or automations—all in one platform.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A customer health score tracker is a tool that allows you to monitor and assess the ongoing status of your customer relationships. It gathers data like engagement, product usage, support interactions, and other key factors, and then calculates a score that helps you quickly see which customers are thriving, which might need attention, and where your retention or support efforts can make the biggest difference. With everything in one place, your team can track trends and act proactively to support your customers.
Softr makes it simple to build a customer health score tracker that matches how your team works. You can connect your existing data sources—like Airtable, HubSpot, Notion, monday.com, SQL, and more—and set up a secure portal where team members can log in, view real-time customer health scores, track changes, and collaborate on next steps, all in one place.
You don’t need to code anything. You can start with a template or build from scratch, customize the layout, set permissions, and brand it for your organization. It’s easy to launch, straightforward to update, and flexible as your tracking needs evolve. Everything stays organized, transparent, and actionable.
You can include a wide range of features in your customer health score tracker, depending on your workflow. Some common ones include:
\- User logins – so each team member can access their assigned accounts or dashboards
\- Custom dashboards – to visualize customer health scores, risk trends, or engagement levels
\- Forms – for recording customer feedback, status updates, or notes
\- File sharing – for storing relevant documents or customer reports
\- Search and filters – to quickly find specific customers or segment by health status
\- Tables, lists, and detail views – to display customer records, score histories, or action items
\- Comments or status updates – to keep internal communication about customer progress in one place
\- Charts – to track trends, KPIs, or risk factors at a glance
\- Calendar view – for scheduling check-ins, renewals, or follow-ups
\- Permissions and roles – so different team members see only the relevant information
With Softr’s drag-and-drop blocks, you can build and update these features as your tracking process changes, all without writing code.
No coding is necessary. You can build your customer health score tracker entirely using Softr’s visual editor. Everything from the layout to user access can be customized without writing a single line of code.
Yes. You can manage multiple clients or teams within a single customer health score tracker. Each user only sees the health score data and dashboards assigned to them, based on their login and role. This is especially helpful if you’re tracking customer health across several accounts, departments, or teams in one place.
Softr supports a variety of data sources for your customer health score tracker. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also import data from other systems using the REST API.
You aren’t limited to a single source—combine multiple sources within the same tracker and display them together. For example, you can show customer health insights from both Airtable and HubSpot side by side. Most sources support real-time, two-way sync, so your health score data stays up to date automatically.
Yes, Softr gives you plenty of flexibility to tailor the user experience in your customer health score tracker. Customize the layout, navigation, and dashboard views to fit your team’s workflow and reporting needs. Each page or section can be shown or hidden depending on who’s logged in, so users see only the health score information relevant to them.
You can set different user roles, such as customer manager, admin, or team lead, and decide exactly what each role can access or edit. For example, a client might only see their own health score, while admins can oversee all accounts. Personalized views are easy to set up by filtering data for each logged-in user.
This level of customization is ideal for tracking health scores for multiple customers or teams in one tracker, keeping everything organized, secure, and user-friendly.
Yes, you can. You don’t need any existing data to start building your customer health score tracker with Softr. If you’re starting from scratch, you can use Softr Databases, which is built right into the platform and integrates seamlessly with your health score tracker.
If you do have existing health or engagement data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. The REST API connector also lets you bring in data from other sources. Either way, you have full control over how your health score data is managed and displayed.
Yes, you can fully white-label your customer health score tracker in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the tracker feel like a seamless part of your organization. You can also remove all Softr branding, so your team and stakeholders only see your company’s identity throughout the platform.
Absolutely! Softr gives you a lot of flexibility to control both the design and layout of your customer health score tracker. You can adjust colors, fonts, spacing, and the overall page structure to match your company’s branding. You can also choose how each page is organized, decide which blocks go where, and set which users see specific data or dashboards when they log in.
To display your data, you can add different types of blocks depending on your needs:
\- Table blocks – to show structured data like account lists or health score breakdowns
\- List or Card blocks – to highlight key customer accounts or recent activity
\- Detail View – to show comprehensive health data for a single customer
\- Forms – for feedback collection or updates
\- Charts – to visualize trends in health scores
\- Calendar blocks – to track follow-up dates or renewal periods
If your needs change, it’s easy to go back and make updates directly in the visual builder.
Softr is built with security as a top priority. All data in your customer health score tracker is encrypted in transit (TLS) and at rest, and your tracker is hosted on secure, reliable infrastructure. You have full control over who can access or edit information in your tracker by setting up role-based permissions, managing users, setting visibility rules, and applying global restrictions to keep sensitive customer data protected.
For trackers connected to external sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time based on your permissions. You always control your data and who has access.
Softr also follows industry best practices for authentication, access control, and monitoring to help safeguard your data.
You can get started for free. Softr’s Free plan allows you to publish one customer health score tracker app with up to 10 users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your tracker needs more users or advanced features, you can explore the paid plans to find the best fit for your team.
Softr is designed to help you quickly build fully functional, user-facing apps—like customer health score trackers, CRMs, or internal tools—without coding or needing a developer. What makes Softr stand out is how fast you can go from idea to a working solution, and how easily you can connect it to your real-time data sources.
Unlike some no-code tools that focus on mobile apps or require more technical know-how, Softr is made for non-technical teams who want control over layout, user experience, and permissions. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded trackers that your team can log into.
Customize everything visually—from the content and layout to who sees each dashboard. With built-in roles, forms, conditional logic, and API support, you don’t need to patch together multiple tools to launch a polished customer health score tracker.
Yes. Softr supports a wide range of integrations so you can connect your customer health score tracker to the rest of your stack. You can sync data with tools like Slack or email for notifications, and automate tasks using Zapier, Make, or N8N. Softr also offers REST API and webhooks for more advanced workflows.
Whether you want to trigger alerts based on health score changes, sync updates to your CRM, or visualize metrics from other systems, you can build and automate these workflows directly into your tracker—without any coding.