DEEPWATER HEALTH / CLIENT HEALTH / RELATIONSHIP CONTEXT

Know who needs you.
Before the next renewal.

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

Engagement. Renewals. Follow-through.

Built on the existing client workspace and engagement indicators. This is a product illustration, not a live account report.

Explore your clients

THE RELATIONSHIP / IN CONTEXT

See the signal.
Choose the next action.

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.

01

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.

02

Accounts needing attention

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

Keep the owner clear.
Keep the relationship moving.

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.

01

Renewal context

Bring upcoming renewal dates into account reviews alongside engagement and recurring revenue. Available information depends on the records your team maintains.

02

Human judgment stays central

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

Your connections.
The bigger picture.

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 connector

START WITH THE WORK YOU WANT TO IMPROVE

Choose the module.
Shape the implementation.

We agree the workflows, source access, configuration and handover. Choose hosted SaaS or a separately scoped self-hosted installation.

  • Hosted access and implementation are separate.
  • Provider costs and custom work are scoped with you.

DEEPWATER HEALTH / HOSTED PLANNING ESTIMATE

Scoped quote

Per workspace. Source connections are configured during setup.

One-time implementation, fromScoped with you

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