Monitor account health and engagement in an AI-powered system built with AI that you customize to fit your success team's workflow.


Customize a customer health score tracker with the exact retention views you need. Add scoring logic as your strategy and workflows evolve.






Connect spreadsheets, CRMs, and engagement tools with real-time sync—or manage metrics in Softr Databases. Create a single source of truth for your customer success team.
Give each success manager the right tools and data access. Set up secure logins, user groups, and granular permissions—no IT support needed.
Give different success managers tailored access and dashboards, so each role sees only the accounts and metrics assigned to them.
Give different success managers tailored access and dashboards, so each role sees only the accounts and metrics assigned to them.
Streamline operations with Softr Workflows. Trigger native notifications when health scores drop or when an account is flagged for churn risk.
Access and update your account health metrics on the go. All tracking tools are mobile-ready out of the box for quick updates anywhere.
Use Google, email, or SSO logins to give your success team fast, secure access to account health data—no IT tickets needed.
Keep sensitive customer and retention data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every levels.
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 tracker in minutes with AI—no manual setup or coding needed.

Add retention dashboards, churn alerts, or task management as your success processes evolve—no rebuild needed.

Start with health scores, then add success portals and feedback forms—all in one place, with no extra tools.
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.
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.




A customer health score tracker is a secure dashboard where your customer success team can monitor account performance, risk levels, and engagement metrics. It centralizes data like product usage, support tickets, and renewal dates into a single view, so you don't have to chase updates across disparate sheets. This makes it easier to stay proactive, identify accounts at risk of churn, and provide a superior experience for your high-value clients.
Softr is the first AI-native platform for building business software. It makes it easy to build a customer health score tracker that fits your specific retention strategy. You can describe your scoring criteria to the AI Co-Builder to instantly generate your database, tracking pages, and risk-modeling logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a template, or building from scratch. Everything runs on Softr Databases, the native, relational database built into the platform, or you can connect external tools like Airtable, Google Sheets, HubSpot, and Salesforce. You have full control to adjust the score visualizations, decide which CSM sees which accounts, and brand it to match your corporate identity. It's quick to get up and running, simple to adjust as your product evolves, and flexible enough to grow with your client base.
You can include a wide range of features in your customer health score tracker, depending on your success metrics. A great tracker app usually mixes classic functional blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let CSMs query account history conversationally, or set up Database AI Agents to summarize support ticket sentiment across an entire account portfolio.
- Vibe Coding Blocks – Build custom UI elements—like a dynamic 'health meter' or custom churn probability gauge—using the AI Code block to "vibe code" exactly what your team needs.
- Softr Workflows – Build native automations (like an automatic Slack alert when a health score drops below 40) that trigger notifications or sync data whenever a metric is updated.
- User Portals & Logins – Securely manage access so each Customer Success Manager only sees their specific assigned accounts and performance targets.
- Forms & Data Collection – Capture qualitative feedback from account reviews with custom forms, file uploads, and conditional logic.
- Dashboards & Charts – Visualize your overall portfolio health and retention trends with real-time charts and summaries.
- Lists & Advanced Filtering – Display and manage your accounts with searchable tables, kanban boards for renewal stages, and detailed customer record views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. Need something more custom? Use the Vibe Coding block to generate a tailored scoring component with AI.
Vibe coding is all about moving fast and using AI to build exactly what you need. You can "vibe code" a customer health score tracker in Softr by simply describing your metric requirements to the AI Co-Builder. Softr then generates a production-ready tracking system on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code for a dashboard, Softr handles the "boring 80%"—like user authentication for your team, database logic, and permission security—natively. This means you get the speed of vibe coding without the "Day Two" headaches of managing raw visualization code. You describe your scoring formula, Softr builds the interface, and it’s ready for your success team instantly.
Yes. You can manage multiple account tiers or regional success teams in a single tracker. Each user only sees the health scores and account data assigned to them, based on their login and role mapping. This is useful for global organizations, agencies, or any business working with segmented customer success territories.
Yes, you can. You don't need to bring your usage data from somewhere else to start building your tracker with Softr. If you're starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with any health score dashboard you build.
