Work securely with your existing spreadsheets without ever moving your data. Automatically calculate key health scores to help you proactively manage customer relationships.
GET STARTED FOR FREENot all revenue is created equal. The critical work of identifying and prioritizing your most valuable customers is the single most important factor in sustainable business growth. These key clients directly influence your profitability, dictate the health of your cash flow, and ultimately shape the future trajectory of your company.
Your team understands the importance of customer health, but the current tools are falling short.
They're flexible, but lack automation, standardized processes, and dynamic reporting. Data updates rely on manual work, leading to errors and a lack of true insight.
They're powerful, but come with a hefty price tag—often tens of thousands per year—and require weeks of training. For a growing team, it's a heavy burden.
We fill the gap between "free spreadsheets" and "expensive systems." Customer Health Compass combines the flexibility of Google Sheets with the insight of professional CSM tools, offering a plug-and-play, highly customizable, and cost-effective solution.
Recommended by industry experts: This solution aligns with best practices recommended by the Customer Success Association (CSA), the leading professional organization for customer success professionals worldwide.
"The purpose of a business is to create and keep a customer."
Everything you need to track customer health and grow your business, built right into a familiar Google Sheets environment.
Calculate health scores based on customizable metrics that fit your business needs.
6 analytical views to prioritize and segment your customer relationships effectively.
Background calculations keep your customer health scores fresh every day.
The customer success model for a SaaS company is fundamentally different from that of a traditional software business. We understand this distinction and provide two pre-configured, highly customizable templates.
Designed for project-based or license-based businesses, focusing on project delivery and client relationships. Pre-set metrics include:
Average Payment Period, Average Order Amount, Collection Rate, Profit Margin, Total Opportunity Amount, Industry Position
Designed for subscription-based businesses, focusing on customer lifetime value. Pre-set metrics include:
Monthly Active Users (MAU), Product Adoption Depth, Customer NPS, Renewal Rate
Be part of our program and help shape the future of customer health intelligence. As a user, you'll get full access to all features and direct influence on product development.
Get full access to all features for free
Direct access to our development team for personalized assistance
Your feedback directly influences future product roadmap
Join our community: We're building a community of users to ensure we can provide the best possible experience and support. Don't miss this opportunity to get full access to all features for free.
Fill out this form to get started and we'll contact you with next steps.