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Status & Scoring

Engagement-Driven Status & Client Health

Compute a single, reportable company status from live signals across contacts, pipeline, assignments, and placements.

Logic (weights, look-backs, thresholds) is configured per customer. The outcome is consistent: a segmented, reality-based view of your book (e.g. Strategic Key Account, Emerging, Active, Lapsed, Engaged Prospect). Written back for BD planning, account reviews, and portfolio strategy.

Works on
Companies
Platform
Bullhorn and Invenias
Complexity
Complex
Firm type
All firms
Includes
An embedded app in your CRM

Every automation is adapted to your rules and run by our team.