Monitor customer satisfaction, identify trends, and enhance retention with a customizable tracker tailored to your team's needs.


Build a customer success tracker that fits your workflow. Add only the features you need now and adjust as your team’s process evolves.
Connect spreadsheets, CRMs, and support systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for customer success.
Empower your customer success team with personalized dashboards and secure access. Track health scores and metrics—no IT help required.
Give customer success managers and leaders tailored dashboards—each role sees just the data they need.
Give customer success managers and leaders tailored dashboards—each role sees just the data they need.
Connect with tools like Make, Zapier, or N8N to automate updates and notifications based on customer health changes.
Track customer health metrics and updates on any device. All dashboards are mobile-ready out of the box.
Let your team access dashboards securely with Google, email, or SSO logins—no IT tickets needed.
Keep customer success data protected with SOC2 and GDPR compliance, plus precise access controls.
Success teams can ask AI for insights on account health—AI answers instantly, right in your tracker dashboard from live data.
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.
Set up your health score tracker dashboard in minutes with simple drag-and-drop blocks.
Easily add reports, metrics, or new tracking fields as your customer success needs change.
Track health scores, manage customer data, and view dashboards—all in one unified workspace.
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 success health score tracker is a secure platform where your customer success team can monitor and track the health scores of your accounts or customers. It centralizes all customer health data—such as engagement, utilization, and risk indicators—so your team can stay organized, take proactive steps, and provide a better experience for your customers.
Softr makes it easy to create a customer success health score tracker that aligns with your team’s workflow. You can connect your existing data sources, like Airtable, HubSpot, Notion, monday.com, or SQL, and set up a portal where your team can log in, view real-time health scores, update statuses, and collaborate—all in one place.
No coding is required. You can start with a template or build from scratch, customize the layout, manage access, and brand it to match your company. It’s quick to deploy, simple to update, and flexible enough to scale as your customer success program grows.
You can add a variety of features to your customer success health score tracker, tailored to your team’s needs. Common options include:
\- User logins – so each team member can securely access customer data
\- Custom dashboards – to visualize health scores, usage trends, or account status
\- Forms – for updating customer interactions, feedback, or risk notes
\- File sharing – to attach relevant documents, playbooks, or meeting notes
\- Search and filters – to quickly find specific accounts or segments
\- Tables, lists, and detail views – to display account information, renewal dates, or action items
\- Comments or status updates – for team collaboration and visibility
\- Charts – to monitor overall customer health trends and metrics
\- Calendar view – to track upcoming renewals, check-ins, or key events
\- Permissions and roles – so only authorized team members access sensitive data
All features use Softr’s drag-and-drop blocks, so you can build and modify your tracker without coding. And if your processes evolve, it’s easy to update the tracker anytime.
No coding is needed. You can build your customer success health score tracker entirely with Softr’s visual editor. Everything from the dashboard layout to access permissions can be set up without writing a single line of code.
Yes. You can manage multiple clients or teams within a single customer success health score tracker. Each user only sees the health score data and insights assigned to them, based on their login and role. This is ideal for customer success teams, account managers, or anyone responsible for tracking engagement and satisfaction across multiple accounts.
Softr supports a wide range of data sources for your customer success 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 bring in customer data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same tracker and display them together—so your health score dashboard can pull in data from both Airtable and HubSpot at once. Most sources support real-time, two-way sync, so any changes in your app or data source stay in sync automatically.
Yes, Softr gives you full control over how users experience your customer success health score tracker. You can customize the layout, navigation, and content to fit your team's workflow and branding. Each page or section can be shown or hidden based on who’s logged in, so every user only sees the health score data relevant to them.
You can also set up different user roles, such as customer success manager, admin, or executive, and define exactly what each role can view or edit. For example, account managers can see only their assigned customers’ health scores, while admins can view and manage all data. You can also create personalized dashboards by filtering data based on the logged-in user. This customization ensures the tracker stays organized, secure, and tailored to each user’s needs.
Yes, you can. You don’t need to bring your health score data from another platform to start building your customer success health score tracker with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and works seamlessly with your tracker.
But if you already have customer data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to bring in data from other sources. Either way, you have full control over how your customer health data is structured and displayed in your tracker.
Yes, you can fully white-label your customer success health score tracker in Softr. You can upload your own logo, set your brand colors and fonts, and use a custom domain so the health score tracker feels like a seamless part of your organization’s workflow. You can also remove Softr branding so your team and stakeholders see only your company’s identity throughout the health tracking experience.
Absolutely! Softr offers plenty of flexibility to tailor the look and structure of your customer success health score tracker. You can easily adjust colors, fonts, spacing, and the overall layout to align with your brand. Decide how each dashboard or report is organized, select which blocks or charts to display, and control what different users see when they access the tracker.
To display your customer health data, you can use several types of blocks:
\- Table blocks to show health scores, metrics, or account lists
\- List or Card blocks for highlighting customer profiles or segments
\- Detail View to drill into a specific customer’s health record
\- Forms for updating customer data
\- Charts for visualizing health trends
\- Calendar blocks for tracking important success milestones
If your needs change later, you can easily update the content and design right in Softr’s visual builder.
Softr prioritizes security for your customer success health score tracker. All data is encrypted both in transit (TLS) and at rest, hosted on secure infrastructure. You have full control over permissions, allowing you to set up user roles, manage who can view or update health scores, and apply visibility rules to ensure sensitive account data is protected.
If you connect Softr to external data sources like Airtable, Google Sheets, or SQL databases, Softr doesn’t store your underlying data—it simply displays it in real time based on your access settings. You remain in control of your data and who has access to it.
Softr also follows industry best practices for authentication and access control, so your customer health information stays safe.
You can start building your customer success health score tracker for free. Softr's Free plan lets you publish one app with up to 10 users and 2 user groups, and supports standard data sources like Softr Databases, Airtable, and Google Sheets.
If you need to support more users, advanced features, or additional customization, you can upgrade to a paid plan. For full details, check out Softr’s pricing page: <http://softr.io/pricing>
Softr is designed to help you rapidly build robust, user-friendly apps like a customer success health score tracker—without needing developers. What makes Softr stand out is how quickly you can turn your tracking requirements into a functional app and how seamlessly it connects to your existing data sources.
Unlike some platforms that are focused on mobile apps or are more technical (like Retool), Softr is made for non-technical teams who want granular control over layout, user experience, roles, and permissions. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create a secure, branded tracker that your CS team or stakeholders can access.
Everything can be customized visually, from dashboards and reports to user access. Softr includes user roles, forms, conditional logic, and API support out of the box, so you don’t need extra tools to deliver a polished health score solution.
Yes. Softr supports a wide range of integrations so you can connect your customer success health score tracker with your broader tech stack. You can automate processes using tools like Zapier, Make, or N8N, and connect with other platforms via REST API and webhooks.
Whether you want to push health score updates to other systems, trigger alerts based on score changes, or pull in data from other sources, you can build these automations directly into your tracker—without writing code.