Engagement health
The existing 0–100 indicator uses activity recency, activity frequency, active deals and won deals. It is a transparent engagement indicator, not a prediction of churn.
DEEPWATER HEALTH / CLIENT HEALTH / RELATIONSHIP CONTEXT
Health brings client engagement, relationship health and renewal visibility into the same picture. Help account owners see where attention is needed and decide what to do next, using the client records already in Deepwater.
Built on your CRM client records and workspace access rules.
HEALTH / YOUR CLIENT RELATIONSHIPS
Built on the existing client workspace and engagement indicators. This is a product illustration, not a live account report.
Explore your clientsTHE RELATIONSHIP / IN CONTEXT
Review client cards or a table with ownership, lifecycle stage, health and monthly revenue. Open the company record to see the context behind the relationship.
The existing 0–100 indicator uses activity recency, activity frequency, active deals and won deals. It is a transparent engagement indicator, not a prediction of churn.
Client views highlight low engagement and dormant relationships. Connected alert views can also bring inactivity and approaching renewals into the review.
FROM INDICATOR / TO FOLLOW-THROUGH
Health works with the CRM client records and your organization’s access rules. Review the latest activity and renewal dates before deciding on outreach or a follow-up task.
Bring upcoming renewal dates into account reviews alongside engagement and recurring revenue. Available information depends on the records your team maintains.
An absent health score stays unmeasured. A score helps prioritize a review; it does not automatically contact a client or prove that an account is safe or at risk.
PART OF THE BUSINESS INTELLIGENCE LAYER
CRM, Signal, Funnel and Cards connect through one stateless MCP. Hours, Computer, Net and Learn are coming soon; their connector capabilities are being scoped. Connect your AI tools once, then ask simple questions across your business with your organization’s permissions in place.
See your business from one connectorSTART WITH THE WORK YOU WANT TO IMPROVE
We agree the workflows, source access, configuration and handover. Choose hosted SaaS or a separately scoped self-hosted installation.
DEEPWATER HEALTH / HOSTED PLANNING ESTIMATE
Scoped quote
Per workspace. Source connections are configured during setup.
Published prices are USD planning estimates; unpriced modules require a separate quote. Your proposal confirms scope, capacity and availability. Self-hosted licensing and support require a separate quote.
Explore pricing & implementation