Customer Health Compass

Customer Health Compass is ranked #3 of 26 in customer health score software on The Geeks Club. It runs on Web. There is a free plan.

Customer Health Compass plans and pricing

All plans

Free User Program Free Full access to all features · priority support · feature feedback influences roadmap · apply through form customerhealth.co · 4 Oct 2026

Compared on customer health score software

Free plan: Yes
Support data: Yes
Custom scoring models: Yes
Automated score updates: Yes
Health score segments: Yes

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Customer Health Compass

Purpose: Customer Health Compass turns a Google Sheet into a customer intelligence dashboard that calculates health scores.
Custom scoring: Users can adjust metric weights and scoring criteria to fit their business priorities.
Daily updates: Health scores can be updated manually or automatically each day.
Historical scores: The tool can backfill customer health scores across a selected historical date range.
Reporting: Reports include customer overviews, metric trends, radar charts, and a strategic customer matrix.
Templates: The traditional software template is available for project- or license-based businesses; the SaaS template is marked “Coming Soon.”
Integrations: The product operates within Google Sheets, and a copied template is stored in the user's Google Drive.
Data handling: The privacy policy says spreadsheet data stays in the user's Google Sheet and is not collected, stored, accessed, or transmitted to the maker's servers or third-party services.
License data: For license verification, the library accesses the user's Google Account email; on activation, it sends the email and license key to Lemon Squeezy for validation.
Security: The privacy policy says calculations run within Google Workspace and data is protected by Google's security infrastructure, including encryption in transit and at rest.
Setup: Users create a private copy of the Google Sheets template and follow the video and manual for a one-time setup; coding is not required.
Limit: The SaaS product is described as an upcoming cloud-based platform, with help guides still forthcoming.
Support: The free user program offers priority support with direct access to the development team; the help page lists [email protected].
Terms: The terms describe a limited, non-exclusive, non-transferable, perpetual license for use within Google Sheets.
Price from: Free

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Where it ranks on The Geeks Club

Best Customer Health Score Software in 2026#3 of 26

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Sources

customerhealth.co· checked 4 Oct 2026
customerhealth.co/privacy.html· checked 4 Oct 2026
customerhealth.co/terms.html· checked 4 Oct 2026