Recurring revenue reports
Get all of the reports you need to understand and grow your recurring revenue business including subscription growth, customer health, customer churn, and more right out of the box.
Customer health scores
Get a health score for every customer based on purchase behavior, engagement, and sentiment. Know which customers are healthy or at risk and get proactive with customer retention.
360˚ customer record
See customer health history in a single view including health scores, key health factors, health trend, and an aggregated note history from your CRM, support, billing system, and more.
Product engagement tracking
Track customer utilization of your software application or membership site. Strategically manage the most important component of customer health.
Seamless Infusionsoft integration
Sync key health segments with your Infusionsoft application in order to automatically trigger marketing campaigns, proactively engage customers and systematically increase loyalty.