Every client gets a score from 1–99. It tells you exactly where the relationship stands — not where you hope it is.
14-day free trial. Cancel anytime.
Move a relationship dimension and watch the Retention Score recalculate — and the risk patterns fire when the wrong things go low together.
The Retention Score isn't a gut feeling. It's the weighted output of how every relationship dimension is scored, adjusted for the facts that move risk, and updated every time you keep a profile current.
Each client is scored on twelve dimensions — trust, loyalty, grace, and more. When the wrong pairs go low together, a combination fires to catch patterns no single metric can.
Hard facts adjust the number directly — late payments, a prior termination, competing vendors pull it down; a referral origin and every year of tenure nudge it up.
Revenue concentration, LTV, and tenure act as a multiplier on the Today page's sort — so the score you see reflects business impact, not just relationship state.
The point was never to replace your judgment. It's to make sure nothing reaches it too late while there's still time to act. I watch every relationship with the same care you'd watch your most important one 24/7.
Your Today tab is where Rai suggests and ranks the work that matters most — tasks sorted by an invisible priority engine that weighs relationship health against business value, so you always know who needs you right now.
Structured check-ins that surface what you already sense but haven't said out loud. The twelve relationship dimensions assess health directly, so keeping a profile current keeps its score honest.
Former clients aren't dead relationships — they're future revenue. The Rolodex tracks who left, how it ended, and whether they'd come back.
Start free. Your first client is scored in minutes.
14-day free trial. Cancel anytime.