Introducing Customer Health Scoring — v1.0.74

With v1.0.74, the SaaS Factory CRM module gains a full Customer Health Scoring system. Every customer now has a live, composite health score computed automatically from real signals — no manual tagging, no gut-feel dashboards.

The Problem It Solves

In most SaaS products, understanding whether a customer is healthy or about to churn requires a human to piece together data from payment tools, support queues, usage analytics, and survey responses. That's slow, inconsistent, and doesn't scale.

SaaS Factory eliminates that entirely. The scoring engine continuously evaluates each customer across four dimensions and produces a single, actionable number — stored in the database and queryable by any part of the platform.

Four Signals, One Score

The composite health score is derived from:

Engagement — How actively is this customer using the product?
Payments — Are they paying on time? Any failed charges or downgrades?
NPS — What have they told us directly about their experience?
Support — How many open tickets? Are issues getting resolved?

Each signal contributes to the final score, and the system places every customer into one of three tiers: Healthy, At-Risk, or Critical.

A Dashboard That Tells the Full Story

The new CRM Health Dashboard surfaces everything in one view:

Tier breakdown — see at a glance how your customer base is distributed
Component scores — understand which signals are driving a customer's status
Signal detail drill-down — inspect the raw events behind any score
Outreach log — see what automated actions have already been taken

All data is live, pulled from five tRPC queries backed by Postgres — no stale caches, no manually refreshed reports.

Fully Autonomous CRM Loop

Health scoring is the foundation for the platform's proactive engagement capability. When scores change, the system doesn't just update a number — it logs outreach actions and can trigger automated engagement flows. The proactiveOutreachLog table records every action taken, giving full auditability over how the AI handles at-risk accounts.

This is what zero-human customer management looks like in practice: signals collected, scores computed, actions taken — automatically, continuously, at scale.

What's in the Release

scoreAndPersistHealth() — composite scoring engine
10 new tRPC endpoints covering health scores, NPS, engagement tracking, and outreach
4 new CRM database tables
CrmHealthDashboard React component with tier breakdown, signal details, and outreach log

See the Customer Health Scoring feature docs for full API and schema reference.