Build your customer success health score tracker
Monitor account health, track churn risk, and visualize metrics in an AI-powered tool built with AI to fit your CS team's workflow.
Tailor your tracker to your team's needs
Customize your customer success health score tracker with the exact scoring rules and views your team needs. Add features as workflows evolve.
Automated account health scoring
Risk alerts and notifications
AI-powered churn risk analysis
Customer success task management
Centralized account contact directory
Strategic success plan tracking
Unify your customer success data in real time
Connect usage data, CRM notes, and support tickets with real-time sync—or manage everything in Softr Databases. Create one source of truth for every account's health.
Custom access for every team. Built-in security.
Give each CSM the right data and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different CS team members tailored access and dashboards, so each role sees the specific account segments they manage.
User groups
Give different CS team members tailored access and dashboards, so each role sees the specific account segments they manage.
Automations
Streamline operations with Softr Workflows. Trigger native notifications or status changes when a customer's health score drops below a threshold.
Works on any device
Access and update your health score tracker on the go. All customer success tools are mobile-ready out of the box for quick updates.
Easy, secure logins
Use Google, email, or SSO logins to give your success team fast, secure access to account health data—no IT tickets needed.
Security
Keep sensitive customer data safe with SOC2 and GDPR compliance, plus fine-tuned access control to ensure data privacy.
Why Softr vs other software
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.
Easy, fast setup
Build your customer success tracker in minutes with AI—no dev time or complex configuration required.
Consolidate your stack
Add features like automated risk alerts, churn analysis, or task management as your CS strategy matures.
Flexible as you grow
Start with a health tracker, then add client portals or renewal dashboards—all in one place without extra tools.
Generate a custom health score tracker with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Launch your health score tracker today
Describe your success metrics. Softr's AI builds your tracker in minutes without code.