AccountGauge turns subjective gut-feel into a structured, daily discipline. Frontline teams capture the signal. Leaders get the visibility to act.
Two sides of the same coin
Account managers capture the signal. Leaders get the visibility they need to protect revenue and grow relationships.
A lightweight daily ritual that takes under 60 seconds per account. Swipe through sentiment questions, add optional notes, and move on.
Client responsiveness
Deliverable alignment
Real-time visibility into every account across your firm. Spot risks, track trends, and ensure nothing falls through the cracks.
24
Healthy
8
Watch
3
At Risk
Use cases
Whether you run a 10-person consultancy or a 500-person firm, AccountGauge adapts to the way your teams manage client relationships.
Catch declining sentiment before it becomes a churn conversation. AccountGauge surfaces score drops and trend shifts weeks in advance, giving you time to intervene with the right playbook.
Know which accounts are primed for upsell. High health scores paired with strong executive engagement signal expansion potential that sales teams can act on.
Map every relationship at the account, including executive sponsors. Get alerts when coverage gaps appear or when key contacts go silent.
When an account manager leaves or transitions, AccountGauge ensures the incoming team inherits full context: health history, contact maps, and open actions.
Managers can see which team members are consistently pulsing and which accounts are going dark. Use the data for 1:1 coaching conversations grounded in specifics, not assumptions.
Score explainability
No black boxes. Drill into any account score to see which dimensions are pulling it up or dragging it down.
Meridian Corp
Composite health score
Responsiveness
ImprovingDeliverable Alignment
StableRelationship Depth
ImprovingEngagement Frequency
DecliningExpansion Signals
StableScores are calculated from daily pulse responses, weighted by dimension importance. Weights are configurable per firm in Settings. All historical changes are logged in the audit trail.
Integrations
Enrich health scores with signals from your PSA, RMM, and communication platforms. More integrations launching soon.
Sync client and contract data from HaloPSA to automatically populate your account list and enrich health scores with ticket and SLA data.
Pull in Autotask projects, tickets, and time entries to correlate service delivery quality with account health trends.
Connect Syncro for a unified view of managed service delivery alongside relationship health. Surface silent accounts automatically.
Analyze email and Teams engagement patterns to detect when communication frequency drops or key contacts go quiet.
Measure engagement signals from Gmail and Calendar to augment pulse data with real-world interaction frequency.
See AccountGauge in action with a personalized walkthrough for your firm. Or jump straight into the demo workspace and explore on your own.
Free plan available. No credit card required.