Everything you need to
retain and grow every account.
Six modules. Every feature included from day one. No add-on tiers for core functionality. One platform from first signal to closed expansion.
Weighted signal categories
Configure up to 5 signal categories per account segment. Weights sum to 100% and are visible in every scorecard.
Multi-stakeholder input
Collect structured feedback from Commercial, Technical, Service, Finance, and Executive stakeholders in one cycle.
Quantitative KPI ingestion
Pull OTIF, order cadence, defect rate, fill rate, and revenue metrics directly from your ERP or via API.
Historical trend analysis
Period-over-period comparison for every KPI. See which accounts are improving, plateauing, or drifting.
Segment benchmarking
Benchmark each account against others in the same segment. Surface relative outliers without manual analysis.
Automated scorecard generation
Each evaluation cycle produces a complete scorecard automatically. No manual assembly, no Excel.
Multi-dimensional risk scoring
Commercial, relationship, operational, and competitive signals rolled into one risk index per account.
Configurable alert thresholds
Set your own risk thresholds per account segment. Alerts fire automatically when a score crosses the line.
Portfolio heat map
Visual overview of all accounts by health status. Red accounts surface at the top. No filtering required.
Stakeholder turnover detection
Flag champion or sponsor changes that signal renewal or expansion risk before the relationship deteriorates.
Revenue exposure quantification
See total ARR at risk in your portfolio. Prioritise recovery actions by revenue impact, not just score.
Risk history & trend
Six-quarter risk history per account. See whether risk is building, stable, or resolving before each QBR.
One-click CAPA trigger
Fire a Corrective and Preventive Action workflow with a single click when a health alert surfaces. Eva AI auto-trigger coming soon.
Milestone tracking
Break every recovery into structured milestones with owners and due dates. Progress visible to the full team.
Automated reminders & escalation
Configurable escalation rules. Overdue milestones escalate automatically to the responsible manager.
Root cause capture
Structured fields for root cause analysis at CAPA creation. Evidence uploaded at closure validation.
Immutable audit trail
Every CAPA action timestamped, logged, and exportable. Full accountability at renewal or review.
Effectiveness rating
Rate each closed CAPA on effectiveness. Feed the rating back into the next evaluation cycle.
Automated QBR scheduling
Set review cadence per account segment. Calendar invitations sent automatically. Reminders fire before each session.
Structured agenda templates
Per-segment agenda templates with live scorecard data surfaced automatically. No prep time wasted on slide assembly.
Action capture during the meeting
Log action items in real time. Each gets an owner, a due date, and links directly to a CAPA workflow.
Account-visible summaries
Share QBR notes, agreed actions, and scorecard highlights directly in the customer portal after each review.
Historical QBR archive
Full version history of every QBR. Every agenda, note, and action. Searchable and exportable.
CAPA link-through from action items
Every QBR action that needs a recovery workflow converts to a CAPA in one click. Nothing falls through.
Custom branded portal
Your logo, your domain. Accounts experience your brand, not EvaluationsHub. Included on every plan.
Unlimited account users
Every stakeholder at your account can access the portal. No seat limits. No per-user charges. Ever.
Self-service data submission
Accounts submit updates, complete assessments, and upload documents directly. No email threads.
CAPA visibility & response
Accounts see their open action items, submit evidence, and close items from inside the portal.
Secure in-portal messaging
Replace email for account communication. Every message logged, searchable, and attached to the account record.
Role-based access
Assign portal roles per account contact. Commercial, Technical, Executive. Each sees only what’s relevant.
Live portfolio dashboard
Real-time view of every account’s health status. Filter by segment, region, revenue band, or risk level.
PDF & Excel export
Export any scorecard, CAPA list, or QBR summary. On demand, branded, no configuration required.
Immutable audit trail
Every action logged, timestamped, and locked. Every decision traceable to a person and a moment.
Role-based access control
Sales sees accounts. Finance sees revenue exposure. Executives see the portfolio. Everyone sees only what’s theirs.
Custom report builder
Build scheduled reports for CRO, CFO, or Board review. Configure columns, filters, and delivery cadence. Growth and Enterprise.
2FA enforced on every plan
Two-factor authentication enforced for every internal user. No opt-out, no exceptions.
Your AI agent for the account layer.
Eva AI reads your scorecard signals, monitors risk indicators, and fires CAPA workflows when a deviation crosses your threshold. Every action requires human approval before execution.
Auto-trigger recovery playbooks
When a health score drops below your defined threshold, Eva AI fires the CAPA recovery workflow. Ownership assigned, milestones set, reminders scheduled. No manual trigger. Coming soon.
QBR agenda drafting
Eva AI drafts your QBR agenda from the signal mix for each account. Pulls risk drivers, open action items, and trend data. Editable before the meeting. Live in production.
Expansion opportunity surfacing
Analyses whitespace, signal patterns, and stakeholder coverage to surface expansion opportunities you’d otherwise miss. Creates a structured proposal in one click.
Human in the loop — always
Every Eva AI recommendation is held for review before execution. One-click approve, edit, or dismiss. No account-facing communication sent without your explicit approval.
Optional add-on on every plan · Standalone, Growth, and Enterprise · No minimum commitment
Talk to us about Eva AI →Plugs into your stack. No rip-and-replace.
Data from your ERP, CRM, and QMS feeds the score automatically. Native Salesforce sync via custom objects. AWS AppFlow connectors for 40+ enterprise services. REST API and webhooks for everything else.
Every feature. Every account. 30 days free.
Start on the pilot and see every module working on your real account portfolio. No credit card. No configuration required to start.