Client Relationship Index
Product How it works Security Request a demo

A structured measure of
client relationship health.

Know why your biggest accounts stay — before you find out why they leave.

Request a demo See how it works
“They’re quick to respond.”
Interview · COO
“Fewer escalations this quarter.”
Survey · Ops lead
“Bring them into our planning.”
Interview · CIO
CRI Score
Strong
last quarter 66  ·  ▲ +6
Assessment complete
Built on decades of enterprise customer experience
DHL
Atos
Capgemini
Telefónica
BT
AIA
BMW
John Deere
Aliter Capital
ECI
Capita
ABB
Specsavers
Box UK
TXP
Peoplesafe
Why CRI

The forecast says the renewal is safe. The relationship knows better.

See risk before the renewal does

Accounts that leave rarely complain first — they go quiet. CRI scores what stakeholders actually say, quarter over quarter, so a cooling relationship shows up as a falling number, quarters early.

Protect the revenue at stake

Every account carries its contract value alongside its health, so your team defends the relationships that matter most — first.

Give every team the same next move

Every assessment ends in a ranked list of specific actions — drawn from the evidence, sized by expected impact on the score, each with an owner and a date. Follow-through is tracked, not assumed.

Protect the revenue you have.
See where the next revenue comes from.

CRI doesn’t just expose relationship risk. It shows where trust, relevance and strategic permission are creating opportunities to grow — helping teams focus on the accounts, relationships and actions most likely to unlock new revenue.

The platform

One view of the whole relationship.

Built to turn account gut-feel into decisions you can defend.

Account portfolio Q3 2026 · 4 of 18 accounts
Account Health Score Trend Next move
Northwind Utilities
Energy · UK
Strong 74 ▲ +3 Bring them into next year's roadmap review
Alden Financial Group
Banking · DE
Stable 63 — 0 Re-establish the exec sponsor relationship
Harbor Logistics
Transport · SG
Vulnerable 55 ▼ −4 Restart the quarterly review cadence this month
Caldera Health
Healthcare · US
At Risk 47 ▼ −7 Executive visit before the renewal conversation
Protected but fragile
Strategic partner
Watchlist
Promising but unproven
Internal
Customer
THE GAP
Performance Trust →
↑ Structural Stability
Action board Ranked by expected impact
01
Put the roadmap review back on their planning calendar
Strategic Permission +2–3 pts
Account Director · due 30 Sep · In progress
02
Fix the escalation path for critical incidents
Reliability +1–2 pts
Service Manager · due 14 Oct · Not started
Certificate of Assessment
72 Strong Wave 4 · Q3 2026
“Earning the room, not just the renewal.”
Delivery trust has recovered; the open question is strategic access.
Account Director
Service Manager
How it works

Listen. Score. Act.

01 Listen
CRI starts with real conversations — structured interviews and surveys with your account teams and customers — bringing both sides of the relationship together in one place.
02 Score
That evidence becomes one defensible health score per account, on a published methodology — a number your board can interrogate, not a sentiment gauge.
03 Act
Your team gets the short list of moves that protect the renewal — each with an owner and a date, tracked quarter over quarter.
“CRI gives us a new lens on our most important customer relationships — helping us see where revenue is at risk and where the next growth opportunity could come from.”
Rodney Kinchington
Managing Director, Cloud, AI & Digital Transformation
Enterprise & Government, APJC · BT Group
Enterprise security Source files encrypted at rest Role-based account access Append-only audit trail
Before the next renewal cycle

Put a number on the relationship.

See CRI on your own accounts. Bring the one you're least sure about.

Client Relationship Index · © 2026 CRI Ltd
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