But if you already have customer activity stored in tools like Airtable, Google Sheets, HubSpot, Notion, or SQL databases, you can connect those too. You can also use the REST API connector to bring in usage telemetry from your production database. Either way, you have full control over how your health formulas are structured and displayed.
Softr Databases is the recommended native data source for a health score tracker. It is built explicitly for business apps, offering the high performance needed for real-time reporting, instant automation triggers, and a lightning-fast experience because the account data is native to the platform.
If you already have your KPIs elsewhere, Softr also connects to 17+ external data sources. You can connect to Airtable, Google Sheets, HubSpot, BigQuery, and more. You can even integrate multiple data sources into the same dashboard—so your tracker could pull support tickets from HubSpot and usage data from Softr Databases at once. Most sources support real-time, two-way sync, so any changes in your customer metrics stay in sync automatically.
Yes, Softr gives you full control over how your success team experiences the health score tracker. You can customize the layout, navigation, and content to match your team's specific workflow. Each page or block can be shown or hidden based on who's logged in, so every manager sees only the accounts relevant to their portfolio.
You can also set up different user roles, such as CSM, Success Director, or Executive—and define exactly what each role can view or edit. For example, CSMs can only update their own account notes, while Directors can manage global health weights across all customer records. You can also create personalized views by filtering risk data based on the logged-in user.
This level of customization is especially useful when you're managing thousands of accounts across different products. It helps keep the monitoring experience clean, secure, and tailored to each level of the organization.
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 internal dashboard feel like a natural extension of your company's software suite. You can also remove all Softr branding, so your team only sees your organization's identity throughout their daily monitoring workspace.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your health score tracker. You can adjust colors, fonts, spacing, and page structure to match your brand. You can also choose how each page is laid out, decide which risk metrics go where, and set what different managers see when they log in.
To display your customer data, you can add different types of blocks depending on what you need:
- Table blocks – to show structured account lists with health scores, renewal dates, and MRR
- List or Card blocks – to highlight 'at-risk' accounts or recent customer milestones
- Detail View – to show a deep dive into a single account's health history and notes
- Forms – for logging quarterly business reviews or churn post-mortems
- Charts – to show aggregate shifts in portfolio health over time
- Calendar blocks – to display upcoming renewal deadlines or meeting schedules
If your scoring methodology changes later, it's easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All account telemetry and customer data is encrypted in transit (TLS) and at rest, and your trackers are hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see sensitive revenue or contact information. You can set up role-based permissions, manage users directly within your data source, and apply global restrictions to protect sensitive health data across your entire app.
For dashboards using Softr Databases, your data is stored in Softr's secure environment with SOC 2 Type II compliance. For apps connected to external sources like Snowflake or SQL, Softr doesn't store your data—it just displays it in real time based on your access settings. You're always in control of your data and who can view or edit health assessments.
It is fully production-ready. Unlike many AI tools that just "vibe code"-generating fragile, custom code that is hard to maintain for a business dashboard—Softr builds your health score tracker on top of a stable, business-grade foundation.
We handle the "boring 80%" (like team authentication, secure hosting, and granular account permissions) natively, so you don't have to. This solves the "Day Two" problem of AI: you get the speed of instant generation without the headache of managing raw, unreliable reporting code. Your app is secure, scalable, and ready for your CS team to use for active account management from day one.
Softr is the first AI-native platform for building business software. Unlike pure visualization tools that generate fragile BI code, or traditional no-code tools that require manual configuration of every table and link, Softr's AI Co-Builder creates reporting apps on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your health database, dashboard, and logic in minutes, then use visual controls for precise editing of your KPIs. You get the speed of AI with the reliability of business-grade infrastructure (auth, roles, permissions, and hosting) already built-in. It's designed for success teams who want to move from an idea to a live tracker on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your tracker to the rest of your customer success stack. You can automate tasks using Softr Workflows—such as creating a task in your CRM when a score drops—or sync with tools like Stripe for revenue data and Intercom for support volume. Softr also supports REST API and webhooks for more advanced data automation.
Whether you need to push risk alerts to Slack, trigger email sequences based on health status, or display financial data from other tools, you can build it into your tracker without writing code.
Describe what you need. Softr's AI builds your health tracking dashboard in minutes.