Customer Health Assessment

What it is

Customer health assessment automatically reviews each customer's health on a weekly basis, synthesizing available HubSpot data into a summary report with risks and opportunities. The summary appears in a new Customer Health card in CS Workspace.

Why it matters

Manually pulling data from multiple sources to assess customer health takes time away from acting on it. With this feature, HubSpot does the review and compilation for you, so you can focus on the customers who need attention most.