Customer Health Scoring
In development · expected 2027
Know which customers need attentionbefore renewal is at risk.
An explainable health score for every account, built from usage, support, billing and engagement signals, with the reasons visible so CSMs trust it and act on it.
- No CRM migration
- CSMs decide, Pegasus assembles
- Every score explained by its signals
Account health — 184 accounts renewing within 90 days
- accounts scored
- 184
- healthy
- 158
- declining
- 19
- intervention required
- 7
- Intervention required
Acme Corp · $240k ARR, renews Nov 30
Weekly active users down 41% over 60 days; two P1 tickets open.
- Intervention required
Globex · $95k ARR, renews Oct 15
Invoice 45 days overdue; support satisfaction 2.1 of 5.
- Declining
Initech · $60k ARR, renews Dec 1
Logins concentrated in one user; no admin activity in 45 days.
Sample data. Every finding shows what was found, why it was flagged, the evidence, and what a person decides.
A health score nobody can explain is a guess with a number on it.
Subjective scores
Green, amber or red depends on the CSM's mood and the last call.
Signals in five systems
Usage, tickets, invoices, emails and meetings each tell part of the story.
Scores updated quarterly
By the time the score changes, the customer has already decided.
Pegasus combines the signals into a score it can explain, updated as the signals change.
How Pegasus works
- 01
Connect
Pegasus connects to the systems where the work already happens.
Pegasus connects to your CRM, support desk, product analytics and billing, where the health signals already live.
- 02
Process
Rules and AI perform the repetitive workflow.
Signals are combined into an explainable health score per account, declines are detected early, and the account context is assembled for the CSM.
- 03
Review
Humans see only exceptions, risks and decisions.
CSMs see which accounts need attention, why, and what to do next, then decide the intervention, with every action logged.
AI does the volume. Humans keep the judgment.
Interactive sample
Here is the finding. Here is the evidence. You decide.
Click any finding. Every one answers what Pegasus found, what your rule says, why it was flagged and where the evidence is, then leaves the decision with you. This is the workflow the agent is being built to run.
Account health — 184 accounts renewing within 90 days
- 184 accounts scored
- 158 healthy
- 19 declining
- 7 intervention required
Acme Corp · $240k ARR, renews Nov 30
Intervention required- Found
- Weekly active users down 41% over 60 days; two P1 tickets open.
- Signal
- Usage decline over 30% with open P1 tickets.
- Reason flagged
- The champion left in July; no executive contact since.
- Source
- Product analytics · Zendesk · Salesforce
Your decision
Pegasus proposes. You decide, and the decision is logged with your name, the time and the evidence.
Keep the systems you already use.
Pegasus operates across your workflow instead of forcing another platform migration.
- Salesforce
- HubSpot
- Zendesk
- NetSuite
- Slack
Your CRM stays the system of record. Pegasus reads the signals and writes the score and the next action back.
Pilot list
Join the Customer Success Agent pilot list
The Customer Success Agent is in development, expected 2027. Pilot-list members get the first pilot slots and a walkthrough of the workflow on one of their own examples as it ships.
- First access when pilots open
- A walkthrough of the workflow on your own example
- No commitment, and a say in what it handles first
Join the pilot list
First access when pilots open. Nothing to install, nothing to commit to.
FAQ
Customer Health Scoring FAQs
Next step
Join the Customer Success Agent pilot list
No commitment. We email when pilots open, with a walkthrough on your own example.