Guides
Overview

Guides

These guides explain the core concepts behind Customerscore.io: how customers are scored, how you organize them, and how you act on what the scores tell you. If you are new here, start with Fit Score and Health Score — everything else builds on those two.

Scoring

How Customerscore.io evaluates every customer in your account.

GuideWhat it covers
Fit ScoreHow well a customer matches your ideal profile, from weighted properties (−100 to 100)
Health ScoreHow actively a customer uses your product, from weighted properties (−100 to 100)
AI Health ScoringA dynamic 1-to-5 churn-risk score per customer, with an explanation of what drives it
Customer Scoring MatrixA scatter plot combining Fit and Health to map your whole customer base

Organizing customers

Ways to slice your customer base and keep it tidy.

GuideWhat it covers
SegmentsSaved groups of customers that share characteristics
FiltersTemporary narrowing of the customer table, and how it differs from segments
TagsShared labels you create, edit, and apply across your team

Acting on scores

Turning signals into outreach.

GuideWhat it covers
Smart AlertsEmail or Slack notifications for usage drops, MRR swings, heating trials, and churn
PlaybooksAutomated customer success outreach triggered by real-time data

Platform

GuideWhat it covers
SecurityAWS hosting in Frankfurt, data collection and storage, and our safeguards

Where the data comes from

Scores are only as good as the data behind them. Connect your tools with Integrations, send product usage through the Tracker, or import data yourself via the REST API.