Churn Forecasting

Overview White Label Client Portal Churn Forcasting Custom Fields Client Summary

Tools To Improve Client Retention

Know when clients are about to churn before they do. Use powerful forecasting & signals to improve client retention.

Client Churn Criteria

Configure Your Own Client Churn Criteria

Customize how churn risk is calculated based on what matters to your agency, so you can take action before clients leave. Synup OS gives you the power to define and adjust churn signals for every client based on tool usage and performance trends.

Configurations

Identify Risk Factors

Identify clients at High, Medium, or Low Risk using real-time, data-driven logic.

Custom Parameters

Set your own churn parameters, customizable for each client, with our dynamic risk scoring engine.

Internal Client Rating

Add your own internal client rating to factor in inputs from your team on client relationship.

Performance Signals

Use relevant signals based on the tools your client is using (Listings, Reviews, Social, etc.).

Client Health Insights

Get Instant Client Health Insights

View guide

View an always-up-to-date snapshot of every client’s health score. Know exactly which account needs attention, and when. Our Client Pulse dashboard offers an at-a-glance view of client satisfaction and engagement, segmented by overall relationship quality.

Visual indicators of relationship health via a Client Pulse score.

Dig deeper into client pulse with insights and history of an account.

Combine your team's input with platform activity to build a more complete picture of client satisfaction.

Drill Down To Clients Who Need Attention

No more guessing who’s slipping away. Quickly identify at-risk clients and take targeted action before churn happens. This helps you do proactive outreach and support where it’ll make the biggest impact.

Visualize churn risk across your entire client base with an intuitive dashboard that highlights focus areas.

Instantly click into High Risk segments to get a filtered view of just those clients.

Access detailed client profiles with risk indicators, past engagement, and usage history.

Client Health Trends

View Client Health & Performance Trends

Understand how client engagement, satisfaction, and performance evolve, so you can catch issues early and strengthen relationships. Save time by letting the system do the heavy lifting on client monitoring.

Analyze Trends

Monitor week-over-week or month-over-month changes across critical client performance metrics.

Take Action

Use historical insights to fine-tune your services, client outreach, and upsell strategy.

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Tools to improve client retention