For Customer Success Teams
Finally, a Platform Built for How CS Teams Actually Work
EvaluationsHub centralises health scores, QBR preparation, survey collection, and account recovery in one place — so your CS team can focus on relationships, not spreadsheets.
CS teams are using the wrong stack. CRMs track contacts but don’t measure health. Survey tools collect NPS but don’t connect it to anything. QBRs live in slide decks nobody reads between quarters. EvaluationsHub replaces this patchwork with one platform designed specifically for B2B customer success.
What EvaluationsHub gives CS teams
Account health dashboard
See every account’s health score in one view. Filter by risk level, segment, CSM, or trend direction. Know exactly where to focus before you open your email.
QBR preparation and management
Prepare, run, and score quarterly business reviews from within EvaluationsHub. All action items, scores, and outcomes are stored against the account automatically.
Survey and feedback management
Send NPS surveys and structured feedback forms to all stakeholders on configurable schedules. Response tracking, reminders, and aggregation are handled automatically.
Account recovery workflows
When a health score drops, trigger a structured recovery plan with owners, milestones, and follow-up reminders. No more ad-hoc chasing when accounts go red.
Salesforce sync
EvaluationsHub connects to Salesforce to pull renewal dates, open opportunities, and support case volume into the health calculation.
Reporting and trend analysis
Track health trends across your portfolio. See which accounts are improving, which are declining, and how your team’s interventions affect outcomes over time.
Stop managing customer success from spreadsheets
Health scores, QBRs, surveys, and recovery workflows — built for CS teams.
