Health scores, anniversary triggers, and re-engagement campaigns surface at-risk accounts early — and turn happy customers into referrals.
We've been using Tegrity Connect for several months and are very pleased with the product. It's easy to use and very functional with minimal modification. I highly recommend it.
Health scoring plus automated playbooks to bring customers back from the brink.
Combine product usage, support volume, NPS, and engagement signals into a single health score.
Tegrity flags accounts trending the wrong way weeks before they would normally surface as at-risk.
Automated check-ins, exec sponsor outreach, and incentive offers fire based on risk level.
Watch health scores rebound and prove the ROI of every save play in your dashboard.
Sort, segment, and filter your book of business by health score, MRR, or last interaction.
When usage drops, fire the re-engagement sequence. When NPS falls, route to an exec. Pre-built and customizable.
Every channel monitored around the clock so no customer is ever left waiting.
AI-powered routing acknowledges and qualifies every inbound message instantly.
Customers consistently rate our support workflow above industry benchmarks.
Churn signals and basic at-risk flags are part of our Business plan. Starter customers can see lapsed-customer reports in their dashboard; Business adds the automated win-back campaigns and behavior triggers that turn those reports into action.
You can see churn risk reporting the day your data is in Tegrity Connect — usually 24–48 hours after onboarding. Building the automated win-back flows takes most teams 7–14 days. Optional paid services are available for automation setup and data migration if you’d like us to build the recovery sequences for you.
Yes. At-risk detection works on the data already in Tegrity Connect, but doesn’t require you to abandon the tools you’re using for support or billing. Paid data migration is available if you’d like historical customer activity brought in so the signals get sharper faster.
Business plan customers get 24/7 chat support — so if a customer’s flagged incorrectly or you want help tuning the criteria, a real person on our team can help. You also get 60+ CRM templates including proven win-back frameworks.
See how Tegrity Connect detects, alerts, and runs save plays — automatically.
